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 Preferred Banking Client Services Banker is responsible for providing prompt, accurate and courteous response to internal and external preferred banking client’s inquiries. The ideal candidate will work effectively with team members to maximize customer service and resolve client needs, ask questions to understand client’s full banking needs, and interact with other banking departments to ensure complete banking needs are met. This position requires an individual who can demonstrate versatility and customer responsiveness by performing all department functions as needed and process transactions accurately in a timely manner.
DUTIES AND RESPONSIBILITIES:
SKILLS, KNOWLEDGE, AND ABILITIES:
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.
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 25-50lbs.