• Associate I, Consumer Services

    Job Locations
    US-CA-San Francisco
    Deposit Services

    At First Republic, we care about our people. We offer extraordinary client service in private banking, private business banking, and private wealth management. Founded in 1985, 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 at First Republic.


    Incredible teams doing exceptional work, every day

    The Consumer Service team provides operational support to First Republic clients, both external and internal. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. As ambassadors of First Republic’s high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.


    See service from a higher perspective.

    The Associate I, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite. 


    What you’ll do as an Associate I, Consumer Services:

    • Excellent verbal and written communication skills.
    • Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail.
    • Consistently deliver an exceptional client experience on every client contact.
    • Make outbound calls to clients to provide resolutions for Online Banking and research requests.
    • Effectively multi task on a regular basis.
    • Work on a variety of work schedules based on business needs.
    • Work over-times as needed.
    • Collaborate as part of a team to achieve service goals.
    • Adapt to a fluctuating work pace environment.
    • Display accuracy and thoroughness, while completing work assignments in a timely manner.
    • Adhere to and complying with the applicable, federal and state laws, regulations and guidance.
    • Function in a PC windows or MAC environment.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank.


    You could be a great fit if you have:

    • Some college or equivalent work experience.
    • Speak clearly and persuasively, and exhibit excellent customer service by actively listening, expressing a willingness and displaying empathy, courtesy, and sensitivity.
    • Basic knowledge of Microsoft Windows Operating Systems or MAC, Internet and Internet browsers applications.
    • Possess strong interpersonal skills and maintain composure while dealing with difficult situations.
    • Must be able to work independently and efficiently.
    • Must be flexible with work schedule, including weekends and nights.
    • Team player.
    • Provides extraordinary service.
    • Must be dependable.
    • Furthers the First Republic Bank culture and values.
    • Excellent verbal and written communication skills.

    Job Demands:

    • Must be able to review and analyze data reports and manuals; must be computer proficient.
    • Must be able to communicate effectively via telephone and in person.

    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 hardworking 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.


    Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records, to the extent consistent with applicable federal and/or state law.


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