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 Associate, PWM Business Administration and Operations will be a member of the Private Wealth Management (“PWM”) team assisting with compensation management, including reporting and verifying compensation calculations, research and analysis and issue resolution, preparing recurring and ad-hoc reports, creating and maintaining appropriate supporting documentation, responding to audit and regulatory inquiries, with emphasis on a high-quality service level and work product.  The Associate, PWM Business Administration and Operationswill analyze process flow and work with various functional groups to implement process improvements and achieve automation.   The position will work closely with the Executive Management Team for PWM for compensation program oversight and reporting on results; as well as with Bankers and Senior Investment Professionals, PWM Business Administration Team, PWM Operations Teams, HR and Compensation Teams, Accounting and other functional groups.   The individual in this role has high integrity and careful discretion in working with sensitive compensation related information; and possesses knowledge and expertise in compensation management and in wealth management services including investment management, brokerage, insurance, trust and estate planning and whose approach inspires confidence and trust to champion the wealth management compensation program both internally and to external business partners including service and technology vendors, regulatory and audit representatives.   What you’ll do as an Associate, PWM Business Administration and Operations: - Develop a detailed understanding of products and services offered by PWM, as well as billing and compensation processes and systems. - Perform analysis of business results and compensation programs; research and drive resolution of questions and issues. - Assume ownership of questions and drive towards their resolution. - Educate and train Bankers and Senior Investment professionals on compensation plan elements and calculations. - Lead or assist with special reporting projects as assigned. - Lead tracking and results reporting for incentive programs. - Recommend and develop new/enhanced reporting methods and documentation. Drive process improvements to strengthen controls, enhance data integrity and reduce production time. Work to automate recurring reports and streamline existing processes. - Create and maintain department procedure documentation; gather information and respond to internal and external audit requests. - Build good working relationships with wealth management professionals, bankers, Client Service Associates, HR Compensation Team, Accounting and Executive Management on compensation-related projects. - Assist with requests for information and financial analysis for PWM compensation and other initiatives. - Assist with creation of any review/updates for PWM business plan. - Assist with financial due diligence analysis for prospective new hire and acquisition opportunities. - Perform duties & responsibilities specific to customary department functions & activities. - Perform other duties & responsibilities as required or assigned by your manager.
Job ID
2022-14598
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: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, 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
2022-14590
Category
Wealth Management
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 a Commercial Loan Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the Bank’s loan accounting system including all complex bookings from both the Business and Commercial Real Estate product lines. This includes the handling of payments and advances, reviewing and understanding all types of loan documentation, processing of outside council bookings, maintenance transactions of various complexities, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.   What you will do as a  Commercial Loan Servicing Specialist: - Review loan funding documents for completeness, determine serviceability, and board the loan terms into the loan accounting system. - Responsible for boarding of all types of commercial and commercial real estate facilities, including syndication loans. - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Monitor and update collateral information to ensure accuracy and that necessary details are maintained to reduce any associated risk to either the client or First Republic Bank. - Work with internal and external business partners at various levels to research and translate account information. - Review of Portfolio Monitoring Reports and audit corrections for accurate completion. - Recognize issues that demand escalation, determine the appropriate Bank contact, and act as liaison between the client and relevant group(s) in order to successfully resolve issues. - 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
2022-14588
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are seeking a Senior Associate to join our dynamic and growing Foreign Exchange Trading Team.  The Trading Team is responsible for offsetting all foreign exchange activity within First Republic Bank. The team manages the banks foreign exchange liquidity for all foreign exchange transactions and international wire transfers.    What you’ll do as a Senior Associate on the Trading Team: - Assists in managing the Bank's foreign exchange exposures in compliance with policies and procedures; Assist the SVP and trading team in managing and reporting the daily FX cash position and funding requirements, ensuring sufficient and timely liquidity.  - Assist in maintain banking relationship with financial institutions in order to manage Nostro accounts and liquidity. - Maintain relationships with key financial institutions in order to stay abreast of market developments and dynamics. - Evaluate and implement appropriate hedging strategies when necessary to protect Bank against potential losses.  - Assist in writing the daily and intra-day market commentary; publish daily foreign exchange rate sheet for internal and external dissemination. - Work with FX Management to update foreign exchange policies, procedures, and processes.  - Maintain productive relationships with external vendors related to FX, such as financial institutions, Reuters, and Bloomberg. - Customer service to both internal and external clientele.  - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by manger. - 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, Volcker Act, Dodd/Frank 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
2022-14586
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Administrator Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you'll be doing as a Administrative 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. - 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. - Perform duties and responsibilities specific to department functions & activities. - Perform 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
2022-14581
City
Boston
State
MA
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
2022-14576
City
New York
State
NY
Position Type
