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 Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with internal teams, building referral networks, and identifying new Eagle loan clients to the bank - Assist internal referral partners in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality - Ensure the ongoing client needs are met and exceeded - Further client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services - Work with Regional Eagle Lending Sales and Service Managers and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business
Job ID
2019-9208
Category
Lending
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The ideal candidate has a strong skillset in areas like finance, statistics, math, or accounting. The candidate should be able to create high-level strategic analyses and dive into detailed Bank financial information. Most importantly, the candidate should be a critical thinker who can connect the dots and understand business trends. The candidate would be a team player both within the Finance team and throughout the Bank.  There will be high exposure to other departments in this role, such as Investor Relations, Accounting, Financial Reporting, and Credit Administration, as well as exposure to the C-suite. People across the Bank, including Bank executives, will depend on this person to provide accurate and timely information to assist them in decision making. We seek to fill this position with a candidate who will be a self-starter and who will identify opportunities for process improvement.   What you'll be doing as a Finance Manager - Strategic Planning: - Prepare monthly forecasts of the entire balance sheet and income statement presented to senior management. - Help develop the Bank’s strategic long range business plan annually, which includes working with business leaders, gathering assumptions, producing projections in the asset-liability management system, and presenting results to the C-suite. - Build and utilize various internal models for business planning and monthly forecasting. - Support external filings, investor presentations, board reporting, and regulatory reporting during regular business cycles. - Continuously seek out opportunities for process improvement. - Analyze large data sets, summarize results and highlight key findings - Develop ad hoc reports as requested by senior management and the C-suite. - Perform duties & responsibilities specific to department functions & activities or as assigned by manager.
Job ID
2019-9193
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Contingent Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Contingent Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2019-9186
Category
Wealth Management
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2019-9173
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a District Banker: -  Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client needs. - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2019-9154
Category
Banking
City
Jupiter
State
FL
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Private Wealth Management (PWM) team is looking for a Senior Business Analyst who will provide product management support for our Workflow Automation tools within our Customer Relationship Management (CRM) and Business Process Management (BPM) framework. This position will gather requirements and write User Stories working closely with the Wealth Manager and Client Service Associate teams where these business tasks are performed.  This position collaborates across a matrix system product model supporting the Client Lifecycle Management program.     This individual will work with the PWM Technology Team, outside vendors and other partners across the PWM business to identify, prioritize and drive enhancements to our CRM and BPM tools. This Business Analyst will also work closely with wealth management teams across the country to improve their effectiveness by identifying opportunities to increase efficiency, reduce risk, and improve the overall usability of the tools. In this role, this individual will also solicit and champion the “voice of the field” and the “voice of the client” in planning and design discussions with vendors and internal partners. While strategic thinking and coordination are important elements of this role, this individual will be required to take a tactical role with requirements, design, testing, and roll out and training with users.    What you will do as Senior Business Solutions Analyst: - Partner with PWM Technology and vendors to plan and deploy new features and platforms necessary to advance and expand the CRM and BPM framework. - As a business analyst, interview teams to extract complete business requirements, translate the requirements to User Stories, act as liaison with cross functional teams and vendors, coordinate and execute deliverables, conduct user acceptance testing, and manage production certifications and deployments in partnership with PWM technology, PWM PMO teams, and vendors. - Develop a deep understanding of the CRM and BPM tools, processes, procedures, and needs of the Wealth Managers, Client Service Associates, and Operations. Actively solicit and represent the “voice of the field” and “voice of the customer”. - Works closely with the Subject Matter Expert group and learns their level of knowledge to facilitate effective collaboration sessions seeking to understand and improve the CRM and BPM tools to simplify and streamline their tasks. - Identify knowledge gaps in the field, address the gaps with direct feedback and collaborate with the Training team to help develop training materials to close those gaps. - Contribute to the definition and development of the short/medium/long term roadmap for PWM’s CRM and BPM enhancement plans.
Job ID
2019-9148
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Sr. Unified Communications Engineer: - Identification, diagnosis and resolution of Unified Communications system issues. - Configuration, deployment, maintenance of Unified Communications system components and software. - Configuration, deployment and management of Unified Communications system monitoring. - Performance analysis and capacity planning for Unified Communications system expansion and upgrade. - Ensure Unified Communications devices are configured and maintained in accordance with appropriate standards, best practices, and regulatory compliance requirements. Utilize and follow the change management process for network changes. - Hardware installation and maintenance of network devices, including lifting up to 50lbs to heights of up to 6ft. - Coordinate configuration of firewalls and other network security infrastructure for Unified Communications deployment. - Review VoIP related requirements and provide recommendations for consideration and work collaboratively with Manager, Unified Communication. - Participate, review and recommend Unified Communications infrastructure related tasks to ensure data security configuration and management. Effectively communicate both technical details and summarized impact analysis to Management. - Keep abreast of new technologies and recommend adoption as appropriate. Identify areas for automation or other process improvement. - Provide documentation, train and mentor junior team members. - Develop and implement strategies for a highly redundant and available network for day to day operations and appropriate disaster recovery procedures to support business continuity. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: - Adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i. e. Bank Secrecy Act, USA PATRIOT Act, etc.). - Adhering to Bank policies and procedures. - Completing required training. - Identifying and reporting potential suspicious activity to the BSA/AML Officer. - Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. - 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
2019-9115
Category
Engineering
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Full Stack Developer-Sitecore - Lead end-to-end (conception, development, maintenance and evolution) implementation of digital solutions using Sitecore Content Management System. Works as part of the digital implementation team to meet with business and IS teams to identify problems and define design. Partner closely with technical teams supporting infrastructure builds, application development, deployment and testing. - Owns technology platforms (such as Sitecore) and solutions implemented by team. Collaborates with stakeholders on upgrade & maintenance strategy for each components. Introduces services to solutions according to needs and teams' maturity. Define Sitecore content structure, generate content reports, work with stakeholders for auditing and efficient content management. Looks out for new opportunities. - Creates artifacts following FRB standards to document the proposed design. These artifacts will be created by eliciting, analyzing, validating and managing technical requirements definition, flows and deliverables for projects. - Work closely with our business partners (UX designers, content team, analytics team and product managers) to propose design and implement system solution. - Design robust integration between Sitecore CMS, Reporting, Analytics, Personalization and Email Marketing Platform. - Responsible for hand-on development using Microsoft technologies and JavaScript frameworks. Integrate with Sitecore modules and 3rd party vendor systems. - Provides assistance to support teams during troubleshooting and issue triage, helping to resolve issues and identify gaps that would need remediation. - Provide support during production rollout and day-to-day operation. - Collaborates with the QA and UAT teams to define test strategy and acceptance criteria. - Drive technical excellence and implementation of best engineering practices. - Use Powershell, Jenkins and Artifactory for Continuous integration and deployment of Sitecore components into various environments. - 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. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2019-9052
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank. You could be a great fit if you have: - A college degree - A minimum of three years of experience in private banking - A thorough knowledge of banking operations - An existing client portfolio (preferred) Job Demands: - Must be able to review and analyze data reports and manuals; must be computer proficient. - Must be able to communicate effectively via telephone and in person. - Must be able to travel as position requires.
Job ID
2019-9008
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Putting you First As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   What you’ll do as a Preferred Banking Offices Manager:   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues. You could be a great fit if you have: - Seven or more years of relationship banking experience - Three or more years of supervisory experience - A college degree or equivalent preferred - A successful sales track record - The ability to work independently and take initiative and ownership - An enthusiastic and professional attitude - The ability to coach and mentor team members to perform above expectations - A high level of attention to detail - Strong verbal and written communication skills - Organizational and time management skills Job Demands: - Must be able to review and analyze data reports and manuals; must be computer proficient. - Must be able to communicate effectively via telephone and in person. - Must be able to travel as position requires
Job ID
2019-9005
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
What you'll do as a Compliance Associate: - Identify and utilize various internal (e.g. compliance team members, shared drive, intranet) and external resources (e.g. training seminars, regulatory/examiner websites and publications) to understand the requirements of applicable regulations. - Apply the knowledge and understanding of regulatory requirements to ensure internal testing procedures are comprehensive and up-to-date. - Review business unit policies and procedures to determine whether they adequately address compliance requirements, and identifying enhancements, as appropriate. - Work with applicable stakeholders to identify appropriate and reliable sources of data for transaction testing. - Select appropriate samples for transaction testing, using regulatory and internal guidelines. - Complete detailed regulatory compliance reviews through transaction testing, completion of testing work papers, and any other necessary methods to compare sample data with regulatory and procedural requirements. - Use judgment and insight to identify exceptions and anomalies. - Identify potential process improvements aimed at improving business unit’s regulatory compliance. - Present and clearly explain findings to stakeholders, both in writing and in-person, by summarizing the context and basis for conclusions. - Draft clear and concise written reports summarizing key findings, observations, and overall conclusions for each regulatory compliance review. - Ensure that conclusions are well-supported and appropriately documented in work papers. - Track and validate business unit’s corrective action/remediation efforts. - Participate in remediation/validation projects, as needed, to support the Bank’s compliance management program. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, 2) adhering to Bank policies and procedures, 3) completing required training. What skills you will use: - Bachelor’s Degree or equivalent experience, required. - Minimum of 2 years of regulatory compliance and/or bank supervision experience in an audit or testing role. - Demonstrated knowledge of consumer related lending and deposit regulations. - Strong attention to detail, with the ability to identify anomalies. - Ability to work effectively on a team, as well as independently. - Strong written and verbal communication skills. - Ability to provide extraordinary service and further First Republic Bank’s culture and values. - Strong working knowledge of MS Word / MS Outlook / MS Visio / MS PowerPoint / MS Excel.
Job ID
2019-8960
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change As the Manager of Marketing Operations you will play a crucial role in our Eagle Lending group, overseeing the technical operations for the Marketing Team. This will include owning the marketing tech stack to optimize and run campaigns that meet the business goals and manage the onboarding of new marketing technology tools. We’re looking for a highly process oriented and data-driven leader to add to our growing team.   What you will do as the Marketing Operations Manager: - Hands-on operations management– oversee the marketing tech stack to run marketing campaigns; this includes the ability to conduct A/B tests and apply knowledge of standard methodologies to drive performance, as well managing projects that involve new channel development and process improvement for campaign operations with the ability to create new campaigns from inception to execution - Optimize new marketing tools– manage the campaign deployment and optimization of a new Marketing Automation and CRM Platform project over the next 12 months - Develop segmentation strategies– pull data using SQL to create impactful segments for list-based marketing initiatives and conducts QA on emails and other important campaign assets - Provide effective leadership on performance and analytics– effectively partner with other marketing team members and key business stakeholders on campaign strategies and provide leadership on the technical aspects of campaigns; this includes ensuring that campaigns and platforms are trackable and measurable, as well as creating reports within the platform and supporting ad hoc reporting requests
Job ID
2019-8945
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.  
Job ID
2019-8868
Category
Sales
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a District Banker: -  Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client needs. - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.  
Job ID
2019-8849
Category
Banking
City
Del Mar
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential    As a Client Support Specialist you will be responsible for providing professional and knowledgeable assistance to the banking offices via phone and email communications. This includes, but is not limited to: procedural, technical, regulatory and functional guidance; ability to identify potential banking concerns and working with management to implement documented solutions. Requires some pre-scheduled availability during evening, weekend, and holiday hours.   What you’ll do as a Client Support Specialist: - Provide internal support to bankers regarding systems and procedures in a heavy call/email environment. - Assist with the rollout and training of updates to banking systems. - Create and/or improve internal and external forms. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following:  1) Adhering to and complying with applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). 2) Adhering to Bank policies and procedures.3) completing required training.  4) Identifying and reporting suspicious activity to the AML Officer.  5) Knowing and verifying the identity of any customer(s) that enter into a relationship with the Bank. 
Job ID
2019-8821
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2019-8763
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2019-8713
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Onboarding Associate, you will provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust teams and be the first point of contact for clients or prospects. You will have the opportunity to use your strong relationship management skills to build successful partnerships between all parties as you act as the liaison between the investment professional/client and the PWM middle office functions/operations.   What you’ll do as an Onboarding Associate: - Onboarding new PWM hires and their clients, which involves: - Occasional travel to other offices to initially work onsite with new hires. - Prefilling and reviewing new account paperwork, submitting accounts, creating appropriate “Know Your Client” (KYC) requirements, following all new account processes and addressing any inconsistencies. - Tracking exception approvals and one-off requests. - Submitting/Tracking ACAT/Non-ACAT requests, including Transfer statement review. - Cost basis tracking, delivery and/or input. - Completing/submitting all audit related paperwork for final approval. - Preparation for arrival of new hires, including handling business cards, office supplies and the preparation and delivery of marketing materials. - Becoming a subject matter expert (SME) on procedures and documents for new accounts and Private Wealth Management core systems and processes. - Identifying and responding to client service needs of onboarding personnel, answering routine questions and escalating issues to management in a thoughtful manner. - Serve as a liaison to functional areas across the organization, most notably Operations and Technology, for onboarding professionals. - Perform other duties and responsibilities as required or assigned by supervisor or senior managers which may include special projects. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2019-8629
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The QA Specialist position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits QA Specialist: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner.  Work with Assistant Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Bankers and Client Services staff to have a well-rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, disclosures, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Supervisor (e) Other tasks related to account documentation as assigned to support the team. - Additional 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. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  A bachelor's degree in addition to at least 2-4 years’ experience in banking or an equivalent industry is preferred. Complete knowledge of banking platforms used by the bank – OSI/Total Plus, Flightpath, OnBase, Ephesoft Scanning, Outlook, Adobe Acrobat, MS Office, etc. What skills you will use in this position: - Critical Thinking - Team player - Provides extraordinary service - Furthers the First Republic Bank culture and values   Job Demands: - The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly. - Vision must be sufficient to read data reports, manuals and computer screens. - Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person. - Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions. - Position involves sitting most of the time, but may involve walking or standing for brief periods of time. - Must be able to travel as position requires. - May be required to lift 25-50lbs.
Job ID
2019-8598
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank. You could be a great fit if you have: - A college degree - One to two years of experience in a professional services role - Excellent verbal and written communication skills - Strong time management and organizational skills, with the ability to multitask - A commitment to be a collaborative team player - Knowledge of banking operations (preferred) Job Demands: - Must be able to review and analyze data reports and manuals; must be computer proficient. - Must be able to communicate effectively via telephone and in person. - Must be able to travel as position requires
Job ID
2019-8281
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)

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