First Republic Bank

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Client Service Specialist

Client Service Specialist

ID 
2017-5520
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 managing client expectations and requests while assisting Relationship Manager with day to day duties which may include a variety of analytical and customer service oriented tasks. This position manages client expectations and demands of the RM while acting as a liaison between RM and Private Banking Officers, lending personnel and clients.  Responsibilities include but not limited to managing client expectation and requests along-side collaborating with RMs, Clients and ELC to determine loan structure and conducting initial underwriting using a prequalification worksheet.

Responsibilities

SUPPORT THE LOAN PROCESS:

  • Prepare pre-approval letters
  • Package new loan requests
  • Gather loan documentation
  • Set-up initial loan file and input data into loan origination system
  • Complete initial underwriting of loan
  • Obtain credit report against loan applicant
  • Assist Relationship Manager to determine proper loan structure and loan size
  • Identify cross sell opportunities to the RMD

PROVIDE EXCELLENT CUSTOMER SERVICE:

  • Follow-up with delinquent clients
  • Mail out loan applications
  • Respond to incoming calls
  • Follow-up with clients to insure loan request proceeds in a timely fashion

ASSIST WITH SPECIAL MARKETING PROJECTS:

  • Coordinate distribution of marketing mailers
  • Contact customers to explain new marketing campaign

PROVIDE ADMINISTRATIVE SUPPORT:

  • Mail out realtor rate sheets
  • Prepare cross-sell reports and distribute as necessary

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

ESSENTIAL SKILLS, BODIES OF KNOWLEDGE AND ABILITIES:

  • Strong interpersonal and communication skills
  • Excellent computer skills
  • Strong working knowledge of MS Word, MS Outlook, and MS Excel
  • Provides extraordinary service.
  • Furthers the First Republic Bank culture and values.

EDUCATION, EXPERIENCE, TRAINING, OR CERTIFICATIONS/LICENSES:

  • Required: Minimum 3 years customer service experience with an emphasis on building customer relationships and providing excellent customer service.
  • Preferred: College degree. 

 

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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