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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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
2022-16488
City
Palm Beach
State
FL
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
2022-16487
City
Boston
State
MA
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
2022-16486
City
Portland
State
OR
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
2022-16485
City
Los Angeles
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
2022-16484
City
San Francisco
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
2022-16483
City
New York
State
NY
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated lending professional to join the Collateral Portfolio Monitoring team in Lending Services. As the Collateral Portfolio Monitoring Generalist, you will draw on your thoroughness and accuracy for the day to day monitoring of the collateral supporting the Bank’s loan portfolio. This is an excellent opportunity to gain an in-depth knowledge of lending operations. You will work to ensure that First Republic Bank continues to provide the highest levels of customer service by successfully maintaining optimal productivity levels.   What you’ll do as a Collateral Portfolio Monitoring Generalist: - Perform daily functions, which include but not limited to the taxes and insurance monitoring, escrow activities, collateral bookings, securities loan approval process, construction draws. - Respond to external and internal client requests accurately and in a timely manner via the team’s shared inbox and phone line. - Balance financial transactions and reconcile discrepancies. - Ensures compliance with operational policies and procedures to minimize risk exposure. Monitors and audits existing processes and portfolio exceptions related to risk management issues. - Be a support in participating and facilitating team projects. - Participate in the development of policies and/or procedures. - Perform quality control reviews. - Perform duties and responsibilities specific to department functions and activities or as assigned by management. - 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
2022-16479
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Net Promoter Score® (NPS®) is a universal customer experience scorecard that measures client loyalty and predicts business growth. To monitor the quality of our service, First Republic conducts two complementary client listening NPS programs. The first client listening program at First Republic is an annual, bank-wide, relationship-level survey and analytics program. The second is a continuous, interaction-level program. Through thoughtful management of these programs, the NPS Team ensures that the voice of our clients consistently informs how First Republic continues to evolve, enhance, and improve the client experience in pursuit of delivering evermore extraordinary service.     Channeling the voice of our clients into enterprise learning and action. The Voice of the Client  Program Manager will be responsible for the success of the continuous client listening program in our East coast regions. You will ensure program delivers against the following key components: - Strategic surveying: ensure we’re capturing trustworthy, relevant, and instructional client feedback - Best practice identification: reveal success-drivers to preserve, reinforce, and/or promulgate - Improvement opportunity discovery: triage trends to inform client & colleague experience focus areas - Enterprise communication and coordination: share learnings to influence practices, priorities, and roadmaps - Ongoing relationship management: cultivate Bank-wide partnerships to drive engagement, action, and impact   What you’ll do as a Voice of the Client Program Manager - Own execution of and engagement with the continuous client listening NPS program in our East coast markets - Ensure consistent, timely responses and accountability to “extraordinary client service” across all levels - Lead high impact feedback review “huddles” via thoughtful preparation of analytical and anecdotal insights, crafting agendas, and fostering opportunity-oriented discussions - Communicate themes in client comments and banker insights, both positive and negative, across the Bank, driving knowledge sharing and guiding strategic action-taking and decision-making - Develop a deep understanding of the business to think proactively and holistically as you help us identify opportunities, analyze situations, develop solutions, and execute effectively to improve the client experience - Build, deepen, and expand partnerships with leaders and stakeholders across the organization to fuel program engagement and timely, coordinated action in response to opportunities - Serve as an expert and liaison with our survey and analytics software provider, including championing UX/UI improvements - Inform the Bank’s annual client relationship NPS program, incorporating insights and learnings from the continuous NPS program
Job ID
2022-16458
City
New York
State
NY
Position Type
Regular Employee (REG)
The Net Promoter Score® (NPS®) is a universal customer experience scorecard that measures client loyalty and predicts business growth. To monitor the quality of our service, First Republic conducts two complementary client listening NPS programs. The first client listening program at First Republic is an annual, bank-wide, relationship-level survey and analytics program. The second is a continuous, interaction-level program. Through thoughtful management of these programs, the NPS Team ensures that the voice of our clients consistently informs how First Republic continues to evolve, enhance, and improve the client experience in pursuit of delivering evermore extraordinary service.     Channeling the voice of our clients into enterprise learning and action. The Voice of the Client Program Manager will be responsible for the success of the continuous client listening program in our West coast regions. You will ensure program delivers against the following key components: - Strategic surveying: ensure we’re capturing trustworthy, relevant, and instructional client feedback - Best practice identification: reveal success-drivers to preserve, reinforce, and/or promulgate - Improvement opportunity discovery: triage trends to inform client & colleague experience focus areas - Enterprise communication and coordination: share learnings to influence practices, priorities, and roadmaps - Ongoing relationship management: cultivate Bank-wide partnerships to drive engagement, action, and impact   What you’ll do as a Voice of the Client Program Manager - Own execution of and engagement with the continuous client listening NPS program in our West coast markets - Ensure consistent, timely responses and accountability to “extraordinary client service” across all levels - Lead high impact feedback review “huddles” via thoughtful preparation of analytical and anecdotal insights, crafting agendas, and fostering opportunity-oriented discussions - Communicate themes in client comments and banker insights, both positive and negative, across the Bank, driving knowledge sharing and guiding strategic action-taking and decision-making - Develop a deep understanding of the business to think proactively and holistically as you help us identify opportunities, analyze situations, develop solutions, and execute effectively to improve the client experience - Build, deepen, and expand partnerships with leaders and stakeholders across the organization to fuel program engagement and timely, coordinated action in response to opportunities - Serve as an expert and liaison with our survey and analytics software provider, including championing UX/UI improvements - Inform the Bank’s annual client relationship NPS program, incorporating insights and learnings from the continuous NPS program
Job ID
2022-16457
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This Senior Administrative Assistant plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout the bank. This critical role will provide operational and administrative support to the Deputy Chief People Officer. Based in New York, this role will provide effective administrative support, interact with candidates and employees, coordinate and assist with projects, events and communications. This individual will work closely with the east coast based HR team as well as the larger HR team. This position is expected to collaborate with other administrative assistants to support the broader administrative needs of the Human Resources Department.   What you’ll do as a Senior Administrative Assistant: - Schedule appointments and maintain meeting calendar for the Deputy Chief People Officer (DCPO) including making travel and hotel arrangements. - Submit expense reports following company travel and department events. - Coordinate and set up meetings and events, including catering, preparation of agendas and meeting materials and arranging logistics (conference room, bridge line, video) and taking minutes. - Assist with HR New Colleague setup primarily on the east coast, collaborating closely with HR Specialists, HR Business Partners and IT. - Create presentations and maintain up-to-date materials for team and internal communication. Assist in taking notes and sharing slides during departmental meetings where required. - Stays in touch with all facets of the company and identifies potential issues to the DCPO before they escalate. - Handle incoming phone calls, internal and external, as well as all other forms of incoming and outgoing correspondence. - Navigate organizational infrastructure to solve or resolve problems in a timely manner. - Lead and manage special projects as they arise on behalf of the manager. - Assist and provides support as assigned and needed.
Job ID
2022-16452
Category
Human Resources
City
New York
State
NY
Position Type
Regular Employee (REG)
The Director of Engagement and Inclusion will have an immediate impact at First Republic by streamlining strategic initiatives, overseeing key programs, and leading cross functional efforts to realize our vision for Diversity, Equity and Inclusion (DEI). Reporting to the Deputy Chief People Officer, this role will serve as a subject matter expert and partner with senior leadership as we further infuse DEI into our business, people strategies, and organizational culture. This role will partner closely with business and HR leaders expansive of People Analytics, Learning & Development, Talent Acquisition, Talent Management, HR Business Partners, and other key collaborators. The role will serve as a key diversity partner to ensure that DEI remains actively prioritized and is effectively integrated into and enables First Republic’s overall business strategy.   This person will serve as a resource to First Republic’s growing number of Colleague Communities (Employee Resource Groups) concerning matters of inclusion and diversity, and as a partner to HR colleagues and other cross functional team members. This person will be responsible for driving impact in the DEI arena - working to ensure the Colleague Communities are engaged, supported and are heard. This role requires someone who can help embed principles of inclusion, diversity, and equity into general decision making and influence, people management practices, and everyday thinking and interactions. Key responsibilities include: - Oversee strategic business initiatives from development through successful execution under the guidance of the Deputy Chief People Officer and senior leaders. - Collaborate cross functionally with business leaders to ideate, incubate, develop, and implement new DEI strategic priorities and improve upon existing strategic initiatives. - Assess opportunities, create DEI strategies and plans, and support execution through coaching, advising, thought leadership and expert collaboration. - Review, design, and execute on improvements to current processes, organizational structure, routines and coordinate organizational procedures for optimized efficiency and productivity. - Project manage a broad spectrum of activities ranging from highly strategic to tactical