First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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The PortfolioDirector, Corporate Services, will report to the VP, Enterprise Portfolio Office Leader and be one of 5 key portfolio management leaders within the Enterprise Portfolio Office of First Republic Bank.   Specifically, this role will be responsible for the planning and execution of a portfolio of inter-related and concurrent projects within the Corporate Services functions, including Accounting, Finance, Human Resources, Enterprise Risk Management, Procurement, Marketing, Data and Client Insight, and the Office of the General Counsel. The role will have 7 direct reports, both employees and contractors (project managers, scrum masters, and business analysts).   This role will require close collaboration with other portfolio leaders, EPO team members, project managers, scrum masters, cross-functional partners across the enterprise, and Executives. The chosen candidate will ensure that the approved scope of projects within the portfolio is planned, executed, implemented, and transitioned to production on time and on budget while complying with enterprise project management standards. The program director will identify, address, and overcome any challenges that may arise in achieving milestones and results. Success will be achieved by influencing a wide range of technical and functional stakeholders, Business Technology partners and business groups within the above-mentioned functions to drive consistent delivery of high-quality business results.   The program director will hire, onboard, train, and manage constituent project managers and/or scrum masters and is responsible for developing a high performing team. This position is also responsible for the oversight of any required vendors to ensure that all activities are coordinated between vendors, FRB technical resources, and FRB functional resources.   This role requires deep experience in the project/program/portfolio management space, in Project Management and Agile Best Practices, as well as people leadership and development.   Specific duties include: - Talent Management: - Manages and directs a team of assigned staff (7 staff) - Adheres to, contributes toward, and mentors’ staff on the Corporate Portfolio Process and contributes to its continual improvement. Drives innovative ideas within the portfolio management and project management space. Drives portfolio reporting enhancements. - Creates development opportunities to staff regarding performance and career growth - Owns job descriptions, hierarchies, and competencies - Contributes to a consistently high-quality new PM onboarding experience - Applies AUX (adoption and user experience) and IT change management best practices, communication, and training standards to the team - Adheres to resource management practices -   - Portfolio Management and Execution: - Directs, on behalf of a defined set of business partners, a defined set of projects in alignment with company and department strategy and business goals, including capital planning, business case development, planning, reporting, and execution. Supports the annual planning process through identification, prioritization, and sequencing of initiatives - Serves as strategic partner between assigned business units, vendors, Information Systems, Information Security, Internal Audit, and other impacted stakeholders. Manages project and program steering committees as appropriate - May manage vendor relationships between account executives and FRB business and technical units to manage contract reviews and addenda, Service Level Agreements for system availability, and service request escalation. - Evaluates, monitors, and manages risks across the portfolio. Escalating as appropriate. Serves as the Risk Liaison representative between EPO and the bank’s Enterprise Risk Management group. - Ensures adherence to budgeting, financial forecasting, benefit forecasting and management, and cost accounting standards across the program or programs. Drives accountability for hard project benefits. - Executes annual planning in adherence with EPO processes - Active participation in EPO tool development, product backlog prioritization and quality assurance to support use and adoption by EPO teams - Administrative - Supports change roadmap development and communication - Supports any executive presentations - Supports, with other team members, FDIC, internal, and any other audits of the portfolio as required to ensure compliance with our own standards - Works with Operations Leader on planning and rolling out change - Supports monthly All Hands meetings, Delivery Center of Excellence meetings, and other relevant portfolio meetings through content development, organization, and planning - Contributes to customer satisfaction surveys and reporting - Knowledgeable in the support and operations model for all EPO tech tools used by the team
Job ID
2021-13076
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Senior Payroll Specialist:  - Manage workflow to ensure all payroll transactions are processed accurately and timely - Reconcile payroll prior to transmission and validate confirmed reports - Understand proper taxation of employer paid benefits - Execute payroll processing while ensuring timely processing of payroll checks, direct deposits and supplemental payrolls as required - Ensuring timely and accurate tax payments - Administer employee garnishments including setup, reporting, and reconciliation - Provide support to employees and managers with time and attendance system - Execute time and attendance processing and interface with payroll - Process manual checks  - Reconcile payroll deductions to external vendor export files to ensure accuracy - Review and audit canceled or stale dated checks, and perform escheatment for unclaimed property payroll checks - Process accurate and timely year-end reporting (W-2, W-2c, etc.) - Investigate and respond to employee payroll related questions - Develop ad hoc financial and operational reporting as needed using Cognos BI
Job ID
2021-13074
