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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The Administrative Assistant to the Deputy Head (SMD) of Eagle Lending is responsible for optimizing the MD’s efficiency through effective administrative support including, but not limited to: interacting with clients, prospects, and employees, answering telephones, scheduling meetings and appointments, making travel arrangements, preparing correspondence, and working on special projects, as assigned.   What you will do as an Administrative Assistant: - Schedule appointments and manage calendaring, as well as make travel and hotel arrangements  - Handle incoming phone calls, internal and external - Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, bridge line) and taking minutes - Prepare memos, letters and other documents and reports for internal and external distribution - Copying, filing/organizing and distribution of various reports and documents - Submit expense reports - Create and maintain client and prospect address lists for marketing mailings and various other mailers - Make catering arrangements for team and client meetings, as requested - Directly interface 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 Managing Director - Navigate organizational infrastructure to solve or resolve problems - Provide input and suggestions for process improvements - Stay in touch with all facets of the company and identify potential issues before they escalate
Job ID
2022-16769
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Client Service Associate I with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank.   What you’ll do as a Client ServiceAssociate I:   - Provide support for Account Executives (AEs) and their book of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit, lending, and wealth management products and services. - Assist in managing Account Executives (AEs) pipeline of client transactions in process, vet and complete the initial analysis of new applicants, ensure loan packages are complete for underwriting and respond to ad hoc client requests. - Manage variety of reports to support Account Executive’s book of clients, such as pipeline, maturities and client interaction reports - Provide sales enablement for Account Executives through Marketing and prospect outreach efforts.
Job ID
2022-16768
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential 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 do 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
Job ID
2022-16759
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change We are a data-driven team: data and analytics are central to everything we do and underpin all the functions of the Bank. In order to do this, we need a robust analytics platform that spans the range from ad hoc analysis to reporting to infrastructure and application development. Developing a coherent strategy and implementation will be critical to the ongoing success of the bank.   What you’ll do as a VP, Head of Analytics Platform: - Be responsible for our analytics and business intelligence platform including Beacon, Sigma, Tableau, PowerBI, SSRS - Partner with analytics teams across the bank to build solution that enable them to deliver for their stakeholders - Help to build culture of collaboration and rapid innovation and development - Research, explore, and enable new quantitative techniques and technologies in data science - Drive thought leadership and embrace emerging industry innovation - Build a team of skilled developers - Get hands on keyboard and be a player coach - Take pride in and own your work What you’ll do working in the Analytics Platform Team: - Build and maintain the python development environment for the organization - Deploy BI solutions and create framework for what should be sued when - Drive adoption of toolchain and educate the field on best practices - Set coding and development standards - Generalize specific use cases into themes and build infrastructure to satisfy them - Support the growing analytical needs of our business and operations with a focus on maintaining our highest level of customer experience
Job ID
2022-16750
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Client Experience Associate works as a member of the Administrative Services Department to assist with the day-to-day office operations, greeting and directing guests, scheduling conference rooms, and providing support to the local regional managers.  This individual will have strong communication skills for directing and coordinating a variety of projects, and will assist in maintaining a professional work environment.  This includes the daily maintenance and stocking of all pantry and supply rooms.  This individual must be highly customer service-oriented and courteous to all individuals that come into the office.   The CEA/Facilities Coordinator also works directly with the Director of Facilities & Administrative Services and Local Regional Managers, to oversee the facilities maintenance and office moves for the Region.  The CEA/Facilities Coordinator will also have strong project management and communication skills for directing and coordinating a variety of facilities projects.  This knowledge will also be used to direct staff, vendors, and contract resources for the Administrative Services Division.   What you’ll do as a Client Experience Associate& Facilities Coordinator: - Create a memorable customer service experience for current and potential clients and provide ongoing support to internal colleagues. - Responsible for answering and directing incoming calls and greeting clients/guests. - Responsible for distributing mail, courier packages, and other shipments as needed. - Responsible for scheduling and maintaining conference room calendars, and reserving office space for visitors - Spot checks conference rooms and lobbies throughout the day to ensure environments are tidy and clean for guests. - Maintains pantry and supply rooms (order items and keep rooms organized) for the Region. - Coordinates physical access to the office (ID badges/alarm codes) for employees and vendors. - Ensures requests made to the Administrative Services team are responded to and resolved or escalated in a timely, cost-effective manner and to the satisfaction of the end-user.  Maintains record of all employee requests and keeps employees informed on the status of requests.  - Provides leadership to ensure Administrative Services issues/problems are resolved and escalated in a timely, cost-effective manner.  Contacts appropriate vendors or internal support teams for maintenance issues. - Establishes and maintains business partner relationships with outsourcing vendors, service providers, suppliers, Information Systems staff, and department heads. - Assists in managing the Corporate Office buildings daily, including office, equipment or employee moves; coordinating building janitorial services; and performing furniture & equipment maintenance as needed or directed by the Manager, Facilities and Administrative Services. - Assists in the company’s safety and security programs, including but not limited to the corporate office buildings’ fire drills and the company’s floor warden programs, shelter in place, corona virus prevention and maintenance. - Performs other duties as assigned.
Job ID
2022-16749
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 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
2022-16748
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential 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
2022-16747
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
First Republic is looking for a designer to join Human Resources’ Communications and Creative Services team. In this role, you will develop and implement designs for various media, including print and digital materials and channels while managing your portfolio of projects. You’ll also create storyboards and videos. You’ll elevate our internal brand and be involved in multiple projects and work with internal stakeholders across Human Resources, Procurement and Administrative Services.   An encouraging culture that invests in you. What you’ll do as a Sr. Designer, People Services: - Design and implement enterprise-level creative campaigns for programs, initiatives and offerings that inform and engage. Ensure visuals support business objectives, culture and values and within the context of overall brand tonality and style. - Create presentation decks and charts in Microsoft PowerPoint. - Create style guides, icon and image libraries and other visual elements for print, web, email and all communications channels. - Produce user-centered infographics, videos, training materials, and other assets. - Through feedback and usability studies, design online applications including the team’s intranet pages and HR systems. - Present and communicate designs to leadership and clients. - Manage content, seeking feedback and new ways to keep our website and digital channels fresh and up-to-date, while ensuring that branding stays consistent. - Conduct user research and experiment with creative designs and content to reach our colleagues across First Republic.
Job ID
2022-16742
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Director of Client Care Delivery, you will lead the implementation of complex initiatives for Client Care Delivery, including middleware service, Salesforce, ACD/VRU and Case Management integration.  You’ll drive execution and own the scope, requirements, technology delivery governance, design, testing, timeline, and budget.  You’ll have the opportunity to create and oversee the strategic direction of the technical solutions for all the integrations in Client Care Support.   What you’ll do as a Director, Client Care Delivery: - Establish and maintain strong partnership with the business product owners / stake holders. Provide point of accountability to the business stake holders - Work with business product owners / stake holders and system leads to logically design and negotiate the product solution and participate in product roadmap planning discussions - Ensure commitments are met while providing high quality and cost effective systems - Identify and develop support for new opportunities, including operational efficiencies, new product features, enterprise technology integration, etc. - Responsible for product solution design and implementation - Responsible for managing, developing, and appraising the matrix structure delivery team, ensure teams are highly motivated and focus on product delivery, including collaborate and coordinate cross-team activities - Determine resource requirements and manage resources, including contract project and/or program resources - Manage technical resources responsible for implementing solutions ensuring deliverables meet functional and quality requirements - Achieve results through others by setting and communicating goals and metrics, monitoring progress, providing ongoing coaching, feedback and reinforcing behaviors that drive high performance
Job ID
2022-16741
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Specialist I, Client Support is responsible for providing professional and knowledgeable assistance to the banking offices via phone, video, email, and chat 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 some holiday hours.   What you’ll do as a Specialist I, Client Support: - Provide internal support to bankers regarding systems and procedures in a high-volume call/email environment. - Continuous training in new policy/procedure and systems - Performs other duties & responsibilities as required or assigned by Management. - 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, and 5) knowing and verifying the identity of any customer(s) that enter into a relationship with the Bank. 
Job ID
2022-16738
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This Director of PWM Change Management will be responsible for designing and delivering communication, rollout and training plans to drive adoption of new technology capabilities with our Wealth Managers and Client Service Associates.   This individual will partner closely with product managers, project teams, other change management team members and external vendors to analyze the impact of new technology and the best way to engage users in order to develop appropriate communication and training programs.    This individual will use their instructional design expertise to create live and self-paced training materials and may on occasion facilitate or lead change management activities themselves, including roadshows, training and feedback sessions with users.   What you’ll do as Director of PWM Change Management: - Work with product managers, business users and IT partners to design and deliver effective change management strategies to support company goals. -  Use adult learning theory and instructional design methods to build innovative learning experiences, including in app guidance solutions, on demand training resources and materials to support instructor led training. - Actively engage partners and interface with users to gather feedback and review adoption and usage data to assess effectiveness of and continually improve change management tactics and training resources. - Work effectively in a matrix environment to collaborate and gain consensus on proposed strategies/tactics. - Ability to formulate and deliver training on measurable learning objectives.
Job ID
2022-16737
City
New York
State
NY
Position Type
Regular Employee (REG)
The Business Analyst of PWM Product Management will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.   This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include gathering requirements from business partners, writing user stories, and participating in pre/post release testing.   What you will do as a Business Analyst, PWM Product Management, Salesforce: - Work with the business to come up with solutions for improvements to the Salesforce platform - Document and translate business requirements into efficient solutions - Write effective JIRA stories and acceptance criteria and able to add best practices to an agile environment - Ability to wear multiple hats effectively (Play different roles) as needed by the team - Perform data analysis in support of platform improvements and engagement - Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users - Support project planning and managing of business team deliverables - Collaborate with management to ensure timely and successful resolution of project issues - Attend/Coordinate/Lead meetings as required - Be a key driver in communicating to all stakeholders, users and cross functional business partners/team members
Job ID
2022-16734
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Bank Secrecy Act / Anti-Money Laundering (BSA/AML) Business Analyst, you will work with cross functional teams to lead business requirements definition to successful completion, including the discovery, analysis and documentation of business requirements, process flows, use cases, and test and training plans within First Republic’s BSA/AML department.  In addition to industry standard functions of gathering requirements, writing requirements and leading UAT activities within a Waterfall or Agile Software Development Release Management environment, a Business Analyst is also responsible for management, development,  and delivery of communication materials,  training end users, updating model methodologies, and maintaining business requirements documentation.   What you’ll be doing as an AML Business Analyst: - Apply business analysis best practices; obtain, define, analyze, prioritize and document business and system requirements, working with cross-functional teams; and communicate requirements to solution providers.   - Manage requirements and test cases in JIRA. - Analyze customer and transaction data. - Work with business users to document current state, pain points, and future state. - Facilitate testing, including drafting test plans and test cases. - Prepare data mapping documents and Traceability Matrices. - Define and prioritize requirements to improve the BSA/AML monitoring workflow, systems, and data interfaces; define AML monitoring rules; document data transformation and mapping requirements; document business and workflow processes; and implement efficiencies and improvements to BSA/AML operations and other department functions. - Advise the solution provider, development, testing and production support teams as needed, providing requirements knowledge and subject-matter expertise. - Continuously improve your subject-matter expertise in the business areas being supported, in order to become a trusted advisor to the business stakeholders.
