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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Digital Transformation We're in the midst of a digital transformation at First Republic Bank. That means building a domain-driven model of banking behind coherent, composable, modern APIs. Those APIs are a mix of versioned REST APIs and event sourcing. If you're interested in object-functional programming; functional reactive programming; and other similar architectural and implementation patterns, you're going to feel at home here. After all, what is banking but a series of events over time? Deposits, payments, treasury - the field is wide open.   Our platform / stack The Deposits & Payments Technology organization is at an interstice where much of our environment is on-prem, consisting of point-to-point integrations between vendor-supplied systems. Our intent is to move into a cloud-first future, where vendor-supplied systems of record are hidden behind APIs designed and controlled by our in-house software development teams. Because of this, our stack is disparate. Today we have: - Appian, JBoss, Weblogic, WebSphere, Apache, IIS - Java, J2EE, JavaScript, node - Oracle, SQL Server, MySQL - Apigee Tomorrow that stack will look something like: - Data layer: Kafka, DynamoDB, MongoDB, various RDS flavors, SQL Server, Postgres, MySQL - Application layer: Node, ASP.NET Core, Java apps deployed in Docker containers running in OpenShift on Linux - Infrastructure: All of our cloud infrastructure is expressed in code via Terraform. In general, applications are deployed in Docker containers running on OpenShift behind Apigee - Code: C#, node (both TS and JS), Java, languages supported by lambda are also a plus - Infrastructure: Terraform, Docker, OpenShift, bread-and-butter AWS technologies (RDS, S3, etc.) - Apigee You will have considerable freedom to choose your preferred stack as you implement new software. For application platforms, the bank supports .NET Core, the JVM, and node. As an experienced developer, you will help drive the architectural patterns and practices used by other people and groups at the bank. You are expected to be a thought partner when it comes to balancing maintaining the old while delivering the new.
Job ID
2020-10243
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Treasury Management Product Manager: - Develop a detailed end-to-end understanding of the applicable TM services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed user stories and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison 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. - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high quality documentation/ resources to better design, test, deliver and maintain Treasury Management products. - Develop deep understanding of clients’ corporate banking needs, and how they can be fulfilled by bank/vendor systems. Document general and segment-specific use cases, requirements and communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” where required. - Deep understanding of the competitive landscape for assigned products and ability to track trends - During the implementation phase of the project, work directly with developers and integration specialists to design, configure and test applications to ensure functionality is delivered as expected and as described in the business requirements. - Ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10241
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Duties and Responsibilities include but are not limited to: The Research Analyst, under the direction of the Ascent Platform Team, is responsible for day to day processing of research requests and generating reports received. The role will also interface with internal stakeholders and assist on special projects specifically pertaining to Project Ascent. Ascent is a group within First Republic focused on providing bespoke value add services to Venture Capital Firms, Portfolio Companies, and Limited Partners.    What you'll be doing as an Ascent Research Analyst: - Conduct research based on business needs through multiple internal and external sources - Beyond gathering data, when appropriate you will be required to use your analytic ability to make assessments and evaluations on the research material - Produce detailed, high-quality research reports (e.g., VC trends, fundraising statistics, GP investing thesis’, fund reserves, etc.) on a timely basis, per deadline, and following standards - Present highlights of the results supporting the research assignment objectives - Track and manage delivery of all assigned work per the group’s requirements and standards - Interface with internal stakeholders to clarify and route requests - Support other group activities and assist with other projects as requires
Job ID
2020-10218
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Enterprise Architecture StrategyFirst Republic has a growing Enterprise Architecture group, focused across a number of workstreams. The Enterprise Architecture Strategy team focuses on forward-looking strategy, covering detailed policy work and guidelines, technology research and classification, reference patterns and architectures for system-building, and more.   If you're interested in helping to develop policy, exploring the constantly shifting technology landscape, designing process improvements to reduce technical debt, and building high-quality, well-architected software, you'll be at home on the team.  You could be a great fit if you have: - Familiarity with modern software architectures (microservices, cloud architectures, etc.) - A strong preference for infrastructure-as-code - Experience delivering in high-functioning tech environments with a bias toward highly crafted/designed software - Familiarity with one or more mainstream programming languages. Java, C#, or JavaScript/TypeScript would be pluses. - Prior experience at the intersection of usability, infrastructure/operations, and security would be a plus - Experience creating software in highly-regulated environments is also a big plus - Patience with what is, with an eye towards refactoring and upgrading to what it should be - An ability to win friends and influence people - Clear and concise communication skills, especially written communication - Empathy for our clients, who are spread across the entire technology organization - You're driven by curiosity and the challenge of understanding new concepts and topics
Job ID
2020-10217
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential Under general supervision, the Staff Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts, research of outstanding items and inputting journal entries.    What you'll do as a Staff Accountant: - Reconcile, analyze and certify various General Ledger accounts within daily and monthly deadlines. - Prepare journal entries with proper documentation - Identify, research, investigate, and problem-solve GL account and/or internal control issues - Communicate and work with various business units to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on audit request and responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Assist in various projects as needed, such as analyze and prepare trend analysis to management. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Organize and maintain updated accounting procedures respective to assigned tasks. - Adhere to company policies in protecting and preserving confidentiality of bank and clients information. - 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
2020-10214
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as Equity Research Analyst: - The analyst will be expected to assume coverage of the firm’s existing equity holdings in the assigned GICS-defined sector(s) and to generate new investment ideas in those sectors. - On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe. - The analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world, understand the firm’s strategic asset allocation guidelines and the positioning of investment managers on its investment platform, and assist with the preparation of written communications that are distributed to clients. - The analyst will be expected to work as part of the firm’s Equity Research Team which reports directly to the Head of Equities. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities also 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
2020-10208
City
New York
State
NY
Position Type
Regular Employee (REG)
Enterprise Architecture StrategyFirst Republic has a growing Enterprise Architecture group, focused across a number of workstreams. The Enterprise Architecture Strategy team focuses on forward-looking strategy, covering detailed policy work and guidelines, technology research and classification, reference patterns and architectures for system-building, and more.   If you're interested in helping to develop policy, exploring the constantly shifting technology landscape, designing process improvements to reduce technical debt, and building high-quality, well-architected software, you'll be at home on the team.  You could be a great fit if you have: - Familiarity with modern software architectures (microservices, cloud architectures, etc.) - A strong preference for infrastructure-as-code - Experience delivering in high-functioning tech environments with a bias toward highly crafted/designed software - Familiarity with one or more mainstream programming languages. Java, C#, or JavaScript/TypeScript would be pluses. - Prior experience at the intersection of usability, infrastructure/operations, and security would be a plus - Experience creating software in highly-regulated environments is also a big plus - Patience with what is, with an eye towards refactoring and upgrading to what it should be - An ability to win friends and influence people - Clear and concise communication skills, especially written communication - Empathy for our clients, who are spread across the entire technology organization - You're driven by curiosity and the challenge of understanding new concepts and topics
Job ID
2020-10206
