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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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
2021-12414
City
Jackson
State
WY
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
2021-12411
Category
Banking
City
San Diego
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as a PBO Senior Preferred Banker:   Exhibits in-depth knowledge of all branch operations and banking policies and procedures - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience - Processes customer transactions according to branch policies and procedures - Files and maintains bank records in compliance with branch policies and procedures - Prepares and balances daily work, bank deposits, ATM and Night Depository - Participates in maintenance of the branch office to represent the office in a positive manner Exhibits in-depth understanding of all banking products and customer needs - Promotes and introduces new banking products and services to customers - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals - Actively participate in branch sales promotions
Job ID
2021-12410
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
Information Security Information Security supports the business’ objectives by implementing state of the art cybersecurity technologies and practices so that we are well-prepared to protect Company’s systems and data from cyber-attacks and other unplanned disruptions.   What you’ll do as a Security Specialist Intern: - Work with Auditors and Regulators to ensure that reviews of user access are performed according to policy, in efforts to make certain only relevant people have access to corporate applications. - Collaborate with all departments of First Republic, to advocate for, educate, and ensure the departments perform the required User Access reviews according to Policy. - Further provide recommendations based on findings. - Help to ensure that access control policies outlines the various controls (Discretionary, Mandatory, and Role-Based) placed on both physical access to the computer system (that is, having locked access to where the system is stored) and to the software in order to limit access to computer networks and data.
Job ID
2021-12406
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
What you’ll do as a FX Operations Specialist I: - Responsibilities include all activities associated with processing and settling all foreign exchange transactions for the bank. In addition to transaction processing and settling, the position will also include confirmations, investigations, risk, credit reporting, and problem resolution. - Responsibilities will include maintaining lines of communication with Correspondent Banks where nostros and settlement occurs and participation in the organization's initiative implementing new projects/systems as well as continuous improvement. The candidate must also possess the ability to document procedures as well as work well with a team. This is a fast-paced environment with aggressive growth targets - Responsibilities include phone confirmation, SWIFT confirmation, or on online confirmation of all FX trades. Closely monitoring all outgoing wires for potential fraud. - Follow Bank policies and procedures regarding Risk analysis of trades/wires Including OFAC and Dodd Frank regulations. - All Trades and wires are processed within the established SLA following the bank’s procedures and controls. - Handle all FX trades wire tracers and investigations received from other banks, clients or internal department within the bank.  Cases may vary from responding to tracers requesting confirmation of payment to the beneficiary, cancellation of payment - Ability to interact effectively with sales persons, client service/preferred bankers offices , counterparts, and clients or amendments to the original settlement/wire instructions. - Responsible for monitoring all incoming foreign funds, unclaimed funds or unable to be applied ensuring timely resolution and correction. - Maintains knowledge in all aspects related to FX Operations, understands regulatory guidelines and keeps informed of trends and changes. Acts as a resource for entry level Reps. Provides back-up support for all job functions within the department as needed. - Escalated issues, resolves problems effectively and determines when it is necessary to involve management. - Works collaboratively to resolve complex issues and/or errors that impact customers or place the bank at risk if not appropriately resolved. - Responsibilities include review of the daily reconciliation for all FX trades and FX wire exceptions, ensure accuracy of balances and posting of FX trades and wires. - Responsibility includes flexible working schedules to meet the banks goals and daily business requirements. - Responsible for the monitoring and delivery of SWIFT messages for the entire bank. - Ability to multi-task and deliver a high quality product meeting established deadlines in a fast paced environment.  - Providing a high level of customer service to both internal and external clients. - Responsibilities include creating daily and on-demand reports including the daily metrics, and Nostro Balance reports. - Responsibility includes written communication to First Republic Bank employees, internal and external clients, and other banks. Performs other duties & responsibilities as required or assigned by supervisor. - Detail-oriented and the ability to perform effectively in a high volume, deadline oriented environment.
