First Republic Bank

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Senior Preferred Banker

Senior Preferred Banker

ID 
2017-4229
Job Locations 
US-CA-San Francisco
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 Senior Preferred Banker position is  responsible for assisting Relationship Managers in developing and maintaining clients by selling a full range of First Republic Bank products and services as well as developing a personal portfolio of business. This position is expected to maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. This position also provides ongoing excellent customer service using ingenuity to solve problems or enhance the banking relationship. Thorough knowledge of banking operations is required.

Responsibilities

  • Assisting Relationship Managers with business development
  • Opening new accounts
  • Responsible for acquiring all required documents
  • Provide on-going excellent customer service
  • Maintain existing client relationship
  • Thorough knowledge of existing bank products and keeping up to date with new products and services
  • Work with other team members (Relationship Managers, loan processors, client liaison) to provide a more efficient sales and workflow environment
  • Perform duties & responsibilities specific to department functions & activities
  • Performs other duties & responsibilities as required or assigned by supervisor
  • Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.
  • Adhering to Bank policies and procedures
  • Identifying and reporting suspicious activity to the AML Officer
  • Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank

Qualifications

  • College degree
  • Minimum 3 years experience in private banking
  • Existing client portfolio desired

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