First Republic Bank

Returning Candidate?

Preferred Banking Offices Preferred Banker Floater

Preferred Banking Offices Preferred Banker Floater

ID 
2016-3572
Job Locations 
US-CA-Menlo Park
Category 
Banking

More information about this job

Overview

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

The Preferred Banker position is responsible for demonstrating First Republic’s core values in all actions to provide an excellent customer experience.  This position is expected to provide quality customer service, cross-sell bank products and maintain branch operations. Hours for this position are 8:30am to 6:30pm weekdays, and 9:00am to 3:00 on Saturdays.

Responsibilities

Demonstrates thorough knowledge of all branch operations and banking policies and procedures

  • Processes customer transactions according to branch policies and procedures
  • Files and maintains bank records in compliance with branch policies and procedures
  • Prepares and balances daily work, bank deposits, ATM and Night Depository
  • Participates in maintenance of the  branch office to represent the office in a positive manner
  • Creates a memorable customer experience for current and potential customers


Demonstrates thorough understanding of all banking products and customer needs

  • Promotes and cross-sells new banking products and services to customers
  • Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
  • Establishes and maintains professional relationships with customers to ensure repeat and referral business
  • Actively contributes to the attainment of individual and branch sales goals

Qualifications

Education, Experience, and/or Technical Skills:

Ideal candidate should have:

  • High School diploma or equivalent
  • 2-5 years prior Financial Services experience
  • Interest in Sales
  • Proven and demonstrated customer service experience
  • Ability to work well under pressure
  • High level of attention to detail
  • Excellent verbal and written communication skills
  • Organizational and time management skills
  • Computer skills

Options

Share on your newsfeed