• Deposit Services Training Manager

    Job Locations
    US-CA-San Francisco
    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.


    The Training Manager will be responsible in supporting the “Academy’s" objectives and goals and will build an environment of continuous learning that is consistent with First Republic's goals of maintaining a knowledgeable and high performing workforce.


    • Complete ownership of Deposit Academy, Tier 2.  Could be expanded to include other tiers.
    • Developing training curriculum and facilitating the learning process for all deposit personnel.
    • Responsible for delivering key program goals and administrating the participant program, including tracking and monitoring participant’s progress.
    • Working with HR, developing a certification program to accompany each training curriculum to insure future success for all bankers and clients.  Should a banker fail to be certified after 3 tries, they may be subject to termination.
    • Staying in tune with all changes to deposit products and services and changing training programs accordingly to support banks’ goals.
    • Act as an intermediary between the bank’s salesforce, back office and other trainers to share banker feedback for enhancement opportunities.
    • Act as a change agent for improved bank performance.
    • Serves as training manager to support and coordinate all “Academy” training initiatives for the Bank’s Deposits (PBTLs, PBs, PBAs, PBCS and PBO staff. Maintains project documentation, timeline, and status update communications as required. Establishes and achieves “Academy” Best  in Class outcome.
    • Works with upper management to obtain information from all available resources to prepare training curriculum, programs and materials as identified.  Includes providing learning expertise, considers and offers alternative training design and delivery options, and support documentation, training, training assessment and recommendations.
    • As it relates to the “Academy”, the Training Manager directs and guides designated training specialist(s), including other bank designated trainers or consultants that may be needed on occasion.
    • Perform duties and responsibilities specific to Academy functions and activities or assigned by management.
    • Other 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.


    • Must have extensive experience in curriculum design, facilitating the learning process, assessing outcome and results, have the ability to facilitate learning/training via multiple vehicles, including instructor led training, e-learning, self-study, and blended learning.
    • Must possess excellent written and verbal communications skills, exceptional customer service orientation, cognitive learning skills, and experience with working with various levels of senior and executive management successfully.
    • Must be strategic, polished, professional, confident, and embody our company values.
    • Must be knowledgeable on all bank products.
    • Will require traveling to regional locations.
    • Recommend a Bachelor’s Degree or at least 5 years of proven targeted project management, and/or facilitation and training management experience.
    • Will guide and manage at least one designated trainer to assist with coordinating the “Academy” and supporting all training responsibilities with other stakeholders.

    Key Skills, Knowledge and Abilities:

    • Strong analytical skills.
    • Understand and apply client-centric skills and mindset.
    • Five years of experience planning and managing training and development departments to meet business needs.
    • Experience and proficiency in training, development, evaluation, assessment, and techniques in transferring the learning.
    • Extensive experience in developing and leading classroom courses, workshops, seminars and materials.
    • Ability to translate complex or technical concepts into user-friendly, simple terms.
    • Team player.
    • Provides extraordinary service.
    • Furthers the First Republic Bank culture and values.
    • Must be able to travel as position requires.       



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