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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What you’ll do as an Associate, Insurance Group: - Manage outside relationships, including Brokerage General Agencies, Insurance Carriers, and other vendors. - Manage and underwrite insurance cases, including gathering and assembling the medical and financial file. - Based on many years of industry experience, review medical files to determine any health issues that may arise in the underwriting process.  Negotiate with medical underwriters. - Communicate to internal colleagues and external parties as to the timeline and status of cases. - Manage all application paperwork and delivery documents. - Interface directly with both Sales Associates and In-Force Policy Service professionals. - Advise Estate and Business Planner on overall case strategy and implementation. - Manage business utilizing Smart Office agency management system - Advise Estate and Business Planner on marketing strategies, as a result of communications with carriers and outside parties.    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
2022-16634
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
As a Learning & Development Coordinator, you will help execute on processes, programs, and resources to enable every colleague to develop and grow meaningful careers at First Republic. You will collaborate with internal stakeholders to support learning programs that enhance the knowledge, skills, and engagement of a fast-growing department within the bank.    You will have the opportunity to create content, support large-scale learning initiatives and support the diverse teams which comprise Eagle Lending a successful team member will have the ability to juggle multiple priorities while remaining positive and flexible. A strong candidate is capable of thriving in a fast-paced and dynamic service-based environment.   What you’ll do as a Learning & Development Coordinator - Provide logistical support to L&D initiatives, including material development, communications, scheduling, logistics, etc. - Coordinate reoccurring employee engagement and culture activities – various peer recognition programs, intra-team recognition,  Mystery lunches, coffee chats, Eagle buddies, Team tag, etc. - Update internal private website (no coding skills necessary). - Collaborate with subject matter experts and cross-functional team members to both create material and assist during training sessions to support a culture of learning – Sometimes, teams reach out to us to help us create a training deck for them or help prepare training materials for them or schedule training. - Update L&D materials such as process walkthroughs, training decks, etc. - Conduct pulse check surveys and needs assessments. - Manage vendor operations such as requests for information and proposals, communication, scheduling of courses, purchase orders and payments. - Continually work to find process improvements to maximize the team’s efficiency. - Inspire commitment to learning and development by communicating vision, engaging people in continuous learning initiatives, and encouraging a culture of learning.
Job ID
2022-16630
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you The Senior Instructional Designer role is a highly visible role within Eagle Lending, First Republic’s fastest-growing business unit, which is focused on bringing the next generation of clients and employees to the bank. You will be joining the Learning & Development team in San Francisco, and in this role, you will scope, design, execute and maintain brand new learning paths and experiences for our rapidly growing team. You are the voice of the learner and will ensure their needs are at the forefront of every deliverable. The ideal candidate is creative, comfortable working in ambiguity and is a clear and confident communicate who is experienced collaborating with a wide variety of stakeholders to achieve an exceptional outcome.    What you’ll do as a SeniorInstructional Designer   - Lead projects through the design life cycle from scoping, research and analysis, design, development, and launch, providing clear timelines through all phases of development and selecting appropriate measurement for successful implementation. - Recommend strategic, innovative approaches for learning programs that support Bank’s growth and values. - Communicate with key partners, including subject matter experts, key leadership, and end users. - Identify learning objectives, assess learners, performance outcomes, and evaluative strategies to deliver instruction including consulting with program owners and subject matter experts to identify performance gaps and learning objectives. - Develop instructional materials (eLearning, job aids, tutorials, digital interactives, user guides, audio and video materials, storyboards, knowledge checks, et.) that transform information into engaging instructional materials. - Develop and implement innovative learning content using advanced adult learning theory and technologies from concept to implementation. - Monitor training program efficacy by assessing new hire retention and learning progress. - Passionate about delivering excellent service to our internal clients.
Job ID
2022-16629
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Analyst Team Manager to support and lead our Personal Line of Credit Analyst Team. We're looking for a self-starter who is eager to leverage his/her leadership and management skills to drive production, quality and the development and growth of the team. Based in San Francisco, this role will guide the Analyst Team as they focus on processing, evaluating, and completing financial analysis on individual loan requests, and monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you’ll do as a Credit Analyst Manager: - Monitor incoming volume and balance pipelines and assignments. Participate in the underwriting workflow as needed. - Collaborate with Analyst Management Team to create an environment of empowerment, trust, and support. - Responsible for the acquisition, retention, and development of analyst talent. Formally manages, guides, mentors, and coaches Analysts in both technical and professional skills. - Drive key production metrics in the areas of service level agreements, development, and operational improvements. - Cultivate strong and positive working relationships with cross functional and adjacent teams: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Proactively monitor and manage team’s performance to ensure quality credit and avert any potential signs of default. Including the analysis/utilization of management reports, audits, referral reviews, quality check-ins and performance reviews, etc. - Support continuous improvement ideas, suggestions, and initiatives to increase productivity and streamline processes.
Job ID
2022-16628
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst II to support the underwriting needs of our Personal Line of Credit product. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in San Francisco, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you'll do as a Credit Analyst II: - Support the underwriting needs for Eagle Lending's Personal Line of Credit product by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Cultivate strong and positive working relationships with partners: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities. - Assist in underwriting additional consumer lending products as needed.
Job ID
2022-16618
City
New York
State
NY
Position Type
Regular Employee (REG)
The Trust Associate is primarily responsible for assisting the team’s Trust Officers in the daily administration of Trust, Custody, Estate Settlement and Agency accounts, which involves a myriad of duties and responsibilities.   What you’ll do as an Associate, Trust Services: - Review account transactions, ticklers, cash overdraft and fee - Promptly address, research and answer client - Review transaction coding and prepare manual spreadsheets for submission to Operations. - Complete annual account reviews for both fiduciary and non-fiduciary accounts as directed. - Prepare and submit forms to move cash to/from accounts or portfolios to cover overdrafts. - Draft client correspondence as requested. - Scan incoming mail and save to client folders. - Reprint account statements as - Create client profiles for online access. - Prepare same-day and/or future disbursement requests and preform call backs as needed. - Serve as liaison between Administration and Operations including securities related - Administer accounts with minimum supervision from the Trust Officer(s). - Assist in the opening and closing process. - Demonstrate poise, confidence, and the maturity necessary to interact with sophisticated clients and prospective clients. - Use a high level of discretion regarding confidential matters and identities. - Adhere to and comply with applicable, federal and state laws, bank policies and procedures, regulations and guidance, including those related to Anti-money laundering (i.e., Bank Secrecy Act, US PATRIOT Act, - Timely complete mandatory compliance training, - Identify and report suspicious activity to the AML Officer - Become familiar with the identity of existing client relationships as well as any new relationships.
Job ID
2022-16610
City
Portland
State
OR
Position Type
Regular Employee (REG)
This is a highly visible and hyper analytical Growth Marketing role that sits in the lead generation group within Growth Marketing Organization (GMO) at the intersection of Acquisition Marketing, Product Marketing, and Analytics.     This role will work with Marketing leadership to monitor and optimize the "full-funnel experience" constantly looking for ways to iterate, test and improve the Customer Acquisition Cost (CAC) and Return on Investment (ROI) from paid marketing channels ((Paid Social, Display, SEM, Affiliates etc.), Organic channels, and other direct response programs. The beginning point is acquisition of highest quality leads and the journey involves landing pages, sales funnel and ultimately, conversion of high quality leads into booked loans.   Sounds like you ?  Let’s get acquainted   What you’ll do as a Senior Growth Marketing Analyst: - Optimize Customer Acquisition Cost (CAC)– Optimize the "full-funnel experience" and constantly looking for ways to find efficiencies in Marketing, and downstream product and sales cycle. This involves coordination with appropriate members of product, and sales team on lead consumption planning and revenue optimization - Hypotheses driven Experimentation - Experiment with marketing levers or in partnership with product and design team to optimize conversion rate - Data visualization - Partner with Analytics team to provide guidance on dashboards, measurement, and analyses that uncover actionable insights to inform business decisions - Generate actionable insights - Partner with analytics, product, sales and other cross functional partners to provide clarity on performance of various marketing channels, cutting through the noise to deliver actionable and important information or recommendations to our senior-level clients - Effective Storytelling and thought leadership- Be the analytical storyteller of the team, someone who can look at the data and communicate effectively to various levels in the organization
Job ID
2022-16600
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Chief Appraiser must . . . - Be an exceptional business leader, quick decision maker and strategic planner. - Build strong, collaborative partnerships with executives and colleagues. - Embrace the Bank’s culture of industry-leading credit quality and customer service.  The position is based in San Francisco and reports directly to the Deputy Head of Lending Strategy, with a dotted line the Chief Risk Officer.   What you’ll do as a Chief Appraiser: - Ensuring consistent service level delivery through the continuous scaling and optimization of the CV Department’s people, processes and platforms. - Building strong relationships (and ensuring CV Department colleagues build strong relationships) with a rapidly scalable, nationwide panel of the best third-party valuation professionals who deliver safe, credible and reliable valuations and industry-leading customer service. - Partnering with Bank executives (including our Chief Credit Officer, Chief Banking Officer and Chief Risk Officer) and colleagues (including Relationship Managers, Executive Loan Committee members, Legal, Operations and Compliance personnel) to resolve high-level business challenges as well as loan-level escalations. - Ensuring CV Department members are empowered, engaged and enjoy their work. - Staying in touch with the industry’s legal and regulatory changes in order to ensure the CV Department’s operations remain consistently compliant with the Interagency Appraisal and Evaluation Guidelines, the Financial Institutions Reform, Recovery and Enforcement Act (FIRREA), the Uniform Standards of Professional Appraisal Practice (USPAP) and all other applicable federal and state regulations. - Working with regulators, internal audit, loan review, enterprise risk and compliance personnel during periodic exams and risk assessments.  - Overseeing the Bank's environmental risk management policies and processes to limit the Bank’s exposure to environmental liability. - Establishing minimum due diligence requirements for real property transactions, identifying high risk collateral, ordering and reviewing third-party environmental reports, maintaining an approved environmental consultant panel, monitoring collateral as necessary, and regularly updating the Bank’s policies as necessary. - Supporting the Bank’s goal of minimizing seismic risk in the loan portfolio. Maintaining a list of seismic engineers available to assess potential collateral.  And, partnering with Executive Loan Committee to ensure policies and procedures address this risk proactively. - Participating in relevant Bank committees and working groups, including Credit Leadership and Special Asset Committees, to understand the Bank’s lending philosophy and provide input from the valuations perspective. - Traveling to offices throughout the Bank’s footprint to build relationships with colleagues and appraisers, and tour markets and properties.
Job ID
2022-16597
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Senior Director is a key member of First Republic Securities Company, LLC (FRSC), reporting to the FRSC President.   This person will experience a fast paced and dynamic working environment as a key contributor to the FRSC operation and its growth.  FRSC, a division of First Republic Bank, is a fully disclosed broker dealer and clears through BNY Pershing.  FRSC currently serves over 90,000 accounts over $150 billion in assets.  The FRSC Senior Director will work alongside the FRSC President to ensure the business continues to be managed and to grow within a highly regulated environment.   What you will do as Senior Director, FRSC Business Administration & Strategy: - Meaningful contributor to managing and driving the growth of revenue and assets of FRSC. - Opportunity for expanded responsibilities within First Republic. - Ownership of Brokerage Products and Services: This individual will be a critical to the oversight, communication and expansion of brokerage products and services including: - Setting and approving margin rates and exception pricing. - Facilitating the product and compliance management of our FDIC Sweep Program – Eagle Bank Sweep. - Further developing our 529 and Donor Advised Fund platform. - Contributing to the build out of our ERISA retirement plan platform. - Interfacing with our Internal and External Clients: - Responding to our Wealth Managers, Wealth Advisors and Bankers regarding brokerage products and service questions. - Following up with clients who are escalated to the FRSC management team regarding margin, customer service or specific product inquiries will also be important.   - Cultivating Vendor Relationships: - The individual in this role will be a key interface to our clearing firm, BNY Pershing, to provide service level oversight, project management and pricing management. - Additionally, relationship oversight and management will be needed with our other Private Wealth management custodians and other key vendors.
Job ID
2022-16596
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Sr. Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.  
Job ID
2022-16592
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
The Trust Associate is primarily responsible for assisting the team’s Trust Officers in the daily administration of Trust, Custody, Estate Settlement and Agency accounts, which involves a myriad of duties and responsibilities.   What you’ll do as an Associate, Trust Services: - Review account transactions, ticklers, cash overdraft and fee - Promptly address, research and answer client - Review transaction coding and prepare manual spreadsheets for submission to Operations. - Complete annual account reviews for both fiduciary and non-fiduciary accounts as directed. - Prepare and submit forms to move cash to/from accounts or portfolios to cover overdrafts. - Draft client correspondence as requested. - Scan incoming mail and save to client folders. - Reprint account statements as - Create client profiles for online access. - Prepare same-day and/or future disbursement requests and preform call backs as needed. - Serve as liaison between Administration and Operations including securities related - Administer accounts with minimum supervision from the Trust Officer(s). - Assist in the opening and closing process. - Demonstrate poise, confidence, and the maturity necessary to interact with sophisticated clients and prospective clients. - Use a high level of discretion regarding confidential matters and identities. - Adhere to and comply with applicable, federal and state laws, bank policies and procedures, regulations and guidance, including those related to Anti-money laundering (i.e., Bank Secrecy Act, US PATRIOT Act, - Timely complete mandatory compliance training, - Identify and report suspicious activity to the AML Officer - Become familiar with the identity of existing client relationships as well as any new relationships.
Job ID
2022-16585
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist II, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-16582
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist II, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-16581
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Primarily responsible for the automation of reports and creation of dashboards related to the bank’s loan portfolio. Other responsibilities include production of reports, data analysis, peer code review, and documenting data lineage.   The ideal candidate possesses a strong understanding of data structure and governance.  This individual will be motivated by the desire to run enhance reporting and analytics to support growth and positive change.  Communication skills will be important with many projects that involving multiple departments.   Success is defined by: managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, working with end users to maximize the value of solutions delivered and maintaining strong partnerships with other departments.   What you’ll do as a Loan Data Analyst: - Automate reports using Snow SQL and SSRS - Create dashboards using Tableau - Identify insights within reports, and catch potential issues before they reach the reviewer - Work with Accounting, Finance, Loan Servicing, and Financial Reporting on data reconciliation and variance analysis - Understand data sources and business logic - Partner with key stakeholders to provide optimal solutions for their needs - Manage processes independently, providing timely status updates to key stakeholders - Develop new/enhanced reporting methods and documentation. Drive process improvements to strengthen controls, improve data quality, and reduce production time
Job ID
2022-16579
Category
Credit Administration and Approval
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Security Risk and Compliance Specialist will support the Information Security risk management process within the Company. The primary responsibilities of the position are to assess the adequacy of security and business continuity/disaster recovery controls of First Republic's  's vendors and recommend mitigating controls.  In addition, the position will be responsible for compliance reviews against information technology policy and procedures, tracking of remediation items, security risk reporting and tracking, and Information Technology audit preparation and response. This is a hybrid role.   The ideal candidate will be a self-starter and have an inquisitive, analytical mind that constantly looks for solutions to difficult problems.  The Specialist must have the ability to convey technology and security concepts to management and ideally has technical knowledge and/or experience in security with a proficiency in a risk management framework with the ability to assess administrative and technical controls.   The Security Risk and Compliance Specialist will possess excellent verbal and written communication skills with the ability to understand business requirements.  To succeed in this position, they must be able to develop risk management strategies that align with business goals and protect the confidentiality, integrity and availability of information systems and our data.   What you’ll do as a Security Risk and Compliance Specialist: - Continuously review the security and business continuity controls of Bank's vendor based solutions for compliance with Policy and Procedures. - Identify and communicate recommended security and business continuity controls and control deficiencies to business units. Document and monitor the implementation of controls for technology and business project plans - Review vendor contracts for compliance with Bank security, business continuity and disaster recovery requirements and recommend appropriate language as necessary. - Maintain broad knowledge of best practices and trends in the field of IT Controls, Information Security and Business Continuity.
Job ID
2022-16578
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This is a dynamic role working on high impact initiatives to support our business leaders and executive management with financial analysis and critical thinking/problem solving to deliver on the Bank’s strategic initiatives. The role spans a number of key priorities in the Bank’s Finance department, including the management of cross-functional projects, such as strategic business planning, evaluation and due diligence for impact investments, among others.   What you’ll do as a Senior Analyst in the Bank’s Finance Group: - Support the development of the Bank’s strategic business planning efforts, including analysis, drafting of content, project management and cross-functional coordination with various groups across the Bank. - Provide support on due diligence and financial modeling for various investment opportunities for the Bank, primarily focused on investments related to community development and diversity, equity and inclusion. - Build relationships and partner with business leaders to provide financial support to help them achieve their goals and initiatives. - Perform analytics to support the Finance team and management’s decision-making on key strategic initiatives. - Support the Bank's capital stress testing and resolution plan efforts.
Job ID
2022-16569
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The ERM Governance and Oversight team is seeking a Senior Analyst to support risk program management, governance, and oversight responsibilities critical to ensuring program processes and materials are being properly managed and maintained. This position facilitates the development of materials intended for senior-level audience which requires strong organization skills, attention to detail, and producing quality deliverables. The ability to speak up to address errors and surface improvements is critical to effectively managing a dynamic set of responsibilities and adhering to strict deadlines. Processing information from surveys and/or other supporting materials to uncover and deliver meaningful risk management strategic information and themes is an important skill for this position. This role supports the production and dissemination of high-visibility program materials which provides an incredible opportunity to gain a strong understanding of business functional groups and to see the ‘Big Picture” of how risks are identified and managed across the enterprise.   The ideal candidate has a strong understanding and demonstrates interest in banking and risk management, is flexible and enthusiastic about change, has a positive attitude and the ability to maintain composure under stress, and is eager to learn.   What you'll be doing as a ERM Governance & Oversight Senior Analyst:   At the direction of and in coordination with the VP, Governance and Oversight: Governing Documents Tracking and Maintenance Support - Support the tracking, organization, and maintenance of ERM governing documents such as risk policies, frameworks, procedures, and the bank’s Risk Appetite Statement - Assist in coordinating with Risk Officers and Policy Owners to identify, track, and monitor risk policy requirements - Maintain change logs tracking updates of risk governing documents Risk Committee Coordination and Support - Support the maintenance of risk committee meeting schedules and associated dates and deadlines and assist in scheduling and coordinating committee-related activities - Assist in the preparation of risk committee meeting agendas, materials lists, attendee lists, and presenter rosters - Act as a backup liaison to risk committee members, attendees, and presenters for committee-related information - Review risk committee materials for consistency, errors, and copy edits - Assist in compiling final risk committee meeting materials packages for distribution to committee members in advance of meetings - Support the maintenance of detailed, accurate records of committee dates, attendance, materials, actions, and approvals Risk Reporting Support - Support the preparation of quarterly policy exceptions and violations reports, including aggregating exceptions and violations data, reviewing data for accuracy, and updating data in ERM’s system of record - In coordination with the bank’s network of Risk Liaisons, support the tracking and quarterly reporting of risk acceptances, including aggregating risk acceptance data and reviewing data for accuracy - Support the monitoring of compliance with the bank’s Risk Appetite Statement - Process information from various sources to uncover and deliver meaningful strategic information and themes Governance Records Maintenance - Support the maintenance of ERM Governance & Oversight records in the ERM department to ensure completeness and accuracy - Perform periodic reviews of records to ensure documents are correctly filed, standard naming conventions are used, and old items are archived Other/Ad Hoc Projects - Assist with various ad hoc Enterprise Risk Management projects aimed to enhance the program and the materials used to provide executives a clear and accurate picture of the bank’s risk posture. - Help with incorporating climate-related risk within the bank’s risk management framework and into the ERM Governance and Oversight function. - Participate in other ad hoc projects related to risk policy, reporting, governance, and oversight as needed - Support other departments in policy and procedure review and tracking, preparation of risk reporting, and risk data collection as needed - Assist other teams in the ERM department on ad hoc projects as needed
Job ID
2022-16566
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team.  The officer will also represent First Republic Trust Company (FRTC) in the community through membership in professional associations and play a significant role in the development of new trust business.   What you’ll do as a Vice President, Senior Trust Officer: - Participate in business development and marketing activities, including meetings with internal partners, centers of influence (COIs) and clients. - Initiate meetings with COIs and prospects to help market our trust capabilities. Engage in advanced dialog regarding estate planning and trust law. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all accounts. - Manage fiduciary risk while maintaining administrative and compliance excellence. - 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 parties. - Interact with other First Republic Bank members to expand their knowledge about FRTC. - Provide on-going training and guidance to administrative staff and delegate responsibilities, as appropriate. - Identify any issues or problems that arise and promptly bring them to management's attention. - Serve as mentor for more junior trust officers. - Carry out all account administrative duties either directly, if appropriate, or supervise activities conducted by others. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Maintain knowledge of SunGard operating system. - 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
2022-16563
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team.  The officer will also represent First Republic Trust Company (FRTC) in the community through membership in professional associations and play a significant role in the development of new trust business.   What you’ll do as a Vice President, Senior Trust Officer: - Participate in business development and marketing activities, including meetings with internal partners, centers of influence (COIs) and clients. - Initiate meetings with COIs and prospects to help market our trust capabilities. Engage in advanced dialog regarding estate planning and trust law. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all accounts. - Manage fiduciary risk while maintaining administrative and compliance excellence. - 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 parties. - Interact with other First Republic Bank members to expand their knowledge about FRTC. - Provide on-going training and guidance to administrative staff and delegate responsibilities, as appropriate. - Identify any issues or problems that arise and promptly bring them to management's attention. - Serve as mentor for more junior trust officers. - Carry out all account administrative duties either directly, if appropriate, or supervise activities conducted by others. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Maintain knowledge of SunGard operating system. - 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
2022-16562
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
- Design and develop management reporting for operations and for sharing operational performance and related objectives with key stakeholders  - Analyze operational data, develop actionable insights, and frame those into prioritized actions and initiatives  - Serve as an expert user of analysis and presentation tools, including Excel, PowerPoint, and Visio  - Facilitate information gathering across cross functional teams and compile into standardized and summarized reporting formats  - Develop and design routine and ad hoc analyses and related reporting in response to changing business needs  - Participate in streamlining and simplifying management routines and reporting in operations  - Manage operations projects from inception to completion  - Perform other duties & responsibilities as required or assigned 
Job ID
2022-16559
City
New York
State
NY
Position Type
Regular Employee (REG)

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