• Analyst

    Job Locations
    US-CA-San Francisco
  • 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.


    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.


    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.


    We are seeking candidates who have an attitude of getting things done and delivering results while keeping long terms goals and objectives in mind.


    • 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.


    Required Qualifications

    - 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


    Desired 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


    Mental/Physical Requirements:

    - The ability to learn and comprehend basic instructions; understand the meaning of words and respond effectively; and perform basic arithmetic accurately and quickly
    - 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 most of the time but may involve walks or standing for brief periods of time
    - Must be able to travel as position requires
    - May be required to lift 25-50lbs

    Workplace Environment: General Office Environment


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