First Republic Bank

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Customer Services Associate

Customer Services Associate

Job Locations 
US-NY-New York

More information about this job


About First Republic:

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.


About the Role: 

The Customer Service Associate is a role created to recognize the unique and significant opportunity that currently exists to expand consumer banking relationships through our student loan refinancing product, the "All In One." The AIO product offers highly competitive rates for individuals to consolidate their student loan debt into one simple monthly payment. Our goal is to build long-term relationships with our AIO clients. Through offering best-in-class products and extraordinary service, the Customer Service Associate will help solidify First Republic as the primary bank of our next generation of clients.


A key goal of the Associate is to identify potential borrowers for the AIO product that are referred to First Republic through social media channels, marketing events, and client referrals. In addition, the Associate will be responsible for deepening relationships with these borrowers and introducing new clients to Relationship Managers to ensure a seamless client experience. The Associate will also work closely with the Credit Analyst group by ensuring that all AIO loan packages are complete for underwriting.



  • Identify potential borrowers for the "All In One" product through referrals from marketing events, social media channels, and client referrals.
  • Vet and complete the initial analysis on new applications and ensure complete packages are submitted to the Credit Analyst team for underwriting.
  • During the loan application process, the Associate will act as the liaison between clients, Credit Analysts, and Executive Loan Committee members at First Republic. 
  • Provide exceptional customer service and support for clients and internal team members.
  • Daily client support activities will include: answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers as well as answering borrower's questions about their loans upon being funded.
  • Ensure that all borrowers are aware of First Republic deposit services, lending products, and wealth management services/products.
  • Create and maintain monthly reports to track the frequency of client contact, the services/products successfully offered to each client, and any additional services that can still be offered to each client.


The ideal candidate with have:

  • 2 years of business or private banking experience (required), ideally in a customer service-related role.
  • College degree (BA/BS) required, with a focus on business/finance preferred.
  • Passion for providing extraordinary service.
  • Experience with consumer lending or credit couseling.
  • The ability to build relationships with key stakeholders across the bank and a successful track record of servicing clients.
  • A strong sense of empathy and integrity.
  • Exceptional verbal and written communication skills.
  • Strong organizational skills and a high sense of urgency.
  • An analytical mindset and enjoy working with numbers.
  • A collaborative, team-oriented mindset and approach.
  • An energetic, polished, confident, outgoing, and proactive style.


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