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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Search Results Page 11 of 15

This new role sits at the nexus of client engagement, product development and client delivery.  With the goal of building exceptional, differentiated client experiences, you will focus on understanding the current experience, identifying opportunities to optimize, and championing solutions with various teams through to delivery.  This new role is an opportunity to be part of shaping the function from the ground up in a growing company and team.   What you’ll do as a Client Experience Manager: - Be relentless about finding and delivering on opportunities to deliver highly engaging client experiences across digital and physical channels. - Design and articulate the current and ideal client experiences. -  Actively engage with clients, branch employees and management, peers in Digital Channels, Marketing and others across the enterprise to identify opportunities to collaborate and deliver innovative, digitally enabled personal service experiences - Conduct research, data analysis, interviews, etc. to inform future concepts - Help set the vision for client interaction on digital properties and at the intersection of branch, digital banking (online and apps), ATM, call center and other channels. - Champion change, build business cases to deliver on solutions to client challenges, service improvements, and a highly competitive client experience - Effectively convey your ideas through clear communication, whether in team discussions, presentations, documents to garner support for projects - Partner with digital, operations and technology teams to drive the business needs and project implementation success. Drive from concept to pilot and to execution. - Adapt to new opportunities and challenges as the business evolves.
Job ID
2020-9529
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Research Analyst Lead is responsible for overseeing timely completion and quality control of research related work products and requests (e.g., dossiers, tearsheets, biographies, connection tables, etc.) within FRB’s sales analytics department (Eagle Intelligence).    What you will be doing as a Research Analyst Lead: - Manage department’s inbox and other methods of incoming requests to identify research and other requests, and clarify necessary items by interacting with the requestor. Forward non-research items to appropriate resource. - As the Research Lead, review all research requests to: - Clarify due date and other necessary information - Coordinate complex and executive-level requests and establish proper deadlines with requester - Delegate and assign research requests to research staff - Manage timely delivery of research items - Ensure all research items are logged in the tracker meeting established standards - Establish quality standards and conduct quality control as necessary - Produce research materials to manage the workload - Manage, empower, mentor, and train research staff, oversee their work products, and provide ongoing guidance - Promote department’s work products and services - Actively identify areas to increase efficiency and automation, and manage projects and efforts to increase efficiency - Identify staffing and resource needs for the research team by continuously monitoring the team’s performance, needs and available vendors that provide added value and efficiency - Make and/or carry-out recommendations to streamline and increase quality and efficiency of the department when possible - Create and support developing Key Performance Indicators (KPI), and capturing and reporting metrics on a ongoing basis to demonstrate the progress and efficacy of services provided to users of our services - Support other department activities to increase banker productivity and sales
Job ID
2020-9528
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Student Loan Refinance Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our student loan refinancing product (SLR). SLR allows individuals to consolidate their student loan debt into one simple monthly payment, at a highly competitive rate. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through SLR. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.    What you’ll do as a Student Loan Refinance Specialist: - Identify potential borrowers for the SLR product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for an SLR loan, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Provide high-quality service and support to help Eagle Lending Relationship Managers service clients. - Provide data and reports as well as individual transaction information to Eagle Lending Account Executives.  - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Provide direct support to Eagle Lending Account Executives in deposit and lending activities, and support efforts at cross-selling to Eagle Lending clients. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Create and maintain monthly reports to track the frequency of client contact, the services and products successfully offered to each client, and any additional services that can still be offered to each client.
Job ID
2020-9523
Category
Lending
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
We are looking for a detail-oriented and highly organized candidate who will thrive in a fast-paced environment. The Senior Analyst will work as a key resource responsible for developing technical requirements and is responsible for leading business requirements to successful completion, including the discovery, analysis and documentation of business requirements, process flows, use cases, test and training plans within ATM & Card Services.  The Senior Analyst is expected to be a self-starter, requiring minimal oversight, results-oriented, with a strong sense of teamwork. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.   What you’ll do as a Senior Business Analyst: - Reconcile and implement effective processes and procedures for the daily balancing and settlement of the ATM/Debit card transactions: - Balances daily settlement and reconciles general ledger. - Prepares, researches, and/or reviews ATM and Visa Debit card reports ensuring all transactions are processed in compliance with First Republic Bank’s policies and procedures, while maintaining a database and balancing General Ledgers daily.  - Performing data analysis and process design activities at the operational and organizational level. - Collaborating with management to ensure timely and successful issue resolution. - Identify and work with the business to come up with solutions for process improvements and lead or support implementation: - Defining and documenting business requirements. - Managing and performing business and systems analyses. - Providing assistance in identifying, evaluating, and developing systems and procedures that are cost effective and meet business requirements. - Planning and executing user acceptance testing. - Project planning and managing of business team deliverables. - Summarize meeting discussions, capture relevant details, implement and track next steps. - Cross trains in various functions within ATM & Card Services team in order support all ATM & Card Services team members.  - Perform other duties and responsibilities as required or assigned by supervisor. - Attending meetings as required. - Supporting production reporting systems. - Performing other duties when assigned. - 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.) - Adhering to Bank policies and procedures.
