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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See service from a higher perspective. The Associate II, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.    What you’ll do as an Associate II, Consumer Services: - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail. - Consistently deliver an exceptional client experience on every client contact. - Make outbound calls to clients to provide resolutions for Online Banking and research requests. - Effectively multi task on a regular basis. - Work on a variety of work schedules based on business needs. - Work overtime as needed. - Collaborate as part of a team to achieve service goals. - Adapt to a fluctuating work pace environment. - Display accuracy and thoroughness, while completing work assignments in a timely manner. - Adhere to and complying with the applicable, federal and state laws, regulations and guidance. - Function in a PC windows or MAC environment. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank.
Job ID
2020-10465
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Manage security installation projects and security vendors, manage daily work orders and service requests; perform security operations duties as assigned; track false alarms and related invoices; assist in providing alarm codes and cancellations; assist in providing a check and balance for pending invoices awaiting approval; and assist with investigations and surveillance requests. - Provide technical support for Security Systems and Corporate Security Department 24/7.   Reviews reported security system issues and investigates anomalies as needed. Provides training on security systems and new technology. - Conducts annual site security surveys/risk assessments for each Bank facility. Recommend security upgrades as needed to maintain regulatory compliance, industry standards and to adjust to changing security requirements. - Create and maintain security equipment inventory at PBO/PBCS locations; Alarm code users; Robbery statistics and other data and statistical reports. - Provides consultations with other departments to design security components that meet or exceed their security needs. Supervise the implementation of such components and track their performance. - Works closely with selected security vendors to insure quality of products and installation. Prepares detailed threat assessments and project plans. Designs and architects security systems using a risk based approach. - Represents the security department as designated on all matters regarding physical security systems when primary responsible party is unavailable. - Performs protective service and executive protection assignments as assigned. - Performs external and internal investigations and prepares reports as assigned. - Monitors available open source intelligence and prepares intelligence summaries. - Serves as a security operations operator to triage security alerts, events and incidents. - Serves as the on-duty specialist after-hours.
Job ID
2020-10464
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2020-10459
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10458
Category
Lending
City
Portland
State
OR
Position Type
Contingent Worker (CON)
SharePoint Administrator Looking for an experienced SharePoint Administrator supporting business users and backend systems in large enterprise Microsoft on-premises and online environments.   What you’ll do as a SharePoint Administrator: - Serve as the front line resource for all First Republic Bank SharePoint support needs - Handle site administration, maintenance, and provide operational support for SharePoint/OneDrive - Support sites built on SharePoint on-premises and SharePoint Online - Manage system security, and assist with system patching and upgrades - Assist with SharePoint on-premises to Online/OneDrive migrations - Configure SharePoint services and settings - Troubleshoot SPD workflows and page errors - Document SharePoint configuration and architecture - Review and prepare usage reports - Gather and analyze requirements from business owners/users and document them - Assume a lead role in the diagnosis, troubleshooting and resolution of incidents and problems - Coordinate and manage SharePoint projects while mitigating risks and scope creep - Train and educate Site owners and end users on the usability of features and functionalities - Work well with business users from all levels of the business - Work independently with little direct supervision effectively in a complex environment - Perform duties and responsibilities specific to department functions and activities - Perform other duties and responsibilities as required or assigned by manager
Job ID
2020-10457
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential  The Enterprise Architect is responsible for working cross-functionally to ensure the successful delivery of solutions architecture for First Republic Bank.  The Enterprise Architect will work under the direction of the Director, Enterprise Architecture to define and develop the systems architecture aspects of projects.  This will include a high degree of interaction with business and operations units to understand the functional and non-functional needs of the users of the system as well as the various technology teams, both within and outside of FRB, which are responsible for integration points with the solutions.   What you’ll do as a Contingent Enterprise Architect/Systems Architect: - Serve as primary technical expert to internal groups, business and Information Services, for the First Republic Bank architecture aspects of each project. - Analyze Business requirements to understand the business needs and to determine how the system can best be architected to fulfill those needs. - Collaborates with solution architects to provide enterprise solutions that align with the needs of clients and businesses. - Perform hands-on solution design of software applications. - Create and maintain reference architectures, target architectures and roadmap to meet the business needs to provide extraordinary customer server. - Define technology strategy, process improvements, and resource forecasting. - Provide technical mentorship to engineering staff regarding industry best practices as it relates to software engineering. - Strong business orientation with broad experience with banking processes, technology and change initiatives. - Promote and enhance shared services related to each business group by working with other Information Service team members. - Strong sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership and attention to detail for key projects / issue resolution. - Understands business processes, appropriate application of technology in supporting those processes, and the common technical complexity / considerations when evaluating new products or process options. - Pragmatic with an ability to generate trust and build alliances across business and functional lines. - Consistently demonstrates and follows high standards of integrity in business decision-making.
