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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An encouraging culture that invests in you. The HR Immigration Operations Manager, in partnership with our HR business partners, Talent Acquisition team and HR Operations team, will be responsible for delivering immigration technical advice, transaction support and education while ensuring compliance with government regulations and delivering a premium people experience.   What you’ll do as an HR Immigration Operations Manager: - Lead the Immigration function within Human Resources (managing direct reports, developing process improvements, manage escalations, build relationships with internal/external partners) - Act is the primary contact for all Immigration related activities for internal/external stakeholders, and candidates - Serve as a U.S. immigration resource for Talent Acquisition, Foreign Nationals, HR Business Partners, and Managers - Manage the relationship with our outside immigration counsel and ensure all compliance requirements are met - Stay up to date on immigration requirements and communicate and implement changes to the program as appropriate - Post internal notices for non-immigrant visa and PERM filings (electronic and physical) - Answer DOL sponsorship questionnaires for PERM labor certification filings - Maintain records of immigration matters and filling - Draft verification of employment letters and client letters when needed - Lead internal reviews or audits of immigration data, processes, and policies - Create and update immigration resources and provide training as needed (including presentations, cheat sheets, forms, FAQs, policy documents) - Coordinate the monthly billing and invoice payment process - Provide ad-hoc reporting to internal stakeholders - Ensure data related to visa statuses and expiration dates is accurate in HRIS systems - Own the Form I-9 reverification process for Foreign Nationals whose documentation is expiring
Job ID
2022-15288
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The successful candidate for the Manager, Operational Risk position will: - Develop and maintain a repeatable and consistent approach to maintaining enterprise-wide inventories in the Bank’s eGRC tool (Archer) and ensuring robust methodologies for maintaining common business processes, risks, and controls across risk assessments - Partner closely with the Archer Business Manager in maintaining accurate inventories in the Archer eGRC application - Be an effective communicator to articulate the rationale for changes to common inventories to all stakeholders - Be a subject matter expert for Operational Risk tools and practices - Be a great listener to build strong and collaborative relationships within the 1st, 2nd and 3rd lines of defense and promote consistency across risk assessment activities - Be a team player to support the Operational Risk and other ERM teams in executing Risk & Control Self-Assessments (RCSAs) and other ERM risk assessment activities - Be a multitasker with excellent program and project management skills This position reports directly to the Vice President, Operational Risk.   What you’ll do as a Manager, Operational Risk:   1. Develop and Maintain Common Inventories for Bank-Wide Use - Working with existing inventories and in collaboration with the Archer Business Manager, Operational Risk team and other key stakeholders, develop and maintain common inventories that are used in the Archer application for risk assessments, business continuity planning, and other enterprise programs. These inventories include: - Business Hierarchy - Business Processes - Risks - Controls - Products and Services - Applications and Devices - Facilities - Policies - Authoritative Sources - Create guidance documents on defining all common inventories - Reconcile and calibrate existing inventories to remove duplication and conflicts - Work with other application owners, such as Information Services and Facilities, for identifying the best source system for these common inventories - Provide a leveled structure that identifies parent/child relationships where applicable - Create a workflow for adding, updating, and retiring inventory records, which includes notifying stakeholders in each event - Map business process to departments, business units, and/or functional groups/functional sub-groups 2. Be a Subject Matter Expert in Operational Risk and Other Risk Assessment Tools - Provide risk management support and guidance to Risk Liaisons regarding appropriate techniques and tools for monitoring operational risks - Partner with the ERM Archer team to identify, document and define business requirements on common inventories - Ensure feedback from RCSA Leads and Risk Liaisons regarding the transition and tools are incorporated into system requirements - Perform User Acceptance Testing to ensure the system performs as required - Identify opportunities to leverage the Archer tool to enable more efficient and robust risk management solutions 3. Support the RCSA Program and other ERM Risk Assessments - Assist in maintaining the RCSA program documentation, including updates to the methodology, procedures, and templates/forms - Work with the Functional Group RCSA Leads and Risk Liaisons to support risks identification and assessment efforts - Assist the VP, Operational Risk in providing inputs for updates to Functional Group Leaders, ERM management, Bank Executive Management, and other relevant oversight groups. 4. Other Responsibilities - Support the Enterprise Risk Management (ERM) Team with any project initiatives, as needed.
