• Specialist II, Corporate Services

    ID
    2018-7115
    Job Locations
    US-CA-San Francisco | US-CA-Los Angeles
    Category
    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.

     

    Deliver extraordinary service by providing technical and transaction support, including
    troubleshooting and problem solving for clients using First Republic’s Cash Management products. 
    Collaborate with various areas of the bank as well as vendors and client contacts to ensure a
    smooth and timely resolution of client requests.

    Responsibilities

    • Provide extraordinary support for clients using Cash Management services through either
      phone or email by utilizing vendor and internal systems to conduct research and track
      issues.
    • Provide first-level technical support for Corporate Online and related systems.
    • Drive both simple and complex Cash Management requests to completion by coordinating
      with vendors and various departments within First Republic.
    • Meets work standards by following production, productivity, quality, and customer-service
      standards as set by First Republic management.
    • Complies with federal, security, and legal requirements by following adherence to
      requirements; advising management on needed actions and completing all regulatory
      testing.
    • Produce quality work, displaying accuracy and thoroughness, while completing work
      assignments in a timely manner and within disclosed time parameters.
    • Compose quality written responses for service related e-mail. Communicate frequently with
      internal departments for e-mail resolution, consistently following-up with various
      departments to ensure customer satisfaction.

    Qualifications

    • Passion for delivering extraordinary service.
    • Strong customer service background required, preferably with 1-3 years of experience in
    • banking or helpdesk.
    • Strong knowledge of Cash Management products, including Remote Deposit, Cash Vault, Lockbox, ACH and Wires.
    • Basic knowledge of Microsoft Windows and Mac Operating Systems, Personal Financial
      Management software, Quicken, QuickBooks, etc. Internet and Internet browsers
      applications.
    • Excellent written and verbal communication skills and ability to communicate technical
      concepts in a way that’s easy to understand.
    • Must be able to work independently, efficiently, and possess good organization and
      prioritization skills.
    • Ability to handle multiple tasks within strict time constraints.
    • Possess strong interpersonal skills and maintain composure while dealing with difficult customers.
    • Position typically requires some college or equivalent work experience.
    • Must be flexible with work schedule.

    Physical Demands

    • 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 in a limited capacity.

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