• Senior Analyst - Process Improvement

    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 Senior Analyst will assist with Continuous Process Improvement (CPI) projects from start to finish and will provide ongoing support where needed. This role requires an aptitude to understand system functionality and the ability to interact with coworkers across all departments (Lending, Deposits, Wealth Management, Compliance, Marketing, and Operations).  This position reports to the Director, Continuous Process Improvement.

    What you’ll do as a Senior Analyst - Process Improvement:

    • Become familiar with company business processes, interact with employees across the company, and work with stakeholders to advance projects to completion.
    • Research the inventory of recommendations to locate ideas that align with specific initiatives.
    • Gain an understanding of the business need for recommendations and the specific benefits derived from implementing a solution.
    • Gather business requirements and maintain comprehensive project documentation.
    • 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)
    • Knowledge of SQL is a plus
    • Four Year degree or equivalent professional experience and /or qualifications
    • Experience in client service / customer success 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.



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