• Digital Banking Associate II

    Job Locations
    US-CA-Palo Alto
    Customer Service/Support
  • 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 Digital Banking Associate provides support for all client-facing digital products the Bank offers. Those in the position are tasked with mastering all Cash Management platforms – Personal Online Banking, Corporate Online Banking, Mobile Banking, Remote Deposit Capture, Lockbox, and Automated Clearing House.


    The primary responsibilities of the Associate are client acquisition and client retention. Those in the position work with our sales teams to ensure the onboarding process of new clients goes as smoothly as possible. The Associate learns the prospective client’s needs and tailors digital solutions based on what will serve the client best. Associates will also work with existing clients, identifying banking needs and marketing solutions to them that will ensure a richer banking experience. Through proactive engagement, the Associate works to ensure the company delivers the same extraordinary service through the digital channels as our clients expect face-to-face.


    As their region’s main resource for digital banking solutions, the Associate will work closely with all areas of First Republic Bank’s business, gaining a deeper understanding of finance. A successful candidate will be responsible for building and maintaining relationships across all departments, primarily the bank’s Online Banking Support team and their regional Preferred Banking and Relationship Management teams. Associates will also partner with the product development teams, utilizing client feedback when making decisions about future product offerings. From this, the Associate will be able to develop their own career path – whether in technology, banking, or investment management related roles at the bank.


    Skills, Knowledge & Abilities:

    • Associates degree preferred.
    • Computer skills are a must; sales, customer service and/or teaching experience preferred.
    • Must be able to work in the United States without need for visa sponsorship.
    • Candidate must be a self-starter with exceptional interpersonal skills, and excels in a team environment, as well as on one’s own.
    • Strong organizational and prioritization skills are a must.
    • Capable of working towards a stated objective without direct daily oversight.


    Mental/Physical Requirements:

    • 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 as well as walking or standing for brief periods of time.
    • Must be able to travel as position requires.


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