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
Our team’s goal is to support our clients’ banking needs and develop long-term relationships through exceptional, personalized service. As the Bank’s deposit experts, we offer deposit solutions for our clients and their businesses through our high-touch service model.
The Preferred Banker Associate KYC position is responsible for assisting the Preferred Banking team and Relationship Managers in developing client relationships, transitioning them over to the Bank, and maintaining existing relationships using the full range of Bank’s deposit products and services. The position is expected to maintain a professional relationship to encourage and recognize opportunities for additional business from existing clients. The position is also expected to support the Preferred Bankers on documentation, new client follow-up, compliance logs and some administrative duties. The position will provide ongoing exceptional client service using ingenuity to solve problems or enhance the banking relationship. Knowledge of banking operations is highly suggested. Organization skills, ability to multi-task, computer proficiency and professional appearance are required.
What you'll be doing as a Preferred Banker Associate Know Your Client (KYC):
You could be a great fit if you have:
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.