First Republic Bank

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Preferred Banker Associate

Preferred Banker Associate

ID 
2017-5108
Job Locations 
US-CA-Palo Alto
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 Preferred Banker Associate position is responsible for assisting the Preferred Banking team and Relationship Managers in developing client relationships, transitioning them over to the Bank, and maintaining existing relationships using the full range of Bank’s deposit products and services. The position is expected to maintain a professional relationship to encourage and recognize opportunities for additional business from existing clients. The position is also expected to support the Preferred Bankers on documentation, new client follow-up, compliance logs and some administrative duties. The position will provide ongoing exceptional client service using ingenuity to solve problems or enhance the banking relationship. Knowledge of banking operations is highly suggested. Organization skills, ability to multi-task, computer proficiency and professional appearance are required.

 

Responsibilities

DUTIES AND RESPONSIBILITIES:

  • Providing on-going exceptional client service on the phone and occasionally in person
  • Supporting the Preferred Banking team in day to day responsibilities
  • Assistance in obtaining and organizing all required documentation and filing
  • Maintaining new account logs, Eagle reports, Alco reports, client/product reports and transaction logs
  • Maintain customer relationships
  • Acquire knowledge of existing bank products, specifically the deposit side, but with a small focus on the Trust, Wealth Management and Loan products as well. Keep up to date with new product offerings and services.
  • Maintaining marketing and brochure supply for Preferred Bankers
  • Provide back-up support in Preferred Bankers absence
  • Opening of new accounts
  • May participate in business development calls with Relationship Managers and/or Preferred Bankers
  • Perform duties & responsibilities specific to department functions & activities.
  • Performs other duties & responsibilities as required or assigned by supervisor.
  • Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.

 

Qualifications

SKILLS, KNOWLEDGE, AND ABILITIES:

  • College degree
  • 1-2 year history in a professional services role

 

PHYSICAL REQUIREMENTS:

  • 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 in a limited capacity.

 

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