Job ID
2022-15281
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Card Product Manager will be responsible for leading initiatives supporting First Republic Bank’s in-branch experiences and partner with Digital and Marketing to enhance the client experience. The role involves a combination of working on product strategy, leadership & product development including setting product vision, gathering, and prioritizing requirements, driving execution, and engaging with bankers, senior leaders and clients. The Product Manager will also be responsible for working closely with third party vendors to ensure that all hardware and software is being maintained properly and within SLA, including managing internal escalations.   The Senior Card Product Manager is expected to be a self-starter, requiring minimal oversight, is results-oriented, with a strong sense of teamwork. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.   What you'll do as Senior Card Product Manager: - Manage all aspects of the 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 payment strategies by actively engaging with clients, First Republic Relationship Managers, Bankers and other lines of business to actively solicit and represent the “voice of the customer.” - 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. - Optimize the services of our partner vendors by effectively managing the relationships and their deliverables. - Develop and mentor product managers within the department - Define and analyze metrics that provide insight into the success of our products and utilize these metrics effectively for key product decisions. - 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. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor.
Job ID
2022-15278
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Transactional Paralegal:   Under general supervision and acting on own initiative and direction, responsibilities include, but are not limited to:   - Providing legal support to the Bank’s attorneys and internal client groups in the commercial lending space and commercial closing department. - Assisting lawyers and closing department with closing services. - Reviewing and negotiation of Subordination and Non-Disturbance Agreements and Estoppels. - Assisting with document preparation (preparing memos, presentations, emails, letters, and surveys), and editing, reviewing, and drafting agreements. - Distributing draft documents to outside counsel and internal clients. - Reviewing entity documents (e.g., corporate resolutions, bylaws, operating agreements, etc.) - Researching and analyzing legal regulations using statutes, case law, legal articles, and regulatory sources. - Reviewing and maintaining Nondisclosure Agreements. - Helping process invoices from outside counsel and legal vendors. - Responding to internal client questions. - Leading and managing projects, as assigned by attorneys and senior paralegal.  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 potentially 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
2022-15273
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
2022-15255
Category
Administrative
City
Jackson
State
WY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.
Job ID
2022-15250
City
Bellevue
State
WA
Position Type
Regular Employee (REG)
The Administrative Assistant works directly with the Finance Management team to perform various administrative and clerical duties necessary to run the department efficiently.  Ability to prioritize workload and adapt to rapidly changing priorities is essential.  The right candidate must be a team player who is motivated to take on projects and tasks that require initiative and close attention to detail. What you’ll do as an Administrative Assistant: - Overall team support for the Finance Department and support Finance management team as needed. - Arranges internal and external meetings and conference calls including gathering and preparing agenda/materials/printing/binding and arranging logistics (conference room, bridge line, ordering snacks/lunch) - Keeps the Finance work site organized and ensures area is clean and well stocked, including the kitchen and loading and unloading the dishwasher, also supports space planning and coordination. - Maintain invoice files and centralized vendor files. Ensure invoices are reviewed and approved by management and delivered to Accounts Payables for payment, and keep organized in the shared drive.  - Arranges meals for employees during peak periods. - Seamlessly owns supply ordering, package shipping, mail distribution, printer paper stocking, and courier requests. - Prepare memos, letters, and other documents/reports for internal and external distribution as requested and provides clerical support including scanning, filing, and indexing. - Assists in booking travel and hotel arrangements. - Assists with onboarding new department employees, including collaborating closely with HR, Facilities, IT, etc. to ensure new employees are set up for immediate success. - Assists in various other duties and special projects as they arise. - Prepares and submits expense reports. - Support department record management and retention. - Leads the resolution of technical issues in the conference rooms and ensures rooms are fully functional. - Coordinates floor safety (fire drills, floor wardens, times of evacuations, etc.). - Coordinates the onboarding and off boarding of professional services consultants. - Supports the planning and execution of team events and meetings (e.g. town halls, holiday parties, volunteer events, etc.) - Manages department Collaborate site and department calendar (includes posting of birthdays, anniversaries)  - Assist with floor seating plan and any move or logistical arrangements·Directly interfaces with all levels of internal clients and team members - Ensure the Finance Business Continuity Plan and Business Impact Analysis Report is up to date. Work closely with the BCP coordinator and Finance Team leaders on a routine basis to receive updates and feedback. Maintain the Finance Department SharePoint site and ensure all folders stay organized. - 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
2022-15246
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
At First Republic, the Treasury team operates at the intersection of finance, technology, and data analytics.  Our ideal candidate will have a passion for innovation, experience with SDLC process, and knowledge in full stack development. In this role the candidate will work collaboratively with business lines, risk, accounting, and technology teams to create data-driven tools, which provide insights that have a direct impact on the firm’s operations.  Additionally, the candidate will contribute to the continuous improvement of existing processes, building and maintaining scalable automated solutions for managing our business.   Routine responsibilities will be to support the development of Treasury's liquidity portal product from the ground up, with the ability to scale in our AWS cloud environment.  As such, the successful candidate should have demonstrable knowledge and experience with software development concepts, relational databases and AWS services. There will be many opportunities in this role for career growth and advancement as First Republic Bank continues to evolve.  The successful candidate will be a team player who can deliver highly performant, configurable, and auditable solutions that are complementary to existing processes, and which will enable non-technical users to respond quickly in an ever-changing business environment.   What you’ll do as a Full Stack Developer:  - Build, test and deploy cloud-based enterprise-level software in a continuous delivery environment - Develop and maintain the full development stack including backend APIs, single-page web applications, Ruby on Rails tools, and bash scripting of everyday tasks - Collaborate with other developers and actively communicate with Product Managers and users in a cross functional team - Enhance applications by identifying opportunities for improvement, making recommendations, designing and implementing systems - Troubleshoot production issues quickly and efficiently to ensure a productive operating environment for Treasury users - Full stack code delivery throughout the software development lifecycle (SDLC)
Job ID
2022-15239
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under the general direction of the PWM PMO VP Program Director, the Program Manager role manages the Corporate Projects realm of Private Wealth Management.  The individual is extremely adaptable and could 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 Wealth Management Products and Platform and the underlying data is very desirable.  10+ years as a Project Manager is essential for this role.   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 Project 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 Portfolio Office (EPO) on program execution and operational excellence - Understand and operate within Budgets, complete monthly Hyperion forecast - Provide Dashboard reporting to PO for bi-monthly Business Product Updates meeting as required - 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
2022-15237
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
See service from a higher perspective As a Sales Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individuals to consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.    What you’ll do as a Sales Specialist: - Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Provide high-quality service and support to help Eagle Lending Relationship Managers service clients. - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
Job ID
2022-15229
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Role and Responsibilities Positioned in the first line of defense (1LOD) reporting directly to the Vice President PWM Risk Manager, the Risk and Control Associate Director will execute the 1LOD control testing. The goal of 1LOD control testing is to independently assess the operating effectiveness and design of controls for in scope Risk and Control Self-Assessment (RCSA) processes. This role will have significant visibility across the organization through partnership and collaboration with first-line business process owners and second-line risk and compliance partners.   What you’ll do as a PWM Risk and Control Associate Director: - Execute the first line testing program as directed by the PWM Risk Manager. - Execution: perform testing (including walk-throughs and conducting inquiries), maintain well-organized work papers that appropriately document the work performed. - Evaluate: formulate appropriate conclusions regarding the adequacy of internal controls based on findings and knowledge of business operations and recommend solutions for control deficiencies. - Reporting: write clear, and concise reports and participate in presenting the test results to Business Management and Enterprise Risk Management. - Remediation: monitor the implementation and completion of corrective action plans to ensure deficiencies are addressed and resolved adequately and timely. - Maintain an understanding of business operations and regulations impacting our business. - Manage assigned testing timelines to ensure all tasks and reporting are completed within established timeframes. - Take on other projects, tasks as assigned. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal, and state laws, regulations, and guidance, 2) adhering to Bank and PWM policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity, and 5) assisting with control evaluation and risk mitigation.
