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.
This role will support the Preferred Banking teams with ongoing KYC projects which will include working closely with various internal departments (QA, BSA/AML, DDO, FX, Lending) to ensure timely and accurate completion of all deposit KYC documents due to various triggering events. Additional tasks and projects to be assigned at Team Leads discretion such as prefilling documents for Superseded accounts, KYC docs for compromised accounts etc….