Job ID
2022-16731
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Business Analyst, you will work with cross functional teams to lead business requirements definition to successful completion, including the discovery, analysis and documentation of business requirements, process flows, use cases, test activities and training plans within First Republic’s KYC team.   In addition to industry standard functions of gathering requirements, writing requirements and leading UAT activities within a Waterfall or Agile Software Development Release Management environment, a Business Analyst is also responsible for management, development,  and delivery of communication materials,  training end users, updating model methodologies, and maintaining business requirements documentation.   What you’ll be doing as a Business Analyst: - Apply effective business analysis best practices; obtain, define, analyze, prioritize, and translate complex business needs into detailed non-functional and functional system requirements by collaborating with cross-functional teams; and communicate requirements to solution providers.   - Define and prioritize requirements to improve the KYC processes, workflow, systems, and data interfaces; understand the business rules and model; document data transformation and mapping requirements; document business and workflow processes; and implement efficiencies and improvements to the lines of business. - Manage requirements through the project life cycle and test cases in JIRA. - Analyze customer and transaction data from multiple integrated data sources. - Work with business users to document end-to-end current state, pain points, and future state. - Facilitate testing, including drafting test plans and test cases. - Prepare data mapping documents and Traceability Matrices. - Advise the solution provider, development, testing and production support teams as needed, providing requirements knowledge and subject-matter expertise. - Understand system and data changes that potentially impact downstream systems.   - Continuously improve your subject-matter expertise in the business areas being supported, to become a trusted advisor to the business stakeholders.
Job ID
2022-16729
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients. What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-16727
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you First Republic Bank is looking for a Credit and Risk professional with proven experience and leadership skills to join our Eagle Lending team. In this new role, the Credit and Risk Quality Control (QC) Specialist will have an exciting opportunity to implement and maintain a robust compliance support function within Eagle Lending, one of the fastest growing business units at First Republic. The Credit and Risk QC Specialist will ensure that the various business functions throughout Eagle Lending remain in compliance with all regulatory and internal risk management policy guidelines.   What you’ll do as a Credit & Risk QC Specialist:   - Utilize strong planning and execution skills to drive our Credit and Risk QC function in reviewing, reconciling, notating and reporting your observations. - Work collaboratively with key partners within Eagle Lending and throughout the Bank to manage the development and/or enhancement of both back-end and front-end processes and risk identification and mitigation efforts. - Develop and facilitate process improvement and risk mitigation initiatives across the business unit. - Review and ensure good audit trail of loan files. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc.
Job ID
2022-16724
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team. As a Commercial Loan Servicing Generalist, you will be responsible for boarding and updating all types of accounts to the Bank’s loan accounting system including all complex bookings from both the Business and Commercial Real Estate product lines. This includes the handling of payments and advances, reviewing and understanding all types of loan documentation, processing of outside council bookings, maintenance transactions of various complexities, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.   What you’ll do as a  Commercial Loan Servicing Generalist: - Review loan funding documents for completeness, determine serviceability, and board the loan terms into the loan accounting system. - Responsible for boarding of all types of commercial and commercial real estate facilities, including syndication loans. - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Monitor and update collateral information to ensure accuracy and that necessary details are maintained to reduce any associated risk to either the client or First Republic Bank. - Work with internal and external business partners at various levels to research and translate account information. - Review of Portfolio Monitoring Reports and audit corrections for accurate completion. - 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
2022-16723
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
2022-16721
Category
Banking
City
Boston
State
MA
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
2022-16720
Category
Banking
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The SeniorRM Support Specialist is responsible for assisting RM with day to day duties which may include a variety of analytical and customer service oriented tasks.  The position represents a liaison between RM and Private Banking Officers, lending personnel and clients.  Responsibilities include but not limited to preparing pre-approval letters, responding to client inquires, and identifying cross sell opportunities to the RM.   What you’ll do as a Senior RM Support Specialist: Support the loan process: - Prepare pre-approval letters - Gather loan documentation on the “needs list”, request missing items from clients - Set up initial loan file and input data into Power Lender - Identify cross sell opportunities to the RMD - Pulls Credit via CBC when applicable  Provide excellent customer service: - Follow-up with clients to ensure loan files proceed in timely fashion - Respond to client inquiries - Follow-up with delinquent clients - Mail out loan applications - Respond to incoming calls Assist with special marketing projects: - Coordinate distribution of marketing mailers - Contact customers to explain new marketing campaign Provide administrative support: - Mail out realtor rate sheets - Prepare cross-selling opportunity reports and distribute as necessary 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
2022-16718
City
New York
State
NY
Position Type
Regular Employee (REG)

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