First Republic Bank

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Construction Lending Group Client Service Associate

Construction Lending Group Client Service Associate

ID 
2017-4834
Job Locations 
US-CA-San Francisco
Category 
Banking

More information about this job

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.

 

Responsible for assisting RM with day to day duties which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between RM and Private Banking Officers, Wealth Management professionals, lending personnel and clients.  Responsibilities include but not limited to preparing pre-approval letters, responding to client inquires, and identifying cross sell opportunities to the RM.

Responsibilities

Support the loan process:

  • Prepare pre-approval letters
  • Send out initial loan application and needs list
  • Gather loan documentation on the “needs list”, request missing items from clients

Provide excellent customer service:

  • Mail out loan applications
  • Respond to incoming communications and direct client inquiries to ensure proper resolution
  • Answer general loan servicing questions

 

Assist with special marketing projects:

  • Coordinate distribution of marketing mailers
  • Coordinate client event invitation lists
  • Contact customers to explain new marketing campaign
  • Coordinate broker opens
  • Assist with special projects and events

Provide administrative support:

  • Mail out realtor rate sheets
  • Complete expense reports
  • Assist with products per client linkage
  • Increase RM’s efficiency through tasks specified by RM

 

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. 

 

Qualifications

Key Skills, Knowledge, and Abilities:

  • Strong interpersonal and communication skills.
  • Excellent computer skills.
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.
  • Strong working knowledge of MS Word / MS Outlook /  MS PowerPoint/ MS Excel.
  • Required: Bachelor’s Degree; Minimum 2 years of customer service or banking experience with an emphasis on building customer relationships and providing excellent customer service

Mental/Physical Requirements:

  • The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
  • Vision must be sufficient to read data reports, manuals and computer screens.
  • Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
  • Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
  • Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
  • Must be able to travel as position requires.
  • May be required to lift up to 15 lbs.

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