• Preferred Banker

    Job Locations
    US-CA-San Francisco
  • 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 Preferred Banker role is a sales and support hybrid position. In this role you are the deposit expert for the Relationship Managers’ client base in addition to being responsible for your own self-sourced sales goals. This includes sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. 


    The Preferred Banker is responsible for assisting Relationship Managers in developing and maintaining clients by selling a full range of FRB’s products and services as well as developing a personal portfolio of business. The position is expected to maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. The Preferred Banker will provide ongoing excellent customer service using ingenuity to solve problems or enhance the banking relationship. Thorough knowledge of banking operations is required.


    • Outside business development calls with Relationship Managers
    • New business development calls for self-sourced portfolio
    • Cash Management presentations and demonstrations
    • Detailed analysis and comparison of current banking relationship
    • Opening new accounts
    • Transitioning the client over to the Bank, ensuring a smooth transition
    • Responsible for obtaining all required documentation
    • Provide on-going excellent customer service including hand-holding the top 10% of the RM’s client base
    • Maintain and deepen existing customer relationships increasing current products per client
    • Thorough knowledge of existing bank products and keeping up to date with new products and services
    • Perform duties & responsibilities specific to department functions & activities
    • Performs other duties & responsibilities as required or assigned by supervisor
    • 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.)
    • Adhering to Bank policies and procedures
    • Identifying and reporting suspicious activity to the AML Officer
    • knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank


    • College degree
    • Minimum 3 years experience in private banking
    • Existing client portfolio desired


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