• Preferred Banking Offices Preferred Banker Floater

    ID
    2017-4685
    Job Locations
    US-CA-San Francisco
    Category
    Banking
  • 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 PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.

     

    Responsibilities

    DUTIES AND RESPONSIBILITIES:

     

    Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs

    • Establish and maintain professional relationships with customers to ensure repeat and referral business
    • Provide high-level customer service to current and potential customers

     

    Branch Support

    • Process customer transactions according to branch policies and procedures 
    • Prepare and balance daily work, bank deposits, ATM and Night Depository
    • File and maintain bank records in compliance with branch policies and procedures
    • May provide assistance to other branches as needed

     

    Qualifications

    EDUCATION, EXPERIENCE AND/OR TECHNICAL SKILLS:

    Ideal candidate should have:

    • College degree preferred
    • Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills

     

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