• Contingent Project Manager

    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 Customer 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.



    Common goals, uncommon potential

    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.

    What you’ll be doing as a Contingent Project Manager:

    • Work with business partners to identify data reporting, systems or processing improvements.
    • Provide project support by documenting business requirements.
    • Identify business needs.
    • Analyze workflows and existing processes/systems.
    • Perform business analysis such as documenting business requirements, create use-cases and functional specifications and spearhead the effort required to develop those documents.
    • Document assumptions, dependencies, issues, and risks.
    • Design, execute, and document application testing.
    • Document results for communication to affected areas.
    • Represent the Department by serving as a key contact for the business unit, technical vendor(s), and other Subject Matter Experts on the project team.
    • Develop data reports, extracts, and analyses.
    • Support ad-hoc requests
    • Create reusable/refreshable queries using MS Excel, MS Access, or MS Query
    • Develop moderately-complex queries requiring data transformation and normalization.
    • The ability to manipulate Excel, CSV, and other types of data.
    • Assist in creating mapping documentation from vendor files into the company’s system of record.
    • Assist management to evaluate vendor data that may require mapping of vendor pricing data
    • Manipulate data utilizing CSV, and Excel formats, utilizing pivot tables and other excel
    • Recommend solution options with clear and concise language appropriate for each audience
    • Provide regular, clear, and concise status updates to business partners and management
    • Perform duties & responsibilities specific to department functions & activities or as 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 customer(s) that enters into a relationship with the Bank.




    You could be a great fit if you have:

    • Bachelors’ Degree and 7-10 years of experience in business analysis or project management
    • 3-5 years in the commercial product.
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values
    • Proactive individual able to operate efficiently in a fast paced environment.
    • Creative and critical thinking skills
    • Excellent verbal and written communication skills.
    • Demonstrated skills in organization and strong attention to detail.
    • Proven track record of the ability to identify and interpret business needs.
    • Quick learner and ability to manage multiple priorities
    • Strong attention to detail
    • Deadline Oriented
    • Able to deal with ambiguous situations
    • Ability to work some evenings and weekends
    • Ability to scale the complexity of the business communications based on the level of understanding of the target audience.
    • Proven ability to articulate complex application requirements and functionality, as well as complex business objectives with various business units.
    • Self-directed, adaptable, flexible, detail-oriented, with a professional upbeat attitude making interaction with senior staff and stakeholders productive and efficient.
    • Can summarize meeting discussions, capture relevant details, implement and track next steps.
    • Identifies and documents system and/or process deficiencies and recommends solutions.
    • Excellent and highly reliable communication, deadline-awareness and problem solving skills.
    • Ability to create reports and complete moderately-complex analyses in MS Excel and MS Access.
    • Ability to manipulate other file types such as CSV, into a workable format for use.
    • Working knowledge of MS Word / MS Outlook / MS Visio / MS PowerPoint
    • A working knowledge of Account Analysis is highly desired

    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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