Regular Employee (REG)
The Problem and Incident Analyst manages critical technology incidents to restore service quickly following an outage. The Problem and Incident Manager performs Root Cause Analysis on recent critical incidents to identify recommendations to prevent or better respond to critical incidents.   What you’ll do as a Problem & Incident Analyst:  - Conduct activity to restore service of critical incidents by reacting with ownership and urgency, leading cross-functional teams of to diagnose, troubleshoot and resolve service impacting incidents. - Facilitate meetings and bridge calls. - Document incident events, resolution and follow up action items and ensure accuracy of data in the Critical incident reports including well-written executive summaries. - Communicate incident status in a calm, clear, accurate and concise manner with colleagues, management and clients. - Facilitate Root Cause Analysis (RCA) process with subject matter experts, colleagues, leaders and clients to identify causes of critical incidents by leading and participating in post-mortem efforts for outages. Document results of RCAs in a structured format, including both problems and recommendations for improvements. - Assist in a team rotation for facilitation of the Daily Operations Meeting, designed to review the previous day’s events within bank operations. - Consistently review the problem management process to ensure effective execution of the process is upheld. - Work with other infrastructure teams to help with internal documentation and process enhancement ensuring that all groups are working at an optimum level in terms of major Incident and problem management. - Work with management and ITIL consultant to build and continually enhance the service management process across the organization. - Work in an on-call rotation supporting the Major incident process that would require after hours 24/7 support. - Perform duties and responsibilities specific to department functions and activities. - Perform other duties and responsibilities as required or assigned by supervisor.
Job ID
2022-14574
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2021-14569
Category
Banking
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2021-14568
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Putting you First As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   What you’ll do as a Preferred Banking Offices Manager:   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Job ID
2021-14565
City
Jackson
State
WY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Senior Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Senior Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2021-14542
City
Boston
State
MA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Client Service Associate I with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank.   What you’ll do as a Client ServiceAssociate I: - Provide support for Account Executives (AEs) and their book of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit, lending, and wealth management products and services. - Assist in managing Account Executives (AEs) pipeline of client transactions in process, vet and complete the initial analysis of new applicants, ensure loan packages are complete for underwriting and respond to ad hoc client requests. - Manage variety of reports to support Account Executive’s book of clients, such as pipeline, maturities and client interaction reports - Provide sales enablement for Account Executives through Marketing and prospect outreach efforts.
Job ID
2021-14541
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The primary function of the Insurance Associate role is to provide a wide range of relationship management and administrative support to the Estate and Business Planning Specialists in our San Francisco Office.   This position requires strong relationship management skills in order to build successful partnerships between all parties. The ideal candidate must be able to work successfully with colleagues to provide support to senior wealth management professionals in insurance offerings.   Dedication to excellence, desire to do the right thing, strong work ethics, and a positive attitude are key to success.   What you’ll do as a Associate, Insurance Group: - Support the San Francisco Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line - Manage business utilizing Smart Office agency management system - Prepare memos, letters, documents, and reports for internal and external distribution by translating conceptual direction into succinct communications - Work closely with Compliance and Operations on requested approvals or reviews - Manage calendaring and department wide communications - Track commission and revenue generated by the Estate and Business Planning Specialist - Manage client opportunity list and client insurance underwriting file - Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations - Excellent attention to detail and high degree of accuracy and consistency
Job ID
2021-14540
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Eagle Lending Marketing team is responsible acquiring the next generation of First Republic clients via strategic loan products. In this role, you will own the overall management and execution of the direct mail program for Eagle Lending, to enable net-new client acquisition via Personal Line of Credit and other lending products.   You will have demonstrated leadership competencies and a track record of success in audience development and prospect campaigns, while positively partnering with internal and external business partners to build and scale campaigns that support the go-to-market motion for Eagle Lending’s products. You will work closely with marketing colleagues and other internal teams to deliver the next phase(s) of direct mail campaigns for Eagle.  Additionally, you will have demonstrated success with, and understanding of how to build and scale audiences and acquisition campaigns with best practices to support a high touch business model. In this role you will work closely with the credit and risk team, strategy and business operations team and others, serving as the day-to-day campaigns SME and lead on behalf of the Eagle Lending organization.   