Job ID
2020-9515
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Professional Loan Program (PLP) Loan Administrator will process and prepare individual approved loans for booking and funding, in addition to assisting the Credit Analysts and Eagle Lending Account Executives in the ongoing support of borrower-level loans. The ideal candidate will have one to two years of banking/lending experience. Due to the complexity of the transactions, attention to detail is important.    What you'll do as a Loan Administrator: - Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking - Assist team with creating loan addendums and firm/guaranty confirmation emails - Assist team with initial advances, transfers, wires, and payoffs - Assist team lead with due diligence for departure and other types of modifications - Field questions from the Professional Loan Program inbox - Produce monthly and quarterly balance reports - Ensure that all documentation required for the file is obtained and file is complete - Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required - Communicate with the sales force (Eagle AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities - Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2020-9514
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
About the Role: This role is part Salesforce administrator and part business analyst. The person in this role will be responsible for maintaining and driving enhancements to our Salesforce platform including: user support and training, user management, configuration, documentation, identifying and troubleshooting issues, resolving system defects and building advanced reports and dashboards. This role will work with cross-functional teams administer and configure the features and functionality behind Salesforce Financial Services Cloud. This is an opportunity for you to be the resident Salesforce SME and focus on maximizing system efficiencies to drive benefits of Salesforce relative to the needs of the business.   What you’ll do as a Salesforce Consultant: - Serve as primary system administrator for the Salesforce.com environment - Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks - Support with regular internal system audits and prepare for platform upgrades - Coordinate the evaluation, scope and completion of new development requests - Work with the broader enterprise team to establish suitable processes to support administrative, development, and change management activities - Assist in training of new users, and grow the Salesforce.com skill set across the team - Effectively act as the liaison between our users, vendors and the application development teams - Ability to work directly with various internal users to gather and understand business requirements along with their related processes, and assist in building workable solutions on the platform - Leading ongoing reviews of business processes and developing optimization strategies - Conducting meetings and presentations to share ideas and findings - Performing requirements analysis, documenting and communicating the results of your efforts - Effectively communicating your insights and plans to cross-functional team members and management - Gathering critical information from meetings with various stakeholders and producing useful reports
Job ID
2020-9509
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Client Service Associate, you’ll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. You’ll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, lending team members and clients.   What you’ll do as a Client Service Associate: - Support the loan process by issuing preapproval letters, preparing client files, gathering loan documentation, sending loan applications to clients, and assisting with loan processing and some general loan analysis. - Provide excellent customer service as you follow up with delinquent clients, mail loan applications and respond to incoming calls. - Assist with special marketing projects by coordinating the distribution of marketing mailers, contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses.
Job ID
2020-9508
Category
Customer Service/Support
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Deposit Services Compliance and Risk Analyst supports the Deposit Services department in the delivery and maintenance of an effective program for the identification, measurement and monitoring of risk and associated operating controls related to the department and its products and services.  This individual will work closely with managers and teams within Deposit Services, as well as with organizations across First Republic such as Information Security, Vendor Management, Information Services, Internal Audit, Compliance, and BSA/AML, to ensure that sound risk, regulatory compliance, and internal audit processes are in place and maintained in order to manage the accuracy and effectiveness of the Bank’s deposits operational processes.    - Provide support and direction to Deposit Services management and product teams regarding the analysis and resolution of Risk Management issues. - Work with, and at the direction of, the Head of Deposit Services Risk Management, in responding to information requests from both external sources such as the FDIC, as well as bank-internal departments such as Information Security, Compliance, BSA/AML, ERM and Internal Audit. In particular, provide primary support to the department in responding to audit-related requests. - Assist Deposit Services managers and functional groups in identifying and addressing control deficiencies that surface as a result of an exposure identified during an investigation, or control issues resulting from risk assessments, internal audits or regulatory reviews. - Work with Deposit Services Managers to maintain documentation illustrating the control environment surrounding products and services, such as authentication and access controls, fraud detection and prevention, and Denial of Service mitigation. - Participate and represent the department in periodic meetings related to areas such as Information Security, Enterprise Risk Management, and BSA/AML - Assist the Head of Deposit Services Risk Management in building and maintaining risk and control self-assessments and all supporting documentation (e.g., process flows, key risk indicators, control evidence, etc.) for all key processes, initiatives, etc. and managing control deficiency remediation - Assist in managing the centralized Risk Management repository of all key risk documentation and support (e.g., SharePoint, shared drive, etc.) - Create accurate and timely reporting of key metrics and emerging risks from the business unit view such as ongoing reports on service levels and availability for mission-critical vendors/applications. - Assist with the department’s Issue Management program, ensuring the outstanding items are resolved in a timely and effective manner - Assist with the Deposit Services 1st Line Control Validation program working to identify key controls within the department’s processes, perform reviews to validate the effectiveness & design of these controls and implement new controls to mitigate risks. - Create department specific policies, procedures and templates to support the Risk Management program - Perform duties & responsibilities specific to department functions & activities. - Perform 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
