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 QC Senior Associate role is responsible for all first-level review of new accounts and account changes which entails reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures. Additionally, the Senior Associate is responsible for properly maintaining findings within the QC Documentation Databases and Logs for assigned accounts. This position should have a basic understanding of deposit documentation requirements and complex business structures.
DUTIES AND RESPONSIBILITIES:
KEY SKILLS, KNOWLEDGE AND ABILITIES: