• Specialist I, Consumer Services

    Job Locations
    US-CA-San Francisco
    Deposit Services

    Provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Web site. Providing excellent customer service to both external and internal clients via phone, e-mail, or on-site.


    • Assist customers by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail.
    • Make outbound calls to clients to provide resolutions for Online Banking and research requests. Actively identify client needs by cross selling appropriate bank products and services.
    • Ability to react and respond to critical demands of the department, prioritizing and performing multiple tasks on a regular basis.
    • Displays accuracy and thoroughness, while completing work assignments in a timely manner and within assigned time parameters.
    • Adhering to and complying with the applicable, federal and state laws, regulations and guidance.
    • Ability to function in a PC windows or MAC environment.
    • Excellent verbal and written communication skills.
    • Must be willing to submit to an extensive background check and credit history.
    • Perform duties & responsibilities specific to department functions & activities.
    • Performs other duties & responsibilities as required or 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.
    • Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.


    • Speak clearly and persuasively, and exhibit excellent customer service by actively listening, expressing a willingness and displaying empathy, courtesy, and sensitivity.
    • Some college or equivalent work experience.
    • Requires basic knowledge of Microsoft Windows Operating Systems or MAC, Internet and Internet browsers applications.
    • Possess strong interpersonal skills and maintain composure while dealing with difficult situations.
    • Must be able to work independently and efficiently.
    • Must be flexible with work schedule, including weekends and nights.
    • Team player
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values


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