Job ID
2021-12405
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - 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 individual sales goals and the office’s sales goals. - Actively participate in office sales promotions.   Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2021-12402
Category
Banking
City
San Mateo
State
CA
Position Type
Regular Employee (REG)
The Due Diligence Operations (DDO) element within Anti-Money Laundering (AML) Operations is tasked with assessing customer risk and producing financial intelligence through research and analysis.   The Enhanced Due Diligence (EDD) Investigator will conduct analyses of current and prospective customers through a variety of assigned alerts within the production and rule development environments. The EDD Investigator will also work full scope reviews through the case investigation process and develop work products documenting risk analysis.   What you'll do as an EDD Investigator: - Conduct investigative/intelligence research of individuals, entities, and/or events related to current or prospective customers through public records, open source media, vendor systems, or other research tools. - Conduct investigative/intelligence analysis of collected information including current or prospective customer's client profile, background, business operations, know your customer ("KYC") information, and transaction history. - Draft assessment summaries and other written investigative/intelligence products to support judgments, decisions and recommendations - Work effectively across varying groups and teams within the AML Operations environment. Meet key team performance standards while additionally setting personal performance goals. - Participate in key training and learning opportunities and seek additional knowledge acquisition proactively. - Perform other duties & responsibilities as required or assigned.
Job ID
2021-12400
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Data Science & Analytics team leverages data mining and data analytics techniques to manage Fraud and AML risks.  We are looking for team members that love new challenges and cracking tough problems. If you are looking to join a fast-paced, innovative and incredibly fun team, we encourage you to apply.   This team member will be responsible for data analysis in support of BSA/AML policies, operations, and analytics.   What you'll do as a Data Analyst: - Develop a deep and comprehensive knowledge of First Republic Bank’s systems and data architecture - Create and deliver automated management dashboards and canned reports using data visualization tools to support routine management oversight of business processes and ensure critical insight into exceptions and deliverables. - Create and deliver routine and ad hoc reporting needed for examinations, risk assessments, internal audits, investigations, staffing and analytics. - Coordinate cross-functionally with business stakeholders to manage, analyze and resolve data quality issues. - Serve as a liaison between technical teams and business partners to ensure technical solutions meet business requirements - Perform duties and responsibilities specific to department functions & activities and as required or assigned by supervisor. - 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.  - 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
2021-12399
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Professional Lending Associate 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. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. 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 Professional LendingAssociate: - Onboard new clients via the Professional Lending Programs, including application, underwriting, and collaborating with internal teams to complete onboarding. - Discuss individuals’ financial concerns and needs and explain how our suite of products and services can present potential solutions. - Work closely with our counterparts in San Francisco on capital calls & distributions. - Assist Directors with the relationship management and cross-selling of Professional Loan Program clients. - Build your internal network with Relationship Managers at the bank. - Maintain client interaction reports across the PLP portfolio.
Job ID
2021-12395
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with the Professional Loan Program (PLP) team, you’ll play a key role in structuring, negotiating and overseeing your own pipeline of new professional loans while ensuring that client expectations are met throughout the process.   We created the Professional Loan Program to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.    In the PLP Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.   What you’ll do as a PLP Associate: - Structure and implement customized loan programs for partners and executives in the private equity, venture capital and professional service industries. - Communicate directly with clients, Account Executives, underwriters, legal counsel, executive approvers and loan closing teams throughout the program development process. - Develop and prepare program term sheets and due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos. - Partner with legal counsel on document negotiations and oversee the approval and rollout of new programs. - Assist the underwriters by obtaining all necessary documentation from the client, and help respond to any underwriting questions. - Manage existing relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s other offerings and how these products and services could help meet their financial needs. - Suggest enhancements to processes and procedures in order to improve efficiency.
Job ID
2021-12391
Category
Sales
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential: As a Client Service 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 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. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - 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. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - 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
2021-12390
City
New York
State
NY
Position Type
Regular Employee (REG)
As the Learning & Development Operations Intern, you will help execute on daily processes and operations via HR Technology Systems (Saba, Cornerstone) to enable every colleague to develop and grow meaningful careers at First Republic. We are a team within the Human Resources department, and we are excited about contributing to a positive learning culture at the Bank. We enjoy working together and are looking for a great collaborator to join us! You will help support our Learning & Development Team as well as learning and performance management systems so that colleagues can remain engaged without roadblocks and enhance their knowledge, skills and maximize their performance; which in turn helps them better serve our First Republic clients.   What you’ll do as a Learning & Development Operations Intern - Support the team by helping respond to colleagues via the shared support inbox and possibly manually mark online courses as complete in the Learning Management System (LMS). - Assist with the creation of Virtual Instructor-Led (ILT and VILT) events and sessions within the learning management system (LMS). - Help configure custom emails and evaluations for all events and sessions (Registration, reminders, post-session evaluations, etc). - Observe formal and informal training sessions on various topics for Learning and Development (L&D) partners and colleagues. - Assist with training materials such as quick reference guides on new features or how to navigate through different parts of the system. - Support the quality assurance (QA) process for events and sessions in the system to ensure reliability and availability. - Help review and analyze system errors and monitor system performance, troubleshooting and support the team in resolving issues as needed. - Review the HR Technology product release cycle, collaborating with team members to help implement the installation of system updates, upgrades, integrated tools and other software integrated with the system. - Assist with generating rosters and tracking attendance via our Zoom integration. - Provide high-touch internal customer service to our L&D partners and colleagues. - Support other Learning and Development operations as appropriate.
