• Client Relations Manager

    Job Locations
    US-CA-Palo Alto
    Customer Service/Support
  • Overview

    First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. Our approach is to 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 position that we seek to fill is responsible for assisting and reporting to the Deputy Regional Manager with day to day-to-day activities that include a variety of analytical, administrative and client oriented tasks.  The position represents a liaison between the Relationship Management Team and Private Banking Officers, lending personnel and clients.

     The ideal candidate will be able to assist in research, a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic..  Additional activities pertaining to the client outreach engagement may include , events planning/client-followup, as well as financial tracking of client development and market trending for demand generation insight.


    • Build relationships with and learn from DRM, CRM and supporting teammates who help make First Republic one of the most highly respected Banks in the Country.
    • Attain foundational skill-sets to begin a career in the financial industry: Three examples are the following (1) Initial visibility into underwriting facilities, which entails application of a finance, accounting or economics degree to verify a client’s ability to qualify for financing; (2) Observing how teammates handle client relationship management, or sustaining professional connections with First Republic’s borrowers by utilizing both written and verbal skills; and (3) Problem-solving and effective communication, that is, analyzing an issue and articulating it via email with respective team members to resolve.
    • Assist in supporting the team in closing new deals
    • Maintain existing loans and keep borrowers up-to-date; assist with client queries and loan servicing matters related to interest charges, account statements and compliance items.
    • Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team and intentions to add value to the brand.
    • Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives.
    • Assist with research/audit requests by locating and reporting files and other financial information.
    • Occasionally joining Team at offsite events, client calls and property inspections.
    • Assist with championing Google searches and other research which will be utilized in arriving at Start up and Tech prospect opportunities.
    • Identifying events with which to partner and then managing and executing these events
    • Acting as the liaison with Marketing Department and assist the team with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions.
    • Assist the team on ad hoc projects related to process improvement, technological advancements and ongoing sales support.
    • Assist with the monitoring of the loan maturity and loan delinquency reports and alerting DRM and team of upcoming maturities
    • Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns.
    • Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets.
    • Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
    • 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.


    • 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 for business


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