What you’ll do as a Senior Manager, Direct Mail: - Reporting to the Director of Marketing, Eagle Lending, the Sr. Manager / Associate Director, Marketing Campaigns is responsible for managing new client acquisition through direct mail, including audience and campaign development, content and creative alignment and insights and analytics that drive growth through the direct mail channel. - You’ll work cross-functionally with sales, credit and risk, creative agencies, office of the general counsel, product and analytics teams to ensure alignment and support for the direct mail program. This role focuses on developing and executing on audience and campaign strategy through an analytical, audience-first approach. You are responsible for delivering on and optimizing a consistent direct mail campaign calendar in partnership with key marketing program owners. You’ll own metrics that demonstrate impact for clients and the business. Additionally, you will identify and capitalize on opportunities to drive consistent creative messages across the business unit and enterprise. - You will play a role in audience identification and development, creative messaging and positioning platform creation, in-market acquisition, audience insights and other activities for net-new client acquisition. - To be successful in this role, you will need to invest in knowing our clients and our products. You must be a creative problem solver grounded in data-driven decision making and partner well with content creators and creatives communicating out how content and creative impacts clients and the business. With an NPS of 80 as the lead bank, First Republic Bank’s clients are deeply appreciative of the service experience which translates to a massive opportunity for an innovative, emerging marketing leader! Responsibilities: - Own end-to-end accountability for direct mail channel’s overall performance and execution accuracy in a data-driven, relationship-centric environment - Oversee direct mail channel strategy with end objectives of increasing client acquisition, optimizing CAC and driving ROI to meet business objectives for direct mail acquisition channels, including tracking and communicating out daily performance, results, and lessons learned across the business unit and broader marketing team. - Partner with Analytics to continually test who to target, with what message, what cadence / frequency and drive innovation in creative communications through a structured test-and-learn approach. - Leverage data modeling and print / production partners to scale growth in client base at favorable unit-economics. - Optimize audiences in partnership with Credit and Risk and Lending Strategy via testing, audience segmentation, first party and third party data strategies - Know our clients and own the full lifecycle of the creative development, review and production process in partnership with in-house and agency teams to ensure consistent, compliant messages are delivered in alignment with other marketing program owners - Manage partnerships with internal teams and external vendors to drive performance improvements and growth opportunities by lowering costs, shortening campaign cycle times, improving response rates and other optimizations - Own the channel forecast and budget allocation, providing guidance on expected and actualized MQLs, Applications and Booked Loans - Actively seek knowledge and learnings on the latest developments in demand generation and direct response marketing to pilot and operationalize growth strategies to better serve our markets - Develop and maintain a direct mail program playbook with operational processes and monthly, quarterly KPIs - Other duties as assigned
Job ID
2021-14537
Category
Marketing
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team. The officer will travel to and participate in "road shows" designed to educate internal and external partners on First Republic's Delaware trust offering and identifying Delaware opportunities. The officer also will also represent FRTC in the community through membership in professional associations and play a significant role in the development of trust business retention and development. What you will do as a Senior Trust Officer: - Carry out all account administrative duties either directly if appropriate or supervise activities conducted by others affecting the account. Manage fiduciary risk while maintaining administrative and compliance excellence. - Provide on-going training and guidance to administrative staff and delegate responsibilities as appropriate. - Maintain knowledge of SunGard operating system. - Identify any issues or problems and promptly bring to management's attention. - Serve as mentor for more junior trust officers. - Participate in business development and marketing activities, including meetings with internal partners, COI’s, and clients. Deliver financial and estate planning during client meetings. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all accounts. - Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues. - Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process. - Enhance knowledge of trust, tax, and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third parties. - Interact with other First Republic Bank members to expand their knowledge about Participate in training sessions to educate FRB colleagues regarding Delaware trusts. 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 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
2021-14536
City
Wilmington
State
DE
Position Type
Regular Employee (REG)
As a Construction Loan Administrator, you will support the Construction Loan Relationship managers and the loan specialist team to help maintain the construction loan pipeline.  Utilizing your knowledge of processing construction real estate, you will act as a team liaison between client, RM and Loan specialist to help maintain the existing construction pipeline and new construction loan closings. In this role, your focus will be to help organize the construction pipeline and monitor the team’s construction pipeline until the loan converts to a permanent loan, or payoff.  You will also assist with other daily departmental production tasks such as providing client care, organizing the draw process, and completing other administrative functions as needed.   What you’ll do as a Construction Loan Administrator: - Review construction report monthly, and send conversion letters on all projects at least 90% complete. Follow up for receipt of notices of completion, certificates of occupancy, and other conversion related paperwork. - Review the construction report to ensure the team is aware of upcoming construction maturity dates. - Working with the RM’s to prepare construction modification/ or extension. - Conversions: Acquisition to Construction - Obtain required budgets, insurance, contracts, building permits, other materials, and forward set-up packages to Funds Control and Loan Servicing. - Construction to Permanent - Obtain required title endorsements, form 442 appraisal document, notice of completion, insurance updates, and forward conversion package to Loan Servicing for booking. - Insurance Monitoring (maintain current insurance policy for all loans in the midst of construction). - Contractor background checks. Direct checks with sub-contractors, vendors, banks. Verify workman's comp and liability insurance. Verify contractor's license. Obtain ELC approval to add contractors to FRB approved contractor list. - 2nd review for KYC/LOR/HMDA double checks for the teams construction loans. - Send and follow up on Granite construction loan packages for recent construction loan closings. - Entering construction start-ups as needed. - Maintain the construction team pipeline and keep the team in the loop as to, title company info, when the loan is scheduled to mature and draw status. - Work with the RM and client to update and follow up with Granite/CFSI concerning a draw request. Also, work with the team to resolve a draw potential draw issue. - Informing clients when their draw has funded. - Carry minimal residential loan pipeline.
