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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Overview: Eagle Alternative Investments is the alternative investment platform within First Republic Investment Management (FRIM). The team is responsible for the selection, distribution and ongoing monitoring of alternative investment managers for FRIM clients. The team’s investment expertise spans globally across private equity, private credit, real estate, hedge funds, co-investments and other bespoke alternative strategies. Eagle Alternative Investments is made up of an experienced team of professionals including Partner Relations & Distribution, Research & Origination, Operations, Compliance and Legal located in New York, Los Angeles, and San Francisco.   What you’ll do as a Director, Partner Relations: - Help drive education of alternative investment themes and implementation by coordinating with Office of CIO, research and external managers to provide best-in-class thought leadership - A proactive approach to articulating complex investment strategies and analyzing client portfolios to recommend product and implementation advice - Assist in creating presentations and marketing materials used across First Republic Investment Management - Significant travel required, occasionally with fund managers, to client events and regional offices - Present the views of Eagle Alternative Investments at key internal and external meetings - Support Wealth Managers and clients with value-add tools and services including MSCI WealthBench and other custom reporting - Keep up to date with current market trends impacting Eagle Alternative Investment offerings - Strong focus on teamwork – must have the ability to confidently present to senior management as well as help foster the growth of junior team members
Job ID
2021-13035
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The compensation analyst will administer, maintain and provide analytical/consultative support for incentive compensation plans at First Republic Bank.  This role will also be a key contributor in our efforts to enhance our overall compensation and talent management processes.  We are looking for someone with excellent analytical and communication skills to join our growing Compensation team. We work closely with Human Resource Business Partners, relationship and wealth management professionals and business leaders across the bank to support compensation design and delivery for each of the various businesses lines.    Duties and Responsibilities: - Become a subject matter expert on the various compensation plans - Execute on the day to day operations of data management, tracking and integration with the Varicent Incentive Compensation Management (ICM) System - Provide support to implement and configure incentive compensation plans within the ICM system - Maintain and improve executive and financial reports - Implement and execute effective controls to ensure integrity of incentive payments with utmost attention to detail - Assist in SOX and internal control testing and development - Respond to incentive plan inquiries, which include conducting research and preparing related adjustments and documenting supporting calculations - Partner with Human Resource Business Partners to consult with business leaders to inform compensation-related decisions - Partner with solutions engineers to further improve the compensation systems - Create and maintain departmental procedure documentation; gather information and respond to internal and external audit requests
Job ID
2021-13033
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate, Insurance Group: - Support the New York Estate and Business Planning Specialist and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line - Manage business  utilizing Smart Office agency management system - Prepare memos, letters, documents and reports for internal and external distribution by translating conceptual direction into succinct communications - Work closely with Compliance and Operations on requested approvals or reviews - Manage calendaring and department wide communications. - Track commission and revenue generated by the Estate and Business Planning Specialist - Manage client opportunity list and client insurance underwriting file - Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and presentations. - Excellent attention to detail and high degree of accuracy and consistency
Job ID
2021-13031
City
New York
State
NY
Position Type
Regular Employee (REG)
What you'll be doing as a PBO Senior Preferred Banker:   Exhibits in-depth knowledge of all branch operations and banking policies and procedures - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience - Processes customer transactions according to branch policies and procedures - Files and maintains bank records in compliance with branch policies and procedures - Prepares and balances daily work, bank deposits, ATM and Night Depository - Participates in maintenance of the branch office to represent the office in a positive manner Exhibits in-depth understanding of all banking products and customer needs - Promotes and introduces new banking products and services to customers - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals - Actively participate in branch sales promotions
Job ID
2021-13029
City
Beverly Hills
State
CA
Position Type
Regular Employee (REG)
Collateral Valuations (CV) Department Vendor Management Administrator- Contingent  Collateral Valuations has about 1,000 vendors to manage. These are property valuation experts the bank engages to inspect properties and provide their opinion of value. The Administrator will support the primary responsibility of making sure all existing documentation on vendors are current and all new vendors are properly onboarded.   What you’ll do as a Vendor Management Administrator:   - Assist in maintaining the vendor database - Assist in contacting vendors for documents - Assist in running background checks on vendors - Assist in creating new database profiles - Assist in setting up new accounts with Accounts Payable
Job ID
2021-13024
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Collateral Valuations (CV) Department Vendor Management Administrator- Contingent  Collateral Valuations has about 1,000 vendors to manage. These are property valuation experts the bank engages to inspect properties and provide their opinion of value. The Administrator will support the primary responsibility of making sure all existing documentation on vendors are current and all new vendors are properly onboarded.   What you’ll do as a Vendor Management Administrator:   - Assist in maintaining the vendor database - Assist in contacting vendors for documents - Assist in running background checks on vendors - Assist in creating new database profiles - Assist in setting up new accounts with Accounts Payable
Job ID
2021-13023
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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’ll do as a Residential Loan Closing Administrator: - 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
2021-13019
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an engineer, you’ll be part of a small team that develops and manages a heavily used internal application by our bankers to serve our clients. This team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to our business partners.   What you’ll do as a Full Stack Software Engineer: - Involvement in the end to end software life cycle – from birth of an idea to continued production support. - Extract technical specs from business requirements and implement a solution with a foresight to be scalable and maintainable. - Develop and prepare documents for the general design of solutions that meet system and security requirements. - Work closely with business analysts and other technical partners in driving the projects and see through to completion. Take ownership and responsibility of your deliverables and communicate proactively
Job ID
2021-13018
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
2021-13017
City
Menlo Park
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
2021-13016
City
Menlo Park
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
2021-13015
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13014
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - 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. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2021-13013
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Senior Software Engineer is responsible for the development and maintenance of the FRB Data platform and all the processes supporting the management, ingestion and integration of data. The Software Engineer will also contribute in the design of new data lake components and data marts and will be responsible for the quality of all of the integration processes and the software development cycle.   What you’ll do as a Contractor Senior Software Engineer: - Provide guidance on production support for the Data Engineering ETL jobs internally to the team and externally to other business units in the bank. - Support Data Engineering environment with exposure to database and ETL technologies. - Partnering with Development, QA and Release Management teams on ETL code development handoff, production release management activities and problem resolution. - Adhere to ETL/Data Platform Engineering Standards, processes and procedures. - Identify and escalate issues requiring management assistance as needed. - Ensure operational procedures and runbooks are documented for execution consistency, relevancy and auditability. - Drive technical excellence and implementation of support and software engineering best practices. - Identify areas of improvement.
Job ID
2021-13012
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Contingent Senior Analyst will be responsible for completing financial statements, schedules and disclosures for SEC and FDIC reporting purposes (including Earnings Release, 10-Q, 10-K, Basel III regulatory disclosures, Call Report schedules), Federal Reserve reporting purposes (including FR2644, TIC reports) and U.S. Census surveys.  The Contingent Senior Analyst will be responsible for accurately compiling, analyzing and interpreting financial information used for reporting purposes, and for continuous enhancements to reporting processes.  The Contingent Senior Analyst will research and document the applicability and reporting impacts of SEC and FDIC rulemaking.  The Contingent Senior Analyst will calculate the FDIC insurance premium assessments and monitor changes to the FDIC insurance premium rulemaking. The Contingent Senior Analyst will research accounting topics/reporting issues, and regularly coordinate and collaborate with other team members and other functional groups. The Contingent Senior Analyst will also be involved in ad-hoc analysis related to accounting/financial/regulatory reporting topics.   What you’ll do as a Contingent Senior Analyst: - Prepare schedules (for earnings release, 10-Q, 10-K, Call Report, Basel III, internal management reports) and disclosures in accordance with SEC, FDIC, Federal Reserve and/or regulatory, internal reporting requirements and organize/maintain applicable supporting documentation for every filing. For areas of responsibility, proactively make enhancements to reporting processes. - Research technical guidance and communicate conclusions regarding accounting and regulatory reporting issues. - Perform financial accounting analyses and reconciliations as necessary. - Monitor accounting and regulatory developments and the resulting reporting implications. Collaborate with Accounting Policy and other functional groups (for example, Accounting, Finance, Credit Administration, Loan Servicing, Deposit Services) to implement changes in reporting processes. - Lead or assist with ad-hoc accounting/reporting projects as assigned. - Update and maintain documentation with respect to internal controls over financial reporting (Sarbanes Oxley). Interact with independent auditors; coordinate audit requests. - 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.
Job ID
2021-13010
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As the IT Risk Manager, you will play a critical second line of defense role to make sure the bank is resilient to technology, information security and vendor related risks.  You will be part of the Operational Risk Management team and in partnership with Information Technology, Information Security, and Vendor Management teams, support the various risk managing activities. This includes develop and monitor metrics to measure and report on the Company’s overall IT and Vendor risks. Other activities include supporting Risk and Control Self Assessments and risk reporting for board and risk committees. This role will also include controls consultation in support of compliance with established policies, standards and regulatory guidance, and will include the use of data analytics to assess and identify potential risks.   One of the key components to be successful in this role is to build collaborative, trusting relationships with business leaders and colleagues. You will develop partnerships between risk owners/ managers (1st line), independent risk management (2nd line), and Internal Audit (3rd line) to provide an aggregate view of risk across the bank. Your reach and impact extends to risk management colleagues across the organization through partnering with key stakeholders  to provide an enterprise view of risks and the various risk managing activities.   The ideal candidate will have excellent communication and writing skills, and the ability to quickly develop a working knowledge of First Republic Bank’s technology, processes, policies and procedures.  They will possess the ability to interact with all levels of staff including senior and executive management and a proven track record of effective management of projects and competing priorities.   What you’ll do as an Information Technology Risk Manager: - Identify, measure and monitor risks through a repeatable, aggregated framework. Using the ERM framework and partnering with Information Services, Information Security and Vendor Management, identify and document top enterprise wide technology and vendor risks (including controls, breakpoints and relevant action plans). - Participate in reviews of IT-related enterprise-level and targeted risk assessments, such as risk assessments for large critical implementations, FFIEC Cyber Security assessment, SWIFT and other IT risk assessments. - Assist in identifying, advising and evaluating controls in support of IT risk assessments. This include design and control effectiveness and associated risk mitigation or risk management plans. - Develop quality documentation of risks, controls, assessments, process flows, gaps and action plans. - Manage time and resources of the various activities, including planning, tracking, prioritizing and reporting progress. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. Assist the VP, ERM in overseeing and developing staff’s skills to support in the activities listed above.
Job ID
2021-13009
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Appraisal Reviewer: - Perform detailed technical and compliance reviews on commercial real estate appraisals. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations; the Uniform Standards of Professional Appraisal Practice; the Financial Institutions Reform, Recovery, and Enforcement Act of 1989; bank policies and guidelines; and industry standards. - Communicate with appraisers regarding any report corrections and/or revisions. - Evaluate the quality of appraisers’ work and provide feedback for the maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and the Executive Loan Committee on appraisal topics in the Bank’s core markets. - Provide support to all areas of real estate lending as needed, demonstrating superior client service to appraisers and employees. - Attend ongoing training on real estate appraisal and real estate appraisal reviews.
Job ID
2021-13006
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Appraisal Reviewer: - Perform detailed technical and compliance reviews on commercial real estate appraisals. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations; the Uniform Standards of Professional Appraisal Practice; the Financial Institutions Reform, Recovery, and Enforcement Act of 1989; bank policies and guidelines; and industry standards. - Communicate with appraisers regarding any report corrections and/or revisions. - Evaluate the quality of appraisers’ work and provide feedback for the maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and the Executive Loan Committee on appraisal topics in the Bank’s core markets. - Provide support to all areas of real estate lending as needed, demonstrating superior client service to appraisers and employees. - Attend ongoing training on real estate appraisal and real estate appraisal reviews.
Job ID
2021-13005
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Counsel will primarily be responsible for the day-to-day legal work on lending transactions for the Bank’s Professional Loan Programs for private equity professionals, product development for the Lending Department, which originates the Bank’s Professional Loan Programs, Eagle Gold and Personal Line of Credit personal loans and Eagle One for Business small business loans, and other general banking issues and legal needs as they arise. The Counsel will guide the execution of business plans and initiatives that support the Lending Department.  This is a key role within the bank’s legal department and the successful candidate will be tasked with supporting the institutions lending professionals.   What you’ll do as Director, Senior Counsel:   - Focus exclusively on providing legal advice and services to the Lending Department. Draft, negotiate, consult and advise both internally and externally on documentation for our  Lending products, including our Personal Line of Credit, Eagle Gold, Eagle One for Business and Professional Loan Programs, in conformance with Loan Policy guidelines and as approved by the Executive Loan or Senior Credit Committees. Requires experience negotiating against top corporate law firms. - Assist the Lending Department to formulate, communicate, and implement strategic business plans to help the Lending Department function more efficiently. Translate creative concepts into actionable plans to meet the needs of the department.  - Advise the Lending Department on regulatory requirements affecting new product development. - Implement and maintain written policies and procedures in each area of responsibility. - Review and provide guidance on marketing materials for the Personal Line of Credit and our other Lending products. - Meet deliverables to support internal audits, external audits, regulatory examinations, or any other oversight review. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2021-13004
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Contingent Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2021-13003
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)

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