Job ID
2020-10455
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
First Republic Bank is seeking to fill a leadership position of SBA Director to oversee its Paycheck Protection Program (PPP) Loan Portfolio.    The SBA Director will be point person working with the SBA, as it defines its processes for approving ownership changes, loan modifications, other evolving guidelines, and actual repayment under its guarantee. The Director will be charged with making these processes better defined and more efficient.  The Director would also coordinate relationships with lending partners for any new, second loans for PPP borrowers, any future direct loans made by the Bank, and loan modifications after the Forgiveness Phase of the PPP.     In this position, the Director would work closely with Executive Loan Committee members, the Head of Credit Administration, the Head of Business Banking, Legal counsel, bankers, clients, and the SBA to ensure excellent credit quality and client service.   What you’ll do as a SBA Director: - Deliver exceptional service to existing clients by: - Collaborating with bankers, credit approvers and legal counsel to provide solutions for clients while protecting the bank. - Serving as the principal point of contact for, and developing a strong, positive relationship with, the SBA. - Serving as a Subject Matter Expert on all SBA Section 7(a) loan products and related Standard Operating Procedures for loan servicing and reporting. - Developing partnerships with other SBA lenders so as to meet client needs. - Developing and managing client relationships with a particular emphasis on educating clients about SBA/PPP requirements. - Adhering to the Bank’s credit and profitability standards and policies. - Assisting with processing and management of all loans originated under the PPP program. - Ensuring SBA loan packages are processed in accordance with regulations and program requirements. - Demonstrate a strong understanding of credit and legal issues related to the PPP program. - Possess working knowledge of all Bank deposit and credit products and business verticals. - Participate in training sessions, as assigned, and seek out training that will improve skills in SBA and other government-guaranteed lending, credit analysis, etc. - Communicate effectively with Head of Credit Administration and Head of Business Banking to provide regulatory and/or programmatic updates related to PPP and other 7(a) products. - Ability to manage and escalate multiple issues and concerns, often under time constraint.  
