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.
The Deposit Analyst is responsible for working alongside the Deposit Associate in maintaining and improving the current reporting structure, creating new reporting to help drive department business decisions, helping to create new marketing materials to expand the core business, and taking full ownership of day to day operational duties.
The Deposit Analyst role will also focus on deposit related promotion tracking and the documenting and tracking of other deposit related related metrics as well as completing ad-hoc projects that contribute to the growth of PWM Deposits. This position will offer an excellent opportunity for individuals to help provide new insights in developing incentive programs and improving all reporting efficiencies and provide exposure to senior management and decision making around PWM’s deposit initiatives.
The desired candidate must demonstrate strong excel skills, relationship management skills, and reporting/billing expereince.
Skills, Knowledge and Abilities: