First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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Search Results Page 17 of 25

Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2022-15576
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As the Director of Digital Payments, you will lead development and growth of the bank’s money movement products and services for our Consumer clients. The Director will lead a talented team of Product Managers responsible for detailed analysis, use case definition, test planning and execution of new features and functionality.  They will also be responsible for articulating the overall product vision and roadmap for the digital payments area.  The role involves a combination of working on product strategy & product execution, driving growth and engaging with multiple project teams, front line producers (bankers, relationship managers, etc.), clients, technology, operations and vendors.   What you’ll do as a Director, Digital Payments: - Manage all aspects of the money movement product life-cycle, including strategy, business vision, roadmap generation, user story creation, backlog grooming, sprint-planning and release management. - Develop a deep understanding of clients’ use of Consumer Digital Banking by actively engaging with clients, and other lines of business to actively solicit and represent the “voice of the customer.” - Manage & develop other product team members within the department - Participate in the capital planning process by defining the business case and budget requirements; champion the product vision and roadmap to secure project funding. - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products within our digital ecosystem from pilots/proof of concepts to launching them into production. - Understand the regulatory, legal and security context to maintain compliance and manage risk. - Lead cross-functional teams to ensure timely delivery of quality products; partner with Technology and QA and conduct user-acceptance testing. - Define and analyze metrics that provide insight into the success of our products and utilize these metrics effectively for key product decisions. - Perform duties & responsibilities specific to department functions & activities.  
Job ID
2022-15562
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2022-15560
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Commercial Real Estate Loan Specailist has the opportunity to assist the construction and commercial lending team in evaluating, underwriting, monitoring and maintaining new and existing loans including 1-4 family properties, multifamily properties, mixed-use properties and construction projects. This involves reviewing applications, underwriting recurring income and post loan liquidity, obtaining due diligence, preparing credit narratives and following up during the credit approval process, closing transactions and post-closing follow-up.   What you’ll do as a Commercial Real Estate Loan Specialist:   - Evaluate prospective real estate opportunities by analyzing construction budgets for hard and soft costs, property cash flows (current and future), rent rolls, locations, property types (residential, multifamily, retail, office), requested loan terms and all other information available. - Spread and analyze current and proposed property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. - Spread personal financial statements and tax returns and be proficient in K-1 and cash flow analysis. LS must be able to identify recurring and non- recurring sources of cash flow, global cash flow from real estate, the subject property’s ability to cover debt service and ability of client/guarantor to support the property. - Underwrite and complete real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor and project team summary.  - Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries/companies and due diligence on sponsors and guarantors to assist team. - Review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing Department and outside legal counsel. - Create and maintain all loan and credit files. Must be able to take responsibility of the credit file used in approving each loan. - Assist and work with clients on all levels of the relationship, including: loan advances and payments, collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15507
Category
Customer Service/Support
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
As a Senior Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Senior Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2022-15498
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-15497
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Manager will partner with the Vice President of Brand Strategy and Communications to support corporate communications and reputation management programs. The role requires someone who has a deep understanding of internal and external communications in financial services, is motivated by risk mitigation and brand protection and has the ability to form strong relationships and build trust. It also requires someone who is passionate about communicating to the clients and stakeholders of an ultra-high-touch and well-respected brand.   What you’ll do as a Senior Manager, Brand Strategy and Communications: - Work with the Vice President of Brand Strategy and Communications to evolve, promote and defend the corporate narrative. - Develop communications strategies and deliverables for key business and regulatory initiatives including: key messages, presentations, talking points and other communication assets. - Advance business continuity and incident response plans by identifying potential threats and assisting with the development of protocols and messages to mitigate those threats - Champion the coordination of company-wide communications and announcements, their messaging, launch dates, target audiences and channel selections - Possess sound business judgement and interpersonal skills to determine appropriate action. Ability to work with highly confidential information - Available to respond to critical business issues during off hours and over weekends - Collaborate with other department teams, and communicate and interface with other enterprise and department leaders as a representative of the VP of Brand Communications. - Maintain high standards of excellent execution and exceptional service as a steward of the brand and representative of the department
Job ID
2022-15485
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Senior Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2022-15467
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Community Outreach Relationship Manager, you’ll have the opportunity to work directly with clients to identify their banking needs and financial goals in order to deliver tailored private banking solutions to clients alongside their wealth management, business banking and deposit-focused partners. You’ll be responsible for developing client relationships, including the generation of low- to moderate-income single- and multifamily residential mortgages and other credit facilities. You’ll acquire clients and build relationships by providing superior service that enables clients to achieve their financial objectives.   What you’ll do as a Community Outreach Relationship Manager: - Work directly with clients to identify their banking needs and financial goals and deliver tailored private banking solutions. - Take responsibility for acquiring and developing client relationships. - Generate low- to moderate-income single- and multifamily residential mortgages and other credit facilities. - Provide superior client service in every interaction.
Job ID
2022-15464
Category
Sales
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15463
Category
Lending
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
What you’ll do as a 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
2022-15451
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The primary function of the Client Service Associate is to provide a wide range of operations, administrative, and service support to an investment team and their high-net-worth clients. As a liaison between Wealth Managers, clients, and internal middle office and operations teams, the ideal candidate has strong communication, organization, attention-to-detail, and relationship management skills.   What you’ll do as a Client Service Associate: - Facilitate the client onboarding process for all new investment clients. This involves compiling and completing new account opening documentation, tracking exception approvals and one-off requests, and ensuring compliance with internal and regulatory policies - Manage the money and investment asset transfers process including preparing transaction documents, reviewing signed documents to ensure compliance and accuracy, maintaining document copies, processing investment account and bank transactions, and communicating with internal teams and other custodians regarding transaction processing follow-up - Provide sales and marketing support; assist with coordinating client events (virtual and in-person), client and prospect mailings, and manage regular updates to team marketing materials and biographies - Process account maintenance requests such as signer updates, trust conversions, power of attorney additions, beneficiary updates, account closing, and other various maintenance - Provide general administrative support such as managing meeting logistics, answering incoming telephone calls, submitting business expense requests, booking travel, scheduling meetings, and ensuring a regular meeting cadence with each client - Collaborate and liaise with various teams and departments, such as operations, trust, trading, and billing to maximize synergies to allow for a consistent and positive client experience - Research and respond to ad hoc inquiries and/or problems for our high-net-worth clients; escalate issues as appropriate - Create and maintain client documents, reports, and contact records in CRM and internal file folders, and contact clients to provide or obtain updated information as needed - Attend regular company-wide trainings to keep up to date on latest firm policies and procedures and communicate relevant updates to the team - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor - Participate in the development of team or department policies and/or procedures and assist with client specific projects as assigned - 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
2022-15446
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As Assistant Team Lead, you’ll be responsible for a combination of sales, client service support and management functions. You’ll have the opportunity to bring in a significant amount of self-sourced business, and your ability to build relationships will enable you to understand clients’ needs and generate additional business from existing clients in addition to obtaining referral business. You’ll provide ongoing excellent client service and use your ingenuity and thorough knowledge of banking operations to solve problems and enhance the banking relationship. You’ll also serve as the deposit expert for the Relationship Managers’ client base. This role includes sales presentations, cash management expertise, account opening, compliance and documentation, transitioning clients to First Republic, and maintaining those accounts. Your management responsibilities will include backing up the Preferred Banking Team Lead with personnel matters and attendance at weekly meetings. You’ll also serve as a resource for all Preferred Bankers in the region on products, processes, procedures and compliance.   What you’ll do as an Assistant Team Lead: - Assist with management responsibilities (personnel, attendance, conflicts, training, etc.). - Gain a thorough knowledge of existing bank products and services and keep up-to-date on all procedural, technology, product and process changes or updates. - Make new business development calls to expand your self-sourced portfolio. - Conduct outside business development calls with Relationship Managers. - Open new accounts. - Transition new clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Maintain client relationships and provide ongoing excellent client service, including delivering particularly high-touch service to the top 10% of the Relationship Managers’ client base. - Provide cash management expertise for presentations and demonstrations. - Attend weekly meetings when needed. - 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, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete required training; identify and report suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank.
Job ID
2022-15445
Category
Banking
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
Under the general direction of the PWM PMO VP Program Director, the Senior Project Manager role manages the Corporate Projects realm of Private Wealth Management.  The individual is extremely adaptable and can manage multiple highly complex projects.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.    Line of Business-Specific Requirements:  Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein.  Experience with Salesforce, Wealth Management Products and Platform and the underlying data is very desirable.  10+ years as a Project Manager is essential for this role. Candidates with less experience will not be considered.   Project reporting, governance and transparency is also very essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Requires experience in both waterfall and agile methodologies.   What you’ll do as a Senior Program Manager: - Collaborate with Product Owner (PO) and Tech Owners (TO) to identify, summarize and capture the Product Vision, Roadmap, and Backlogs - Define and manage the Product Roadmap in JIRA: Idea to Initiative to EPIC to User Story - Partner with PO and TO on monthly progress update to present at Functional Lead meeting - Plan, facilitate and summarize new Product Increment planning events (done each quarter) - Help manage risks and dependencies crossing workstreams - Escalate and track impediments crossing workstreams - Provide input on resourcing to address critical bottlenecks - Work with the Enterprise Management Office (EPO) on program execution and operational excellence - Understand and operate within Budgets, complete monthly forecast - Drive relentless improvement via Inspect and Adapt workshops; assess the agility level of the Release Train and help them improve - Provide Dashboard reporting to PO for bi-monthly Business Product Updates meeting - Will be required to drive developing business requirements, process flows, use cases, test plans and other work streams related activities and artifacts - Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling - May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors - Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement. - Monitors project and/or program execution and escalates project risks and issues early - Facilitates adoption of business process changes and leads project team and stakeholders through effective change management - Develops detailed training, communication and rollout plans and manages business process changes - Leads integration of multiple upstream and downstream data interfaces - Manages time bound regulatory compliance projects impacting critical business functions
Job ID
2022-15435
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a CSI Policy Analyst, you’ll support the core components of the Bank’s fraud and corporate security management program. Reporting to the Head of Enterprise Fraud Program Office, the CSI Policy Analyst is responsible for performing policy and gap analyses to determine fraud and security related risk exposures and impacts. This individual will obtain an understanding of fraud and security related processes and procedures across the enterprise; perform comprehensive analyses and propose new policy or changes to the existing policy; manage  working groups and steering committees; and manage the enterprise fraud and security reporting function. The CSI Policy Analyst will also liaise with other First Republic Bank colleagues to respond to audit and exam requests, and work with technology business partners on the implementation of fraud and corporate security projects.   What you’ll do as an CSI Policy Analyst: - Perform ongoing policy and gap analysis considering regulations, best practices, Bank products and services, Bank strategic initiatives, fraud and security risk assessments, testing, internal audit and exam results, and trends - Update enterprise fraud and corporate security policies and program documents on an ongoing basis - Provide subject matter expertise, communicate business requirements to business partners, and participate in user acceptance testing - Provide support to lines of business as it relates to fraud and corporate security inquiries, client risk escalations, and special projects - Prepare enterprise fraud and corporate security reports, including but not limited to gathering data for all related reporting, maintaining KPIs and KRIs, and performing analysis based on established metrics - Assist with examination, audit, and quality control and testing related activities - Coordinate working groups and steering committee. This includes but is not limited to maintaining bylaws and charters, preparing meeting agendas and materials, and scheduling meetings.
Job ID
2022-15433
Category
Compliance
City
San Francisco
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
2022-15425
Category
Banking
City
Cupertino
State
CA
Position Type
Regular Employee (REG)
Common Goals, uncommon potential   As a SeniorPreferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a SeniorPreferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-15424
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Brief Description of Role: FRIM’s private fund platform includes (1) FRIM’s proprietary “Eagle” private funds, which are generally structured as “feeder funds” (aka funds-of-funds) that invest in private funds managed by third-party investment advisers and (2) private funds managed directly by third-party investment advisers, where FRIM advisory clients make investments directly in the funds.  The Compliance Officer will be responsible and accountable for providing leadership in the day-to-day compliance support of our alternative investments business and supporting all compliance aspects of FRIM‘s advisory activities related to private funds.  As FRSC acts as placement agent to private investment funds that are advised by FRIM, the Compliance Officer will also work with the FRSC Compliance Team to monitor FRSC placement agent activities.  Compliance functions will generally include compliance monitoring and testing in relation to the alternative investments business, policy and procedure maintenance, risk management, due diligence, regulatory filings, reviews of marketing documents, and service provider oversight.  The Compliance Officer will be responsible for compliance monitoring under the enterprise-wide Volcker compliance program.  The Compliance Officer will also participate in a number of internal committees, interact with senior business leaders, and assist with internal and external audits and exams.   The ideal candidate will have previous senior compliance experience within a high-touch/high-client-experience-expectation organization, at an alternative investment fund (private equity or hedge).    What you'll do as a Director, Alternative Investments Compliance: - Manage and implement the standards, practices, oversight and implementation of a highly effective alternative investments compliance program within a fast-growing Private Wealth Management Division - Provide compliance guidance to management, sales, operational, technical, and supervisory staff - Maintain and enhance compliance policies and procedures - Perform compliance and operational due diligence on private funds, their managers, and their service providers; manage the monitoring/oversight program for these entities - Educate and train staff on firm policies and procedures, including the Volcker compliance program as it pertains to alternative investments - Proactively identify and champion opportunities to improve compliance efficiencies and minimize risks - Participate in the firm’s alternative investments committees - Manage required regulatory filings related to the private funds - Review marketing documents for compliance with FINRA and SEC standards - Assist the FRSC Compliance Team with due diligence and policy and procedure updates, among other items as needed in relation to the alternatives investments business - Ability to manage other team members - Assist the CCO with special projects across FRIM’s advisory business - Work with leaders in the broader Legal and Compliance groups to strengthen enterprise-wide compliance efforts
Job ID
2022-15418
Category
Legal
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Rapidly growing wealth management organization looking to hire a sell side fixed income trader..  This experienced FINRA licensed generalist will assist senior traders with agency and riskless principal order execution in taxable and tax exempt FI (US treasury, federal agency, IG corporate and municipal notes/bonds) for 100+ internal wealth management professionals   What you will do as a Associate Director, FRSC Fixed Income Trader: - Assist senior traders with incoming bond orders - Communicate with sales force for runs, bond inquiries, general questions - Be able to effectively evaluate credit quality, relative value and best execution for both taxable and tax-exempt trade orders - Create/organize/implement overall efficiencies for the trading operation
Job ID
2022-15411
City
New York
State
NY
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
2022-15397
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)

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