• Training Developer and Technical Writer

    Job Locations
    US-CA-San Francisco | US-MA-Boston | US-CA-Los Angeles
    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.


    The Training Developer and Technical Writer will support the Deposit Services Training department by producing training materials, managing training-related projects, and continuously updating existing modules to ensure parity with new processes, procedures, and systems. This position will involve working with the Deposit Services training facilitation team to develop New Hire curriculum, technical systems training and other development programs as needed. This person is responsible for devising, monitoring and reviewing individual and classroom learning plans; producing training materials for in-house sessions; have an understanding of e-learning techniques, and where relevant, be involved in the creation of e-learning modules. The ideal candidate will possess a fun-natured, enthusiastic, and motivational personality, capable of thriving in a fast-paced and dynamic service based environment. The position will require exceptional written and spoken communication skills, interpersonal skills that allow you to work with people at all levels, initiative and the ability to offer new ideas and solutions, good time management to effectively balance multiple projects with tight timelines. Excellent project management skills are a must. He/she will report directly to the Deposit Services Training Manager.


    • Develop and maintain current training materials, including participant workbooks, facilitator guides, activities, self study modules, databases, and reports
    • Ensure that existing modules are up-to-date by remaining current on Deposit Services policies, procedures, and systems. Make adjustments to existing materials as needed
    • Work with the Deposit Services Training Manager to plan and prioritize training projects.
    • Meet with Deposit Services business partners, contractors, or First Republic vendors to discuss upcoming training projects.
    • Use a variety of instructional methods to ensure maximum delivery effectiveness.
    • When necessary, help facilitation staff with classroom or virtual sessions.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • 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.


    • Undergraduate degree preferred
    • Prior professional experience in a learning and development role or a proven track record of performance in a related field
    • Is comfortable multitasking and can manage multiple projects simultaneously
    • Can navigate ambigious or uncertain situations with ease and confidence
    • Is highly independent and can achieve results with little or no oversight
    • Can confidently work with numerous leaders throughout the organization and skillfuly build consensus when needed
    • Demonstrates excellent verbal and written communication skill; is able to speak articulately with and in language appropriate for the specific audience
    • Comfortable with financial service technology and systems; can quickly learn new systems when needed
    • Detail-oriented and can work effectively in a fast-paced environment
    • Demonstrated expertise in the Microsoft Office suite of products
    • Is capable of developing polished materials appropriate for a Bank-wide audience
    • Professional certifications in Learning Theory, Performance Management, Instructional Design, e-Learning Applications, or other related disciplines a plus
    • Experience in Adobe Captivate or Articulate a plus
    • Team player
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values
    • 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.
    • General Office Environment (Administrative).


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