and play a key role in helping the organization focus on achieving DEI goals. - Partner with key stakeholders to research, analyze, and benchmark to support DEI priorities and recommendations. - Support the Deputy Chief People Officer, in the preparation of board, executive, and enterprise-wide presentations and communications. - Works closely with leaders to facilitate execution of key DEI projects and initiatives, providing analytical and project management support. - Ensures timely communication and flow of information between the Office of DEI and key internal stakeholders. - Provides substantive drafting of diversity related communications in partnership with the Marketing and Communications team including RFPs, reports, surveys, quantitative and qualitative research and benchmarking. - Works closely with the Marketing and Communications and Investors Relations teams to create, design and develop regular communications for internal and external stakeholders. - Build connections across all levels of the organization in order to identify gaps and effectively drive our DEI strategy forward. - Represent the Deputy Chief People Officer, in internal meetings and where appropriate. Strategy - Partner with the Chief People Officer, Deputy Chief People Officer and the DEI governing bodies to develop, drive and execute upon FRB’s overall strategy and action plans for diversity, equity and inclusion. - Responsible for the overall project management of DEI strategy execution across FRB. - Review and analyze DEI metrics and make recommendations for improvement to drive organizational performance. DEI Governing Bodies - Manage the day-to-day operations focused on engagement and inclusion work at the bank level through all DEI Governing Bodies (e.g. Colleague Communities, DEI Council, and Racial Equity Advisory Board (REAB)). Understand challenges, provide guidance and best practices to DEI governing bodies and leaders. - Track and analyze performance metrics on the progress of DEI Council and REAB. - Routinely highlight the inclusion efforts in process via key communication channels. - Co-sponsor and/or facilitate DEI-related workshops. Attract, Develop, and Retain - Partner with the Talent Acquisition team to help source diverse talent from existing and new recruiting partners and help develop and implement recruiting strategies to attract diverse talent at all levels. - Cultivate and build relationships with industry groups, professional associations, universities, DEI conferences to identify and attract top diverse talent and gather competitive insights and best practices. - Ensure development and people processes reinforce same practices by partnering with the Learning and Development (L&D) center of excellence and HR business partners. - Partner closely with the L&D, Talent Management, People Analytics teams and HR Business Partners to integrate inclusion, diversity and bias mitigation concepts into learning and employee development programs. - Serve as subject matter expert and liaison to the HR team and the business to develop strategic action to attract/develop/retain diverse talent by analyzing and presenting talent demographics, monitoring data trends and developing diversity initiatives. - Partner closely with the L&D and Talent Management teams to help develop and manage implementation of bank-sponsored career programs. - Partner closely with Talent Management team to influence bias mitigation in our talent ontology models and performance/potential metrics. - Enhance existing and new program implementation targeting early career and diverse populations and incorporating measures for success and impact of programs and team.
Job ID
2022-16451
Category
Human Resources
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior 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 Senior 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
2022-16446
City
Greenwich
State
CT
Position Type
Regular Employee (REG)
The Compliance Associate will work independently, or as a member of a team, to complete scheduled regulatory compliance reviews that test the Bank’s compliance with several consumer-based lending and deposit laws and regulations including RESPA, TILA, ECOA, HMDA, Flood Disaster Protection Rules, Reg D, Reg E, and Reg CC, among others.  The Compliance Associate is expected to effectively communicate findings and recommendations to stakeholders, and assist with ad-hoc compliance validation projects as they arise.  The Compliance Associate is a vital contributor to the Bank’s compliance management program, and key to ensuring the Bank successfully complies with consumer protection laws and regulations.   What you'll do as a Compliance Associate: - Identifying and utilizing 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. - Applying the knowledge and understanding of regulatory requirements to ensure internal testing procedures are comprehensive and up-to-date. - Reviewing business unit policies and procedures to determine whether they adequately address compliance requirements, and identifying enhancements, as appropriate. - Working with applicable stakeholders to identify appropriate and reliable sources of data for transaction testing. - Selecting appropriate samples for transaction testing, using regulatory and internal guidelines. - Completing 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. - Using judgment and insight to identify exceptions and anomalies. - Identifying potential process improvements aimed at improving business unit’s regulatory compliance. - Presenting and clearly explaining findings to stakeholders, both in writing and in-person, by summarizing the context and basis for conclusions. - Drafting clear and concise written reports summarizing key findings, observations, and overall conclusions for each regulatory compliance review. - Ensuring that conclusions are well-supported and appropriately documented in work papers. - Tracking and validating business unit’s corrective action/remediation efforts. - Participating 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.
Job ID
2022-16445
Category
Legal
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Instructional Designer will support the Deposit Services Training Team by producing training materials, managing training-related projects, and continuously updating existing modules to ensure parity with new processes, procedures, and systems as they are deployed. This position will involve working with the Deposit Services training facilitation team to develop to and produce user guides, leader guides, PowerPoint presentations, and other course documents necessary for a successful training program. This person isresponsible for delivering materials that are within First Republic's branding standards while maintaining a high level of accuracy and user engagement. The ideal candidate will be fluent in designing engaging materials in Word, PowerPoint, Adobe Acrobat, and other authoring tools and will have a strong understanding of Adult Learning Theory and Instructional Design. The position reports directly to the Manager of Instructional Design   What you’ll do as a Instructional Designer: - Develop and maintain new training materials, including participant workbooks, facilitator guides, activities, self-study modules, databases, and reports. - Ensure that existing modules are up to date by remaining current on First Republic policies, procedures, and systems. Make adjustments to existing materials as needed. - Work with the Manager of Instructional Design and other leadership to plan and prioritize training projects. - Work with business partners, contractors, or First Republic vendors to develop and execute training projects. - Own projects and assignments holistically from end to end. - Use a variety of instructional methods to ensure maximum delivery effectiveness. - When necessary, ensure revisioning, archiving, and distribution of materials is done in an effective and consistent manner. - 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. - Perform other duties and responsibilities as required or assigned by supervisor.
Job ID
2022-16444
Category
Deposit Services
City
New York
State
NY
Position Type
Regular Employee (REG)
The Digital Specialist provides sales support for the Digital Channels products the Bank offers. Those in the position are tasked with mastering all digital banking platforms, including but not limited to: Personal Online Banking, Corporate Online Banking, Mobile Banking, and Brokerage Online Banking.   The primary responsibilities of the Digital Specialist are partnering with sales teams to acquire new clients, onboarding and training new and existing clients to First Republic’s digital platforms, increasing digital adoption, and expanding digital engagement. Digital Specialists will partner closely with local Relationship Management and Preferred Banking teams, filling the role of subject matter expert on the bank’s technology products.  The Digital Specialist learns the prospective client’s needs, tailoring digital solutions based on what will serve the client best.  When new clients decide to bank with First Republic, the Digital Specialist will work closely with that individual or business to help facilitate a seamless transition, providing training and a direct line of support.  Digital Specialists will also work with existing clients, identifying banking needs and sharing solutions with them that will ensure a richer banking experience. Through proactive engagement, the Digital Specialist works to ensure the company delivers the same extraordinary service through the digital channels as our clients expect face-to-face.   As their region’s main partner for digital banking solutions, the Digital Specialist will work closely with all First Republic Bank lines of business, gaining a deeper understanding of the financial industry. A successful candidate will build and maintain relationships across all departments, both with front line sales staff, as well as our back-office support teams. Digital Specialists will also partner with the product development teams, leveraging client feedback to shape the development of future product offerings. 
Job ID
2022-16438
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an Executive Assistant you will have the opportunity to optimize efficiency through effective communication and administrative support, including interacting with management and employees, answering the telephone, scheduling meetings and appointments, assisting with the creation of presentations, making travel arrangements, preparing correspondence, and assisting with special projects.   What you’ll do as an Executive Assistant: - Schedule appointments and maintain calendars, including making travel and hotel arrangements. - Handle incoming phone calls, internal and external, as well as incoming and outgoing mail. - Coordinate and arrange meetings, including gathering and preparing agendas and other materials and arranging logistics (catering, conference room, bridge line, video conferencing). - Write, edit and proofread a wide variety of communications and materials, including letters and PowerPoint presentations. - Copy, file, organize and distribute various reports and documents. - Prepare and submit expense reports. - Provide input and suggestions for process improvements. - Order office and marketing supplies. - Directly engage with all levels of internal and external clients, including senior executives. - Lead and manage special projects as they arise.  - Navigate organizational infrastructure to resolve problems. - Maintain a flexible work schedule. 