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Foreign Exchange seeks a FX Sales Associate to focus on documentation. The key deliverables of the incumbent are to develop strong relationships with front office in order to help service their needs from a client onboarding perspective. Strong interactions will be required across: All FX teams, AML/BSA/KYC teams, compliance, relationship managers, business bankers and preferred bankers.   This is an entry level position but a general understanding of the Foreign Exchange Markets or International Banking is a must. This job requires excellent communication skills by telephone and email. Will support and work along with the FX advisory teams and assist with preparing all FX documentation. Excellent follow through and strong customer service skill set is a must.   Ensures that own work is in compliance with applicable laws, regulations and guidelines as detailed in Company policies; policies include but are not limited to Fair Lending, KYC, BSA and other applicable anti-money laundering policies.   What you'll be doing as Senior Associate, Foreign Exchange: - Supports a growing advisory/trading staff. - Works with Advisory Team members to onboard new clients and prospects. Will complete all customer setup paperwork relating to FX clients and prospects. - Will work closely with the FX Customer Setup Team to streamline the onboarding process. - Maintains comprehensive understanding of Foreign Exchange, international banking and other company products and services with the ability to approach clients with unique service or risk management needs. - Monitors status of assigned accounts to ensure conformity with terms; ensure proper documentation is completed and appropriately retained. - Participates in the development of operating policies and procedures by communicating new or unique solutions to appropriate persons. - Performs 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. DISCLAIMER: 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.
Job ID
2021-13073
City
New York
State
NY
Position Type
Regular Employee (REG)
This position requires the ability to introduce foreign exchange products and risk management strategies across a broad range of clients.  Ability to leverage relationships, to identify new business opportunities (external and internal) as well as position and promote new products and services to all appropriate client sectors.   Candidate must have a minimum of 7 to 10 years of client facing experience with a proven ability to provide extraordinary service and ti generate revenue.  A strong background in FX Business Development, Credit & Settlement associated with FX transactions and Risk Management is required.  This position requires the ability self source new clients to First Republic Bank and to work with existing clients leading to additional penetration of FX products and services. Must be able to cross sell Bank/Private Wealth Management products and strategies as well as coordinate with other internal specialists on a daily basis.    Ensures that own work is in compliance with applicable laws, regulations and guidelines as detailed in company policies; policies include but are not limited to Fair Lending, KYC, BSA/AML and other applicable anti-money laundering policies.   What you’ll do as Managing Director, Foreign Exchange: - This position requires the ability to self-source FX relationships and to work with Bankers to introduce FX products and services to existing Bank clients. Meet with companies and private clients to develop FX risk management strategies. - Maintain network of referral sources both internally and externally; proactively ask for prospect leads; ensure referral sources have current information on all FX products and services. - Make prospect and client calls independently and with relationship managers. - Develop standard servicing or risk management plans and strategies for client transactions. Perform complex technical analyses and research as needed. - Communicate proposals to clients and prospects. Negotiate specific terms and conditions within appropriate parameters. - Create and deliver presentations for clients, internal audiences and organizations to explain FX products, services and risk management solutions. - Monitor status of assigned accounts to ensure conformity with terms; ensure proper documentation is completed and appropriately retained - Participate in the development of operating policies and procedures by communicating new or unique solutions to appropriate persons, with approval from the Head of Foreign Exchange. - Ensure effective communications and information sharing within the group and with other departments, outside contacts and customers; seek ways to improve effectiveness of communications. - Maintain comprehensive understanding of Foreign Exchange, International Banking and other company products and services with the ability to approach clients with unique service or risk management needs. - Represent the Foreign Exchange Business at company functions, business groups and civic organizations to maintain wide referral network and enhance sales performance. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by Management. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2021-13072
City
New York
State
NY
Position Type
Regular Employee (REG)
The Salesforce (CLM) Systems Support Business Analyst will assist and support the designated functional leader to create, grow and manage the team maintaining day-to-day support operations of CRM/CLM related technologies, as well as evolving and accommodating changing needs of the different business units within FRB.  This position requires working with core business owners and users across the spectrum of FRB business teams and acting as the liaison between technology teams (internal and vendor) during business hours. Other major duties include but not limited to require managing data, creating management status reports (daily, weekly, and monthly) and analyzing projects, working with the audit department and any platform and process related requests, and continued development of the systems support team. This position also requires someone who has experience working in and managing a client facing support organization for key business applications that is used by thousands of users in many different capacities. You will be responsible for creating support processes that allow for seamless integration with enterprise support guidelines. The resource will also continue to support the CLM development team for business analysis, technical analysis and data analysis as needed to support development, NP and production releases.  Specifically, the Business Analyst is the product owner for items and issues reported by the User Community.  
