First Republic Bank

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Preferred Banking Offices Senior Preferred Banker

Preferred Banking Offices Senior Preferred Banker

ID 
2017-5024
Job Locations 
US-NY-New York
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.

The Senior Preferred Banker position is responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. This position is responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise.  This position is expected to develop client relationships through positive customer experiences, and will have a minimum expectation of $3MM in checking deposits and Eagle referrals.

Responsibilities

Exhibits in-depth knowledge of all branch operations and banking policies and procedures

  • Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
  • Processes customer transactions according to branch policies and procedures 
  • Files and maintains bank records in compliance with branch policies and procedures.
  • Prepares and balances daily work, bank deposits, ATM and Night Depository.
  • Participates in maintenance of  the branch office to represent the office in a positive manner


Exhibits in-depth understanding of all banking products and customer needs

  • Promotes and introduces new banking products and services to customers
  • Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
  • Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition
  • Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals
  • Actively participate in branch sales promotions

Qualifications

Ideal candidate should have:

  • College degree preferred
  • 5+ years proven relationship banking experience
  • Successful and proven sales track record
  • Ability to work well under pressure
  • High level of attention to detail
  • Strong verbal and written communication skills
  • Organizational and time management skills
  • Computer skills

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