Job ID
2021-12386
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
What you'll do as an Internal Audit Manager, Information Technology: - Plan and execute IT audits, including identifying risks, planning audits, managing competing priorities, leading audit interviews, executing on control testing, preparing/review workpapers, reviewing audit related documentation, reviewing action plans with appropriate management, preparing audit reports, and validating issue closure. - Assist with developing and implementing an annual audit plan by assessing all relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors. - Ensure the overall quality through consistency, risk management and adherence to department and professional standards for internal audits, identifying opportunities for process improvement, and continuous monitoring. - Participate in continuous monitoring for risks within implementation projects and changes to the control environment. - Be recognized as a leader, management consultant and internal controls expert; develop and maintain collaborative working relationships with technology and business partners, learning and understanding the business to better provide value-added services, help management ensure objectives are achieved, and enhance stakeholder satisfaction. - Manage multiple administrative functions such as budgets, scheduling resources, recruiting, metrics analysis, etc. - Provide risk identification, security, and audit control input for system development projects and other initiatives. - Assist in defining, refining, implementing, and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, information systems, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts. - Participate and support data analytics through internal audits and risk assessments. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2021-12384
City
San Francisco
State
CA
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
2021-12379
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Balancing Organizational Agility and Effective Risk Management The Vendor Management Risk Associate is responsible for ensuring the compliance of the Bank’s Vendor Management program by overseeing and managing the Bank’s vendor relationships, facilitating the third party vendor risk identification process, and completing other third party vendor risk management duties as assigned.   What you’ll do as a Vendor Management Associate: - Manage the Bank’s vendor lifecycle phases from on-boarding, periodic monitoring, risk assessments, and termination - Collaborate with business owners and other internal stakeholders to ensure vendor risks are properly identified and controls are in place to mitigate risk and minimize financial, regulatory, and reputational exposure. - Effectively communicate and collaborate with business owners and support their third party strategic initiatives. - Liaise with cross-functional Subject Matter Experts, such as Legal and Compliance, Information Security, Finance, and Sourcing, among others, to ensure vendor engagements are compliant with Bank policies and regulatory guidance. - Analyze vendor risk assessment questionnaires, support vendor on-boarding, manage due diligence document collection, assist with contract negotiations, and manage all required ongoing monitoring efforts. - Host numerous vendor related meetings with business owners, stakeholders and vendors. - Engage with business owners and other stakeholders to review vendor performance metrics and vendor scorecards. - Prepare presentation and reports for executive level review. - Perform other duties and special projects as assigned.
Job ID
2021-12378
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as a PWM Compliance Associate Director: - Develop, plan, and perform compliance tests that independently evaluate the adequacy, comprehensiveness, and effectiveness of Wealth Management’s internal controls. - Lead or assist in investigating and reporting issues, as needed: conducting inquires, obtaining and reviewing necessary documents and interviewing team members, compliance, and/or various business units. - Identify process and procedural deficiencies and recommend solutions to complex issues. - Write reports or presentations that clearly articulate the results and conclusions of compliance testing. - Present testing results to the Chief Compliance Officers and other senior executives. - Track remediation action plans to final resolution to ensure deficiencies are addressed and resolved adequately and in a timely manner. - Validate remediation efforts and results; offer guidance for refinement, if necessary. - Maintain an understanding of the compliance division's framework and the inter-connectivity of its key components. - Maintain an understanding of business operations and regulatory guidance and expectations. - Anticipate changes in the internal and external environment and assist Head of Testing to enhance the testing program to suit these changes. - Manage possible direct reports to successfully perform assigned testing functions to meet team goals. - Work collaboratively across groups and with other risk management teams, including Internal Audit and Enterprise Risk Management. - Act as ambassador for the team and help promote the culture of compliance. - Develop effective working relationships with team members while distinguishing self as a leader. - Assist with Branch Inspections as assigned including, fieldwork, reporting and onsite visits.