Job ID
2021-13070
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Associate, Advanced Planning will support First Republic’s Financial Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables. The Financial Planning group services multiple client segments but the Financial Planning Associate will primarily support the Financial Planners for the $5mm+ net worth client. There may also be opportunity to serve the $1-5mm net worth client segment. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from providing internal support to financial planning professionals and back office operations to acting as the first point of contact for individual clients. What you'll do as a Senior Associate, Advanced Planning: Primary responsibilities include: Develop client financial plans: - Compile information, conduct research and assemble all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process often involves direct contact with the client/client delegates or investigative research using available online tools. - Utilize financial planning software to build financial model based on client data and information compliled. - Independently analyze data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the financial planning software. - Independently review and prepare analysis of client trust documents for review by a Financial Planner. - Take lead in development, review and completion of financial plans, client documentation, and analysis for Financial Planner approval. - Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete. Secondary responsibilities: - Ensure engagement letters and welcome packages are sent to clients - Manage confidential client information - Manage client pipeline and/or engagement from initiation to completion - Maintain metrics needed to measure outcomes of the client engagements - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Ensure invoices are effectively handled. - Lead various special projects related to planning
Job ID
2021-13068
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
Director of Tech Banking Role The Director of Tech Banking will report to Basant Kedia, the Deputy Regional Managing Director, who joined First Republic Bank in 2011 and was instrumental in establishing the Bank’s startup practice and ecosystem. This trusted position will work with Kedia’s tech banking team as we drive strategic business planning and sales initiatives, create operational systems to support pipelines and ecosystems (e.g. prospect, client, partners), and manage special projects.   What you’ll do as a Director of Tech Banking: Sales & Pipeline - Work with tech banking team to create operational systems for engaging and streamlining prospecting sales strategy - Support Kedia with inbound and his sales funnel - Create & lead tech banking team’s CRM process leading up to handoff to preferred banker - Create structure (e.g. cadence, metrics, goals) for tech banking team to drive effectiveness and efficiency of sales engagement Special Projects & Strategic Planning - Design & manage special projects related to sales, pilots, and deposit/partnership initiatives - In partnership with Kedia and tech banking team, create the group’s annual and quarterly strategic plans. Support the leadership to ensure the strategic vision is articulated and shared effectively. Partnerships Strategy - Work with tech banking team to create operational systems for engaging and streamlining partners - Create engagement cadence and work directly with partners to maximize referrals - Create & lead tech banking team’s CRM process - Create structure (e.g. cadence, metrics, goals) for tech banking team to drive effectiveness and efficiency of partnerships Reporting and Analytics - Work with data analytics team to download monthly new client data and share monthly portfolio metrics with tech banking - Measure ROI and key metrics for general practice, pilots and special projects and share reports for transparency and accountability.