Job ID
2021-14534
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team. The officer will travel to and participate in "road shows" designed to educate internal and external partners on First Republic's Delaware trust offering and identifying Delaware opportunities. The officer also will also represent FRTC in the community through membership in professional associations and play a significant role in the development of trust business retention and development. What you will do as a Senior Trust Officer: - Carry out all account administrative duties either directly if appropriate or supervise activities conducted by others affecting the account. Manage fiduciary risk while maintaining administrative and compliance excellence. - Provide on-going training and guidance to administrative staff and delegate responsibilities as appropriate. - Maintain knowledge of SunGard operating system. - Identify any issues or problems and promptly bring to management's attention. - Serve as mentor for more junior trust officers. - Participate in business development and marketing activities, including meetings with internal partners, COI’s, and clients. Deliver financial and estate planning during client meetings. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all accounts. - Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues. - Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process. - Enhance knowledge of trust, tax, and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third parties. - Interact with other First Republic Bank members to expand their knowledge about Participate in training sessions to educate FRB colleagues regarding Delaware trusts. 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 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
2021-14533
City
Wilmington
State
DE
Position Type
Regular Employee (REG)
The Platform Engineer will be responsible for maintaining and evolving our existing Project Portfolio Management (PPM) platform. The ideal candidate must demonstrate a proven history of implementing and managing a PPM platform, including feature development. This individual must possess excellent analytical and communication skills with the ability to convey both technical and business concepts and specifics to colleagues across the Banks.  The ability to implement the agreed upon roadmap, prioritize a backlog of work, and multi-task while handling competing deadlines. Ultimately, this individual can effectively manage, deliver, and communicate change. What you’ll do as a Platform Engineer:This role will require close collaboration with Portfolio Leaders, Portfolio Office team members, Project Managers, and Technical Resources from across the company. The Portfolio Office Platform Engineer will report to the Director, Enterprise Portfolio Operations and will be a key resource within the portfolio management team. This role will be involved from inception of ideas till execution and delivery, and in this capacity will work to guide the organization through best technology practices. The ideal candidate is continuously looking to drive process and technology improvements. - Provide input to the current technology roadmap  - Develop a strategic roadmap to upgrade the platform to a more robust Enterprise PPM Solution - Own and enhance the existing PPM, identifying feature development.  - Knowledge of Project Management best practices and methodologies (ex. Agile, SDLC, PMBOK) - Ability to think creatively and devise new approaches and solutions to improve the Platform.  - Maintain the Project Portfolio Manager Platform: - Proactively maintaining the health of the platform. - Supporting day to day operations of the platform and its applications.  - Developing and implementing improvements to the platform and its applications.  - Determining defect root cause and providing solutions. How success is defined:Success will be achieved by continuing to improve the existing PPM, while introducing new features to streamline the user experience.  The ability to review the existing platform, identifying areas improvement, and providing a roadmap to address those deficiencies is a key success factor. In addition, it is imperative the individual can execute on the vision laid out.  In addition, the individual ensures day to day operations are supported.
Job ID
2021-14522
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you'll be doing as Senior Associate, Trust Services: - Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 recipients - Daily review of transaction journals and cash reports. Where applicable, manually manage cash activities for each account. - Assist in completing initial and annual account reviews. - Review overdraft reports and ‘cure’ overdrafts where applicable. - Review fee maps and authorize the release and postings. - Conduct research work in order to answer clients' inquiries. - Sort and review mail for trust officers. - Prepare trade tickets for trades executed by the trust officers with FRSC. - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts. - Coordinate and produce all DTC-related activities, reports, packages, and meetings. - Prepare same-day or future disbursement entries pursuant to requests and approvals. Where necessary, send out confirmation letters on disbursement requests via telephone. Conduct disbursement call backs on fed wires. Reprint statements as requested. - Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel database. - As required, maintain and print ticklers for trust officers. - Serve as liaison between Administration and Operations including securities related activities. - Administer low-maintenance accounts with minimum supervision from the Trust Officers. - Perform duties & responsibilities specific to department functions & activities or as 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
2021-14521
City
Wilmington
State
DE
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
2021-14520
City
New York
State
NY
Position Type
Regular Employee (REG)

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