• Specialist II, Corporate Services

    Job Locations
    US-CA-San Francisco | US-CA-Los Angeles
    Deposit Services
  • 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.

    Deliver extraordinary service by providing technical and transaction support, including troubleshooting and problem solving for clients using First Republic’s Cash Management products. Resolve issues involving Microsoft and Mac Operating systems, Quicken, QuickBooks, etc. Provide excellent customer service to both external and internal clients via phone, e-mail, and fax. Speak clearly and persuasively, and deliver excellent customer service by actively listening, expressing a willingness to help, probing for and identifying customer needs, giving correct information, and displaying empathy, courtesy, and sensitivity.


    • Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research requests, and fee reversal requests received by phone and e-mail.
    • Meets work standards by following production, productivity, quality, and customer-service standards as set by FRB management.
    • Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing.
    • Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
    • Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters.
    • Make outbound calls to clients to provide resolutions for Corporate Services and research requests.
    • Meet all Service Level Standards established for Corporate Services.


    • Passion for delivering extraordinary service
    • Strong customer service background required, preferably 2+ years of experience supporting Cash Management clients.
    • Basic knowledge of Microsoft Windows and Mac Operating Systems, Personal Financial Management software, Quicken, QuickBooks, etc. Internet and Internet browsers applications.
    • Excellent written and verbal communication skills and ability to communicate technical concepts in a way that’s easy to understand.
    • Must be able to work independently, efficiently, and possess good organization and prioritization skills.
    • Ability to handle multiple tasks within strict time constraints.
    • Possess strong interpersonal skills and maintain composure while dealing with difficult customers.
    • Position typically requires some college or equivalent work experience. 
    • Must be flexible with work schedule.

    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 in a limited capacity.


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