Job ID
2021-13063
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
First Republic seeks a San Francisco based Senior Associate to join our Foreign Exchange Sales Team.  The canidate should have a minimum of two years of client facing experence; this job requires excellent communication skills by telephone and email.  The canidate will work directly with the sales teams and assist with pricing trades (verbal, email and electronic trading) and advising clients of market developments.  Excellent follow through and strong customer service skill set is a must. Ability to identify new business opportunities a plus and promotes FX products and services to all appropriate client sectors.   Ensures that own work is in compliance with applicable laws, regulations and guidelines as detailed in Company policies; policies include but are not limited to Fair Lending, KYC, BSA and other applicable anti-money laundering policies.   What you'll be doing as Senior Associate, Foreign Exchange Sales: - Supports a growing advisory/trading staff; work proactively to maintain and grow foreign exchange sales volumes and profitability.  - Works with the advisory team members to create and deliver sales presentations for clients, internal audiences and organizations to explain products, services and risk management solutions. - Distribute technical analyses, research and market commentaries to clients and prospects as needed. - Maintains comprehensive understanding of Foreign Exchange, international banking and other company products and services with the ability to approach clients with unique service or risk management needs. - Represents Foreign Exchange business at company functions, business groups and civic organizations to maintain wide referral network and enhance sales performance.  - Monitors status of assigned accounts to ensure conformity with terms; ensure proper documentation is completed and appropriately retained. - Participates in the development of operating policies and procedures by communicating new or unique solutions to appropriate persons. - Performs 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.   
Job ID
2021-13061
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2021-13060
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2021-13059
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.   What you'll do as a Client Relationship Analyst: - Identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal size based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Wealth Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts). - Construct and rebalance client portfolios. Must be able to propose and implement asset allocation and changes to clients without supervision. - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns not in line with benchmarks. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Assist Wealth Managers in completing requests for proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  
Job ID
2021-13058
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
The Financial Intelligence Investigator ("FININT") will conduct meticulous analyses of assigned alerts within the production and rule development environments. The FININT may support varying teams and tasks within FIU.  A high level summary of the requirements for this job includes, but is not limited, to the following.   What you'll do as a Financial Intelligence Unit Investigator: - Conduct investigative/intelligence research of alerted client account activity originating from a transaction monitoring system and review for potential money laundering, terrorist financing, and other financial crime activities. - Conduct investigative/intelligence analysis of collected information derived from varying sources such as, internal bank records/KYC documentation, banker contact, external search engines and open source websites. - Ability to investigate and understand varying types of client profiles related to First Republic Bank’s product offerings. (i.e. Alternative investments, hedge funds, PE/VC firms, among others). - Draft assessment summaries and other written investigative/intelligence products to support decisions and recommendations. - Work effectively across varying groups and teams within the AML Operations environment as well as the AML Solutions & Analytics environment. - Meet key team performance standards while additionally setting personal performance goals in a production environment. - Participate in key trainings and learning opportunities and seek additional knowledge acquisition proactively. - Performs duties & responsibilities specific to department functions & activities as well as other projects assigned by the Manager. - Additional responsibilities include:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.) and the Office of Foreign Assets Control Economic Sanctions Enforcement Guidelines 2) adhering to Bank policies and procedures, 3) completing required training, 4) other duties as assigned. 
Job ID
2021-13054
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Quality Assurance Engineer:   Senior Quality Assurance Engineer performs various duties including, but not limited to, building new manual tests that will be used as a basis for automated testing, build and/or maintain Automation Framework, implementation of build processes in conjunction with DevOps personnel. Primary responsibilities will be assisting in estimation, test plan and test strategy across platform and implement automated test solution for each of our products.
Job ID
2021-13049
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Eagle Risk Officer: - Assist Eagle Lending Leadership in designing and implementing a risk-based compliance management system (“CMS”) that includes reliable Quality Assurance and Quality Control processes. - Review the effectiveness and assist in the enhancement of existing control processes. - Stay abreast of department operations and developments with an eye toward proactively identifying and mitigating emerging trends that could pose increased compliance risk. - Provide advice on the compliance-related impact of new products and promotions under consideration, identify any potential risks and recommend controls to mitigate those risks. - Assist in long-range and strategic planning for the CMS. - Provide practical, knowledgeable and effective advice on all compliance matters by responding quickly and practically to questions and concerns. Be able to “think outside the box” and create business-friendly solutions without compromising compliance with regulatory requirements. - Follow-up on key regulatory developments and their impact on business activities. - Continuously develop understanding of new rules and regulations. Remain current on compliance-related best practices in the financial industry. - Develop excellent and trusting relationships with Corporate Compliance and assist the team in continuing to promote a culture of compliance. Foster open communication within all levels of the organization to develop strategic partnerships and ensure a positive compliance posture is maintained. - Partner with the Bank’s Legal and Compliance teams to resolve potential compliance issues when regulations leave room for interpretation. - Assist in ensuring internal audit and testing exceptions are appropriately addressed, root causes identified and procedures developed to prevent repeat findings.
Job ID
2021-13046
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team. As the Contingent PPP Generalist, you will draw on your thoroughness and accuracy for the day to day monitoring of the PPP portfolio. You will work to ensure that First Republic Bank continues to provide the highest levels of customer service by successfully maintaining optimal productivity levels.   What you’ll do as a Contingent PPP Generalist: - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Respond to external and internal client requests accurately via the PPP team’s shared inbox. - Work with internal business partners at various levels to research PPP requests - Create and reconcile reports for payment processing and borrower notices - Work on SBA loan review requests - Perform duties and responsibilities specific to department functions and 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.
Job ID
2021-13045
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Lending Services is looking for a skilled lending operations audit professional with dynamic leadership skills and quality assurance risk background to join our Lending Services team. As the Operations Control Director, you will have the opportunity to utilize and hone your leadership and management skills as you coach, develop, and otherwise supervise a team of Lending Services operations control staff. Utilizing your thorough knowledge of lending operations and identified quality indicators, you will also oversee the coordination and support of all applicable quality reviews and remediation plans and initiatives. Primary responsibility includes the oversight of the Operations Control team/function to continually review quality indicators, identify areas of concern, work with business process owners to identify and develop remediation plans and present results. This will involve internal review/audit of functions within Lending Services that include Closing, Funding and Servicing.    What you’ll do as an Operations Control Director: - Direct the identification and timely resolution of analytical issues to assist in driving continuous improvement of day to day operations and quality issues. - Conduct targeted reviews and/or risk assessments of functional areas in order to determine the strategic course of the Lending Services Operations Control program. - Direct detailed reviews of internal quality assurance monitoring efforts to verify accuracy and completeness. Develop and implement recommendations for strategic improvements as necessary. - Make sound decisions regarding all quality assurance procedures and findings and communicate effectively with the Operations Control/QA teams, other relevant departments, and senior management. - Lead coordination and continuous monitoring of open audit, review, and regulatory recommendations. - Lead coordination, support, and monitoring activities for any relevant external operational quality audits and reviews. - Ensure procedures are in place and up-to-date for key quality indicators and measurements. - Manage the development and reporting on operations-related quality metrics. - Conduct employee development/engagement activities, performance reviews, and other administrative supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as assigned by senior management. - 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.
