First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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The Senior Associate, Advanced Planning will support First Republic’s Financial Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning deliverables. The Financial Planning group services multiple client segments but the Financial Planning Associate will primarily support the Financial Planners for the $5mm+ net worth client. There may also be opportunity to serve the $1-5mm net worth client segment. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from providing internal support to financial planning professionals and back office operations to acting as the first point of contact for individual clients. What you'll do as a Senior Associate, Advanced Planning: Primary responsibilities include: Develop client financial plans: - Compile information, conduct research and assemble all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process often involves direct contact with the client/client delegates or investigative research using available online tools. - Utilize financial planning software to build financial model based on client data and information compliled. - Independently analyze data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the financial planning software. - Independently review and prepare analysis of client trust documents for review by a Financial Planner. - Take lead in development, review and completion of financial plans, client documentation, and analysis for Financial Planner approval. - Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete. Secondary responsibilities: - Ensure engagement letters and welcome packages are sent to clients - Manage confidential client information - Manage client pipeline and/or engagement from initiation to completion - Maintain metrics needed to measure outcomes of the client engagements - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Ensure invoices are effectively handled. - Lead various special projects related to planning
Job ID
2022-15664
City
New York
State
NY
Position Type
Regular Employee (REG)
Under minimal supervision, the Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments.  In addition, the Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as an Accountant: - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger Accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact internal and external business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any inquiries from internal and external auditors. - Organize and maintain updated accounting procedures respective to assigned tasks.  - Assist in various projects as needed. - Review standard journal entries for accuracy and completeness. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and 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. - DISCLAIMER 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
2022-15655
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Trade Operations Senior Associate, you will have the opportunity to support all functions related to trade operations and settlements, including trade break resolution for First Republic Securities and First Republic Investment Management. You will also be the liaison between PWM’s Centralized Trading Team and the middle and back office support groups in San Francisco, New York and other principal locations.   What you’ll do as a Senior Associate, Trade Operations: - Help the trade operations team monitor and resolve all trade breaks. - Liaise with brokers and custodians to allocate trades, resolve trade discrepancies and ensure timely trade settlement. - Oversee additional special projects as needed. - Ensure compliance with both internal and regulatory policy and procedures.
Job ID
2022-15653
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This role is for Salesforce Data Engineer to design and develop PWM Salesforce functionality that addresses the business requirements. In addition, the focus will be on migrating of data to Salesforce from legacy systems. This role will work closely with Product Managers to understand requirements, articulate proposed solutions, conduct technology due diligences on vendor solutions, provide technical solution design to onsite and offsite development teams to ensure technical delivery and implementation of solutions.   What you’ll do as a Senior Salesforce Data Engineer: - Mapping of Source data from legacy systems to Salesforce platform - Development of data loading routines to load the data to Salesforce platform - Providing level 2 and Level 3 support for any end user issues - 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 Salesforce Lightning - Perform ongoing customizations to product features and integrations with other Systems
Job ID
2022-15650
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services team, the EDCI (Enterprise Data and Client Insights)Technology Team drives the vision to create an industry leading, client-centric data and analytics platform. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions. This position, as part of the Architecture and Innovation team, supports the other teams in the EDCI Technology Team by providing guidance and consultation on solution architecture, as well as assisting in designing new solutions and modifying current solutions. In addition, designing and implementing platform services to support data engineering, enterprise data warehouses, data marts, and data operations across the bank. They must be a highly hands on, motivated, quality driven engineer to lead solution architecture, design, and development. While strategic thinking and coordination are important elements of this role, this individual will be required to collaborate with multiple data providers and other business teams to design and build successful solutions. What you’ll do as a Software Architect: - Communicate and collaborate with product managers and technology teams to design, analyze, and build highly scalable solutions - Build software and data engineering expertise and own data quality for our processes. - Design and deliver large scale, highly available and mission-critical data platforms and features using modern cloud and big data architectures - Develop and deliver batch, stream, and big data solutions using technologies such as Kafka, EMR, Kinesis, Storm, Spark, Hadoop, Redshift, Snowflake, etc. - Help to ensure solutions follow industry best practices and SDLC - Involved in end-to-end agile design, scoping, implementation, and testing of solutions.
Job ID
2022-15649
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Digital Specialist provides sales support for the Digital Channels products the Bank offers. Those in the position are tasked with mastering all digital banking platforms, including but not limited to: Personal Online Banking, Corporate Online Banking, Mobile Banking, and Brokerage Online Banking. The primary responsibilities of the Digital Specialist are partnering with sales teams to acquire new clients, onboarding and training new and existing clients to First Republic’s digital platforms, increasing digital adoption, and expanding digital engagement. Digital Specialists will partner closely with local Relationship Management and Preferred Banking teams, filling the role of subject matter expert on the bank’s technology products. The Digital Specialist learns the prospective client’s needs, tailoring digital solutions based on what will serve the client best. When new clients decide to bank with First Republic, the Digital Specialist will work closely with that individual or business to help facilitate a seamless transition, providing training and a direct line of support. Digital Specialists will also work with existing clients, identifying banking needs and sharing solutions with them that will ensure a richer banking experience. Through proactive engagement, the Digital Specialist works to ensure the company delivers the same extraordinary service through the digital channels as our clients expect face-to-face. As their region’s main partner for digital banking solutions, the Digital Specialist will work closely with all First Republic Bank lines of business, gaining a deeper understanding of the financial industry. A successful candidate will build and maintain relationships across all departments, both with front line sales staff, as well as our back-office support teams. Digital Specialists will also partner with the product development teams, leveraging client feedback to shape the development of future product offerings.
Job ID
2022-15644
Category
Digital Channels
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
First Republic Private Wealth Management Technology offers a challenging opportunity to be part of a technology development team supporting various Wealth Lines of businesses like Operations, Financial Planning, Insurance, Trust including defining and implementing Digital Client facing needs. The Private Wealth Management Technology is responsible for implementation of technology solutions to integrate the existing lines of business specific platforms into the broader PWM Platform to allow for a Client 360 and Integrated Data Experience across all PWM Wealth Teams.   The role requires an individual with strong business and technical knowledge to provide technical expertise in large complex environments and must have a track record of successfully implementing and integrating technology solutions and platforms servicing various Wealth Lines of Businesses. This position requires knowledge and experience with JavaScript, Python, Nest.js, Express.js, Angular, RESTful API development, Snowflake, ES6, Typescript, and OCP as well as experience in detailed requirements analysis, software design, development, testing, and deployment. A solid understanding of Private Wealth Service offerings and solutions is essential to the role.   What you’ll do as a Technical Lead, PWM Technology: - Work with engineering, architecture, data, QA teams and stakeholders to create enterprise-grade, well tested business applications. Code should be well written and maintainable; always following the secure SDLC process - Responsible for software development using various programming languages and related tools and CI/CD pipeline, reviewing code written by other programmers, requirement gathering, documenting and implementation - Articulate complex technical issues to project managers, developers, team leads and architects in an articulate manner and recommend clearly thought-out solutions aligned to strategy - Deep understanding of Synchronous / Asynchronous communication patterns and problem-solving abilities with respect to Message Sequencing, Correlation, and Queuing - Lead technical solutions by designing system specifications, standards and programming - Observance and enforcer of proven industry-standard processes - Support the program/project managers on various efforts between various IT, product and business groups - Assisting with change management activities and ensuring appropriate users and technical teams are aware of upcoming changes - Responsible for aiding support teams in answering user questions about new or existing features, data issues, and variances from other source systems, and working with other operations and development teams to resolve data issues as necessary - Act as tertiary level support for Technical Support when necessary. - Responsibilities include:  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
2022-15631
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as a Salesforce and Integration 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 CLM goals and strategy. - Develop custom Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers.  Position receives direction provided by Technical Architect and Solution Analyst to delivery functionality requested by the Product Owner teams. - 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 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 the Saleforce tech team.
Job ID
2022-15627
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
A culture that invests in you Eagle Lending is looking for an exceptional Professional Loan Origination Specialist. to process individual approved loans, ensuring all required documentation is obtained, the loan file is complete and reconciles with Program terms. Additionally, the Professional Loan Origination Specialist will be responsible for advances, payments and other critical transactions while maintaining and analyzing team reports. We’re looking for a self-starter who is eager to leverage their loan operations experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.    What you'll do as a Professional Loan Origination Specialist: - Manage assigned professional loan programs, ensuring loan files are complete, accurate, and prepared for booking. Draft borrower loan documentation and send firm/guaranty confirmation emails or adverse action notices when required. - Manage and execute the initial advance process, determine advance amount based on specific program parameters, obtain required internal approvals. - Review credit memorandums for any closing conditions and additional loan covenants. Work closely with the underwriting team to ensure certain credit requirements are appropriately documented. - Partner with Loan Administration team and legal to draft and receive customized loan documentation. - Manage the Professional Loan Program inbox by responding to inquiries from many key stakeholders and clients, accurately and within SLA. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Actively participate in continuous process improvement by generating suggestions and participating in problem solving activities. - Performs other duties & responsibilities as required or assigne0d by supervisor
Job ID
2022-15624
City
New York
State
NY
Position Type
Regular Employee (REG)
First Republic is looking for a Digital Enablement Manager who can clearly articulate our digital journey, allowing bankers, clients and the broader organization to understand how and where digital powers the firm’s offerings.   What you’ll do as a Digital Enablement Manager: - They must be a natural “storyteller” who drives banker and client adoption of First Republic’s differentiated digital capabilities. - They must bring a business lens to the technical initiatives and clearly position the value of digital in our efforts to better serve clients and scale our organization. - The ideal candidate will be someone who can engage bankers and clients on key technology initiatives as a comprehensible, dynamic deliverables that drive engagement. - They can develop value propositions that resonate with First Republic’s differentiated business model and develop creative assets that inspire action. - A candidate who knows how to ask the right questions, find the right stakeholders and effectively socialize a compelling message that accurately reflects the dynamic nature of First Republic’s transformation into a leading technology driven financial services institution. - The ideal candidate is someone who can engage with senior leadership and generate excitement through clear articulation of our progressive digital strategy by “speaking technology” to a non-technical audience. - The candidate will need to maintain a flexible mindset and approach to supporting the dynamics of a consistently high growth business.
Job ID
2022-15618
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position would be part of the PWM Tech Shared Service team who is responsible for building and managing common services & integration across all PWM platforms adhering to enterprise standards and guidelines. This includes building out tools and Micro Front Ends to improve operational efficiency and user experience for PWM Business, Tech and Operations on a day-to-day basis. This position requires building partnership and work closely with PWM Product, Solution Architects, Engineers and Release managers to meet PWM Business objectives.   What you’ll do as a MEAN Stack -Software Engineer: - The Software Engineer will possess strong and proven technical skills across various PWM platforms and technologies - Utilize and perform various phases of the software development life cycle, including requirement analysis; preparation of high-level program technical specifications after analyzing business requirements, software architecture, design, development, testing, implementation, documentation and troubleshooting in various capacities ranging from Team member to a Project Leader under tight deadlines - Participate as an individual contributor on projects, and in completing activities as a part of a team, relating to special initiatives and/or operations - Work closely with domain architects on design reviews - Support the process of translating business needs into formal deliverables - Oversee the technology system, including end-to-end integration and system automation for daily operations - Perform technical maintenance and analyze and support external partner-developed applications and products to include debugging and troubleshooting the production environment - Serves as key technical resource in the design and development of new interfaces/extensions, interacts with external vendors for inbound/outbound interface file exchange - Serves as key technical resource between Information Services and the Business for Service Requests and problem resolution - Works with the business and Access Identity Management to determine and identify security access for Application Support and end-user access to the applications - Supports Information Security on compliance, audits, and security initiatives. - Build critical working relationships with the business and user communities through gathering a thorough understanding of the business models and processes employed  - Assess and recommend process improvements to maximize benefits, improve efficiencies and minimize costs
Job ID
2022-15613
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are seeking a Business Banker to add to our growing startup banking team, with a general focus on servicing early stage companies.  Ideal candidate will have a general understanding of all stages of startup growth cycles, and be able to work with them throughout those stages. Business Bankers are responsible for developing client relationships and maintaining existing relationships to enable retention and drive high client Net Promoter Scores.  In addition, Business Bankers will collaborate with new and existing strategic partners to help drive new business opportunities to the Bank. The successful candidate must be self-motivated, an entrepreneurial team player that is passionate about growing a business in a client centric environment.      What you’ll do as a Business Banker:   - Develop, maintain, and enhance existing client relationships.  - Ability to initiate and drive cross-selling opportunities to existing customers for various products and services across the FRB platform, including: deposits (cash management, on-line banking, and foreign-exchange) and Wealth Management referrals. - Develop strategies and execute on relationship management and portfolio management within the startup banking sector.  Candidate should have strong technical knowledge of early to late-stage tech and life science companies along with a familiarity with the startup ecosystem.  - Strong technical knowledge of the startup and venture capital industry and market participants.  - Focus on building community with FRB startup client base, including creating and delivering events that will help drive visibility for FRB in the market. - Generate leads from existing clients and actively grow the business through active networking and client referrals. - Perform ad hoc projects to help enhance client experience and improve portfolio management responsibilities. - Participation in key industry events, summits, either hosted by FRB or external. - Perform 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. - Independent Judgment: - Ability to anticipate client needs and recommend appropriate solutions - Able to aid in the selection process of new clients and determine those that are most aligned with First Republic Bank’s business model and credit culture. - DISCLAIMER: 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
2022-15612
Category
Banking
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
The Digital Specialist provides sales support for the Digital Channels products the Bank offers. Those in the position are tasked with mastering all digital banking platforms, including but not limited to: Personal Online Banking, Corporate Online Banking, Mobile Banking, and Brokerage Online Banking. The primary responsibilities of the Digital Specialist are partnering with sales teams to acquire new clients, onboarding and training new and existing clients to First Republic’s digital platforms, increasing digital adoption, and expanding digital engagement. Digital Specialists will partner closely with local Relationship Management and Preferred Banking teams, filling the role of subject matter expert on the bank’s technology products. The Digital Specialist learns the prospective client’s needs, tailoring digital solutions based on what will serve the client best. When new clients decide to bank with First Republic, the Digital Specialist will work closely with that individual or business to help facilitate a seamless transition, providing training and a direct line of support. Digital Specialists will also work with existing clients, identifying banking needs and sharing solutions with them that will ensure a richer banking experience. Through proactive engagement, the Digital Specialist works to ensure the company delivers the same extraordinary service through the digital channels as our clients expect face-to-face. As their region’s main partner for digital banking solutions, the Digital Specialist will work closely with all First Republic Bank lines of business, gaining a deeper understanding of the financial industry. A successful candidate will build and maintain relationships across all departments, both with front line sales staff, as well as our back-office support teams. Digital Specialists will also partner with the product development teams, leveraging client feedback to shape the development of future product offerings.
Job ID
2022-15605
Category
Digital Channels
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
This position is a hybrid role. Employees are required 2 days a week in the office, 3 days remote.   Responsibilities As a member of our Internal Audit Team, the Internal Audit Senior – Information Technology will work closely with the Bank’s Information Technology groups and other lines of business to ensure appropriate control design and control effectiveness across organizational processes. The Senior Auditor will be responsible for planning and executing Information Technology audits, continuous risk monitoring, and providing control consultation on programmatic, operational risks and controls throughout the Bank and its subsidiaries.   What you’ll do as an Internal Senior Auditor - Information Technology: - Plan and execute IT audits, including identifying and analyzing risks, planning and prioritizing the audit work, conducting audit interviews, observing operations, documenting and analyzing procedures and controls, performing audit tests, preparing appropriate workpapers, developing audit recommendations and reviewing them with appropriate management, and preparing audit reports. - Assist with developing and implementing an annual audit plan by assessing relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards for IT audits, identifying opportunities for audit process improvement and integration with the financial, operational, retail, and compliance audit processes. - Be recognized as a leader, management consultant and internal controls expert; develop and maintain collaborative working relationships with operations and Information Technology management, learning and understanding the business to better provide value-added services, help management achieve objectives, and enhance customer satisfaction. - Liaise with and represent the internal audit department to external parties including external auditors. - Provide risk identification, security, and audit control input for projects and other initiatives. - Assist in defining, refining, implementing, and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, Information Technology, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts. - Perform duties and responsibilities specific to department functions and activities. - Perform other duties and responsibilities as required or assigned by supervisor. #LINKEDIN - HYBRID
Job ID
2022-15604
Category
Audit
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Director of ERM Training and Communication:   1.  Instructional Design & Delivery - Design and develop engaging risk-related training for Risk Academy in collaboration with the subject matter experts/instructors including creating visuals, vetting materials, and preparing exercises. - Coordinate the ERM department’s professional development program including recommending resources, tracking completion, and leveraging learnings across the team - Generate new ideas with FRB-customized content for internal presentations (such as FRB University, Lunch & Learn Series) as well as role-based training customized for functional groups. - Ensure that internal CRO Office training records and procedures are consistently maintained. 2. Communication & Other - Lead the development and execution of ERM Communications Plan, which includes optimizing “Collaborate” (Jive Social Collaboration Software) as a platform for enterprise-wide risk communication, as well as customized role-based communication, such as the Risk Liaison Forums. - Provide leadership on other special projects (e.g., Risk Mindset Survey). - Assist in other department activities and projects such as Business Continuity Plan maintenance, ERM document repository, and information support for internal audit and regulatory exams, as needed.
Job ID
2022-15598
City
New York
State
NY
Position Type
Regular Employee (REG)
This position reports to RCT Technology Manager and supports the testing and implementation of all product/project initiatives for BSA/AML. Lead QA Engineer works with architects, data analysts, Product owner and business analysts to accept requirements, translates these requirements into test plans and test strategy. Works on creating the related testing framework and automation framework. The Lead QA Engineer coordinates with Architects, Data Analysts, Development, Product and QACOE teams on a project basis to effectively communicate testing design and development on related activities with a wide range of technical, non-technical, and third-party team members. Guides the team, prepares the overall QA standardization aligning with enterprise QA.   What you’ll do as aLead Quality Assurance Engineer: - Design, develop and maintain a modular, extensible and reusable test automation harness and scripts - Develop, automate and execute test cases for both UI and data testing to ensure feature enhancements are high quality and provide an intuitive customer experience - Identify and document bugs in usability and functionality - Conduct functional, regression and performance testing - Continuously improvising on tests, identify test gaps and come-up with ways to bridge those gaps - Participate in CI/CD discussions and implementation - Interact with various stakeholders to execute on product goals - Provide overall QA roadmap and metrics for executive management. - Lead test planning and execution activities.  Participate in various design, backlog discussions
Job ID
2022-15588
Category
Engineering
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Regulatory Corporate Technology team within Information Services is looking for a Senior 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 a Senior Manager, Fraud Management Technology - Partner and collaborate with Product Owners, Operation teams, and Product Managers to understand their key needs and ensure solution designs meet both functional and non-functional needs - Design and develop end to end integrations with Fraud Technology and its ecosystem using established patterns for near-real time as well as batch process -  Provide guidance, mentoring and ongoing coaching to develop team members and managing onshore and offshore technical resources - Develop change strategies and plans including stakeholder assessment and engagement, cross team communications, software alignment, development environment and production change readiness - Ensure work demand is articulated, understood, and prioritized within the Regulatory Compliance Technology systems enhancements queue. - Provide ongoing support and maintenance for the day-to-day technical operations of the Regulatory Compliance Technology systems once deployed. - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - 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). - Managing the vendor technology relationship and roadmap for every product in fraud domain.
Job ID
2022-15584
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Accounts Payable Specialist is responsible for invoice processing in Coupa, the Bank’s Procure to Pay system and Oracle E-Business Suite in compliance with Bank policies and regulations.    What you’ll do as a Senior Accounts Payable Specialist:   - Review invoices for proper approval and documentation, charge costs to appropriate GL accounts and cost centers by analyzing invoice transactions, code and input into the Accounts Payable system or Coupa. - Assist the Accounts Payable Manager/Supervisor with daily Accounts Payable management and oversight functions, including coordination of work-flow. - Respond to internal and external customer inquiries verbally or in writing. - Assist in various projects and process enhancements under management’s guidance. - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger Accounts within deadlines. - Assist management on responding to inquiries from internal and external auditors. - Assist in various projects as needed. - Prepare monthly accrual on assigned GL accounts and assist in reviewing expense analysis during month end. - Assist with monthly reconciliation invoices between Coupa and Oracle EBS - Assist with weekly reconciliation of AP Signing Limit list between AP and Coupa - Review Spend Guard report in Coupa for Potential Duplicate Invoice Payments - Collaborate with Procurement Team and business partners on Coupa Purchase Order creation - Monitor Accounts Payable aging billings to ensure timely payment - Assist with SIM (Supplier Information Management) process within Coupa
Job ID
2022-15582
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Professional Lending 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. 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.   What you’ll do as a Professional LendingAssociate I: - Onboard new clients via the Professional Lending Programs, including application, underwriting, and collaborating with internal teams to complete onboarding. - Work closely with our counterparts in San Francisco on capital calls & distributions. - Assist Directors with the relationship management and cross-selling of Professional Loan Program clients. - Maintain client interaction reports across the Professional Loan Program (PLP) portfolio. - Create Welcome Letter template for new Professional Loan Program (PLP) Individual Borrowers. - Build your internal network with Relationship Managers at the bank.
Job ID
2022-15578
Category
Sales
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2022-15576
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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