• Client Relationship Analyst

    ID
    2017-5519
    Job Locations
    US-CA-Palo Alto
    Category
    Customer Service/Support
  • Overview

    The Client Relations Associate will work with a top producing Deputy Regional Managing Director and will have the opportunity to be a liaison with both internal partners and clients. The role allows for high visibility in a variety of analytical responsibilities, client development and outreach, relationship building and market trend insight.

     

    Responsibilities

    • Build relationships and assist with business development.
    • Attain foundational skill-sets to begin and grow a career in the financial industry.
    • Initial visibility into underwriting facilities to verify a client’s ability to qualify for financing.
    • Develop the ability to spread business and personal financial statements, balance sheets, business and personal tax returns.
    • Manage pipeline of pending credit facilities by keeping borrowers up-to-date.
    • Respond to and research client inquiries.
    • Assist with financial reporting, covenant monitoring and research/audit requests.
    • Assist in the planning and development of Marketing Events for the Tech community.
    • Assist in developing a marketing pipeline to mine new Tech opportunities
    • Execute lead generation research strategies and campaigns by identifying high growth client/company opportunities.
    • 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.

    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:

    • College degree required
    • Strong interpersonal and communication skills
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values

     

    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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