First Republic Bank

Returning Candidate?

Training and Development Specialist

Training and Development Specialist

Job Locations 
US-CA-San Francisco
US-CA-Los Angeles
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 Training and Development Specialist will facilitate training for service and operational teams within Deposit Services.  This position will involve working in a team to produce and facilitate New Hire curriculum, technical systems training and development programs as needed. This person is responsible for devising, monitoring and reviewing individual 30/60/90 day learning plans; producing training materials for in-house sessions; have an understanding of e-learning techniques, and where relevant, be involved in the creation and/or delivery of e-learning modules. The ideal candidate will possess a fun-natured, enthusiastic, and motivational personality, capable of thriving in a fast-paced and dynamic service based environment. The position will require exceptional written and spoken communication skills, interpersonal skills that allow you to work with people at all levels, initiative and the ability to offer new ideas and solutions, good time management to effectively manage training schedules.


  • Facilitate classroom style training on critical customer service topics and techniques, product and system enhancements, etc.
  • Develop new and maintain current training materials, including guides, activities, databases and reports.
  • Manage testing and observe performance for all new hires while in training. Review trainees knowledge to determine additional training as needed.
  • Monitor participants’ knowledge before and after training and provide additional coaching and follow up.
  • Use a variety of instructional methods to ensure maximum delivery effectiveness.
  • Performs other duties & responsibilities as required or assigned by the Manager and/or Director.
  • Work closely with management to address any identified opportunities for improvement.
  • Responsibilities include the following:
    • 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.)
    • Adhering to Bank policies and procedures completing required training.
    • Identifying and reporting potential suspicious activity to the BSA/AML Officer.
    • Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.



  • Embrace a customer-focused and results-driven environment.
  • Excellent presentation skills.
  • Be able to adapt training materials and delivery to changes in customer service environments.
  • Possess strong organizational, time management, and interpersonal skills.
  • Have excellent problem solving, decision making, and research/analytical skills.
  • Display exceptional professionalism in appearance and behavior.
  • Strong oral and written communication skills.
  • Strong Internet and computer literacy skills in MS Office: Word, Excel, Outlook, Access.
  • Strong skills in utilizing e-learning software.
  • Basic understanding of technology and Internet deployed services preferred but not required.
  • Team player.
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.
  • Ability to juggle multiple projects, conflicting due dates and people.


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