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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.
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Common goals, uncommon potential
As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. The Associate position includes such tasks as managing a portfolio of technology and life science clients; developing and maintaining a pipeline; and cross-selling all bank products to existing clients.
What you’ll do as an Associate Business Banker:
- Lead portfolio management efforts venture-backed company portfolio, working closely with SHR business bankers to meet the companies’ needs.
- Help coordinate marketing and business development efforts for venture-backed companies, including leveraging existing referral sources and existing venture capital relationships for new business; developing new venture relationships and referral sources; developing and maintaining a new business pipeline; and following up on all venture-backed referrals to the team.
- Develop a deep understanding of the Bank’s product offering to venture capital-backed companies and help anticipate their future product needs.
- Negotiate key documentation points with borrowers and conduct final review of loan documents for consistency and accuracy with approved credit narratives, working with Commercial Loan Operations, and in some instances, outside legal counsel.
- Independently manage a portfolio of loans and cross-sell deposits and other bank services through understanding all bank product groups and involving appropriate colleagues to maximize business opportunities.
- Stand in for SHR Business Bankers and provide outstanding client support and quality service.
- Adhere to 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 who enters into a relationship with the Bank.
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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.
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See service from a higher perspective
As a Senior Preferred Banker, you will have the opportunity to assist Relationship Managers in developing and maintaining clients by selling a full range of First Republic products and services as well as developing a personal portfolio of business. In this role, 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 and enhance the banking relationship.
What you’ll do as a Senior Preferred Banker:
- Assist Relationship Managers with business development, including opening new accounts.
- Acquire all required documents.
- Provide ongoing excellent customer service.
- Maintain existing client relationships.
- Develop a thorough knowledge of existing bank products and keep up-to-date with new products and services.
- Work with other team members (Relationship Managers, loan processors, client liaisons) to provide a more efficient sales and workflow environment.
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
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.
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Own your work and your career
The new role will report directly to the Private Wealth Management First Line Risk Manager (FLRM) and will engage with stakeholders across all business lines within Private Wealth Management (PWM) including First Republic Investment Management, First Republic Securities Company, First Republic Trust Company, and First Republic Foreign Exchange.
The Associate will be responsible with assisting the First Line Risk Manager with the execution of the Risk & Control Self-Assessment (RCSA), which includes both an annual refresh and extemporaneous cycles based on trigger events. Additionally, the role will have a strong focus on control testing.
What you’ll do as an Operational Risk Associate:
- Assist the First Line Risk Manager in performing risk oversight and assessment activities including, but not limited to business line control testing and validation, root cause analysis of material operational errors and events, and targeted risk and control assessments
- Independently identify weaknesses or deficiency to our systems and/or processes or in the design or effectiveness of the control environment
- Assist with Quality Assurance testing for Sarbanes-Oxley Act (SOX) compliance, as needed
- Assist in preparing RCSA summary report and dashboard to be presented to executive management and the Chief Risk Officer at First and Second Line of Defense challenges
- Ability to quickly develop rapport with business partners
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Common goals, uncommon potential
A successful candidate will have a minimum of three plus years of experience in the financial industry working with high net worth individuals and families and have an enhanced understanding of industry regulations and compliance issues. Must have a desire and capacity to thrive in a dynamic, constantly changing global market environment. Must be able to exercise discretion and apply independent judgement with respect to matters of significance on a daily basis.
What you’ll do as an Associate Client Service Manager:
- Assist Client Service Manager (CSM) in daily supervision of administrative responsibilities (FL reassignment, timecard approval, access management approval, etc.)
- Work with CSM to handle day-to-day questions and manage the escalation of “sensitive and timely” issues (client complaints, fraud, KYC red flags, etc.)
- Handle remediation projects, track various workflows to ensure the firm is in compliance with internal and regulatory policy (Investment Policy Statements, KYC, AML/BSA, etc.)
- Partner with CSMs in organizing and leading dynamic meetings with the Client Service Team to communicate regular policy and procedure updates as well as facilitate discussion.
- Partner with CSMs to produce and deliver both mid-year and year-end evaluations for the Client Service Team by gathering, synthesizing and recording feedback from a variety of internal partners.
- Assist in building, training, managing and leading Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients. Participate in the development and drive implementation of career development opportunities and plans for Client Service to improve employee satisfaction and quality of work.
- Partner with CSM to identify, escalate and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies, and harmonize workflows and expectations across the firm.
- Work with CSM in the development and drive implementation of department policies and/or procedures to help improve service and overall efficiency.
