• Associate

    ID
    2019-7347
    Job Locations
    US-CA-Los Angeles
    Category
    Sales
  • Overview

    At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You’ll always feel empowered and valued here.

     

    Incredible teams doing exceptional work, every day

    Eagle Lending is responsible for student loan refinancing, professional loan programs, home equity lines of credit and small business loans. We provide high-touch service and customized products designed around our client’s needs. From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic.

     

    About the Role: 

    We are looking for assertive, self-starters who are seeking a rewarding career with a top rated private bank.

     

    Becoming an Eagle Lending Associate is an ideal opportunity for individuals who want to build a career in financial services, work with clients to help them achieve their financial goals and learn about business development and credit. We offer tremendous guidance, encouragement and training for those who want to take this path. As an Associate it is your responsibility to support Account Executive's book of clients plan for their future through our suite of lending products. This includes monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports and ensuring loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, interacting with many different levels and departments across the bank. If you have a passion for sales and banking, we would love to hear

    from you.

     

    Responsibilities

    What you'll do as an Associate:

    • Provide support for Account Executive's (AEs) and their book of clients
    • Work with Executive Managing Directors to help with the relationship management and cross-selling of Professional Loan Program clients
    • Assist in managing AE'ss pipeline of client transactions in process, vet and complete initial analysis of new applicants and respond to dial ad hoc client requests
    • Help families, individuals and businesses plan their financial futures through First Republic Bank's deposit services, lending products and wealth management services/products
    • Discuss financial concerns and needs of individuals and present potential solutions using our suite of products and services
    • Create and maintain client interaction reports
    • Develop your professional skills and knowledge

    Qualifications

    What skills you will use:

     

    Required:

    • 1-2 years of work experience in banking, finance or related business field
    • BA/BS degree
    • Strong communication, decision-making and interpersonal skills
    • Ability to work in a team-based environment
    • Organized, detail-oriented and excellent time-management skills
    • Highly self-motivated and self-disciplined with ability to work effectively with little supervision
    • Ability to build relationships with a variety of different professionals and be flexible in approach/style
    • Passion for extraordinary service

    Preferred:

    • Prior experience with or understanding of credit/lending
    • Prior customer service/sales experience
    • Concise communicator with the ability to credibly and compellingly present and discuss recommendations to borrowers
    • High energy, team-first attitude with motivation to work hard in a fast-paced and collaborative environment

    Own your work and your career — apply now

    Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.

     

    We want hard working team players. You’ll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability — that’s the First Republic way.

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