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Reporting to the Deputy BSA Officer, the VP BSA/AML Compliance Director is responsible for overseeing and ensuring corporate policies and processes pertaining to BSA/AML and economic sanctions are implemented through PWM’s procedures and processes.  The incumbent serves as the liaison between the BSA/AML Department and the PWM lines of business (LOBs) on BSA/AML related activities, projects, and initiatives and provides consultation to the LOB and various groups within the BSA/AML Department.    The individual also assists the BSA/AML Policy and Program Office with risk assessments, the development of policies and procedures, and communication with the LOBs on escalated matters.  Additionally, this role will manage BSA/AML-related projects as well as internal audits and regulatory examination processes pertaining to PWM, including First Republic Securities Company (FRSC), First Republic Investment Management (FRIM), Foreign Exchange (FX), and all First Republic Trust Companies (e.g., FRTC-Delaware and FRTC-Wyoming).    - Responsible for overseeing and understanding risk exposure from PWM’s products and services, ensuring the BSA/AML and economic sanctions controls and implementing procedures are adequate to manage risks, and providing guidance to enhance or implement new controls as needed. - Serve as subject matter expert to the PWM LOBs and BSA/AML groups, including but not limited to the enterprise risk assessment; monitoring strategies; new products/services, vendor, and project reviews; issues management; and action plans in response to Quality Control and Testing, internal audit, and examination findings. - Provide guidance on day-to-day BSA/AML related compliance matters which include but not limited to providing clarification on policy guidelines, advising the LOBs on potential high-risk clients, and providing guidance on new or proposed BSA/AML related rules and regulations. - Ensure any BSA/AML compliance issues are escalated promptly. - Serve as liaison among PWM LOBs and the BSA/AML Department on BSA/AML related activities, projects, and initiatives (e.g., exam, audit, and QCT; KYC; new regulations or laws; etc.). - Coordinate and assist with the development of the quarterly LOB reports and communicate the metrics, trending, policy violation/exception, etc. to the LOB executive management teams. - Assist the LOBs to determine appropriate remedial actions when internal control deficiencies are identified through the risk assessment, internal audit, examination, QCT, or self-identified by the LOBs. - Attend regular PWM LOB staff meetings to ensure active communication between the LOBs and the BSA/AML groups. - Perform merger or acquisition due diligence activities. - Stay abreast on the development of the corrective actions implemented by the LOBs. - Provide managerial support to the team members. - Perform duties and responsibilities specific to department functions & activities and as required or assigned by the Deputy BSA Officer.
Job ID
2020-10204
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
VP, Accounting Technology and Business Process will serve as a partner to First Republic Bank’s Chief Accounting Officer, Accounting team leadership and Bank’s management as it relates to the design, implementation and maintenance of technology and data architecture solutions to optimize business processes for Accounting and Financial Reporting. VP will lead technology efforts as they relate to Accounting department and will build the strategy and lead the execution of technology initiatives as well as maintaining daily operations of the existing Accounting systems and tools. The individual must thrive in a deadline-oriented and fast-pace environment, enjoy coaching and developing others, and have a passion for continuous improvement.    What you’ll do as a VP, Accounting Technology and Business Process: - Oversee the financial systems of the Accounting department. - Build the technology strategy and the execution roadmap for the Accounting organization, including both the technology projects within Accounting as well as bank-wide technology initiatives that have impact on Accounting. - Lead the implementations, upgrades, enhancements to the systems used in Accounting. - Lead and represent Accounting of the bank-wide technology implementations impacting Accounting. Ensure successful execution of components of the bank-wide projects related to the Accounting. - Work closely with IS department and business technology partners on the technology strategy and execution of the projects. Serve as key liaison with IS on all the technology projects. - Identify and analyze data needs, propose solutions and execute the implementation of the data gathering and related reporting automation solutions. - Manage the team to maintain daily operations of the existing systems and tools. Facilitate upgrades, modifications and general maintenance with the IT team. - Implement efficiencies in existing processes through enhancing automation and expanding the usage of full system capabilities and establish/enhance related workflows, including RPAs. - Enhance tools for reporting, analyzing, and reconciling financial results leveraging tools currently in place or considering other solutions - Research complex system capabilities and train Accounting team on application use - Ensure effective design and operation of internal controls and compliance with SOX requirements for the systems and tools maintained in the Accounting department. - Key liaison for internal and external audits and SOX Program Office. - Provide leadership, strategic direction and oversight to the Accounting and Financial Systems Support team - Lead, manage and develop a strong, performance-oriented team, capable of actively and effectively engaging and growing with the business.
Job ID
2020-10203
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The general purpose of this position is to support the administration, development and execution of FRIM’s Compliance Program.  This role will focus on assisting the FRIM Compliance team with conducting risk assessments across the business, third party manager reviews as well as assisting in the general administration of the FRIM compliance program.   The ideal candidate will have previous compliance experience in a high-touch/high-client-experience-expectation organization within a registered investment advisor.   The Compliance Manager will report to the Vice President of Compliance.   What you’ll do as a Compliance Manager: - Assist in the Maintenance and development of compliance policies and procedures as needed due to changing regulations, and continued enhancement of current processes. - Conduct third party manager reviews on an initial, quarterly and annual basis. Work with Research to enhance and develop this program. - Perform the annual and ad hoc updates to Form ADV. - Assist in the development of training materials and presentations. - Manage the Volcker program for FRIM. - Proactively identify and champion opportunities to improve compliance efficiencies and minimize risks. - Perform risk assessments across the firm to identify gaps and strengthen controls. - Perform general compliance projects and tasks. - Gather and manage data for enterprise reporting purposes. - Perform research on ad hoc compliance policies and regulations.
Job ID
2020-10195
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities   The Client Support Specialist is responsible for providing professional and knowledgeable assistance to the banking offices via phone and email communications. This includes, but is not limited to:  procedural, technical, regulatory and functional guidance; ability to identify potential banking concerns and working with management to implement documented solutions. Requires some pre-scheduled availability during evening, weekend, and holiday hours.   - Provide internal support to bankers regarding systems and procedures in a heavy call/email environment. - Assist with the rollout and training of updates to banking systems. - Create and/or improve internal and external forms. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following:  1) adhering to and complying with 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.  5) knowing and verifying the identity of any customer(s) that enter into a relationship with the Bank.   
Job ID
2020-10193
Category
Deposit Services
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior 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 Senior Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-10170
City
New York
State
NY
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. As a Network Security Engineer, you’ll provide security oversight to First Republic’s computing environment. Your responsibilities will include monitoring and investigating security events as reported by the Bank’s security incident and event monitoring (SIEM) system, developing SIEM correlation rules to meet regulatory compliance requirements, identifying and addressing potential data loss channels, and staying apprised of potential security challenges through the gathering and processing of cyber intelligence.   In this position, you’ll have the opportunity to work closely with other Network Security Engineers and Information Services colleagues to ensure that logging and monitoring is integrated with the various networks, systems and database architectures and that security policies are being effectively employed.   What you’ll do as a Network Security Engineer: - Assist with the configuration, maintenance and monitoring of information security monitoring systems that provide logging, monitoring and actionable alerting. Systems include intrusion detection systems and intrusion prevention systems (IDS/IPS), database activity monitoring, vulnerability scanners and SIEM. - Ensure appropriate IDS/IPS configurations, logging and correlations for network security controls. - Develop and implement SIEM use cases to support the monitoring of the Bank’s infrastructure. - Ensure that regulatory and legal compliance (for example, with Gramm-Leach-Bliley Act and Sarbanes-Oxley Act requirements) is maintained, as well as compliance with Bank policy. - Support the incident response team by providing tier 2 support to incident handlers. - Support the enterprise data loss prevention program by identifying and controlling data loss channels and working with the business units to address their data loss prevention requirements as needed. - Provide security consulting services to various projects and assist the Information Security Architect in the design of security solutions.
Job ID
2020-10166
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Information Security Specialist provides security assessments for FRB clients.              The Information Security Specialist will be responsible for scheduling and visiting our FRB clients and business managers to perform desktop and/or laptop security assessments. The Information Security Specialist will perform a security assessment of the target computing system and provide immediate feedback to the business manager or client with recommendations, if any, for improving the security posture of the target computing environment.   The position will work closely with Internet Services, Relationship Management, Preferred Banking, and First Republic clients.   What you'll do as an Information Security Specialist: - Provide desktop and laptop security assessment by: Scheduling through the appropriate channels user desktop / laptop security assessment. Manage schedule and must be punctual to ensure that users receive the assessment in a timely manner. Arrange schedule to ensure that any travel is minimized. Review OS level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings) Review application security settings (e.g. Browser based security settings, e-mail client settings) - Review network security settings (e.g. wireless network configuration). - Provide security awareness / best practices training to sales force, preferred bankers, relationship managers, and clients: Provide instruction on desktop / laptop best practices (e.g. keeping patches current, running regular antivirus checks, setting up system restore points). Advise end users on current security incident trends and effective methods of counteracting (e.g. phishing attempts, untrusted web sites). - Provide documentation of security assessment engagement: Prioritize and document findings and recommended changes. Continually research and recommend best security practices for end user / desktop interaction. Follow up with user to ensure that service was satisfactory (documents survey results to be used for metrics to assess the effectiveness of the assessment). - Update the assessment as required. Stay current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stay current on wireless network technologies and encryption methodologies. Continually review latest hacking techniques and adjust the assessment accordingly to reflect the latest trends. - Assist in marketing of the security assessment program. Make recommendations to modify advertisement based upon updates to the security assessment. Work with internal groups to develop marketing strategies. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-10165
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
  Responsibilities: - Provide delivery leadership and direction on one or more projects while maintaining a high quality level of service while maintaining alignment to the Bank’s goals and strategy. - Develop platform and Integration strategy and roadmap. Provide leadership in solution design and architecture for Data platforms and Integrations (APIs, Micro services and  messaging) - Hands on DevOps implementation - Container platform, CI & CD and other dependency management and build tools such as Jenkins, Gradle, Maven, Ant and Ivy - Provide vision and inspiration to deliver engaging, innovative, and client-centric Data analytics solutions. - Build positive relationships and partnership with internal users, peers, engage key business stakeholders. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows. - Drive continuous process improvements
Job ID
2020-10157
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Credit Administration—Monitoring Team Manager is responsible for overseeing covenant monitoring is performed in a timely and accurate manner and that credit risk is appropriately identified and mitigated.  The Manager ensures appropriate procedures are in place and maintained on a current basis, responds to requests from auditors, regulators and senior management, and maintains an open and constructive working relationships with the banking teams, Lending Services, and Credit Admin colleagues.   The Manager serves as a subject matter expert including being proficient with LoanVantage, handles the more complex transactions, and is responsible for managing and developing the team members   Key requirements of the position include developing in-depth knowledge of loan documents, covenant monitoring best practices, and risk identification.  Key attributes include excellent attention to detail, strong interpersonal skills, a desire to learn, to think “outside the box,” a self-starter, and has developed the skills to effectively manage people, processes, and changing priorities.   What you’ll do as a Covenant Monitoring Team Manager: - Team Oversight and Management: - Manage work assignments to ensure workqueues are processed in a timely and accurate manner. - Manage work assignments to provide optimal coverage and back-ups for all functions. - Ensure team members are making consistent and appropriate approval decisions. - Ensure issues with covenant set-up and tickler dates are identified and corrected as appropriate in a timely manner. - Oversee that documents are appropriately reviewed to accurately assess covenant requirements and tickler due dates. - Maintain an open and constructive working relationship with Business Bankers, Eagle, and RMs. - Ensure performance reviews, job descriptions and goals are maintained on a current basis.  - Management and Individual Contribution: - Facilitate achieving portfolio target ratios and other metrics—e.g. past due covenants, holdback accounts, post-closing conditions, resolving covenants out of compliance, etc. - Serve as subject matter expert in all key aspects of monitoring including use of LoanVantage. - Participate in or lead projects and meetings involving monitoring function and related matters. - Respond to requests for researching issues and preparing reports. - Ensure written policies and procedures are maintained current, are accurate, and adhered to by the team. - Achieve satisfactory or better audit and exam results. - Serve as primary liaison with auditors and examiners in responding to requests for information and questions. - Apprise management timely of substantive non-compliance issues, adverse trends and productivity challenges. - Oversee that covenants and ticklers are accurately in LoanVantage and in adherence with tracking requirements. - Perform or assist with monitoring of large, complex and specialty loans and facilities—e.g. capital call lines, FX, syndications, etc. in a timely and accurate manner. - Monitoring Team Development - Ensure team members are cross-trained to provide competent backups for all products and duties. - Identify and propose opportunities to enhance the monitoring function, including: - improved risk identification - increased efficiencies - accurately documented procedures - increased quality of service levels - Identify opportunities for team member career development.