- Partner with the CSM & Regional CSM as needed to help evolve the Client Service Model to support the growth and evolution of the business
- Assist with the onboarding of new Advisor Teams
- Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience
- Perform duties and responsibilities as required or assigned by the CSM and/or Regional CSM
- 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.
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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.
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- Extreme accuracy required
- Thorough and attention to detail a must
- Excellent communication skills
- Ability to multi-task
- Ability to prioritize projects for most critical while being mindful of all projects
- Create a good working realtionship with various departments
- Ability to tackle large and complicated relationships
- Ability to dig deep and go beyond the surface of a project to create data integrity among all accounts of a relationship
- Excel and PowerPoint basics
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
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- Manage a large team of multi skilled, dynamic engineers (SCCM administrators, software packages, QA specialists) to provide cradle to grave ownership of all end-user endpoint devices for First Republic Bank. Ensure a high level of satisfaction and that the team is functioning at the highest sustainable level of productivity.
- Monitor and manage all end point devices in alignment with the goals of high availability, high security, user satisfaction and team productivity while driving changes in a culture of continuous improvement.
- Maintain a lab for troubleshooting all devices in production as well as for testing/certifying of new devices and models.
- Be a senior point of contact and proxy for senior leadership with the goal of proactively communicating in-flight issues/status of major incidents and problems
- Use deep analytical and technical understanding, superior collaboration skills, and intense user focus to be an effective change agent working cross-functionally as needed to achieve these objectives.
- Act as the escalation point for high severity user issues, as it relates to the desktop environment.
- Identify and execute to vital goals to deliver excellent service and results to users and ensure targeted service and performance standards are met or exceeded.
- Monitor and manage key metrics to monitor the effectiveness of desktop environment.
- Collaborate with Support management to continuously improve processes and working practices to ensure that these goals are achieved.
- Provide technical leadership, coaching, career development, and mentoring to team members as appropriate.
- Foster an environment conducive to collaboration, teamwork, innovation, simplicity, high productivity, and high quality.
- Contribute to strategy development, forecasting, and planning for the department.
- Execute strategic and tactical plans and initiatives that exceed user expectations resulting in increased user satisfaction that will be realized in lower attrition and higher productivity.
- Establish and manage communication channels within and among other IS departments—being the liaison to provide user feedback to the Senior Management Team.
- Ability to travel as required and work flexible and varied schedule as needed.
- Other duties as assigned
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RESPONSIBILITIES AND DUTIES:
- Incidents: Primary area of responsibility is effective analysis, troubleshooting and accurate problem solving of technical incidents of varying degree by responding to issues received by Service tracking tool, email, phone or walk up. Includes hardware break/fix, troubleshoot bank software support, for standard operating systems & productivity tools. May require working at remote sites and overtime
- Service Projects: Responsible for accurate evaluation and decisive planning of hardware (moves, adds, changes) projects, presentation requests, office openings, software projects & other assignments.
- Participation will require working offsite & overtime, as needed.
- Major Incident Handling: Provide clear diagnosis of time sensitive or high priority issues. Participate in problem management closure process, work with IS resolver teams to facilitate resolution and follow up.
- Interact with vendor technical support for systems issues. Participate in on-call support.
- Communication: Provide prompt, clear and ongoing communication with end users to define clear expectations. Interact with vendor technical support to ensure effective resolution of 3rd party service.
- Ensure timely onsite support. Post service messages & relay updates to internal business groups. Track communications in Service tracking tool.
- Documentation & Reporting: Actively maintain workload using ticketing system. This includes the timely update of incidents assigned and received through alternate channels. i.e by phone, walk up or email.
- Provides support and maintains written resolutions to frequent problems such as networks, hardware, software applications used by Bank personnel.
- Acts as business advocate between customers and I.S. departments. Channel feedback from face-to-face contact to drive improved service satisfaction.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
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Common goals, uncommon potential
The BSA/AML (Bank Secrecy Act/Anti-Money Laundering) Business Analyst is responsible for leading business requirements definition to successful completion, including the discovery, analysis and documentation of business requirements, process flows, use cases, test and training plans within FRB’s BSA/AML department. The Business Analyst will also be responsible for analyzing transaction and customer data, investigating data quality related issues, and providing resolutions. The Business Analyst will work with a cross functional team consisting of technology and business partners to successfully implement projects and releases.
What you’ll be doing as an AML Business Analyst
- Applying business analysis best and industry practices, obtain, define, analyze, prioritize, and document business and system requirements working with cross functional teams, and communicate requirements to solution providers.
- Perform data analysis on customer and transaction data
- Work with business users to understand current business processes and pain points.
- Support and participate in data quality improvement, analysis activities and initiatives, and governance processes
- Facilitate testing; including but not limited to drafting test plans and test cases.
- Prepare data mapping documents and Traceability Matrix.
- Define and prioritize requirements to: Improve BSA/AML monitoring workflow, systems, and data interfaces; create data and metrics reporting; define AML monitoring and data transformation scenarios; understand and documentation business and workflow scenarios, and implement efficiencies and improvements for BSA/AML operations and other department functions.
- Obtain sign-off from key stakeholders on requirements, and manage on-going changes to them.
- Develop or assist with developing test plans and test scenarios, interface between development and QA teams, and manage user acceptance testing.
- Advise solution provider, development, testing and production support teams as needed, providing requirements knowledge and subject matter expertise to the teams performing these functions.
- Identify, track, document, and manage issues, constraints, assumptions, and constraints.
- Continuously improve subject matter expertise in the business areas being supported, sufficient to become a Trusted Adviser to the Business stakeholders.
- Perform duties & responsibilities specific to department functions & activities.
- 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.
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Common goals, uncommon potential
The VP, Corporate Digital Banking will be responsible for delivery and support of First Republic Bank’s Digital Corporate Cash Management offering. This role is focused on the conception, delivery, maintenance, and on-going innovation of the bank’s Corporate Digital Banking offering. This individual will directly lead the Corporate Digital Banking Product Teams and have dotted-line responsibility for a group of talented Scrum-masters and Business Analysts. This is both a strategic and “hands-on” execution role which will require working closely with many teams across First Republic and its vendor partners, and across levels of seniority from the C-level suite on down.
This role reports directly to the VP, Digital Banking within the Digital Channels team.
What you’ll do as a VP Corporate Digital Banking:
- Drive development of the bank’s Corporate Cash Digital Banking experience. The successful candidate will develop a deep understanding of First Republic Private and Business Banking Clients, including their use of online and mobile banking channels by actively engaging with clients and the First Republic client-facing teams on a consistent basis (relationship managers, business bankers, preferred bankers, wealth managers, etc.).
- Work alongside senior management and key stakeholders to define the road-map for the Corporate Digital Banking offerings and champion to key partners throughout the bank.
- Monitor competitive trends, evaluate relative product positioning, benchmark Bank relative to key competitors, and target areas for differentiation. Maintain a strong understanding of available Corporate Cash Management marketplace capabilities and the competitive landscape for FRB. Provide timely and strategic points of view to FRB executives around emerging digital offerings and solutions for Corporate Cash Management.
- Produce and present product-related management reports on an ongoing basis as required, and ensure adherence to the governance requirements of First Republic’s Project Management Office.
- Work closely with Digital Channels teams (UX, Analytics and Engagement, Consumer Digital Banking, etc.) and key internal business partners including Marketing, Deposit Services, Information Services and Risk Management teams to manage the cross-channel client experience within the Digital Channels properties.
- Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables.
- Working in a hands-on way, successfully manage and deliver large and complex projects. Provide leadership on major initiatives, including vendor solution contracts, implementations and integrations, new product development, etc.
- Define and analyze metrics that provide insight into usage and client experience associated with products and features under management. Utilize these metrics effectively for key product decisions.
- 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.
- 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.
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Common Goals, uncommon potential
The Administrative Assistant works directly with the Controller, Accounting Department and the Executive Assistant to the Chief Accounting Officer to perform administrative and clerical duties that help the department run efficiently. You will have the opportunity to be a team player who is motivated to take on projects that require initiative and close attention to detail, while adapting to rapidly changing priorities.
What you’ll do as an Administrative Assistant:
- Directly interface with all levels of internal clients and team members and provide overall team support to the Accounting Department.
- Assist with onboarding new department employees, including collaborating closely with HR, Facilities, IT and other departments to ensure new employees are set up for immediate success.
- Coordinate the onboarding and offboarding of professional services consultants.
- Support the planning and execution of team events and meetings, such as town halls, holiday parties and volunteer events.
- Arrange internal and external meetings and conference calls, including gathering and preparing the agenda and materials and arranging logistics.Prepare memos, letters, and other documents/reports for internal and external distribution and provide clerical support.
- Support space planning and coordination and keep the work site organized and client-ready.
- Maintain invoice files and centralized vendor files; ensure invoices are reviewed and approved by management and delivered to Accounts Payables for payment.
- Handle office-related logistics, such as ordering supplies and shipping packages.Assist in booking travel and hotel arrangements.
- Support department record management and retention.
- Manage department Collaborate site and department calendar.
- Adhere to 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 proceduresIdentify and report suspicious activity to the Anti-Money Laundering Officer
- Know and verify the identity of any client who enters into a relationship with the Bank
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Common goals, uncommon potential
Reporting to the VP BSA/AML Compliance Director, the Associate Director supports the VP in ensuring corporate policies and processes pertaining to BSA/AML and economic sanctions are implemented through Private Wealth Management’s (PWM’s) procedures. The incumbent also serves as the liaison between the BSA/AML Department and the lines of business (LOBs) on BSA/AML related activities, projects, and initiatives and provides consultation to the LOB and various groups within the BSA/AML Department. The individual will assist the Policy and Program Office with risk assessments, the development of policies and procedures, and communication with the LOBs on escalated matters. Additionally, this role will manage BSA/AML-related projects as well as internal audits and regulatory examination processes pertaining to PWM LOBs.
What you’ll be doing as a BSA Compliance A/D or Dir, PWM:
- Responsible for overseeing the BSA/AML and economic sanctions controls as well as implementing procedures from corporate policies that are related to products and services as well as applicable BSA/AML related processes in PWM functions
- Serve as subject matter expert to the LOB and BSA/AML groups, including but not limited to the enterprise risk assessment; monitoring strategies; new products/services, vendor, and project reviews; issues management; and action plans in response to Quality Control and Testing (QCT), internal audit, and examination findings
- Provide guidance on day-to-day BSA/AML related compliance matters which include but not limited to providing clarification on policy guidelines, advising the LOBs on potential high-risk clients, and providing guidance on new or proposed BSA/AML related rules and regulations
- Ensure any BSA/AML compliance issues are escalated promptly
- Serve as liaison among PWM, and the BSA/AML Department on BSA/AML related activities, projects, and initiatives (e.g., exam, audit, and QCT; KYC; beneficial ownership; etc.)
- Coordinate and assist with the development of the quarterly LOB reports and communicate the metrics, trending, policy violation/exception, etc. to the LOB executive management teams
- Assist the LOBs to determine appropriate remedial actions when internal control deficiencies are identified through the risk assessment, internal audit, examination, QCT, or self-identified by the LOBs
- Attend regular LOB staff meetings to ensure active communication between the LOBs and the BSA/AML groups
- Stay abreast on the development of the corrective actions implemented by the LOBs
- Provide subject matter expertise support to both internal BSA partners on PWM-related issues, well as to external partners on BSA-related issues.
- Perform duties and responsibilities specific to department functions & activities and as required or assigned by the VP BSA/AML Compliance Director.
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Common goals, uncommon potential
As an Investor Reporting Specialist, you will assist in the servicing of First Republic Bank’s residential loan portfolios by performing bank account reconciliations, investor remittances, and loan boarding of Residential loans.
What you’ll do as an Investor Reporting Specialist, Residential Lending:
- Identify workflow, data reporting and systems/processing improvements for Investor Reporting and other areas as assigned.
- Guide data reporting initiatives/projects.
- Provide ad hoc reporting support for Investor Reporting, Loan Service and Post close.
- Test queries/models created for centralized reporting tools.
- Investor Reporting representative to Expert User Group.
- Prepare remittance reports, including wire transfer requests, for FNMA and other investors using Actual/Actual, Actual/Scheduled, and Scheduled/Scheduled accounting methodologies.
- Onboard mortgage and HELOC loan data into relevant Bank systems, validate existing reporting and system data, and research/address processing exceptions.
- Respond to investor requests for information accurately and in a timely manner.
- Perform duties and responsibilities specific to department functions and activities or as 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.
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See service from a higher perspective.
As a Senior Loan Analyst, you will have the opportunity to process and underwrite single-family residential mortgage loans while providing an exceptional client experience. You will analyze complex tax returns and financials and assist in completing the loan process from start to finish. After you’ve developed a strong comfort level with the residential loan process, you’ll have the opportunity to learn apartment and commercial property loan analysis and processing.
What you’ll do as a Senior Loan Analyst:
- Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level.
- Analyze and process each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete.
- Underwrite the income sources, collateral and credit quality of residential loan applications. This includes analysis of personal and business income tax returns, tax schedules and financial statements.
- Prepare loan files for funding by reviewing the analysis for accuracy.
- Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements.
- Complete Know Your Client regulatory data for all loan types.
- Follow the lending guidelines from the Federal National Mortgage Association and nonconforming secondary market investors, along with other industry regulations.
- Prepare prequalification and/or commitment letters for loan officer review.
- Learn the Bank’s loan pricing matrix and become comfortable engaging with clients to confirm and discuss our loan programs.
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About the Role:
We are seeking a dynamic and hands on leader to spearhead and evolve the Digital marketing analytics function in Eagle Lending. The Director of Digital Marketing Analytics will lead the effort to analyze and optimize our marketing investments across all marketing channels, with a primary focus on digital (e.g., digital display, website, email, social etc.). This person will partner with an outside agency by providing in-the-weeds leadership and support. This critical role will also support lifecycle analytics as it grows in scope. This person will need to ensure proper experimental design and implementing timely tracking, resulting in insights and learnings are actionable and used to improve future marketing programs.
This is an exciting opportunity to join a high growth team and function as atrail blazer for the entire organization. Being able to balance talent/skills with sound judgement to make the appropriate business decisions is critical
What you'll do as the Director, Digital Marketing Analytics:
- Customer Acquisition Analytics – Performance channels Measure effectiveness of all marketing programs and customer acquisition campaigns. Develop multi-touch attribution methodologies across all channels to assess effectiveness of multi-channel marketing efforts - search engine marketing (SEM), search engine optimization (SEO), affiliate marketing, display advertising, social media, email external partnerships, and other direct marketing programs.
- Marketing Mix modeling: Specific to digital marketing, optimize the performance spend and provide direction to media partners as needed. Needs to have strong understanding of marketing mix modelling, as well as data driven recommendations and insights for sales funnel optimization
- Design of Experiments: Lead experimental design and implementation of A/B tests needed to improve funnel performance (from awareness to purchase) and channel efficiency and inform marketing investment decisions
- Ad-tech Analytics: Have a strong understanding of how DMP (Data Management Platforms- Adobe Audience Manager, Neustar etc.) works. Also – understand on how to combine data coming coming from different ad platforms to form a 360 view of the Customer/Prospect
- Data Strategy, Wrangling and Extracts: When applicable - work with the data engineering team to source the data needed to support and optimize marketing campaigns. This may sometimes mean stitching together data sources that may be spread across multiple data channels
- Data Visualization/ BI: This person is not directly responsible for creating tableau reports; but need to drive the creation of Tableau reports by working with the appropriate team. Lead creation of KPI/ Customized Dashboards – Define what the business needs look like and convert it into self-service reporting tools. There is a BI team but this person may need to build their own reports at times
- Drive Predictive Modelingas needed– As the business needs become more complex,being able to drive the use cases around predictive models (Can be Machine Learning) would be very helpful
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See service from a higher perspective
As a Trust Associate, you will primarily assist designated Trust Officers in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements and fielding routine inquiries and requests from clients and business partners. In addition, you will be responsible for setting up new accounts in Sungard AddVantage.
What you’ll do as a Trust Associate
- Various administrative tasks (including, but not limited to, travel arrangements, expense reports, scheduling meetings and conference calls, answering phones, baking cookies for clients, managing invitation lists, electronic filing of documents, sending out correspondence).
- Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 recipients.
- Daily review of transaction journals and cash reports.
- Where applicable, manually manage cash activities for each account
- Assist in completing initial and annual account reviews.
- Review overdraft reports and ‘cure’ overdrafts where applicable
- Review fee maps and authorize the release and postings.
- Conduct research work in order to answer clients' inquiries.
- Sort and review mail for trust officers
- Prepare trade tickets for trades executed by the trust officers with FRSC.
- With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts
- Coordinate and produce all DTC-related activities, reports, packages and meetings.
- Prepare same-day or future disbursement entries pursuant to requests and approvals
- Where necessary, send out confirmation letters on disbursement requests via telephone. Conduct disbursement call backs on fedwires. Reprint statements as requested.
- Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel database.
- As required, maintain and print ticklers for trust officers.
- Serve as liaison between Administration and Operations including securities related activities.
- Administer low-maintenance accounts with minimum supervision from the Trust Officers.
- Perform duties & responsibilities specific to department functions & activities or as 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.
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Common goals, uncommon potential
The Software developer will develop core algorithms for building the analytics platform at FRB. This platform will act as an abstraction layer between data warehouses and its consumers from the analytics, reporting or data science teams.
What you’ll be doing as a Java Developer:
- Write code to access data warehouses and extract the data as Java objects which are then serialized into byte streams.
- Create an API for analysts / users of the Java objects to take outputs of analytics functions written in python or SQL and persist these outputs into the Java objects.
- Extract data from java objects / byte streams and create industry standard formats like Apache parquet or Mongo collections.
