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 Compliance Processing Specialist is responsible for the daily processing of key functions within Compliance Processing, including, but not limited to the following: Regulation D, Non-Resident Alien (NRA), Year-End processing of form corrections, Individual Retirement Account (IRA), Interest on Lawyers Trust Accounts (IOLTA), Unclaimed Property, and Legal Processing (Levy). The individual must be detailed oriented, able to multi-task, and to prioritize work load. The Specialist must adhere to Federal regulations/guidelines and departmental procedures.
The Individual will work under general supervision, demonstrate good judgment capabilities, provide a high level of client service, and build effective relationships with representatives from various lines of businesses. In this role, the Specialist must be able to make sound decisions and communicate effectively with team members, other departments, clients, bankers, and outside vendors.
This is an individual contributor role with regular client contact, responsible for identifying and resolving issues of high complexity and of a sensitive nature. This position requires strong analytical skills, great attention to detail, and strong communication skills.