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You have ideas. We’re listening.
As an Administrative Assistant, you will have the opportunity to optimize efficiency through effective administrative support, including interacting with various departments as a liaison for Loan teams or management.
What you’ll do as an Administrative Assistant:
- Prepare and present data as needed to various levels of staff, including senior and C-level management.
- Prepare memos, letters, and other documents and reports for internal and external distribution.
- Coordinate and facilitate meetings, including gathering and preparing agendas and other materials, arranging communications logistics as necessary (remote or otherwise), and taking minutes.
- Handle incoming phone calls, internal and external, as well as all other forms of incoming and outgoing correspondence.
- Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements.
- Handle copying, filing and organizing, and distribution of various reports and documents.
- Submit expense reports, sponsorship requests and check requisitions.
- Create and maintain client and prospect address lists for marketing mailings and various other mailers.
- Make catering arrangements for team and vendor meetings as requested.
- Order office and marketing supplies and create marketing packages.
- Engage directly with all levels of external clients and prospects as well as internal team members, including senior executives.
- Lead and manage special projects as they arise on behalf of the manager.
- Act as a liaison for the Loan team and Relationship Managers in the absence of the manager.
- Navigate the organizational infrastructure to solve problems.
- Provide input and suggestions for process improvements.
- Assist with the recruiting and integration of new hires.
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The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.
What you'll be doing as a PBO Preferred Banker:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
What skills you will use:
- College degree preferred
- Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills
- Existing client portfolio desired
Job Demands
- Vision must be sufficient to read data reports, manuals and computer screens
- Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
- Speech must be coherent and articulate to clearly convey and exchange information
- Position involves sitting most of the time, but may involve walking or standing for brief periods of time
- Must be able to travel in a limited capacity
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Common goals, uncommon potential
A successful candidate will have a minimum of three plus years of experience in the financial industry working with high net worth individuals and families and have an enhanced understanding of industry regulations and compliance issues. Must have a desire and capacity to thrive in a dynamic, constantly changing global market environment. Must be able to exercise discretion and apply independent judgement with respect to matters of significance on a daily basis.
What you’ll do as an Associate Client Service Manager:
- Assist Client Service Manager (CSM) in daily supervision of administrative responsibilities (FL reassignment, timecard approval, access management approval, etc.)
- Work with CSM to handle day-to-day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags, etc.)
- Handle remediation projects, track various workflows to ensure the firm is in compliance with internal and regulatory policy (Investment Policy Statements, KYC, AML/BSA, etc.)
- Partner with CSMs in organizing and leading dynamic meetings with the Client Service Team to communicate regular policy and procedure updates as well as facilitate discussion.
- Partner with CSMs to produce and deliver both mid-year and year-end evaluations for the Client Service Team by gathering, synthesizing and recording feedback from a variety of internal partners.
- Assist in building, training, managing and leading Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients. Participate in the development and drive implementation of career development opportunities and plans for Client Service to improve employee satisfaction and quality of work.
- Partner with CSM to identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies, and harmonize workflows and expectations across the firm.
- Work with CSM in the development and drive implementation of department policies and/or procedures to help improve service and overall efficiency.
- Partner with the CSM & Regional CSM as needed to help evolve the Client Service Model to support the growth and evolution of the business
- Assist with the onboarding of new Advisor Teams
- Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience
- Perform duties and responsibilities as required or assigned by the CSM and/or Regional CSM
- 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.
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- Provide front line technical support to the Bank by responding to incidents and requests reported by users through multiple channels; voice, email, IM, social media, etc.
- Provide superior, high-touch service by engaging mature interpersonal, communication and telephone handling skills.
- Provide highest levels of availability within the ACD system during scheduled working hours while applying performance behaviors aligned with guidelines and standards designed to enable agents to consistently deliver effective results and to ensure the highest level of productivity and user satisfaction.
- Provide troubleshooting support for a wide variety of 3rd party applications, Microsoft Office 2010, PCs, Laptops, Peripherals, IP Phones, Network, Internet Browsers, Outlook 2010, Active Directory and Exchange, XP and Win7 operating systems, etc. and engage escalation support processes in a timely fashion using sound judgment and self-initiative.
- Support the team; be highly collaborative. Seek and share knowledge among colleagues throughout the End User Services team. Leverage Level 2 and Level 3 teammates for troubleshooting and procedural support.
- Strive to achieve resolution of all interactions on first call whenever possible while proactively and conscientiously balancing competing demands in a fast-paced environment.
- Perform duties & responsibilities specific to department functions & activities including but not limited to: timesheets, special projects, meetings with staff and 1:1’s with supervisors.
- 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.
- Assist with special projects 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.
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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.
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- Manage a large team of multi skilled, dynamic engineers (SCCM administrators, software packages, QA specialists) to provide cradle to grave ownership of all end-user endpoint devices for First Republic Bank. Ensure a high level of satisfaction and that the team is functioning at the highest sustainable level of productivity.
- Monitor and manage all end point devices in alignment with the goals of high availability, high security, user satisfaction and team productivity while driving changes in a culture of continuous improvement.
- Maintain a lab for troubleshooting all devices in production as well as for testing/certifying of new devices and models.
- Be a senior point of contact and proxy for senior leadership with the goal of proactively communicating in-flight issues/status of major incidents and problems
- Use deep analytical and technical understanding, superior collaboration skills, and intense user focus to be an effective change agent working cross-functionally as needed to achieve these objectives.
- Act as the escalation point for high severity user issues, as it relates to the desktop environment.
- Identify and execute to vital goals to deliver excellent service and results to users and ensure targeted service and performance standards are met or exceeded.
- Monitor and manage key metrics to monitor the effectiveness of desktop environment.
- Collaborate with Support management to continuously improve processes and working practices to ensure that these goals are achieved.
- Provide technical leadership, coaching, career development, and mentoring to team members as appropriate.
- Foster an environment conducive to collaboration, teamwork, innovation, simplicity, high productivity, and high quality.
- Contribute to strategy development, forecasting, and planning for the department.
- Execute strategic and tactical plans and initiatives that exceed user expectations resulting in increased user satisfaction that will be realized in lower attrition and higher productivity.
- Establish and manage communication channels within and among other IS departments—being the liaison to provide user feedback to the Senior Management Team.
- Ability to travel as required and work flexible and varied schedule as needed.
- Other duties as assigned
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Common goals, uncommon potential
The Eagle Lending Account Executive (AE) is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank.
To achieve this, the Eagle Lending AE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as growing relationships with existing clients. Further, the role requires the AE develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Office network. On the product front, the initial relationship building opportunity will typically be through Eagle loan products.
The Eagle Lending AE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits, additional Eagle lending, and referrals to investment advisory, trust and other private banking products.
What you’ll do as an Account Executive:
- Develop high quality Eagle loans to clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle loan clients to the bank.
- Assist Preferred Banking Office personnel in business development efforts and calling on clients as well as mining existing client base for opportunities.
- Assist Preferred Banking Office personnel in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality.
- Coordinate with Preferred Banking Offices and RM’s to ensure the ongoing client needs are met and exceeded.
- Furthering client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services.
- The Eagle Lending AE will work with Regional Eagle Lending Sales and Service Managers and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business.
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What you’ll do as an Advanced Planning Associate:
- Assist in the preparation and development of financial plans
- Prepare client correspondences, engagement letters, miscellaneous documents and presentations
- Communicate with clients and clients’ other advisors to gather data and execute recommendations of a financial plan
- Gather and interpret data in financial planning software such as eMoney and WealthTec.
- Organize, manage, and maintain client information
- Review and summarize trust and estate planning documents for financial planners to review
- Track client engagements and maintain ongoing metrics for the financial planning group
- Coordinate with private banking, wealth management teams and internal resources on client engagements
- Assist with invoicing fee based financial planning engagements
- Conduct research on various financial planning topics and concepts
- Participate in client meetings and support financial planners in meetings
- Participate on various special projects related to planning
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What you’ll do as a Director Network Operations:
- Provide technical leadership for the onshore and offshore Service Operations team.
- Maintain the overall network operations, platform stability, security and reliability
- Own and drive the overall performance measurement and reporting of services
- Provide mentorship and guidance to team members
- Continuously optimize the team’s processes and technical implementations to improve reliability, costs, and delivery speed to our internal clients
- Negotiate service level agreements (SLAs) and operational level agreements (OLAs) relating to the service with business and internal IT team.
- Establish sound practices for best in class and fully automated operational management of FRB’s networking environment
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What you’ll do as a Senior Network Engineer:
- Identification, diagnosis, and resolution of network problems.
- Configuration, deployment, and maintenance of network hardware and software components.
- Configuration, deployment, and management of network monitoring.
- Design and deploy complex network solutions across 19 technology domains.
- Performance analysis and capacity planning for network circuits and devices.
- Ensure network devices are configured and maintained in accordance with appropriate standards, best practices, and regulatory compliance requirements. Utilize and follow the change management process for network changes.
- Hardware installation and maintenance of network devices, including lifting up to 50lbs to heights of up to 6ft.
- Configuration of firewalls and other network security infrastructure.
- Provide Level 3 support to Network Operations for all LAN/WAN issues.
- Effectively communicate both technical details and summarized impact analysis to Management.
- Provide necessary network infrastructure support for day to day operations and appropriate disaster recovery procedures to support business continuity.
- Keep abreast of new technologies and recommend adoption as appropriate. Identify areas for automation or other process improvement.
- Cross-train to enhance skill-set with peers and superiors.
- Participate in team on-call rotation and provide support during project and operations related cutovers.
- Ensure network equipment is upgraded in line with vendor recommended operating system.
- Maintenance of asset information and other documentation.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
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Common goals, uncommon potential
As a Gradifi Sales Development Representative, you will help identify employers looking to offer meaningful benefits for an engaged and empowered workforce. You will have the opportunity to manage all aspects of prospect development for outbound opportunities, including pre-selling, qualifying, and handing it off to the Director. As a highly motivated, detail-focused individual looking for a new challenge, you will have the opportunity for added responsibilities as goals are exceeded.
What you'll do as a Gradifi Sales Development Representative:
- Identify and actively pursue potential new business opportunities for the Sales Director team.
- Effectively use sales enablement tools to make initial contact and qualify prospects, including completing outbound cold calls and emails and following up.
- Utilize information sources internally and externally to gather appropriate data to properly position business to prospect.
- Coordinate with the Sales Director to hand off opportunities and in some cases, see accounts through the full sales process.
- Identify the risks and needs of key decision makers, clients or prospects and present Gradifi’s unique value proposition to convert prospect to qualified opportunity.
- Assist Directors with coordinating the organizational resources necessary to drive a sale to completion.
- Maintain the CRM database with up-to-date prospective client information.
- Maintain and grow a pipeline to ensure revenue targets are met.
- Support sales efforts by adhering to department standards and providing timely and accurate updates on pipeline progression and growth.
- Become a subject matter expert for the Gradifi educational benefit offering.
- Collaborate with partners across other business units to strengthen client relationships with the Gradifi offering.
You could be a great fit if you have:
- An energetic, polished, confident, outgoing and proactive style
- Sales aptitude, strong communication skills and a knack at building and maintaining relationships
- The ability to work efficiently and effectively in both a team environment and independently, with a result-driven focus
- Excellent business skills with an emphasis in organizational selling
- The ability to work in a client-centric, strategic and decisive manner according to tight deadlines
- A fundamental knowledge of office databases and company sales technology tools
- The ability to identify and leverage essential information and think in a critical and logical manner
- A willingness to take on increased responsibilities
Job Demands:
- Must be able to review and analyze data reports and manuals; must be computer proficient.
- Must be able to communicate effectively via telephone and in person.
- Must be able to travel as position requires.
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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.
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Common goals, uncommon potential
The Credit Analyst will work in a dynamic environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing Venture Capital and Private Equity loan facilities.
What you’ll do as a Credit Analyst:
Underwriting and Analysis:
- Underwrite high quality credit narratives in support of new and existing loans. This responsibility requires the following skills:
- Spreading business financial statements and tax returns using Moody’s software
- Analyzing multi-year trends and ratios from financial information
- Understanding cash flow from operations, which includes identifying recurring and non-recurring sources of cash flow
- Researching industry trends and risks
- Performing collateral analysis including accounts receivable, inventory, real estate and investments
- Running credit reports and gathering/analyzing KYC information
- Spreading personal financial statements and tax returns for individual guarantors, developing borrower and guarantor global cash flow analysis
- Presenting to Executive Loan Committee with the Business Banker for loan approvals.
Loan Closing:
- Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. This process includes:
- Ordering loan documents, either in-house or using outside counsel
- Reviewing documentation for consistency and accuracy with credit approvals
- Ordering and reviewing formation documents & UCC searches for clients
- Ensuring loan terms have been detailed accurately on the Bank’s loan system, post-closing.
Portfolio Management:
- Create, maintain, and monitor all loan and credit files at the highest quality. This process involves:
- Monitoring existing credit facilities for financial and reporting covenant compliance
- Reviewing the covenant compliance log to ensure updated financial information and covenant compliance and communicating with clients to receive required reporting information
- Detecting early warning signs that could lead to a potential default
- Identifying defaults immediately to the Business Banker and Executive Loan Committee
- Monitoring underperforming loans
- Evaluating proper loan risk ratings
- Corresponding with Executive Loan Committee and Credit on waivers, amendments, renewals, reviews and modifications
Client Service:
- Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service. This process includes:
- Receiving and funding loan advances and payments
- Collecting loan and legal fees
- Calling on delinquencies
- Assisting clients with various loan and deposit related inquiries
- Remedying or submitting client requests to the proper departments and following up to ensure timely execution
- Identifying cross-sell opportunities.
- Lead special projects as needed.
- Be or become proficient in Microsoft Office, Loan Vantage, AFS, and Moody’s.
- Perform duties and responsibilities specific to department functions and activities.
- Performs other duties and responsibilities as required or assigned by supervisor.
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What you'll do as a Coordinator, Strategic Partnerships:
- Work with VP of Strategic Partnerships (East Coast) and Director of Strategic Partnerships (West Coast) on the following ongoing projects:
- Local roll-out and updating/maintenance of Cybergrants online volunteerism platform and assist with execution and user inquiries
- Corporate donation fulfillment (grants, merchandise donations)
- Maintain sponsorship asset inventory and sponsorship asset fulfillment (charity ads, staffing events, filling gala tables, ticket allocation; logos, etc.)
- Track and update strategic partnerships budget and build for following year
- Work with Regional Managing Directors to determine CRA (Community Reinvestment Act) eligibility, work with Community Reinvestment group to help fulfill donation requests
- Plan and execute Corporate Social Responsibility volunteerism events and act as Volunteer Ambassador on the East Coast
- Assist with compilation of content for marketing collateral related to Corporate Social Responsibility
- Event execution for sponsorship-related events in all East Coast Markets
- Assist with development of new markets through donation and event strategy and execution
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What you’ll do as an Regional HR Business Partner:
Leadership:
- Act as a member of First Republic’s HRBP Leadership Team (HRBPLT) and exemplify our HRBP Model, ways of working, and have a deep understanding of our overarching people and culture strategies, objectives and offerings
- Act as a member of the New York Region’s Leadership Team; having a key “seat at the table,” contributing to business strategy and plans, and coaching and guiding on the strategic direction of people and culture
People and Culture Strategy:
- Develop and maintain in-depth understanding of the New York region’s annual and long-range business strategies, plans, objectives, and people and culture needs
- Act as a people and culture champion and (when necessary) a change agent
- Develop and cultivate relationships across our HR Business Partners and HR Centers of Excellence to design, develop, implement, communicate and execute people and culture strategies and programs
- Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure the client groups in your region are aware of our HR offerings and plans so they can contribute and provide input
- Play a lead role in helping your client groups assimilate, implement and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery
Strategic Business Partnering:
- Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Benefits, Payroll and HR Administration
- Act as a trusted advisor, coach and consultant to leaders and management in the New York region to improve their leadership capability, team effectiveness, strategic insights and business performance
- Leverage analytics to help the region grow, engage, develop and retain talent
- Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements
- With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics
- Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall
Talent, Engagement and Inclusion:
- Work with the Regional Managing director and other HRBPs to co-lead workforce planning for the New York region to create a robust, specific and scalable approach to growing our people and our business
- Work closely with Talent Acquisition & Development, Total Rewards and business leaders to advocate the Talent agenda; help First Republic maintain its competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly
- Co-lead Talent Management and Succession Planning in for the New York region; help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner
- Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent
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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.
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RESPONSIBILITIES AND DUTIES:
- Provides desktop and laptop security assessment by:Scheduling through the appropriate channels user desktop / laptop security assessment. Manages schedule and must be punctual to ensure that users receive the assessment in a timely manner. Arranges schedule to ensure that any travel is minimized. Reviewing OS level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings) Reviewing application security settings (e.g. Browser based security settings, e-mail client settings)
- Reviewing network security settings (e.g. wireless network configuration).
- Provides security awareness / best practices training to sales force, preferred bankers, relationship managers, and clients: Provides instruction on desktop / laptop best practices (e.g. keeping patches current, running regular antivirus checks, setting up system restore points). Advises end users on current security incident trends and effective methods of counteracting (e.g. phishing attempts, untrusted web sites).
- Provides documentation of security assessment engagement: Prioritizes and documents findings and recommended changes. Continually researches and recommends best security practices for end user / desktop interaction. Follows up with user to ensure that service was satisfactory (documents survey results to be used for metrics to assess the effectiveness of the assessment).
- Updates the assessment as required. Stays current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stays current on wireless network technologies and encryption methodologies. Continually reviews latest hacking techniques and adjusts the assessment accordingly to reflect the latest trends.
- Assists in marketing of the security assessment program. Makes recommendations to modify advertisement based upon updates to the security assessment. Works with internal groups to develop marketing strategies.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
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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.
You could be a great fit if you have:
- Three years of relationship banking experience
- A college degree preferred
- Prior supervisory experience preferred
- An interest in sales
- An enthusiastic and professional attitude
- The ability to coach and mentor team members to perform above expectations
- A high level of attention to detail
- Strong verbal and written communication skills
- Organizational and time management skills
- Computer skills
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The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.
What you'll be doing as a PBO Preferred Banker:
- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
What skills you will use:
- College degree preferred
- Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills
- Existing client portfolio desired
Job Demands
- Vision must be sufficient to read data reports, manuals and computer screens
- Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
- Speech must be coherent and articulate to clearly convey and exchange information
- Position involves sitting most of the time, but may involve walking or standing for brief periods of time
- Must be able to travel in a limited capacity
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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.
You could be a great fit if you have:
- Seven or more years of relationship banking experience
- Three or more years of supervisory experience
- A college degree or equivalent preferred
- A successful sales track record
- The ability to work independently and take initiative and ownership
- An enthusiastic and professional attitude
- The ability to coach and mentor team members to perform above expectations
- A high level of attention to detail
- Strong verbal and written communication skills
- Organizational and time management skills
Job Demands:
- Must be able to review and analyze data reports and manuals; must be computer proficient.
- Must be able to communicate effectively via telephone and in person.
- Must be able to travel as position requires.
