• Client Experience Associate

    ID
    2019-7333
    Job Locations
    US-NY-New York
    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 Client Experience Associate is responsible for:  answering & directing all incoming calls to corporate office general numbers; greeting & directing guests arriving or leaving. Distribute incoming faxes and deliveries.  Scheduling conference rooms and bridge lines for associates.  Maintaining the lobbies and conference rooms in a neat and orderly manner.  Assisting with special projects, as needed.  Must be highly customer service oriented and able to courteously and helpfully assist customers, vendors and any individuals contacting the company.

    Responsibilities

    • Direct incoming phone calls to general corporate numbers
    • Greet & direct guests arriving or leaving lobby of corporate office
    • Courteously and helpfully assist callers and guests. Inquire & answer questions to direct the person to the right employee to meet their needs
    • Assist associates with scheduling conference rooms for their meetings
    • Schedule bridge lines for associate meetings
    • Make loan folders and marketing/loan applications packets
    • Project help
    • Hourly spot check of kitchens, conference rooms and lobbies
    • Perform opening & closing security procedures for 111 Pine. Security watch during business hours for all parties entering the floor
    • Distribute incoming faxes
    • Performs duties and responsibilities specific to department function and activities
    • Performs other duties and 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.

    Qualifications

    KEY SKILLS, KNOWLEDGE AND ABILITIES:

    • Team player.
    • Provides extraordinary service.
    • Furthers the First Republic Bank culture and values.

     

    MENTAL/PHYSICAL REQUIREMENTS:

    • 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.
    • May be required to lift 25-50lbs.

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