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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Common goals, uncommon potential As a Fraud Strategy and Analytics Manager, you will be responsible for presenting to senior management, devlopeing policies and procedures and improving processes. You will monitor, mentor and counsel staff.     What you’ll do as a Fraud Strategy and Analytics Manager: - Analyze, summarize and present to senior management statistics and reports to identify/analyze trends, section performance metrics, and employee productivity. - Developing policies, processes, and procedures to ensure effective/productive and accurate inquiry research and resolutions. - Conduct projects related to card fraud detection, prevention or root cause analysis. - Develop process improvement and system enhancement projects and initiatives. - Ensure compliance with card issuer/associations and Federal regulations. - Monitor and analyze key performance indicators, and establish processes and methodologies for preventative actions. - Develop data reports, extracts, and analyses. Support ad-hoc requests and ability to manipulate data utilizing CSV, and excel formats - Act as UAT Lead: - Work with the project team to document needed testing for all in-scope items. - Work with testers to coordinate reporting of identified issues and document/report retesting results. Coordinate testing efforts with QA. - Work with the vendor to report testing results, and coordinate retesting as needed once new code is put into place. - Monitor work volume and schedule adherence to identify gaps and meet production objectives; addresses staffing issues. - Partner with business units and vendors to improve procedures, resolve problems, and implement initiatives; presents conclusions and recommendations to management. - Review and analyze fraud incidents to ensure accurate completion through escalation to the appropriate area according to guidelines; determine if changes/improvements are necessary. - Perform supervisory/managerial responsibilities - Ensure adequate/skilled staffing; select employees - Establish performance goals and priorities - Prepare, conduct, and review performance appraisals - Develop, mentor and counsel staff - Completes project and tasks as assigned within allocated time frames - Perform other duties and responsibilities as required or assigned by supervisor
Job ID
2020-9399
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Director of Facilities Operations is responsible for leading efforts in the design, oversight, and implementation of all space planning and furniture installation initiatives for the corporate and regional offices and Preferred Banking offices for all West Coast regions.  This individual will have a strong background in architectural and furniture design layout, capacity and space planning, and project management.    What you’ll do as a Director, Facilities Operations: - Assists the Facilities team with space planning, analysis, reporting and interpretation of key space planning metrics to provide recommendations and proposed solutions for the Bank’s immediate and future occupancy needs. - Oversee all activities related to furniture reconfigures, installation and repairs in the corporate and regional offices for West Coast region. This will include liaising with business units, furniture vendors, and contractors.  - Partner with internal business units to identify current and future space requirements and facilitate move management planning, furniture reconfigures, equipment relocation, and renovation projects that meet expectations and timelines. - Partner with the VP of Facilities to identify future space requirements that will maximize efficiencies in all corporate and West Coast regional locations. - Collaborate with our architectural team and West Coast furniture vendor to develop plans and design layouts for furniture and equipment placement for new office build-outs. - Maintain accurate furniture plan drawings for all FRB spaces that create short and long-term occupancy and utilization strategies for all departments. - Lead small, medium, and large scale furniture projects and office reconfigures in the corporate and West Coast regional offices and ensure work is completed in a timely and cost effective manner. - Manage the tracking, disposal, and inventory levels of all furniture stored in the off-site facility warehouse. - Receives and independently coordinates requests for office space reconfigurations and upgrades, conducts surveys with vendors and contractors to communicate proposed changes, and assists in the organization and prioritization of work to meet project deadlines. - Build and manage relationships with business units to validate vacancies, headcount, floorplans, and assignments; and assists with the tracking, analytics and reporting to senior management. - Leverage the Nuvolo space planning capabilities in support of the Bank’s move management. - Provide guidance and offer informed solutions in support of occupancy requirements, asset utilization, operational efficiency, streamlining operations, and service delivery. - Work with the Facilities and Admin Services team to analyze potential new build-outs and manage ongoing construction projects.
Job ID
2020-9397
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   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
2020-9393
Category
Banking
City
Oakland
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2020-9389
Category
Banking
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: - Provides desktop and laptop security assessment by:Scheduling through the appropriate channels user desktop / laptop security assessment. Manages schedule and must be punctual to ensure that users receive the assessment in a timely manner. Arranges schedule to ensure that any travel is minimized. Reviewing OS level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings) Reviewing application security settings (e.g. Browser based security settings, e-mail client settings) - Reviewing network security settings (e.g. wireless network configuration). - Provides security awareness / best practices training to sales force, preferred bankers, relationship managers, and clients: Provides instruction on desktop / laptop best practices (e.g. keeping patches current, running regular antivirus checks, setting up system restore points). Advises end users on current security incident trends and effective methods of counteracting (e.g. phishing attempts, untrusted web sites). - Provides documentation of security assessment engagement: Prioritizes and documents findings and recommended changes. Continually researches and recommends best security practices for end user / desktop interaction. Follows up with user to ensure that service was satisfactory (documents survey results to be used for metrics to assess the effectiveness of the assessment). - Updates the assessment as required. Stays current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stays current on wireless network technologies and encryption methodologies. Continually reviews latest hacking techniques and adjusts the assessment accordingly to reflect the latest trends. - Assists in marketing of the security assessment program. Makes recommendations to modify advertisement based upon updates to the security assessment. Works with internal groups to develop marketing strategies. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9383
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   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
2020-9382
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential    As a Client Support Specialist you will be 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.   What you’ll do as a Client Support Specialist: - 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
2019-9346
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
What you will do as Senior Associate, Business Analysis: - Develop a detailed understanding of products and services offered by PWM. - Translate business needs in to functional technical requirements for a variety of internal products. - Create documentation on existing and new processes and products. - Assume ownership of questions and drive towards their resolution. - Support and train SME groups on existing/future Salesforce CRM tools - Work with wealth management professionals, bankers, Client Service Associates, HR Compensation Team, Accounting and Executive Management on compensation-related projects. - Assist with requests for information and reporting from a variety of stakeholders. - 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
2019-9339
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Sr. Salesforce Developer: - Lead end-to-end (conception, development, maintenance and evolution) implementation of Salesforce platform solutions. Includes working as an effective liaison between the front office, business units and other technology groups to ensure that client needs are addressed while maintaining alignment to the Lending goals and strategy. - Develop Salesforce and nCino applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. - Identify enhancements through customer interaction and work directly with them to provide solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within nCino and Salesforce Lightning. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Perform ongoing customizations to product features and integrations with other Systems. - Document standard operating procedures for Salesforce and nCino tech team.
Job ID
2019-9335
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Are you a skilled Compensation Analyst with a desire to work for a company where you can truly influence and have strategic impact?  Do you strive to improve inefficient processes?  Are you an outstanding relationship/coalition builder?  If so, we would love to speak with you!   The Senior Compensation Analyst will be a driving force in our efforts to enhance our overall compensation and talent management processes. This role will administer, maintain and provide analytical/consultative support for both structured and broad-based compensation plans at First Republic Bank.  We are looking for someone with excellent analytical and communication skills to join our growing Compensation team. We work closely with Human Resource Business Partners, relationship and wealth management professionals and business leaders across the bank to support compensation design and delivery for each of the various businesses lines.    What you'll do as a Senior Compensation Analyst: - Partner with Human Resource Business Partners in consulting with business leaders to inform compensation-related decisions - Create, maintain and improve executive and financial reports - Participate in and/or assist in conducting salary surveys and perform market competitive analyses to determine pay trends and practices to support employee pay decisions - Assist in developing the bank’s job architecture and salary structures - Design and build compensation metrics, reports, and tools to inform compensation program decisions and forecast, report, and/or analyze compensation business outcomes - Become a subject matter expert on the various compensation plans - Execute on the day to day operations of data management, tracking and integration with the compensation systems - Partner with the system developer to further improve the compensation systems - Implement and execute effective controls to ensure integrity of incentive payments with utmost attention to detail - Create and maintain departmental procedure documentation
Job ID
2019-9327
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.   What you’ll do as a Client Relationship Analyst: - Strategically identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal sizes based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Articulate customized asset allocation strategies and investment solutions for clients. Independently complete asset allocation studies and domestic/international equity and fixed income manager style analyses. Must be able to propose and implement asset allocation and changes to clients without supervision. - Work with Portfolio Managers to develop Investment Policy Statements for clients. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Portfolio Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts - Execute trades in client accounts - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns posted in internal systems which are not in line with benchmarks - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction - Perform internal business analytics to support financial advisors in the growth of their business. Analyze and interpret portfolio performance reviews and make recommendations to financial advisors. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Partner with Wealth Managers and have the flexibility and creativity to respond proactively to the individualized needs of their assigned Wealth Manager and clients. Must be able to react to time pressure and difficult situations appropriately. - Assist the Wealth Managers in completing Requests For Proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Portfolio Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs other duties and 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
2019-9321
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
Responsibilities: - Excellent verbal and written communication skills. - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail. - Consistently deliver an exceptional client experience on every client contact. - Make outbound calls to clients to provide resolutions for Online Banking and research requests. - Ability to effectively to multi task on a regular basis. - Ability to work a variety of work schedules based on business needs. - Ability to work over-times as needed. - Work collaboratively as part of a team to achieve service goals. - Ability to adapt to a fluctuating work pace environment. - Displays accuracy and thoroughness, while completing work assignments in a timely manner. - Adhering to and complying with the applicable, federal and state laws, regulations and guidance. - Ability to function in a PC windows or MAC environment. - Must be willing to submit to an extensive background check and credit history. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank. Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2019-9311
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Required people skills - Patience with how the environment is, with an eye towards refactoring the environment into what it should be - An ability to win friends and influence people on both the technology and business sides - Clear and concise communication skills - Bias towards action, an ability to work autonomously while navigating uncertainty with good humor - Empathy for our clients and stakeholders on both the technology and business side Tech skills - Track record of delivery in highly-functional tech environment, preferably in a cloud-first environment - Familiarity with cloud architectural patterns - Microservices, message queues, container orchestration, etc. - A strong preference for infrastructure-as-code - Deep familiarity with one or more mainstream programming languages - Experience with both SQL and nosql as well as their relevant data modeling patterns - Prior experience at the intersection of InfoSec and feature delivery would be a huge plus - Experience creating software in highly-regulated environments is also a big plus Our platform / stack We are migrating to a cloud-first platform on AWS, so familiar with the major components of AWS is required: - Data layer: Kafka, DynamoDB, MongoDB, various RDS flavors, SQL Server, Postgres, MySQL - Application layer: ASP.NET Core deployed in Docker containers running on Linux (for the most part) - 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), languages supported by lambda are also a plus - Infrastructure: Docker, Terraform, AWS, OpenShift, S3, etc.   The existing environment has a bunch of other technologies in it that you may touch from time-to-time. A familiarity with Java, Oracle, PingFed, Mulesoft, TIBCO, Appian might be helpful, but isn't required.
