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.
As a Preferred Banking Client Services Manager, your primary responsibility is to manage and monitor the work flow of the walk-in clients, lobby traffic and provide support to manage the Client Services Mailbox. The Manager is also responsible for providing prompt, accurate, and courteous response to Preferred Banking internal and external client inquires. This position requires an indiviual who can work effectively with team members of all levels to maximize the customer experience and to resolve client needs. We're looking for someone who can ask questions in order to understand the full banking needs of our clients and interact with various banking departments to ensure the client’s needs are met while demonstrating versatility within the client services role by performing all functions as needed. The Manager should also be able to identify valuable FRB clients and be familiar with their banking patterns, principals on these accounts, and be able to share this level of knowledge with their team. Furthermore, the ideal candidate is someone who will always seek to protect the bank and clients through mitigating risk and assessing the appropriate work assigned to the team member based on their knowledge and experience.
DUTIES AND RESPONSIBILITIES:
Manage daily work flow and mailbox flow, delegate specific tasks to Supervisors, Assistant Managers, and CSAs depending on their knowledge, expertise and ability, while keeping in mind their limitations and therefore minimizing risk to the bank and client.
Supervise the client facing CSA and provide ongoing support with daily transactions, problems and proactively engage when problem arise during the day. And Coordinating monthly meetings.
SKILLS, KNOWLEDGE, AND ABILITIES:
MENTAL AND PHYSICAL REQUIREMENTS: