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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Search Results Page 14 of 28

The Data Analyst works with subject matter experts from the project team to: determine data requirements, create functional specifications, craft detailed data flow design documents, and participates in the full development process life-cycle from concept, through testing, to implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation. This will include communicating business term definition, establishing data quality rules, writing and execute data quality checks, researching and analyzing data in support of business functions, process and workflow knowledge and user acceptance testing.   What you’ll do as a Data Analyst: - Collaborate with Project Manager, business partners and teammates to jointly identify data needs required to meet project objectives - Define and document standard calculation logic and business term definition in partnership with subject matter experts - Document Data Mapping requirements and Field Level Design documents by capturing the data transformations and business rules and providing the technical Specs as foundation for the subsequent ETL work - Reconcile source data with data at vendor to support transition to PWM DataHub and integrations to Wealth Applications - Perform data analysis to understand the source data, its structure and underlying data granularity - Build process flow diagrams that represent the flow of data between the different business processes and entities - Manage the end-to-end process for ad hoc data requests: Intake, Prioritization and Delivery - Build automated data quality check using combination of advanced SQL and Tableau, to ensure that data refreshes meet quality thresholds - Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports) - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite - Write SQL code which is used for creating End user Views which in turn enables business stakeholders to retrieve key data /metrics/reports on demand anytime 
Job ID
2022-15567
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As the Director of Digital Payments, you will lead development and growth of the bank’s money movement products and services for our Consumer clients. The Director will lead a talented team of Product Managers responsible for detailed analysis, use case definition, test planning and execution of new features and functionality.  They will also be responsible for articulating the overall product vision and roadmap for the digital payments area.  The role involves a combination of working on product strategy & product execution, driving growth and engaging with multiple project teams, front line producers (bankers, relationship managers, etc.), clients, technology, operations and vendors.   What you’ll do as a Director, Digital Payments: - Manage all aspects of the money movement product life-cycle, including strategy, business vision, roadmap generation, user story creation, backlog grooming, sprint-planning and release management. - Develop a deep understanding of clients’ use of Consumer Digital Banking by actively engaging with clients, and other lines of business to actively solicit and represent the “voice of the customer.” - Manage & develop other product team members within the department - Participate in the capital planning process by defining the business case and budget requirements; champion the product vision and roadmap to secure project funding. - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products within our digital ecosystem from pilots/proof of concepts to launching them into production. - Understand the regulatory, legal and security context to maintain compliance and manage risk. - Lead cross-functional teams to ensure timely delivery of quality products; partner with Technology and QA and conduct user-acceptance testing. - Define and analyze metrics that provide insight into the success of our products and utilize these metrics effectively for key product decisions. - Perform duties & responsibilities specific to department functions & activities.  
Job ID
2022-15562
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the 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. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2022-15560
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Sales Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individuals to consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.    What you’ll do as a Sales Specialist: - Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Provide high-quality service and support to help Eagle Lending Relationship Managers service clients. - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
Job ID
2022-15548
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Sales Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individuals to consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.    What you’ll do as a Sales Specialist: - Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Provide high-quality service and support to help Eagle Lending Relationship Managers service clients. - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
Job ID
2022-15547
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
As the Trust Associate, you are primarily responsible for the daily processing of all securities and cash-related functions for First Republic Trust Company. You will provide daily operational support to Trust Officers and Administrators as needed, as well as cross-train and provide support for various operational functions within the department.   What you’ll do as a Trust Operations Associate: - Ensure accurate and timely processing for of all trades and income collection activities for domestic and global accounts, balancing processes, securities-free receipt and deliveries, security master set up, accounting-related functions including all vault-related activities, all note and liability payments and all fee-related activities. - Work independently to perform complex transactions on the trust accounting system. Perform all necessary research and due diligence to resolve problems and proactively contribute to long-term solutions and process enhancements. - Respond to internal and external client requests in a timely manner. - Prepare monthly/quarterly reconciliation reports. - Assist in establishing and maintaining various departmental policies and procedures. - Process and respond to all FinCEN and USA PATRIOT Act inquiries. - Adhere to all established rules, regulations and guidelines governing bank and trust company activities; report and take corrective action for any non-compliant items or issues when necessary.
Job ID
2022-15535
City
New York
State
NY
Position Type
Regular Employee (REG)
First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.   A Storage and Automation Infrastructure Architect is responsible for designing, automating and supporting enterprise infrastructure, including Storage and data protection components in on-prem and cloud.     What you’ll do as a Storage and Automation Infrastructure Architect:  - Provides engineering/architecture and management of enterprise-wide storage and data protection across virtualization and Storage technologies - Configuration and maintenance of storage component software, including creation and maintenance of documentation as it pertains to the storage infrastructure procedures and configuration - Own the delivery of key features and platforms development - Detailed understanding of storage and data protection technologies - Keep abreast of new technologies and recommend adoption as appropriate - Identify and deliver areas for automation of other process improvement. Make best practice recommendations and plan and lead implementation projects - Train and mentor junior team members - Perform automation of routine storage activities - Experience with third party IaaS and Cloud offerings and designs - Ability to solve complex technical issues and enable/teach peers to be self-sufficient - Proactively learn emerging platforms and related technology
Job ID
2022-15528
City
New York
State
NY
Position Type
Regular Employee (REG)
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
2022-15512
City
New York
State
NY
Position Type
Regular Employee (REG)
The Commercial Real Estate Loan Specailist has the opportunity to assist the construction and commercial lending team in evaluating, underwriting, monitoring and maintaining new and existing loans including 1-4 family properties, multifamily properties, mixed-use properties and construction projects. This involves reviewing applications, underwriting recurring income and post loan liquidity, obtaining due diligence, preparing credit narratives and following up during the credit approval process, closing transactions and post-closing follow-up.   What you’ll do as a Commercial Real Estate Loan Specialist:   - Evaluate prospective real estate opportunities by analyzing construction budgets for hard and soft costs, property cash flows (current and future), rent rolls, locations, property types (residential, multifamily, retail, office), requested loan terms and all other information available. - Spread and analyze current and proposed property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. - Spread personal financial statements and tax returns and be proficient in K-1 and cash flow analysis. LS must be able to identify recurring and non- recurring sources of cash flow, global cash flow from real estate, the subject property’s ability to cover debt service and ability of client/guarantor to support the property. - Underwrite and complete real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor and project team summary.  - Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries/companies and due diligence on sponsors and guarantors to assist team. - Review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing Department and outside legal counsel. - Create and maintain all loan and credit files. Must be able to take responsibility of the credit file used in approving each loan. - Assist and work with clients on all levels of the relationship, including: loan advances and payments, collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution. - 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
2022-15507
Category
Customer Service/Support
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - 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
2022-15505
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
The Wealth Advisor Associate is responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads and uncovering high-value opportunities.   The Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connnected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships.   The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.   What you'll do as a Wealth Advisor Associate: - Provide support for Wealth Advisor on client engagement and tracking - Research and gather business intelligence about prospective clients and trends in opportunities - Prepare and send strategic emails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team - Engage in networking events and client events to develop prospecting skills and opportunities - Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship,researching client inquiries and managing follow up communication and materials - Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
Job ID
2022-15504
City
Boston
State
MA
Position Type
Regular Employee (REG)
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.
Job ID
2022-15497
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking for a Senior Virtualization Engineer provide senior level technical expertise to the Virtualization Engineering team in planning, building, deploying, maintaining, and advanced troubleshooting of FRB’s virtualization and hybrid cloud infrastructure and services.  You are highly technical, motivated, passionate about virtualization and automation.  The Senior Virtualization Engineer role requires subject matter knowledge across on and off premise virtualization and cloud technologies, services, and components.    What you’ll do as a SeniorVirtualization Engineer: - Will participate in establishing goals and priorities, design, planning, projects, day-to-day deliverables, maintenance, and advanced troubleshooting of the virtualization and hybrid cloud infrastructure. - Help create an environment that encourages information sharing, team-based resolutions, cross-training, and process improvements. - Work in collaboration with the infrastructure architecture team members to build and deploy new technologies in a timely manner. - Work in collaboration with the virtualization operations team members to assist in maintaining the environment and providing troubleshooting assistance. - Assist with Design, building, and maintaining Cloud and Hybrid Cloud virtualization solutions. - Deploy all hardware/software configurations following established standards in an automatable and auditable method. - Role will also assist with, identification, and troubleshooting of complex problems affecting the virtual infrastructure and guest VMs. - Exhibit broad knowledge and hands on experience of core Virtualization principles (Clustering, HA, DRS, Fault Tolerance, vMotion, P2V, etc). - Help to drive and evolve virtualization automation initiatives - Provide L3 technical support for Virtualization Services. - Maintain Virtualization Security Standards, Configuration Compliance, Patch management, Cert review, documentation, and Roadmap planning. - Document and articulate proposed solutions to technical peers, service stakeholders, and senior management. - Contribute as a virtualization subject matter expert to projects involving cross-functional technical teams, internal business and engineering customers, and external partners. - Adhere to Change Control policy requirements and availability mandates/requirements.  - Work a flexible schedule allowing network maintenance during off-peak hours (late evening and weekend work as necessary). - Participate in on-call coverage.
Job ID
2022-15496
City
New York
State
NY
Position Type
Regular Employee (REG)
As a SeniorPreferred 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 SeniorPreferred 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.
Job ID
2022-15495
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15490
City
New York
State
NY
Position Type
Regular Employee (REG)
The Senior Manager will partner with the Senior Director of Brand Strategy and Communications to support corporate communications and reputation management programs. The role requires someone who has a deep understanding of internal and external communications in financial services, is motivated by risk mitigation and brand protection and has the ability to form strong relationships and build trust. It also requires someone who is passionate about communicating to the clients and stakeholders of an ultra-high-touch and well-respected brand.   What you’ll do as a Senior Manager, Brand Strategy and Communications: - Work with the Senior Director of Brand Strategy and Communications to evolve, promote and defend the corporate narrative. - Develop communications strategies and deliverables for key business and regulatory initiatives including: key messages, presentations, talking points and other communication assets. - Advance business continuity and incident response plans by identifying potential threats and assisting with the development of protocols and messages to mitigate those threats - Champion the coordination of company-wide communications and announcements, their messaging, launch dates, target audiences and channel selections - Possess sound business judgement and interpersonal skills to determine appropriate action. Ability to work with highly confidential information - Available to respond to critical business issues during off hours and over weekends - Collaborate with other department teams, and communicate and interface with other enterprise and department leaders as a representative of the VP and Senior Director of Brand Communications. - Maintain high standards of excellent execution and exceptional service as a steward of the brand and representative of the department
Job ID
2022-15485
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As Senior Learning and Development Systems Analyst, you will help lead our learning management system, Cornerstone. This includes helping lead our required online training program, custom report generation and responding to complex data requests. Our dynamic environment provides a great opportunity for growth and the ability to make a direct impact by providing technical leadership, managing system integrations and product releases as well as leading overall process improvement.  What you’ll do as a Learning & Development Systems Analyst: - Help lead First Republic’s compliance training program; this includes taking online courses through their full life cycle; from development, upload, testing, publishing, assignment validation, deployment and support - Partner with our Office of General Counsel to create custom reports as well as respond to various data and research requests - Help lead the development, maintenance, and enforcement of processes, practices, and service level agreements (SLAs) related to the use and administration of the LMS. - Configure and maintain system preferences and be responsible for administering security, including granting admin access and setting/editing user profiles. - Help lead the product release cycle, collaborating with team members to implement the installation of system updates, upgrades, integrated tools and other software integrated with the system. - Provide high-touch internal customer service to our Learning & Development partners and colleagues. This includes responding to employee questions and/or requests from our shared inboxes or ServiceNow platform. - Support other business partners as they leverage the LMS for their own business needs
Job ID
2022-15482
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are seeking a Senior Associate to join our dynamic and growing FX Sales Team. The candidate will work directly with the Sales Team and assist with pricing trades (verbal, email and electronic trading) and advising clients of market developments. Excellent follow through and strong customer service skill set is a must.   Ensures that own work is in compliance with applicable laws, regulations and guidelines as detailed in Company policies; policies include but are not limited to Fair Lending, KYC, BSA and other applicable anti-money laundering policies.   What you'll be doing as Senior Associate on the Sales Team: • Support a growing Sales Team; work proactively to help maintain and grow FX sales volumes and profitability. • Price and enter trades into the FX System of Record. • Work with team members to create and deliver sales presentations for clients, internal audiences and organizations to explain products, services and risk management solutions. • Maintain a comprehensive understanding of FX, international banking and other company products and services. • Participate in FX and Bank wide meetings as instructed. • Work with FX Management to update foreign exchange policies, procedures, and other processes. • Provide customer service to both internal and external clientele. • Perform duties & responsibilities specific to the FX department functions & activities. • Perform other duties & responsibilities as required or assigned by an FX Manger.   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, Volcker Act, Dodd/Frank 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
2022-15472
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior 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 Senior Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2022-15467
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Associate is responsible for reviewing and negotiating contracts for both new vendors and existing vendors on behalf of business units across the Bank. Negotiations will involve coordination across multiple internal stakeholder groups . The Associate will handle MSAs, Non-Disclosure Agreements, Amendments, SOWs, and Order Forms for a wide variety of products and services including technology, consulting, and administrative services. In addition, the Associate will be responsible for preparing and validating internal and regulatory reports and assisting with a variety of departmental projects and presentations.  This position is also responsible for the consolidation and management of contract and vendor data in our vendor management system (RSA Archer).   What you’ll do as an Associate, Contracts Management: - Develop, structure, and negotiate legal and business terms and conditions - Coordinate and contribute to all stages of contract lifecycle including RFP preparation, contract review, negotiation, maintenance and termination - Manage contractual and business relationships with vendors - Manage contract terms within contract management platform and report status on an ongoing basis - Establish and develop close working relationships across lines of business and with technical, audit, compliance, security and legal teams as necessary - Familiar with key terms and conditions that are common to various types of vendor agreements including but not limited to SaaS, software, hardware, and professional services agreements - Work in a self-directed, collaborative, and constructive manner with team members, the business unit, and our internal stakeholders - Understand the requirements of working in a regulated environment and the controls that are necessary to be successful in the financial services industry
Job ID
2022-15466
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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