Job ID
2022-16437
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Jr. Robotic Process Automation (RPA) Developer will be responsible for developing and delivering automated solutions across the Bank. The Jr. RPA Developer will work closely with the CPI Team to ensure RPA applications meet business and technical requirements, are maintainable and scalable and meet stated performance benchmarks. The Jr. RPA Developer will contribute towards the Center of Excellence (COE) to help define and document RPA development standards at First Republic.   We are seeking candidates who have an attitude of getting things done and delivering results while keeping long terms goals and objectives in mind.   What you’ll do as a Robotic Process Automation Developer: - Configuring new RPA processes and objects that are efficient, well-structured and stable. Support the strategic and tactical roll-out of RPA solutions. - Create or update documentation including architecture diagrams and design documents (i.e. Solutions Design Document) in support of development efforts. Estimate development efforts and provide guidance on development timelines. - Identify reusable components and patterns as well as ensure consistently in design across use-cases built using RPA. Contribute to the development of governance, methodologies and procedures to continually improve a rapid and repeatable delivery channel of RPA solutions. - Participate in code reviews with peers to ensure each increment adheres to original version as designed in the user story (or Process Definition Document) and adheres to highest quality standards. - Support existing processes and implement change requirements as needed. Respond to support inquiries for use-cases in order to make quick repair to keep use-cases running in production. - Advanced proficiency in Object Oriented Design (ODD) and analysis. Advanced proficiency in application analysis/design engineering functions. Advanced proficiency in application of non-functional software qualities such as resiliency, maintainability, etc. Advanced proficiency in advanced behavior-driven testing techniques. - Oversee the design, scoping, implementation and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Participation in the RPA Center of Excellence (COE): help define and drive application standards across the RPA platform. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or 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
2022-16435
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We're in the midst of a digital transformation at First Republic Bank. That means building a domain-driven model of banking behind coherent, composable, modern APIs. Those APIs are a mix of versioned REST APIs and event sourcing. If you're interested in problem solving, improving operational efficiency and implementing DORA metrics, you're going to feel at home here. After all, what is banking but a series of events over time?   What You’ll Do as a AWS - Principal Platform Engineer: - Collaborate with solution architects and enterprise architects to ensure software implementations align with client and business needs for functional and non-functional requirements. - Validate if technology solutions proposed by vendors work in the FRB environment. - Migrate applications from on-prem deployments to our Public Cloud. - Utilize Infrastructure as Code Tools to automate deployments of new applications. - Establish design patterns for monitoring, benchmarking, and deploying new features for the backend services. - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - Act as the escalation point for technical issues that require advanced skills, knowledge, and troubleshooting.
Job ID
2022-16433
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Enterprise Banking Platform team is looking for a Solution Architect that can work with both IT and business teams to define and guide the implementation of solutions for Enterprise Banking initiatives. It is the responsibility of the solution architect to ensure technical solutions not only meet business requirements but are implemented in an architecturally consistent manner that adheres to bank standards and best practices.   What you’ll do as a Solution Architect: - The Solution Architect will design effective and efficient integrated solutions in support of Enterprise Banking initiatives by first working with business partners to analyze business requirements. The Solution Architect will then collaborate with supporting system and technology owners to define the target architecture and design using appropriate architecture design artifacts such as UML diagrams and software design documents. - Lead project teams to deliver solutions using an agile methodology that ensure rapid and architecturally sound implementations of business requirements - Propose and drive initiatives to improve application development and support processes for Enterprise Banking systems - Perform as a subject matter expert on the various IBS Core & Enterprise Banking systems and processes assigned.  Inclusive of this is gathering a deep understanding of the data within the systems and business processes supported by the system(s). - Build critical working relationships with the business and user communities through gathering a thorough understanding of the business models and processes employed  - Specify and fully document application customizations that would bear scrutiny by an internal audit or external regulators. - 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.
Job ID
2022-16431
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Data Engineer: - Build software and data engineering expertise and own data quality for our processes - Drive technical excellence and implementation of software engineering best practices - Design and deliver large scale, highly available and mission-critical data pipelines and features using modern cloud and big data architectures - Develop and deliver batch, stream, and big data solutions using technologies such as Kafka, EMR, Kinesis, Storm, Spark, Hadoop, Redshift, Snowflake, etc. - Oversee end-to-end agile design, scoping, implementation, and testing of solution - Develop Pipelines, ensuring the best practice are implemented for data governance, data quality, data lineage and data cleansing - Responsible for driving and managing data source integration between various vendor systems
Job ID
2022-16429
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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