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.
Responsible for providing prompt, accurate and courteous response to internal and external preferred banking client’s inquiries. Work effectively with team members to maximize customer service and to resolve client needs. Ask questions to understand client’s full banking needs, interact with other banking departments to ensure complete banking needs are met. Demonstrate versatility and customer responsiveness by performing all department functions as needed. Process transactions accurately and in a timely manner. Responsible for balancing checks and all other transactions. Manage time to efficiently process high volume of transactions by e-mail, phone, fax and in person.
A Client Services Associate (CSA) is responsible for supporting Client Service Group with managing and organizing workflow. The CSA may be tasked with multiple roles to cover tasks necessary to meet the needs of our clients within the Client Service Group including training new associates, serving as backup, being an additional source of reference to other CSAs and PBs.
There will be some differences in tasks from location to location (i.e., quarterly certifications, client interaction and documentation).
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 as position requires.
May be required to lift 25-50lbs