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.
Responsibilities may span multiple projects. This portion of the role performs in-depth business process analyses focused on documenting as is and to be states. Additional responsibilities include project infrastructure set-up and reporting. A successful candidate will be analytical, well-organized, detail-oriented, timeline sensitive. Example, of tools utilized includes for this role are Microsoft Project, Excel, Word, PowerPoint, Visio, SQL, Jira and SharePoint.
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 customer(s) that enters into a relationship with the Bank.
Required: Bachelors’ Degree and 7-10 years of experience in business analysis or project management
Preferred: 3-5 years in the commercial product.