Job ID
2021-13044
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a motivated, experienced professional with strong quality assurance and audit/regulatory monitoring skills to join our Lending Services team. As an Operations Control Analyst, you will be primarily responsible for monitoring key loan production quality indicators for the Lending Services department and working with business groups to ensure process is adhered, control is in place and compliance is maintained. Under the guidance of the Lending Services Operations Control Manager, you will utilize your thorough comprehension of Department processes and quality assurance reports/metrics in order to continually review quality indicators, identify areas of concern, work with business process owners to identify and develop remediation plans and present results. This will involve internal review/audit of functions within Lending Services that include Closing, Funding and Servicing.  You will also have an exciting opportunity to build your leadership skills as you help business units interpret and understand quality assurance requirements and design processes to ensure adherence to operational quality standards.   What you’ll do as an Operations Control Analyst: - Monitor key operational quality metrics for various areas of the Lending Services department and conduct regular reviews to ensure business unit compliance with operational quality standards. - Hold discussions with business unit management to review quality review results and develop and deploy process improvement opportunities. - Conduct analysis on breaches of operational quality, including understanding and conducting root cause analysis and reporting results to Operations Control Manager, and partnering with business process owners to identify remediation plan as needed.  - Coordinate periodic certifications and/or attestations as needed for ongoing compliance with operational quality standards. - Liaise with external quality assurance auditors and reviewers, as necessary - Complete servicing information requests by investors or rating agencies. - Act as a operational quality SME on internal process development / change initiatives. Consult with various internal or external  business units on process implementation and/or change initiatives to ensure that a strong control environment is maintained. - Perform duties and responsibilities specific to department functions and 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.
Job ID
2021-13042
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated lending professional to join the Collateral Portfolio Monitoring team in Lending Services. As the Contingent Collateral Portfolio Monitoring Generalist, you will draw on your thoroughness and accuracy for the day to day monitoring of the collateral supporting the Bank’s loan portfolio, focusing in the escrow arena. This is an excellent opportunity to gain an in-depth knowledge of lending operations. You will work to ensure that First Republic Bank continues to provide the highest levels of customer service by successfully maintaining optimal productivity levels.   What you will do as a Contingent Collateral Portfolio Monitoring Generalist: - Establish new escrow accounts, monitor existing escrow accounts to ensure timely payment of taxes, research, resolve and pay delinquent taxes, and perform annual escrow analysis - Work with county taxing authorities to verify account statuses and resolve outstanding issues - Respond to external and internal client requests accurately and in a timely manner via the team’s shared inbox and phone line. - Balance financial transactions and reconcile discrepancies. - Ensures compliance with operational policies and procedures to minimize risk exposure. Monitors and audits existing processes and portfolio exceptions related to risk management issues. - Be a support in participating and facilitating team projects. - Participate in the development of policies and/or procedures. - Perform quality control reviews. - Perform duties and responsibilities specific to department functions and activities or as assigned by management. - 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.
Job ID
2021-13040
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
 This position will focus on the accounting for the Bank's investment portfolio and the daily clearing and recording of the Treasury function of the bank. This includes, but is not limited to daily and monthly reconciliations, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments.   What you'll do as a Senior Accountant:  - Responsible for the recording, processing and reconciliation of the Bank's investment activities (using TPG software), including daily payments and monthly income accruals. - Identify, research, investigate, and problem-solve GL account reconciliation issues. Under some circumstances, contact other departments to resolve outstanding issues. - Prepare journal entries for the clearing of daily wire activity within Treasury function. - Perform monthly certifications to certify assigned General Ledger accounts within daily, monthly and quarterly deadlines. - Prepare schedules in support of management financial analysis, including trend/variance analysis and write-ups for senior management. - Prepare quarterly PBCs to support external reporting function within deadlines. - Assist in providing detailed support to Accounting Management on financial reports and schedules and regulatory reporting such as the 10Q & 10K and the Call Report. - Support the accounting team in meeting month end closing in a fast manner. - Assist management on responding to inquiries from internal and external auditors. - Organize and maintain updated accounting procedures respective to assigned tasks. - Prepare and File Sales Tax Returns. - Assist in various projects as needed.
Job ID
2021-13039
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an engineer, you’ll be part of a small team that develops and manages a heavily used internal application by our bankers to serve our clients. This team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to our business partners.   What you’ll do as a Full Stack Software Engineer: - Involvement in the end to end software life cycle – from birth of an idea to continued production support. - Extract technical specs from business requirements and implement a solution with a foresight to be scalable and maintainable. - Develop and prepare documents for the general design of solutions that meet system and security requirements. - Work closely with business analysts and other technical partners in driving the projects and see through to completion. Take ownership and responsibility of your deliverables and communicate proactively
Job ID
2021-13036
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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