• Analyst

    Job Locations
    US-CA-San Francisco

    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

    First Republic’s Continuous Process Improvement (CPI) team works across the enterprise to support identification and resolution of operational inefficiencies or enhancement opportunities. The team works collaboratively to drive improvements to client experience, operational efficiency and risk management.


    Common goals, uncommon potential

    The Analyst will contribute to two important factors for the CPI program’s continued success: employee engagement and data reporting. The Analyst will help drive employee engagement and maintain the program’s credibility and excitement by managing communications with colleagues across the organization: monitoring and responding to inquiries; tracking the team’s pipeline of potential, in-flight, and completed initiatives; as well as training and administering our online platform for employees. The Analyst will also drive data reporting to help inform business decisions by maintaining data quality and creating reports at regular intervals and as needed.


    What you’ll do as an Analyst:

    • Manage inventory of incoming ideas and in-flight/completed projects: become familiar with company business processes, interact with employees across the company to acknowledge and understand incoming requests, work with project managers to keep status up-to-date on an ongoing basis.
    • Support colleagues using the employee Ideas Platform: train and support employees who are using this internal website, understand business needs and advise on best practices, administer platform and support initiatives to run campaigns.
    • Aggregate information about improvement projects being conducted across the organization: perform outreach to gather, standardize, and maintain data; identify inspiring stories that can be told broadly to further a culture of continuous process improvement.
    • Create reports on an ongoing and ad hoc basis: generate detailed exports to inform decision making, update high-level summaries to communicate to the broader employee base.
    • Perform duties & responsibilities specific to department functions & activities.
    • Perform other duties & responsibilities as required or assigned by supervisor.
    • Responsibilities include the following: 1) adhering or 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 customer(s) that enters into a relationship with the Bank.


    You could be a great fit if you have:

    • Professional and personable communication skills across multiple channels, such as email, phone, chat, and meetings
    • Excellent organizational, planning, and analytical skills
    • Ability to prioritize, multi-task, and handle competing deadlines
    • A team orientation to go beyond explicitly stated job duties to further team and company objectives
    • Mentality that is open and eager to make improvements
    • Proficiency in Microsoft Office applications, particularly for presentation of data reports (Excel, PowerPoint)
    • Four Year degree or equivalent professional experience and/or qualifications
    • Experience in client service, customer success, or community management a plus
    • Experience in management consulting or project management a plus
    • Experience within the financial services industry a plus


    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 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.



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