2020-9506
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential We're looking for an experienced Credit Analyst to specifically focus on firm-level underwriting to ensure and maintain the high credit quality of our Professional Loan Program portfolio. Candidates with experience in commercial underwriting and intimate knowledge of the Private Equity and Venture Capital industries are preferred.   What you’ll do as a Senior Credit Analyst: - Successfully spread and analyze business financial statements and/or tax returns using Moody’s or similar program and have an understanding of cash flow reports, financial ratios, trends, etc. - Identify recurring and non-recurring sources of cash flow and guarantor’s ability to debt service - Generate credit package (including memorandum, organizational charts, global cash flow, etc.) for professional loan programs. This includes financial and risk analysis, FRB strategy, purpose of loan, repayment sources, collateral, financial & reporting covenants, and company summary - Successfully underwrite credits ranging from simple to complex deals - Review formation documents and understand various entity structures. Review loan documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Counsel and in some instances, outside legal counsel - Communicate directly with principals of firms to obtain necessary information/documentation to successfully create a comprehensive narrative on programs - Monitor existing credit facilities for financial and reporting covenant compliance. Be able to identify problem loans and work with Management, Executive Loan Committee and Credit Administration to take appropriate action - Underwrite credit narratives for new facilities as well as for renewals, modifications, and short-term extensions
Job ID
2020-9500
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential First Republic Bank is looking for a driven and eager Loan Analyst to analyze, process, and prepare capital call and distribution requests for our Eagle Lending Professional Loan Program (PLP). This role will work closely with various key stakeholders across the bank, such as Relationship Managers, Executive Loan Committee, Underwriters and Department Managers, which requires exceptional detail orientation, communication, and time management skills. Our goal is to provide flexible, responsive support in order to fund individual client capital contributions and distributions for our growing portfolio. We are a highly collaborative team with a can-do attitude and culture. If you have a passion for finance and an interest in lending, we would love to hear from you.   What you’ll do as a Loan Analyst, Fund Investment: Analysis (75%) - Prepare and process capital call and distribution requests for fund investments and returns - Analyze unique loan terms and understand various requirements for leveraged requests - Ensure capital call and distribution requests are completed in a timely manner and with exceptional service - Provide feedback and/or implement procedures in order to improve operation efficiencies - Produce customized templates and documentation for each program Audit/Compliance/Regulatory (15%) - Review capital call and distribution transactions for accuracy and compliance - Reconcile discrepancies between leverage accounts and funded investments - Manage program and borrower level data - Assist with audit inquiries and provide data insights as requested Customer Support & Ad hoc requests (10%) - Directly communicate with CFOs and their support team to roll out new programs and establish operational procedures. Additionally, work with firms to revise operational procedures throughout the life of the program - Manage support inbox and respond to all client and firm inquires - Produce regular or ad hoc reports to support internal team and client needs - Assist with other support tasks related to program and borrower level terms
Job ID
2020-9497
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change As a Data Architect, you will play a crucial role in Eagle Lending, building and supporting the data infrastructure that enables the analytics team to conduct, analyze and consult on business decisions. You will be responsible for architecting and designing data models and structures in partnership with the Enterprise Data Client Insights and Information System teams. You will focus on developing high-performance, consistent, and easy to use data environment for the Business Intelligence and Analytics teams.  Eagle Lending is focused on leveraging data and technology to acquire and engage the next generation of First Republic clients.   What you’ll do as a Data Architect: - Lead, architect and design data structures including relational and dimensional data frameworks to support production/regulatory reporting and analytics; and establishing best practices. - Design, build and support the Eagle Lending data model for reporting, ad-hoc analysis, and advanced analytics. - Become a subject matter expert on origination, client lifecycle, marketing and related data structures and help educate fellow team members - Collaborate with Analytics, Business Intelligence and Data Sciene teams, providing efficient data structure and information to enable reporting, insights, and metrics - Ensure data governance and lineage is maintained for new structures. - Design historical and integrated data logic. - Consult in problem solving and performance tuning of data model/structures. - Establish partnership with technology and enterprise data management teams. - Collaborate with Reporting & Analytics Insights peers, providing efficient data model/structures and information to enable reporting, insightful metrics and presentations.
