• IQA and Return Mail Specialist

    Job Locations
    US-CA-San Francisco
    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  IQA and Return Mail Specialist is responsible for the daily processing of key functions within Support Services.  The individual must be detailed oriented, able to multi-task, and to prioritize work load.  Work under general supervision and ability to demonstrate good judgment in reviewing forms and that work is processed accurately & timely in accordance with department procedures and Federal Regulations/Guidelines.  The Specialist must be able to make sound decisions and communicate effectively with team members, other departments, and bankers.  This is an individual contributor role responsible for identifying and resolving issues of moderate complexity.


    • Communicate with internal clients, providing excellent client service and ensuring client relationship is maintained at the highest possible level.
    • Provide ongoing feedback to improve and efficiency of Support Service’s functions.
    • Exceptional problem solving proficiency.
    • Proven ability to handle pressure, multi-task, and prioritize work at all times.
    • Contribute to ongoing evolution of risk management policies and procedures.
    • Perform duties and responsibilities specific to department functions and activities.
    • Performs other duties and responsibilities required or assigned by Manager.
    • Responsibilities include the following: 
      • 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.
      • Completing required training.  
      • 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.


    • Able to demonstrate the ability to coordinate multiple priorities, successfully resolve complex matters, quickly understand processes/workflows, identify risks, and effectively tailor communication (written/verbal) to their audience in a clear and concise manner.
    • Must be able to identify opportunities for process enhancements while supporting existing standards with focus toward providing excellent service to our clients.

    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 in a limited capacity.


    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed