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 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.
Job ID
2022-15396
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank. -  
Job ID
2022-15394
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Senior Director, Workplace Technology Engineering & Operations is a hands-on senior leader who is accountable for the team who delivers imaging, software distribution, upgrading and patching over 12,000 devices supporting both production and corporate systems across the geographically dispersed bank at the enterprise level. This includes desktops users in the offices and VPN connected remote users. This is a highly technical position with understanding of Microsoft SCCM, Apple JAMF Pro, Cisco AnyConnect and ISE, networking, productivity tools and is a team player working across the enterprise with architecture value engineering white board sessions and end user support, drilling down deep into level 2 and 3 incident management. This individual can set a strategy, execute on it, and be nimble as business needs change.   What you'll be doing as Senior Director, Workplace Technology Engineering & Operations: - Senior Director, Workplace Technology Engineering & Operations is a hands-on technical leadership position responsible for managing the end-to-end life cycle of all end-user systems for the enterprise. The successful candidate will lead a large team of engineers with representation on both coasts as well as an off-shore engagement, delivering efficient and effective request fulfillment and incident resolution (Tier 3). The Director must be a highly skilled leader and manager of people, a fierce user advocate, data driven and capable of collaborating cross-functionally with the various teams within Information Services and Information Security. - With a strong sense of the business impact of support, the Director will develop a multi-disciplined team of engineering problem solvers focused on delighting users with solutions that exceed expectations. The Director is responsible for executing the Desktop Engineering strategy and tactics that will improve the user experience and supportability of the business facing environment. - End-user systems include, but aren’t limited to, desktop computers, laptops/tablets, peripherals, remote and wireless access and the associated operating systems and applications.  Lifecycle management of devices includes ownership of the OS (Windows & MAC/iOS), patch management and software packaging, Q/A activities, vulnerability remediation and associated metrics & reporting. - The Director position requires advanced knowledge of user end-point engineering, best practices, as well as strategies for effectively delivering resolutions to incidents, requests, and problems. This is a leadership role and must act as a role model for the team, entrusting confidence through superior character, equanimity and demonstrated technical acumen. - The role requires an in-depth knowledge of industry best practices as it relates to end-point engineering.  This includes but is not limited to: Microsoft Azure Cloud Computing Platform & Services; Windows & Apple OS support and upgrades; Amazon Web Services; End-point DLP (i.e. Application Whitelisting, Cisco ISE, DLP, Forcepoint); Configuration Management (SCCM & JAMF); Cybersecurity Frameworks (CIS, NIST, ISO 27001/27002, PCI DSS); Ensure the team troubleshoots issues and fulfills requests within the parameters of  best practice ITSM models adopted by the IS department and bring to effective and timely resolution whenever possible; communicate and escalate issues using sound judgment and self-initiative; and deliver the highest level of customer service at all times with all colleagues.  Provide detailed metrics and reporting on overall service delivery.  Strive for continuous service improvement opportunities. - Is technically knowledgeable with enterprise level execution of imaging, building, upgrading, and patching of operating systems, productivity tools, and security patches across both Windows and Mac platforms. - Must be capable of leading incident troubleshooting and driving root cause analysis, both functionally and technically. - Partners with Workplace Technologies Chief Architect to embrace strategic direction and align engineering implementation.
Job ID
2022-15392
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking to hire an experienced   attorney to join the Legal Team as a Director & Senior Counsel, Commercial Lending, to be based in San Francisco. This Senior Counsel will join an existing legal team that supports First Republic's commercial lending activity on both the West and East Coasts with great growth potential.   The successful candidate will assist the Legal lending team on transactions across the Bank's multi-faceted commercial lending platforms. This position will work closely with client-facing Business Bankers and Relationship Managers and the commercial loan closing teams to assist with loan transactions from origination through the life of the loan and will also interact with other FRB attorneys to assist on broader legal matters.   What you’ll do as a Director and Senior Counsel, Commercial Lending: - Assisting senior members of the Legal Lending Team in the Office of the General Counsel in counseling and guiding internal clients on lending transactions and implementing strategic goals and process improvements. Drafting, consulting, and advising (both internally and externally) on documentation for all commercial business lending products including interacting with the Commercial Closing Department and outside legal counsel. - Providing legal advice and services to the Business Banking Lending business line as well as other lending products originated by Relationship Managers . - Ensuring the business line complies with all applicable state and federal laws, regulations, and guidance. - Assisting in the formulation, communication, and implementation of strategic business plans and other strategic and systems initiatives to help the business line function more efficiently. - Producing deliverables to support internal and external audits, regulatory examinations, or any other oversight review in the set time frame. Performing other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15388
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Appraisal Reviewer (Hybrid): - Perform detailed technical and compliance reviews on commercial real estate appraisals. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations; the Uniform Standards of Professional Appraisal Practice; the Financial Institutions Reform, Recovery, and Enforcement Act of 1989; bank policies and guidelines; and industry standards. - Communicate with appraisers regarding any report corrections and/or revisions. - Evaluate the quality of appraisers’ work and provide feedback for the maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and the Executive Loan Committee on appraisal topics in the Bank’s core markets. - Provide support to all areas of real estate lending as needed, demonstrating superior client service to appraisers and employees. - Attend ongoing training on real estate appraisal and real estate appraisal reviews.
Job ID
2022-15364
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Associate Director, Research Analyst is responsible for conducting fundamental, quantitative and macroeconomic analytics and modeling to support the asset allocation and risk management team. In addition, support senior management and peers with a broad range of periodic and ad- hoc capital market research and analytics.   What you'll do as a Associate Director, Research Analyst: - Curate research contents impacting the current dynamics of capital markets - Content generation addressing topical portfolio management analytics - Support the development of tactical and thematic Asset Allocation views - Develop various asset/factor allocation modeling - Perform risk decomposition and portfolio diagnostics/construction for multi-assets portfolios - Cross-functional collaboration with broader team on firm initiatives
Job ID
2022-15356
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Vice President, Department Strategy and Administration will lead the Marketing and Communications department’s strategic approach to planning, inclusive of ongoing prioritization and integrated with the Company’s annual business planning process. This includes oversight of our OKR framework, the marketing and communications budget, and the talent acquisition and development plan. Success is aligning resources (dollars and people) around the effective delivery of value to the business and evolution of our brand.   This person should be able to think about the department like a General Manager and support the SVP, Marketing and Communications like a Chief of Staff. This role requires the ability to think creatively and with imagination, respond quickly to requests while remaining flexible to changes, and excellent leadership, relationship management, and communication skills. Success in the position over time also requires a passion for and knowledge of the First Republic business model, value proposition, heritage and culture. Knowledge of marketing and communications tactics and organizational structures is preferred, and demonstrated success in aligning resources to delivering impactful results is required. Working closely alongside the SVP, Marketing and Communications, there is great potential for future career growth.   What you'll do as the VP, Department Strategy and Administration: - Lead and oversee the OKR (Objectives and Key Results) framework for the department, working alongside the SVP, Marketing and Communications and department’s team leaders to develop annual and quarterly objectives and measurable results; integrating this framework within the Company’s annual business planning process; overseeing rituals and reporting to celebrate successes, recalibrate priorities and resources, and deliver business and brand value. - Success statement is “Using the OKR framework, we have been able to deliver impactful results to grow the business and evolve the brand, aligned with resources available to us.” - Lead and oversee the budget for the department, aligning investments to objectives and key results, and delivering business and brand objectives alongside contributing to positive operating leverage. - Success statement is “We help to drive business and brand results alongside positive operating ” - Lead and oversee the talent development and acquisition plan for the department, including ownership over team roles and responsibilities; identifying gaps and addressing where appropriate through learning and development for existing colleagues; and managing the annual and quarterly staffing and seating plan. - Success statement is “Our team is well-resourced and equipped to meet the objectives of our ” - Partner successfully with colleagues within and outside of the department - Hire and lead a more junior role, while leveraging the resources of the department - Maintain high standards of excellent execution and exceptional service as a steward of the brand and representative of the SVP, Marketing and Communications - Adhere to all related regulatory and privacy requirements  
Job ID
2022-15353
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Deposits Quality Assurance Analyst position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits Quality Assurance Analyst: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner.  Work with Assistant Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Bankers and Client Services staff to have a well-rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, disclosures, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Supervisor (e) Other tasks related to account documentation as assigned to support the team. - Additional responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  
Job ID
2022-15351
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Director, Fair and Responsible Banking – Risk Assessments, you’ll support the Fair and Responsible Banking department on critical tasks related to Fair Lending regulations (the Fair Housing Act and the Equal Credit Opportunity Act); Unfair, Deceptive or Abusive Acts or Practices (UDAAP); and other applicable consumer protection laws and regulations. This position offers outstanding development opportunities that will help you establish a rewarding career in Fair and Responsible Banking.   What you’ll do as a Director, Fair and Responsible Banking – Risk Assessments: - Serve in a lead role in the management and development of the annual Fair and Responsible Banking risk assessment for each Business Line, which includes planning, interviewing stakeholders, identifying, and analyzing the Fair Lending and UDAAP regulatory risk factors associated with business line products and operations.  - Serve as a Fair and Responsible Banking risk liaison for each Business Line and the bank’s risk assessment community. - Manage and enhance the Fair and Responsible Banking program’s risk assessment procedures and processes.  - Provide Fair Lending and/or UDAAP regulatory risk analysis and reporting on key projects related to high areas of inherent risk including, but not limited to, redlining monitoring within marketing and outreach activities and UDAAP monitoring of the Bank’s products and processes, to assess compliance with the applicable laws, regulations, policies, and procedures.  - Research and remain current of relevant financial consumer protection, Fair Lending and/or UDAAP regulatory issues and enforcement actions across the financial industry. - Develop and maintain a library of Fair Lending and/or UDAAP regulatory risk identification resources that can be readily accessed by Bank colleagues.  - Participate in any additional special projects or other assignments, as needed, to support the Fair and Responsible Banking Department.