Job ID
2021-12377
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Deposit Account Control (DACA) /ESCROW Specialist has primary responsibility for overseeing the negotiation, execution, and processing of specialized deposit agreements. These are contracts with unique requirements and time constraints. The specialist will act as the point of contact for the client, FRB teams, and especially the client’s third-party lender as well as all involved attorneys regarding the terms of the agreement. The support specialist will perform monetary transactions including the online creating, and approving of outgoing wire transactions per Secured Party instructions. Provide DACA-related email and phone support to bankers and business clients for bank services and cash management products (remote deposit, lockbox, cash vault, and sweeps), ACH transactions, duplicate statements, and account analysis.   What you’ll do as a Deposit Account Control/Escrow Specialist: - Review terms, propose revisions and coordinate execution of agreements - Communicate legal issues to internal departments and obtain approval for non- standard terms - Work closely with bankers to negotiate revisions with lenders, clients and attorneys - Manage queue of pending agreements, monitor changes in agreement status as well as maintaining executed agreements - Work closely with other departments to insure compliance with bank policies - Monitor agreements and follow up on missing documents - Insure payments are properly calculated and wires sent out on timely basis. Accurate and timely completion of daily wires and transfers. Monitor SWIFT wires for agreement compliance - Maintain database and prepare multiple reports for management - Charge appropriate fees - Monitor DACA email box to insure all emails are responded to within published SLA. Transfer emails from DACA email box to appropriate folders and to the DACA database - Complete and maintain Client files (hard copy and electronic). - Complete required checklists for DACA opening and closing. - 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
2021-12372
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Model Risk Manager is expected to perform validation tests to identify the potential model risk through the entire model lifecycle, discuss findings with internal and external stakeholders, collaborate with model owners and developers to address findings, and document validation activities and results. In addition to these core duties, the Model Risk Manager also has opportunities to work on ad hoc projects within Enterprise Risk Management (ERM).  This position is supported by other MRM team members, including Model Risk Analysts, Model Risk Directors, and Model Risk Officer VP.   What you'll be doing as a Model Risk Manager:  - Prepare written analysis of validation work. - Perform validation and provide effective challenge to model components throughout the model lifecycle, including modelling data and input, model methodology and performance, model implementation and ongoing monitoring, model assumptions and limitation, and model governance and documentation. - Manage interaction with model owners and developers during the model lifecycle. - Present model validation results, including findings and model ratings, to model owners, users, senior management and, when requested, regulators and internal audit. - Review and monitor the remedial actions taken by model owners and developers to ensure the findings are properly and timely addressed. - Provide guidance to model risk analysts in the course of the validation process. - Contribute to strategic, cross-functional initiatives within ERM. - Support the execution of various reporting projects in compliance to model risk management policy and procedures. - Support model governance activities such as model inventory, model documentation library, and validation calendar.
Job ID
2021-12354
Category
Risk Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential We're looking for an experienced Credit Analyst to specifically focus on firm-level underwriting to ensure and maintain the high credit quality of our Professional Loan Program portfolio. Candidates with experience in commercial underwriting and intimate knowledge of the Private Equity and Venture Capital industries are preferred.   What you’ll do as a Credit Analyst: - Monitor existing credit facilities for financial and reporting covenant compliance.  Review the covenant log to ensure receipt of updated financial information and on-going covenant compliance.  Upon instruction from sales partner, notify borrowers and guarantors when reporting is late. Work with underwriting team and supervisor to set priorities, communicate status, remove roadblocks, and escalate red flags in the collection of reporting. - Successfully spread and analyze business financial statements and/or tax returns using Moody’s or similar program and have an understanding of cash flow reports, financial ratios, trends, etc. - Successfully underwrite credits ranging from simple to complex deals. Identify recurring and non-recurring sources of cash flow and guarantor’s ability to debt service. - Be able to identify problem loans and work with Management, Executive Loan Committee and Credit Administration to take appropriate action - Work across departments to enter or validate the onboarding of new programs into the reporting database by reviewing entity formation documents, loan documents, and credit narratives. - Monitor news for events impacting borrowers and guarantors and conduct research on specific industries or companies to assist underwriting team and supervisor. - Identify process improvement ideas to improve service or create efficiencies. Maintain a handbook of processes, best practices, and procedures relevant to role. - Assist with monitoring monthly FICO reports. Develop the ability to analyze credit reports, personal financial statements, and consumer liquidity statements. Eventually learn to spread business financial statements and individual tax returns. - Assist in identifying loan documentation errors and suggesting process improvements.
Job ID
2021-12349
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Registered 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
2021-12348
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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