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 an Administrative Assistant and Business Banking team member at First Republic, you will work directly with clients and internal colleagues to provide administrative support to the Business Banking team while planning client and team events, servicing client requests and coordinating marketing efforts. The administrative assistant must exhibit extraordinary client service and leadership skills. Must be able to lead by example, take the initiative and go above and beyond. The administrative assistant is expected to collaborate with other administrative assistants in and outside of the department to support the broader needs of the team and the Bank. What you’ll do as an Administrative Assistant:   - Provide extraordinary client service - Provide administrative support to the Business Banking team for seven Business Bankers - Manage and maintain calendaring for Business Bankers, including scheduling, sending invitations and arranging meeting logistics using problem-solving skills. The ideal candidate will need to exercise judgement within narrowly defined timeframes - Coordinate logistics for internal and external meetings; drafting correspondence to clients and internal colleagues; ensuring every calendar invite has all the necessary meeting materials, attachments, call-in number or video links - Anticipate needs of colleagues and clients while providing general administrative support such as: managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense reports, ordering supplies, scheduling appointments, reserving guest offices and conference rooms and distributing mail - Partner with each Business Bankers to support business development efforts; act as lead coordinator for marketing efforts and client events - Handle confidential Bank and Client information in a discrete manner. Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Assist in ordering and mailing client and prospect gifts; must exercise creativity and thoughtfulness when selecting client / prospect gifts - Partner with Senior Administrative Assistant to coordinate team events - Assist team with document preparation, including editing, formatting and distribution of documents. - Support PQA and Credit analysts on quarterly reporting items occasionally, as needed. - Greet clients, prospects and visitors in the office and provide First Republic Bank level of service and hospitality - Other duties and responsibilities may be assigned.
Job ID
2022-16045
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Outside of the traditional finance skill sets, the Treasury team has deep expertise in quantitative modeling, and places a high priority on leveraging technology, data, and analytics to drive decision making.      In this role the candidate will primarily be focused on day to day funding and liquidity management for the Bank, and partnering with our various business lines to structure and price a range of funding vehicles, with a particular focus on broker dealer sweeps and money market mutual funds. To accomplish this, we expect the successful candidate to be a flexible team player, who can contribute to an overall strategic vision, while demonstrating a mastery of the operational processes needed to support this vision.  Additionally, the successful candidate is a passionate user of technology for purposes of achieving efficiency and minimizing risk.   What you’ll do as a Director, Treasury: - Monitor bank liquidity position and funding profile - Develop and implement automated analytical tools and dashboards covering liquidity position and funding profile - Contribute to development and execution of funding strategy - Develop and manage funding institutional funding sources - Identify and remediate areas of risk for treasury activities - Complete ad hoc projects for senior and executive management - Work with other functional groups in the Bank to complete treasury projects including our broker dealer management team - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2022-16044
City
New York
State
NY
Position Type
Regular Employee (REG)
The Business Technology Partner of PWM Technology will create and lead execution of a technology vision and roadmap aligned with the business strategy for Private Wealth Management and First Republic Bank. This individual is responsible for providing all technology needs for the Private Wealth Management division through their team or working collaboratively with other Bank technology groups.   The BTP must be highly collaborative and work effectively in a matrix environment with all senior business and technology leaders within the organization. It is expected that the BTP leader will work at a strategic level to develop long term business technology plans that promote the business unit’s goals and objectives, and in partnership with other business technology leaders and teams. This leader must also balance the near-term needs and requirements to effectively deliver upon quick-win business opportunities while also ensuring a high level of operational stability and long-term advancement against the roadmap.   What you’ll do as a Vice President, Business Technology Partner, Private Wealth Management: - Develop, communicate and execute an annual business technology strategy with key stakeholders. - Lead strategic technology planning for Private Wealth Management to ensure business goals are achieved by prioritizing technology initiatives and coordinating the evaluation, deployment, and management of current and future technologies. - Lead strategic technology planning for Private Wealth Management to ensure business goals are achieved by prioritizing technology initiatives and coordinating the evaluation, deployment, and management of current and future technologies. - Understand business partner technology needs, challenges assumptions, and champion efforts within the Technology group to develop cost effective, innovative solutions that can be leveraged across the enterprise where applicable. - Facilitate and support technology governance reviews within and across business groups. Report on relevant metrics, provide recommendations for improvements, create presentations, and bring together appropriate stakeholders. - Maintain strategic partnerships with select vendors and Managed Services Providers to support the needs of the business and deliver high quality, cost-effective products and solutions. - Establish and maintain business relationships with departmental and organizational executives and leaders. Create transparency with the business and supporting technology groups. - Research applicable technology trends, stay abreast of technology directions, educate business partners on technology opportunities and refine multi-year business strategy/technology roadmap to maintain technological and competitive edge. - Assess and communicate risks associated with operations technology-related investments and purchases. - Ensures business solutions are compliant with bank policies and standards. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Financial Services (i.e. FINRA and SEC), 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.
Job ID
2022-16043
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst, Statements will be responsible for identifying, prioritizing, and helping to implement solutions to support the enterprise statement product, as well as to improve efficiency and reduce risk. You will also support procedural enhancements and work collaboratively to plan and execute quality assurance evaluations for user testing and acceptance. You should possess the ability to identify issues, establish timelines/milestones, coordinate across departments, and contribute to risk assessment.   What you’ll do as a Business Analyst, Statements: - Adept at writing business requirements and technical requirements (including process flows), data gathering and following up on project action items. - Ensures compliance with enterprise project management standards, processes, and serves as go to person to get things done. - Creates and/or maintains appropriate logs, databases, status reports/tracking for project activities. - Perform duties and responsibilities specific to department functions and activities. - Documents project decisions and project meetings. - Hands on approach to the work the project team has to accomplish, focus on partnership with all project team members and business sponsors - Assist with the implementation of system and process changes/updates. - Identify business needs. - Analyze workflows and existing processes/systems. - Develop business requirements. - Document assumptions, dependencies, issues and risks. - Design, execute and document application testing. - Communicate test results to affected areas. - Design sustainable solutions and successfully communicate implementation strategies. - 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
2022-16036
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst, Statements will be responsible for identifying, prioritizing, and helping to implement solutions to support the enterprise statement product, as well as to improve efficiency and reduce risk. You will also support procedural enhancements and work collaboratively to plan and execute quality assurance evaluations for user testing and acceptance. You should possess the ability to identify issues, establish timelines/milestones, coordinate across departments, and contribute to risk assessment.   What you’ll do as a Business Analyst, Statements: - Adept at writing business requirements and technical requirements (including process flows), data gathering and following up on project action items. - Ensures compliance with enterprise project management standards, processes, and serves as go to person to get things done. - Creates and/or maintains appropriate logs, databases, status reports/tracking for project activities. - Perform duties and responsibilities specific to department functions and activities. - Documents project decisions and project meetings. - Hands on approach to the work the project team has to accomplish, focus on partnership with all project team members and business sponsors - Assist with the implementation of system and process changes/updates. - Identify business needs. - Analyze workflows and existing processes/systems. - Develop business requirements. - Document assumptions, dependencies, issues and risks. - Design, execute and document application testing. - Communicate test results to affected areas. - Design sustainable solutions and successfully communicate implementation strategies. - 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
2022-16035
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking to hire an Equity Research Analyst with experience providing fundamental analysis primarily on publicly traded equities in the US Health Care sector with a focus on large capitalization companies. The role will also involve contributing to the team’s equity strategy research and related communications.   The Analyst will be expected to prepare written notes and thematic reports to analyze investment prospects from a fundamental research perspective and to make actionable recommendations to (1) the Equity Strategies Investment Committees of First Republic Investment Management and (2) the Wealth Managers of First Republic Investment Management. The Analyst will be expected to support his or her written recommendations with internal presentations and active participation in internal conference calls.   As we are a highly entrepreneurial and fast-growing firm, the Analyst will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm’s portfolio managers and its administrative leadership in the pursuit of securing new business and servicing our clients.   What you’ll do as a Vice President, Equity Research Analyst: - The Analyst will be expected to assume coverage of the firm’s existing equity holdings in the Health Care sector and to generate new investment ideas in the sector. Coverage opportunities may be expanded over time to provide exposure to other sectors. - On an ongoing basis, the analyst will need to remain up-to-date with news stories, earnings reports, industry conferences, etc. on the companies in his or her coverage universe. - The Analyst will be required to have a broad understanding of economic data and macroeconomic developments around the world, understand the firm’s strategic asset allocation guidelines and the positioning of investment managers on its investment platform, and assist with the preparation of written communications that are distributed to clients. - The Analyst will be expected to work as part of the firm’s Equity Research Team which reports directly to the Head of Equities. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities also include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Job ID
2022-16029
City
New York
State
NY
Position Type
Regular Employee (REG)
This multi-faceted position offers great exposure for an experienced, high performing individual to develop a career in the community reinvestment area.   Major responsibilities include performing ongoing, in-depth analysis for CRA lending, investment, and services activities; and preparing community development, and compliance-related reports and presentations for senior management and Federal regulators.The individual will assist in managing CRA data processes, including validating CRA eligible activities, creating analytic reports, and managing data quality control; lead efforts to acquire data from primary and secondary sources, review documentation for data accuracy, and creating reports.  The position will also maintain existing databases, intrepret data, and analyze results. Additional duties will include working with the business teams to increase process efficiency, assist with exam preparation and management and participe in planning for the regulation change management process resulting from CRA reform.   The candidate will contribute to internal CRA policy and strategy discussions, and be proficient in using CRA Wiz and the Microsoft Office suite of products to analyze competitive, demographic, and economic data in order to develop a proper framework for FRB's CRA performance.   What you'll do as a Community Reinvestment Associate: - Assist in the analyzing, reporting, and monitoring of CRA and HMDA reportable activities using CRA Wiz or equivalent software to geocode, generate reports and provide analyses of CRA-qualified activity at the Bank and regional levels on a monthly and/or as needed basis. Assist senior CRA personnel in the analysis and reporting of CRA-qualified activities to key business partnes in fulfilling CRA goals. CRA or commercial lending and/or HMDA experience is preferred.  - CRA Investment: Assist in the validating, collecting, monitoring, and maintaining existing database of a large and complex CRA investment portfolio with a focus on documenting, identifying, and communicating risks to the Community Reinvestment group and key business partners using Excel and/or MS Office Suite applications as needed. - Conduct Community Development Loan (CDL) Analyses and Validation: On a monthly basis, perform detailed analyses, monitor, and document community development loans originated by the Bank. This involves gathering information on loan transactions, conducting online research, prepare written analyses to determine eligibility of CRA-qualified loans using Excel and other MS Office Suite applications on an ongoing basis. Assist in the monitoring and reporting of CRA-qualified activities compared to market performance at Bank and regional levels for Committee, regional and/or executive management reports and the Bank's annual submission to the Fed. -  CRA-related programs and initiatives: Assist in coordinating, monitoring, collecting, and documenting CRA-related programs and initiatives on an on-going basis while collaborating with internal key stakeholders, external community partners, and regulatory examinations as requested in a timely manner. Familiarity with affordable housing down payment assistance programs provided by the Federal Home Loan Bank of San Francisco (FHLBSF) such as: AHP, WISH/IDEA, AHEAD, local municipalities and/or state/federal programs is preferred to assist in the analysis and application process. - Small Business Loan (SBL) validation reviews: Assist in performing detailed and accurate independent reviews of CRA-reportable small business loans (in Excel). This involves retrieving and gathering loan data on each loan transaction, conduct and verify first-round information reviews to ensure data integrity, monitor and document reporting errors and make necessary corrections. Provide support and assist in the preparation of the Bank's annual submission to the FFIEC as required.   - CRA Technical Compliance: Assist the CRA group to ensure the Bank complies with the technical elements of the CRA regulation. This includes assisting in the annual update of the Bank's electronic CRA Public File in the CRA aspect of branch openings, conducting a CRA impact analysis assessment areas, proposed branch closing in low-or modertate-income (LMI) areas, conducting loan-to-deposit ratio analyses by state to ensure compliance with the Interstate Banking and Branching Efficiency Act (IBBEA) using Excel. - Other job functions: Assist in preparation of CRA training materials as necessary. Represent the Bank at various meetings, community functions, events, and/or seminars Handle various admininstrative duties. Provide assistance in ad hoc and special projects. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  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
2022-16027
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking for an Identity Engineer to be a part of our team.  He/she will be responsible for driving the continued growth of our identity management platform and extending its use across more applications while addressing additional business requirements.  The candidate must have excellent skills on various Identity Management products - primarily with Sailpoint IdentityIQ. The candidate must have strong experience with designing, building, testing, and deploying identity management solutions.   What you'll do as an Identity Engineer: - Utilize deep knowledge of Identity and Access Management end-to-end lifecycle, from HR driven processes (on/off-boarding, conversions, transfer) to IAM compliance and role management. - Architect/Design, build, and maintain an enterprise wide Identity Management solution. - Manage the user lifecycle (joiners, movers, leavers) through automation and integration with key systems. - Maintain good understanding of information security principles and IT infrastructure including operating systems, applications, communications and network protocols. - Maintain good understanding/working knowledge of the UNIX/Linux systems, active directory, privileged access management, ETL, etc. - Evaluate and address issues related to performance, stability, scalability, and extensibility of the systems. - Partner with operations staff to develop testing and monitoring strategies and resolve defects and customer-reported issues. Participate in developing test plans, including regression tests, for newly developed software or feature. - Write and maintain the code so that it can be tested using automatic methods. Write and maintain automatic tests as appropriate. - Create and follow processes and procedures to ensure maintainable application development, including source code management, automated build processes and appropriate documentation. - Work across teams including Information Services, Information Security, and Business units to architect and build IdM workflows and collectors.
Job ID
2022-16018
City
New York
State
NY
Position Type
Contingent Worker (CON)
As the Payment Fraud Operations Manager, you will be responsible for the day-to-day operations of the Bank’s dedicated real-time payments fraud team. You will oversee a team of fraud analysts responsible for investigating fraud alerts, engaging with clients and analyzing inquiries from other financial institutions.   What you’ll do as a Payment Fraud Operations Manager: - Oversee a team of supervisors and fraud analysts. - Deploy loss prevention strategies that align with the Bank’s overall strategic and operational business goals while protecting the confidentiality, integrity and availability of information systems and data. - Perform duties specific to the department functions, such as capacity planning, loss analysis, loss reporting and incident tracking. - Provide training for internal bank business units. - Adapt operations in response to shifts in fraud trends and attack vectors. - Identify fraud risk indicators by payment type and channel - Set team key performance indicators. - Measure team performance through quality checks and goal achievement.
Job ID
2022-16010
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Software Engineer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain - Work independently to implement solutions on multiple platform (DEV, QA, UAT , PROD) - Provide technical feedback and reviews to other engineers working on the same project - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented
Job ID
2022-16009
City
Boston
State
MA
Position Type
Regular Employee (REG)
This position reports to RCT Technology Manager. Experience with Fraud, Identify Management and digital technologies are essential as this role will be the responsible for setting the bar on Fraud Technology Modernization at the bank. Will need to quickly understand the various components of the current architecture, identify areas for improvement, and execute a roadmap of both tactical and strategic improvements for current and future applications. Candidates for this role should have experience working within banking or other fraud domain in financial services and display an understanding and appreciation for the complexities therein.   What you’ll do as aSenior Software Engineer: - Supports the process of translating business needs into formal deliverables. Support the implementation of Regulatory Compliance Technology system, including end-to-end integration and system automation for daily operations. - Provide ongoing support and maintenance for the day-to-day technical operations of the Regulatory Compliance Technology systems once deployed. - Work with Business Partners to develop and meet Service Level Agreements. - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - Perform as the primary technical liaison to the Business Unit and both internal and external IT groups in support of the Regulatory Compliance Technology systems. - Ensure work demand is articulated, understood and prioritized within the Regulatory Compliance Technology systems enhancements queue. - Ensure adherence for data quality and accuracy by developing a detailed understanding of the data and information movement practices utilized by the Regulatory Compliance Technology systems itself and the ecosystem supporting it (upstream/downstream dependencies). - Manage all technical documentation for the Regulatory Compliance Technology ecosystem. - Will lead and participate in design, development and implementation of Regulatory Compliance System based technology platform(s) to satisfy internal and external regulatory requirements. - Perform technical maintenance and analyze and support vendor developed applications and products to include debugging and troubleshooting the production environment.
Job ID
2022-16005
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business   What you'll do as a Trust Officer: - Carry out all account administrative duties either directly, if appropriate, or supervise activities conducted by others. - Manage fiduciary risk while maintaining administrative and compliance - Provide on-going training and guidance to administrative staff and delegate responsibilities, as appropriate. - Maintain knowledge of SunGard operating - Identify any issues or problems that arise and promptly bring them to management's - Serve as mentor for more junior trust - Participate in business development and marketing activities, including meetings with internal partners, COI's and clients. - Deliver financial and estate plans during client meetings, when appropriate. - Initiate meetings with COIs and prospects to help market our trust capabilities. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all - Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues. - Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process - Enhance knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third - Interact with other First Republic Bank members to expand their knowledge about - Participate in training sessions to educate FRB colleagues regarding Massachusetts and Delaware - Perform duties & responsibilities specific to department functions & - Performs other duties & responsibilities as required or assigned by - 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
2022-16003
City
Jackson
State
WY
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
2022-16001
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
2022-15998
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
The Associate Director, PWM Product Management, Salesforce 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 team leadership of other Product Management resources, prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.     What you will do as an Associate Director, PWM Product Management, Salesforce: - Identify and implement Salesforce best practices to increase utilization and improve workflows - Team lead for Product Management resources supporting key capabilities such as core features & functionality, in addition to user onboarding and data migration - Document and translate business requirements into efficient solutions - Support user adoption, including resolution of user inquiries, prioritization of user feedback, and partnership with the Change Management team - Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users - Maintain running product backlog and track bug fixes
Job ID
2022-15997
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Director of Tech & VC Banking:   Portfolio Management (50%) - Servicing a portfolio management of existing clientele while managing inbound referrals from partners (COI’s, etc.). - Assessing opportunities to participate in industry networking events to build knowledge and relationships in the space. - Providing general support and leadership for team projects.  - Relationships managed by placing customer needs at the forefront of all that the role holder does, setting world class standards. - Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position First Republic as the market leader. - Collaborating with product partners (FX, Fixed Income, Preferred Banking) to identify and match customer needs with relevant expertise. - Ensure a quality service for all customers by owning customer engagement, ensuring service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with FRB. Partnerships (25%) - Work with tech banking team to create operational systems for engaging and streamlining partners. - Create engagement cadence and work directly with partners to maximize referrals. - Create & lead tech banking team's CRM process. - Create structure (e.g. cadence, metrics, goals) for tech banking team to drive effectiveness and efficiency of partnerships. Sales (25%) - Identification and development of business opportunities with venture capital backed companies. - Winning new long-term relationships with the customers we want to bank. Leadership & Teamwork - Act as a team player, supporting development of a positive, collaborative culture consistent with Group Values. - Lead, inspire and motivate teammates to ensure a seamless relationship management service is delivered. - Exercise effective portfolio stewardship and control, ensuring adherence to all relevant Risk policies, Audit and Compliance standards. - Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk.
Job ID
2022-15994
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Overview:   First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service. The Vice President, Options Strategy is dedicated to providing advice, service, and execution of option strategies for Wealth Managers. The role requires experience, judgment and a strong communication skills, both written and oral. The Vice President, Options Strategy will be responsible for partnering with compliance to ensure supervisory procedures for Wealth Manager strategies are satisfied. This role reports to the Head of Equities and is expected to develop and implement quantitative and qualitative frameworks to provide option guidance and execution. As we are a highly entrepreneurial and fast-growing firm, the Vice President, Options Strategy will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm’s administrative leadership in the pursuit of securing new business and servicing our clients.   What you’ll do as a Vice President, Options Strategy: - Proactively provide advice and guidance on options, and option strategies. - Develop appropriate educational materials for Wealth Managers and clients - Prepare options-related market internal memos and client-facing presentations. Occasionally contribute to topical writings and publications from Investment Management and Research team - Work closely with Alternatives and Third Party Manager teams to align information, reporting, advice and guidance from Equities, Options and Third Party Mangers to Wealth Managers – including overlay selection, manager selection and risk management - Develop appropriate policies, procedures and guidelines for the management and execution of option strategies as client and market demands evolve. - Ensure consistent record-keeping, meet compliance standards and ensure all audit and regulatory issues are addressed fully, on time, and consistent with policies. 10. Occasionally execute special projects as directed by the Head of Equities, CIO, or Head of PWM. - 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
2022-15992
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
 What you’ll do as a PWM Data and Reporting Analyst: - Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions. - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of reporting business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data visualization tools and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability.
Job ID
2022-15989
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Associate Data Scientist for the Professional Loan Program (“PLP”) team is primarily responsible for supporting and developing analytical models to drive business insights into our PLP product for the Eagle Lending Department.  This is a foundational role that will empower Eagle Lending to move faster with making data-based decisions and deepen relationships with clients in our Professional Loan Program. We're looking for a high-energy Data Scientist with a strong attention to detail, and desire to develop advanced analytical skills.   What you'll do as a PLP Associate Data Scientist: - Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions - Support and develop analytical and/or statistical models enabling informed business decisions and create models leading to actionable insights - Formulate business insights on how to grow the business, improve efficiency and/or deepen relationships based on data - Deliver on various data science projects end-to-end, including requirements identification, data collection / pre-processing, exploratory data analysis, modeling, evaluation, and deployment - Summarize data and results to stakeholders by creating statistical summaries and organizing data reports, visualization, and/or interactive Business Intelligence (BI) reports
Job ID
2022-15987
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Community Development Director will work closely with the Regional Management Team and across teams to achieve our community outreach goals in Boston. As a key stakeholder and leader in our commitment to the Boston community, you will play an important role in developing, implementing, and evaluating programs and initiatives to promote community outreach and shape the success of our overall program in Greater Boston and with our colleagues.   As both a team leader and Relationship Manager, you will develop and execute the strategy for building client relationships, with a focus on the generation of low- to moderate-income single- and multifamily residential mortgages, community development and small business lending, and other credit facilities. You and your team of Community Outreach Relationship Managers will work directly with clients to identify their financial goals in order to deliver tailored credit solutions that enable them to achieve their financial objectives.   What you'll be doing as a Community Development Director: - Develop and drive a strategic plan for achieving our community development goals in Boston - Lead a team of Community Outreach Relationship Managers, managing their success in building client relationships through extraordinary service - Partner across departments to ensure a holistic approach and communication of our local community engagement efforts, including but not limited to marketing, volunteerism, small business lending and Community Reinvestment Act teams - Develop, deepen, and manage relationships with new and existing relationships with local agencies and community development corporations
Job ID
2022-15985
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)

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