Job ID
2020-9490
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change The Product Manager (Internal Tools) is charged with building and enhancing products and features that support our internal teams and grow our business. We are looking for a collaborative, passionate Product Manager responsible for driving operational efficiencies and implementing digital experiences to bring on the next generation of First Republic clients.   You will have a major impact on First Republic’s growth trajectory. You will deliver tools and process improvements which enable our internal teams to operate more efficiently and support transformational user experiences at scale. You will balance zooming into details with considering the bigger system in order to tackle the most important aspect of any end-to-end process. You will take ownership of what we develop and why, partnering tightly with our engineering, operations, credit and sales teams to ensure they are fully optimized. This is a high-impact role tackling both strategic and operational challenges, with a high level of ownership, visibility, and responsibility.   What you’ll do as a Product Manager: - Help ideate, define, create, and launch changes to the loan origination flow, typically through creating a feedback loop from end users in an Agile team. - Work with internal stakeholders including end users, analytics, operations, credit and others to get those test ideas to reality - Own product backlog prioritization and the implementation schedule with engineering team to ensure delivery and accountability - Interpret results to understand the impact on user satisfaction as well as costs / benefits to our business - Partner with engineering across products to help unlock the power of automation through machine learning; ensure core platform supports the immediate business needs and is equipped to support future growth - Evaluate buy verses build decisions to deliver product initiatives aimed at leveraging existing and emerging technologies to reinvent experiences - Make tough priority calls and trade-offs balancing available time, talent and critical business needs - Act with sense of urgency, intellectual curiosity, go beyond boundaries of what your job description states
Job ID
2020-9489
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2020-9483
Category
Sales
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2020-9482
Category
Sales
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate 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. You’ll support our Account Executives (AEs) as they develop their clients’ plans using our suite of lending products. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank. We’ll provide you with the guidance, encouragement and training you need to help you be successful in this position.   What you’ll do as an Associate: - Provide support for AEs and their books of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit services, lending products, and wealth management products and services. - Discuss individuals’ financial concerns and needs and explain how our suite of products and services can present potential solutions. - Assist in managing AEs’ pipeline of client transactions in process, vet and complete the initial analysis of new applicants, and respond to ad hoc client requests. - Assist the Directors with the relationship management and cross-selling of Professional Loan Program clients. - Create and maintain client interaction reports. - Develop your professional skills and knowledge.
Job ID
2020-9481
Category
Sales
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9476
Category
Banking
City
Scarsdale
State
NY
Position Type
Regular Employee (REG)
The Communications Specialist will be responsible for supporting the Senior Director of Communications in creating, managing and executing communications plans and resources related to the deposits organization at First Republic Bank, as well as internal and external communications initiatives. This role will include strategic thinking, extensive project management and writing and editing of communications materials.   What you'll be doing as a Communications Specialist:   - Write, proofread and edit a wide variety of communications, including strategic messaging, marketing collateral, thought leadership, presentations, letters, FAQs and talking points - Support content development for a wide variety of internal and external meetings, including leadership meetings, strategic internal meetings and marketing events - Support creation of materials to drive East Coast deposits - Prepare strategic briefing materials for executive meetings, including client, prospect and internal meetings - Support preparation for and execution of internal and external events - Review and evaluate executive speaking and visibility opportunities - Build strong relationships with business unit partners to brainstorm, plan and accomplish deliverables efficiently - Measure and track the results of communications
Job ID
2020-9474
City
New York
State
NY
Position Type
Regular Employee (REG)
Putting you First As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   What you’ll do as a Preferred Banking Offices Manager:   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Job ID
2020-9471
Category
Banking
City
Scarsdale
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-9469
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
You have ideas, we’re listening. In Human Resources, we are committed to growing and protecting First Republic and its culture by attracting, retaining and supporting our most valuable resource: people. Providing our colleagues with extraordinary service is our commitment; their success is our reward.   This is a great opportunity to have exposure to the world of Talent Acquisition and Recruiting.  As an intern working in the Talent Acquisition department you will work on projects focused on continued development of our college recruiting, internship and community programs.    What you’ll do as a Talent Acquisition Intern: - Work closely with the recruiting team to support summer internship and campus recruiting strategy/projects - Support all talent programs and operations including: the intern program, university relations, diversity and inclusion efforts, recruitment marketing and events, and more - Help manage intern reporting by capturing and analyzing data to help us make informed talent decisions around our programs and operations - Organize and support various summer internship events - Act as social media manager for the intern program - Support planning for special project and recruiting event support as needed - Coordinate on-site interviews, evaluation and documentation of interview feedback, as well as completion of all requirements
Job ID
2020-9465
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)

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