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 QC Assistant Manager position is accountable for monitoring the Regional QC Documentation team workflow to ensure assignments, account documentation and KYC review are being handled properly and in a timely manner as well as handle all individual and team performance issues. Additionally, the Assistant Manager will act as the liaison between the QC Documentation Team and the Preferred Bankers to ensure the QC Documentation process is working effectively; research audit/compliance requests; second-level review of documentation for new accounts and account changes; step in to handle reviews when needed. Lastly, the Assistant Manager should have an in depth understanding of procedures and complex account structures; consistently review procedures to be familiar with any changes; support Management with high-level projects and escalate all unmanageable issues immediately to the Regional QC Manager so issues are resolved in an appropriate manner and time-frame to minimize risk exposure to the Bank.
DUTIES AND RESPONSIBILITIES:
KEY SKILLS, KNOWLEDGE AND ABILITIES: