• Receptionist

    ID
    2018-7139
    Job Locations
    US-CA-Palo Alto
    Category
    Administrative
  • 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 Receptionist (Client Experience Associate) is responsible for answering & directing incoming calls to the office's main phone number, greeting clients/guests, scheduling and maintaining conference room calendars, and distributing incoming mail and deliveries.

     

    This individual will have strong communication skills, and will assist in maintaining a professional working environment, including the upkeep of the conference rooms throughout each day.  This person must be highly customer service-oriented and able to courteously and helpfully assist customers, vendors, and any individuals contacting the company.

     

    Responsibilities

    • Create a memorable customer service experience for current and potential clients, and provide ongoing support to internal colleagues.
    • Responsible for answering and directing incoming calls and greeting clients/guests.
    • Responsible for distributing mail, courier packages, and other shipments.
    • Assists associates with scheduling conference rooms and bridgelines.
    • Spot checks conference rooms and lobbies throughout the day to ensure environments are tidy and clean for guests.
    • Maintains pantries and supply rooms, including ordering items and keeping rooms organized.
    • Performs opening & closing procedures for the front desk. Performs security watch during business hours for all parties entering the office.
    • Assists with small projects/tasks for local managers.

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

    Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

    Qualifications

    KEY SKILLS, KNOWLEDGE AND ABILITIES:

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