• Preferred Banking Offices Preferred Banker

    ID
    2018-7069
    Job Locations
    US-CA-San Francisco
    Category
    Banking
  • 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 PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.

    Responsibilities

    DUTIES AND RESPONSIBILITIES:

    • Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
    • Establish and maintain professional relationships with customers to ensure repeat and referral business
    • Provide high-level customer service to current and potential customers

     

    Branch Support

    • Process customer transactions according to branch policies and procedures 
    • Prepare and balance daily work, bank deposits, ATM and Night Depository
    • File and maintain bank records in compliance with branch policies and procedures
    • May provide assistance to other branches as needed

     

    Compliance

    • Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank

     

    Qualifications

    EDUCATION, EXPERIENCE AND/OR TECHNICAL SKILLS:

     

    Ideal candidate should have:

    • College degree preferred
    • Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills
    • Existing client portfolio desired

     

    PHYSICAL REQUIREMENTS:

    • 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 and articulate to clearly convey and exchange information
    • 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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