Job ID
2022-15350
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Deposits Quality Assurance Analyst position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits Quality Assurance Analyst: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner.  Work with Assistant Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Bankers and Client Services staff to have a well-rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, disclosures, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Supervisor (e) Other tasks related to account documentation as assigned to support the team. - Additional responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  A bachelor's degree in addition to at least 2-4 years’ experience in banking or an equivalent industry is preferred. Complete knowledge of banking platforms used by the bank – OSI/Total Plus, Flightpath, OnBase, Ephesoft Scanning, Outlook, Adobe Acrobat, MS Office, etc.
Job ID
2022-15347
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you’ll be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients in San Diego. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15343
City
San Diego
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you’ll be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients in San Diego. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15342
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2022-15338
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker:   - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15332
Category
Banking
City
Greenwich
State
CT
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker:   - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15326
Category
Banking
City
Pleasanton
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
2022-15316
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Senior Associate will be responsible for the development, design, delivery and implementation of comprehensive financial plans.  The Advanced Planning group serves multiple client segments; however, this role will primarily deliver planning services to the $1 to $8 million liquidity client segment. The position offers an excellent opportunity for an individual seeking to build a career in financial planning. Responsibilities range from marketing planning services to internal colleagues to acting as the financial planner for financial planning clients.   What you’ll do as an Senior Financial Planning Associate:   Primary responsibilities          Develop and deliver financial plans that includes: - Compiling information, conduct research and assemble all applicable client data necessary to develop a solid, viable, meaningful financial plan; this process often involves direct contact with the client/client delegates or investigative research using available online tools. - Utilizing financial planning software to build financial models based on client data and information compiled. - Independently analyzing data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the financial planning software. - Take the lead in developing, reviewing and completing financial plans, client documentation and analysis. - Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete. - Must be able to develop and maintain strong relationships with First Republic Relationship Managers, and First Republic Investment Management Wealth Advisors  Secondary responsibilities - Ensure engagement letters, welcome packages, and closing letters are sent to clients. - Manage confidential client information. - Manage client pipeline and/or engagement from initiation to completion. - Maintain metrics needed to measure outcomes of the client engagements. - Main point of contact with relationship managers, wealth advisors, wealth management teams and internal resources regarding client engagements. - Ensure invoices are effectively handled. - Lead various special projects related to planning.
Job ID
2022-15315
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze 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. - 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. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2022-15311
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Accountant:  - Reconcile, analyze and certify various General Ledger accounts within daily and monthly deadlines. - Prepare journal entries with proper documentation - Identify, research, investigate, and problem-solve GL account and/or internal control issues - Communicate and work with various business units to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on audit request and responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Assist in various projects as needed, such as analyze and prepare trend analysis to management. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Organize and maintain updated accounting procedures respective to assigned tasks. - Adhere to company policies in protecting and preserving confidentiality of bank and clients information. - 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
2022-15295
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential 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 a Executive Assistant: - Handle incoming phone calls, internal and external, as well as incoming and outgoing emails (with a focus on staying current with the emails, directing them to the proper channels, and following up on responses to make sure it has been handled) - 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. - Maintaining client contact lists, sending thank you notes, and client gift correspondence - 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. - Schedule appointments and maintain calendars, including making travel and hotel arrangements.
Job ID
2022-15290
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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