Job ID
2019-9287
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
2019-9278
Category
Sales
City
New York
State
NY
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - 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
2019-9271
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do:  - Be the “player-coach” for the team delivering for the bankers application portfolio - Be a visible leader in FRB and be a mentor to the Deposit Technology team - Define, own and deliver the entire portfolio of the technical initiatives for bankers’ applications, which will range from delivering on large corporate initiatives to “business as usual.” - Be the thought partner for all things technology to our business stakeholders, with proven track record of customer-centricity. - Determine resource requirements and manage resources, including contract project and/or program resources. - Achieve results through others by setting and communicating goals and metrics, monitoring progress, providing ongoing coaching, feedback and reinforcing behaviors that drive high performance. - Manage vendor relationship management for project-related vendors; support enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
Job ID
2019-9260
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
  What you’ll do as a Payments Integration Developer: - Work with Deposit Services, Digital Channels, Information Services, Bankers, and Clients to develop end to end (conception, development, maintenance, and evolution) functions for  reporting, payments systems, automation processes and work to enhance services and products the Bank offers - Develop and support micro services, API's, file transmissions, and other interchanges of data for payments systems and databases - Constantly work to improve operational processes via the development of software solutions with Python, API's, and other technology methods - Support production systems and assist with inquiries from bakers, clients, and vendors - Work closely with management to ensure SLAs for the department are met - Perform routine responsibilities with limited supervision - Must be a self-starter and have good sense of urgency - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by supervisor. - 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.) - Adhering to Bank policies and procedures - Completing required training - Identifying and reporting potential suspicious activity to the BSA/AML Officer - Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2019-9259
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Venture Capital Limited Partner Director:  - Establish network of institutional and non-Institutional Limited Partner investors. - Strong understanding of venture capital landscape, including deep knowledge of all aspects of fundraising (pitch materials, GP/LP relations, and fundraising markets/landscape) - Strong verbal and written communication skills - Experience organizing and tracking a fundraising pipeline - Experience and comfort with engaging with new Limited Partners across types and geographic types (Institutional, Family Office, High Net Worth Individuals) - Assist Venture Capital clients with all aspects of fundraising, including assistance with fundraising materials, strategy, and targeted introductions to potential limited partners. - Develop and foster relationships with all types of venture capital focused limited partners. - Provide thought leadership about venture landscape to both venture firms and limited partners. - Develop GP/LP related content from market insight, Ascent data, and discussions with limited partners. - Assist with all aspects of Ascent venture capital group, with primary goal of client success. - Create and update General Partner and Limited Partner investors relationship management database to track interactions with current and potential investors
Job ID
2019-9257
Category
Banking
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Responsibilities: Responsible for timely and accurate set-up of Treasury products and services. Works under general supervision assisting Clients and bank employees with technical product implementation requests adhering to established guidelines and procedures; making sure to deliver within established service levels.  Partners with TM Product Specialists, Bankers, and various internal stakeholders to intake new deals.  Receive and track the incoming implementation requests.  Review Client requests and documentation for completeness.  Rectify any discrepancies within the application or document deficiencies by working with the Banker, Operations, or Technology specialists and with the Clients and their Tech Partners/vendors.  Monitor the status of the requests from inception through completion of the implementation process to meet or exceed client expectations and/or department service level agreements.  Escalate implementation delays and missed SLAs as appropriate.  Communicate implementation status to the Banker, branch or Client as appropriate.  Participate on Client calls and provide support for special/complex Client implementations.  Coordinates client product training and confirms with client. Recommend and escalate trends observed relative to Treasury products and services to the Manager and Supervisor for product improvements based on observations of product use and client feedback.  Provide ongoing status of activity, identifying error impact, timeliness, and quality concerns.  Resolve service issues relative to new service setups requests within the established service level timeframes.  Refer unresolved issues to the Manager and Supervisor and track until resolved. 
Job ID
2019-9250
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Business Banking Intern: - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business Bankers and Credit Analysts of upcoming maturities. - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2019-9224
Category
Intern
City
Menlo Park
State
CA
Position Type
Temporary Employee (TMP)

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