First Republic Bank

Returning Candidate?

Lead Trainer

Lead Trainer

Job Locations 
US-CA-San Francisco
Deposit Services

More information about this job


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 Lead Trainer will primarily support the Senior Training Manager with the Deposit Academy’s goals and objectives.


Must have experience in curriculum design, facilitating the learning process, assessing outcome and results, have experience with creating training programs in the various training applications, such as online e-learning, WebEx, Video Conferencing, etc., plus  instructor led training, self-study, and blended learning curriculum.


Must possess excellent written and verbal communications skills, exceptional customer service orientation, cognitive learning skills, and experience with interfacing with various levels of management successfully.


Must be polished, professional, confident, strong personal presence in large groups, and embody the First Republic Bank Values.


Must be knowledgeable on all bank products, specifically consumer and business deposit accounts, processing, and related compliance requirements.


May require traveling to regional locations.


Recommend a Bachelor’s Degree and must have extensive training and development experience and proven results-driven curriculum design using multiple training methodologies.


Responsibilities include, but not limited to the following:

  • Ownership of assigned Deposit Academy, Tier 2 training support as outlined by the Senior Training Manager.
  • Developing training curriculum and facilitating the learning process for all deposit personnel as requested.
  • Supporting and delivering identified key program goals and administrating the participant program, including tracking and monitoring participant’s progress.
  • Working with the Senior Training Manager in developing a certification program to accompany each training curriculum to insure future success for all bankers and clients.
  • Staying in tune with all changes to deposit products and services and changing training programs accordingly to support banks’ goals.
  • Act as a change agent for improved bank performance. 


  • Supports Senior Training Manager in all identified Deposit Academy training initiatives and goals, coordination of classes, communications, project documentation, timeline, and status update communications as required. Contributes and achieves “Academy” Best in Class outcome.
  • Supports training curriculum design, programs, materials, and facilitation as directed.  Includes providing learning expertise, considers and offers alternative training design, delivery options, and supports documentation, training, training assessment and recommendations.  
  • As it relates to the “Academy”, the Senior Training Specialists assists and guides any bank designated trainers, consultants that may be needed on occasion.
  • Perform duties and responsibilities specific to Academy functions and activities or assigned by management.
  • Other responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 

Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.


  • Strong analytical skills.
  • Understand and apply client-centric skills and mindset.
  • Five years of experience coordinating and supporting training and development departments to meet business goals.
  • Experience and proficiency in training, development, evaluation, assessment, and techniques in transferring the learning.
  • Extensive experience in developing and leading classroom courses, workshops, seminars and materials.
  • Ability to translate complex or technical concepts into user-friendly, simple terms.
  • Team player.
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.


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