Job ID
2020-10151
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:   What you will do as a Item Processing Supervisor:   Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer - 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.  - Preferred Banking Offices, Facilities/Admin Service Management, Telecom, Accounting, Information Systems - Loomis, Brinks, OSI, Bank of America, Federal Reserve, Fidelity IFS - Must have excellent communication and team building skills.  Attention to detail and risk management skills required. Project management experience is desired.  Working knowledge of Microsoft Word, Excel and PowerPoint a must. Familiarity with FED procedures and guidelines as well as a basic knowledge of the inclearing process a plus.
Job ID
2020-10149
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:   What you will do as an Item Processing Specialist:   Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer - 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.  - Preferred Banking Offices, Facilities/Admin Service Management, Telecom, Accounting, Information Systems - Loomis, Brinks, OSI, Bank of America, Federal Reserve, Fidelity IFS - Must have excellent communication and team building skills.  Attention to detail and risk management skills required. Project management experience is desired.  Working knowledge of Microsoft Word, Excel and PowerPoint a must. Familiarity with FED procedures and guidelines as well as a basic knowledge of the inclearing process a plus.
Job ID
2020-10148
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The First Republic Bank’s Head of Private Wealth Management(PWM) Technology Platforms and Engineering is responsible for owning and managing PWM’s Application/Platform portfolio.  In addition, the candidate is responsible for the definition, coordination and governance of architecture, engineering, frameworks and platforms, data and tech design standards across PWM technology portfolio in alignment with enterprise strategy. This role reports into the PWM’s Business Technology Partner (Head of PWM Technology). The candidate will partner with First Republic Bank’s broader information services teams to deliver a seamless end-to-end experience for various PWM line of businesses.   Candidate should have history of managing and owning Wealth management technology applications/solutions. Oversees and manages a global team of application developers, solution architects, engineers and QA team to rapidly deliver effective solutions to meet the growing needs of the business. The candidate in this role will be involved from inception of ideas till execution and delivery, and in this capacity will work with the tech teams in guiding them through best technology practices. This individual must possess excellent analytical and communication skills with the ability to reach senior business and technology colleagues. Must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk. Maximize leverage by identifying shared services, overlapping capabilities and convergence to standards in order to improve efficiency and quality, and reduce time to value. The candidate will have a broad background in application, data and business aligned delivery experiences. The candidate would be expected to work independently to solve complex problems, and still be technical to possess the soft skills work with a variety of business & tech partners.   In the capacity of PWM Technology Head of Engineering, the candidate should: - Partner with PWM business representatives and transformation leads to develop application portfolio requirements. - Help gain consensus on business and technical decision and ensure that appropriate resources are employed to deliver high quality and rapid results. - Provide leadership and guidance to PWM application technologists, solution architects, engineers and QA resources. - Work with business and transformation partners to make effective decisions by assessing quality vs time-to-market tradeoffs. - Interact with executive management, business operations, business product management, and multiple technical teams to own and deliver end-to-end wealth banking solutions. - Own and manage ongoing roadmaps and implementation plans. - Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers. - Guide other developers and engineers, resolving challenges and ensuring program success.
Job ID
2020-10144
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior 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 Senior Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-10136
City
Greenwich
State
CT
Position Type
Regular Employee (REG)

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