Job ID
2020-10454
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are seeking an IT Asset Management Analyst to join our Sourcing, Procurement and Asset Management team. The team is responsible for delivering and managing, technology hardware and software assets in an efficient and cost effective manner across the IT Asset lifecycle. Experience working in a regulated industry, preferably financial services, including having expertise in enterprise level procure to pay systems (i.e. Ariba, Coupa, Basware) as well as IT service management tools (ServiceNow, Remedy) is highly desirable. This is an exciting opportunity for a self-motivated individual with a customer service mindset and attention to detail.   What you'll be doing as an Asset Management Analyst:   The Software/Asset Analyst is responsible for managing the asset lifecycle for software licenses, hardware and other technology assets in accordance with policies and standards of First Republic Bank. The person in this role will be the primary contact for technology asset management for the New York, Boston and other east coast corporate offices coordinating purchase and disposal of technology assets in those offices as well as providing support for the company wide asset management team. Responsibilities • Hardware portfolio lifecycle management - Maintain and track technology hardware inventory across enterprise, including completion of an annual analysis and reconciliation of assets in the system of record vs. discovery tools and spot audits. Additionally, hardware will be ordered, received, deployed, returned or disposed of on a daily basis using P2P and ITSM tools. These changes must be recorded in system of record in a timely manner to insure data integrity and process effectiveness. • Warranty and maintenance management - develop and maintain warranty and maintenance schedule and ensure maintenance is kept up-to-date and accurate for critical technology hardware including a cost schedule for forecasting of spend. • Data destruction - The candidate must have an understanding of Information Security protocols and principles as they will oversee the destruction of data stored on different mediums via software and physical means. A strict adherence to security principles are necessary and critical to continued operations. • Physical stock management - Ensuring inventory at each location is sufficiently stocked with equipment by using various forecasting models and tools. This includes anticipating the needs of new or ongoing IT projects and weekly hardware requirements as defined by partners in Information Services. • Partner relationship management - The analyst will be working with multiple vendors in order to maintain and improve existing workflow and business relationships. • Maintain software inventory in ServiceNow. • Running queries and reports • Creating, tracking and closing out purchase orders • Harvesting software of terminated employees • Integrating software and hardware discovery tools to validate compliance with licensing • Provide clients with technology asset life cycle support. • 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. • Ensure compliance with laws, regulations and bank policies and procedures for assets in the East Coast corporate offices. • Reclaim software and hardware assets from terminated employees.
Job ID
2020-10453
Category
Shared Services
City
New York
State
NY
Position Type
Contingent Worker (CON)
Common goals, uncommon potential   The Developer/Analyst is an integral member of the team who will lead the development of technology that improves processes for our colleagues. This role is visible across business channels and requires the ability to clearly capture and articulate business requirements, document process flows and develop software applications while maintaining extraordinary service levels. The individual will manage development and testing efforts and coordinate with appropriate stakeholders to successfully implement solutions that result in high quality and easy to use solutions. Success of the CPI program is evaluated through data and metrics, requiring forethought into reporting and tracking of success metrics during development as well as analyzing our past efforts to continue to refine our program.     What you’ll do as a Developer/Analyst: - Own all aspects of implementation including process engineering, managing development, collaborating with internal business and technology teams for deployment management, reporting and tracking. - Assess solutions with regards to technical feasibility, cost/benefit analysis, business risks, and success measures. - Ensure usability of solutions and complete post-implementation reviews and assessments. - Identify risks and dependencies and effectively manage these across development lifecycle. - Develop, document, and execute test plans to ensure that business requirements have been satisfied; manage system change requests and problem resolution activities. - Create reports on an ongoing basis to inform decision making and provide transparency of the program status to appropriate stakeholders. - Present and communicate business requirements to technical and nontechnical audiences. - Understand the end-to-end process and technical infrastructure of the applicable products and services, including development of detailed use cases and documentation of client interactions and related system processes/ interfaces. - Liaise effectively between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or 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
2020-10451
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a strong team player and quick learner to join our Commercial Loan Closing team on a contract basis. As an DocuSign Generalist, you will be responsible for the file preparation, scanning and quality assurance of commercial closing documentation in preparation for e-singature. This is an integral part of the imaging functions within the department. This is a team position and you may be required to perform one or all of the responsibilities for the position at any given time in order to provide exceptional customer service and meet service level agreements.   The ideal candidate will have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and reprioritize workload based on fluctuating deadlines. This position requires the coordination and support of multiple priorities of various functions within Lending Services as well as many other departments within the organization.   What you will do as an Contingent DocuSign Generalist, Commercial Loan Closing: - Prepare loan files for imaging (scanning). - Scan loan files into imaging software. - Perform quality control of loan files scanned into imaging system and ensure all documents are correctly indexed to the proper Document Type and Keywords. - Maintain current knowledge of lending products, services, systems, and processes in order to provide expert and up-to-date client service. - 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
2020-10446
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the 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 and responsibilities specific to department functions/activities or as assigned by the 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
2020-10432
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
What you’ll do as a Production Associate – Part Time: - Order and quality control the commercial and residential real estate appraisals and other valuation products and tools First Republic uses to support its lending decisions; functions available to Production Associates include assigning appraisals, performing quality control examinations of appraisals and other tasks as needed.
