• Senior Preferred Banker

    ID
    2018-6997
    Job Locations
    US-CA-Newport Beach
    Category
    Banking
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    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here. 

     

    Incredible teams doing exceptional work, every day

    Our team’s goal is to support our clients’ banking needs and develop long-term relationships through exceptional, personalized service. As the Bank’s deposit experts, we offer deposit solutions for our clients and their businesses through our high-touch service model.

     

     

    See service from a higher perspective

    As a Senior Preferred Banker, you will have the opportunity to assist Relationship Managers in developing and maintaining clients by selling a full range of First Republic products and services as well as developing a personal portfolio of business. In this role, you’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems and enhance the banking relationship.

     

    What you’ll do as a Senior Preferred Banker:

    • Assist Relationship Managers with business development, including opening new accounts.
    • Acquire all required documents.
    • Provide ongoing excellent customer service.
    • Maintain existing client relationships.
    • Develop a thorough knowledge of existing bank products and keep up-to-date with new products and services.
    • Work with other team members (Relationship Managers, loan processors, client liaisons) to provide a more efficient sales and workflow environment.

     

    You could be a great fit if you have:

    • A college degree
    • A minimum of three years of experience in private banking
    • A thorough knowledge of banking operations

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.
    • Must be able to travel as position requires.

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

     

    We want hardworking team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.   

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