Job ID
2020-10421
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted.Validates the data - entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - 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
2020-10419
Category
Lending
City
Palo Alto
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential The Eagle Lending group is looking for a Credit Specialist; a self-starter who is eager to build his/her career as an underwriter and gain expertise in credit analysis. Based in San Francisco, this role will support the underwriting needs for Eagle Lending's Personal Line of Credit product and will focus on processing, evaluating, and completing financial analysis on individual loan requests. The ideal candidate will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   We're a highly collaborative team that's focused on leveraging technology to bring in the next generation of clients to the bank. If you have a passion for credit analysis and underwriting, we would love to hear from you.   What you'll do as a Credit Specialist: - Process loan applications and ensure turnaround time requirements are met. - Ensure that all documentation required for the file is obtained and that the file is complete. - Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required. - Assist in monitoring the existing portfolio to ensure quality credit and avert any potential signs of default. - Assist with the loan portfolio by running credit applications and assembling loan files. - Assist in identifying any improvements or changes we can make to the loan process to establish a best practice and make the processes we have in place more efficient. - Additional 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
2020-10417
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team. As a Residential Closing Administrator, you will be responsible for the accurate and complete preparation of loan closing documentation and timely funding for Single Family 1-4 unit residential loans. You will manage both the closing and funding functions in an environment of constantly changing deadlines without losing the required high level of accuracy and production. You will also make recommendations for job-specific operational improvements, such as efficiency, cost reduction, customer service and risk reduction.   The ideal candidate will have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and reprioritize workload based on fluctuating deadlines. This position requires the coordination and support of multiple priorities of various functions within Lending Services as well as many other departments within the organization.   What you will do as a Residential Loan Closing Administrtator: - Prepare and review loan closing and funding documentation in an accurate and timely manner for a range of SFR 1-4 loan products: - Modestly complex borrower entities - Detached, condo and co-op property types - Permanent and line of credit purposes - Work with internal business partners at various levels to research and resolve transaction concerns. - Complete prefunding and assist post-closing with any closing errors/corrections as necessary. - Maintain current knowledge of lending products, services, systems, and processes in order to provide expert and up-to-date client service. - 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
2020-10414
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client needs. - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2020-10413
Category
Banking
City
San Ramon
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 DDO Investigator will conduct analyses of current and prospective customers through a variety of assigned alerts within the production and rule development environments. The DDO Investigator will also work full scope reviews through the case investigation process and develop work products documenting risk analysis. - 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
2020-10410
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2020-10409
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Digital Solutions Architect, you’ll execute our digital channel strategy by partnering closely with the Digital Channels team to provide technology solutions that support an integrated financial service experience, incorporating services that include banking, brokerage, wealth management and trust. You’ll work closely with internal and external teams to create world-class digital solutions that support online consumer and business banking, diving deep into the details while providing strategic inputs and enabling the business to operate at a fast pace.   What you’ll do as a contingent Digital Solutions Architect: - Lead end-to-end implementation of digital banking solutions — including conception, development, maintenance and evolution. - Create and maintain a strong working relationship with multiple business teams, technology teams and key external partners as you work to identify problems and define solutions.  - Lead and educate internal teams on common practices and trends for digital initiatives, including explaining technical issues and IT solution strategies. - Provide integrated solutions across internal systems, as well as external third-party-hosted systems and create design artifacts following standards set by the Federal Reserve Board. - Lead and participate in new development projects through the entire SDLC, including requirements, design, development, testing, release, delivery/launch and maintenance. - Collaborate with business teams to provide robust, scalable and extensible technical solutions by understanding business changes and needs. - Review proposals of external partners to ensure that quality inputs are delivered cost effectively. - Ensure compliance to solution architectural design in implementing projects.
Job ID
2020-10408
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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.   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
2020-10405
City
Pleasanton
State
CA
Position Type
Regular Employee (REG)

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