Job ID
2022-15227
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager: Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions. Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2022-15224
Category
Banking
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   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
2022-15218
Category
Banking
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
Senior Loan Specialist 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 Senior 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
2022-15211
City
Bellevue
State
WA
Position Type
Regular Employee (REG)
This position is a hybrid role.  Employees are required 2 days a week in the office, 3 days remote.   Internal Audit Director, Strategy & Innovation This role is a newly created position reporting to the Internal Audit VP, Professional Practices and will be an integral member of the Internal Audit Professional Practices Group. The Internal Audit Director, Strategy & Innovation will use strong project management skills to coordinate the design, development and execution of Internal Audit’s strategy and innovation agenda, including key strategic priorities. This role will foster a focus on emerging and innovative internal audit practices. Working with the Audit Leadership Team, the role will assist in establishing the vision, mission, strategies, goals, and objectives of a Strategy and Innovation function, help drive the development of the program and assist in delivering its components.   The role will work closely with all Internal Audit Teams (e.g., the Audit Leadership Team, the Audit Management Team, the Data Analytics and Automation Team, and the rest of the Professional Practices Group) and potentially other groups within the Bank, as necessary. The role will assist in leading strategic projects and creating a culture of innovation to facilitate and further Internal Audit’s maturity, efficiency, and effectiveness. This will help deepen Internal Audit’s impact and influence and ensure that Internal Audit continues to strategically scale as the Bank continues to grow and evolve. This role has the option to be located in San Francisco or New York.   What you’ll do as an Internal Audit Director, Strategy & Innovation: - Develop a framework and help drive the identification, development, and implementation of department process improvement initiatives (large and small scale) and special project, particularly around strategic enhancements and thoughtful innovation, to increase Internal Audit maturity, efficiency, and effectiveness. This will require that the position maintain awareness of Internal Audit practices across the industry and peer institutions to ensure that Internal Audit leadership and practitioners are working to implement relevant innovation. This will also include helping to create strategies, goals, objectives, relevant program structures and roadmaps to lead the department in adopting new or enhanced technologies and approaches for the Internal Audit function to deliver greater assurance and insights. - Partner closely with the Data Analytics and Automation team, drive innovative use of analytics and automation through all phases of an audit. These may include digital innovation (e.g., increase competencies around advanced and predictive analytics, robotic process automation, continuous auditing, visualized reporting, monitoring of increased analytics on audits such as proportion of audit testing moved to full population testing vs. sample testing). Also enhancing innovative approaches to audit methodology (e.g., agile audit, expanded Audit Management Solution functionalities). This position will help develop an innovative mindset and expanded competencies across the department in a strategic and disciplined manner. - Develop a framework and be deeply involved in setting expectations for strategic priorities and innovation, effectively manage change in processes or procedures, execute against agreed-upon roadmaps and plans within approved budget and timeline, meeting expectations on quality, and measure achievement. - Partner with the rest of the Professional Practices Group as appropriate, to identify and implement key department software application enhancements (e.g., Wolters Kluwer TeamMate+, analytics tools, dashboarding) using technology to drive efficiency and effectiveness. Also, as appropriate, assist as needed to think strategically across multiple domains of Internal Audit (e.g., audit engagement practices, planning and risk assessment, operations, quality assurance, stakeholder engagement, technology, talent, continuous monitoring, administrative tasks) to generate innovative ideas and develop disciplined roadmaps to achieve strategic enhancements and innovation. - As applicable, partner with the Audit Leadership Team on talent management, including assessing current talent skills and capabilities against future needs, benchmarking information, and advising on department organizational design and structure (including the use of co-sourcing partners) to meet growth projections of the department and the Bank. This may include supporting and maturing department personnel and career development, coaching and mentoring, and recruiting and retention strategies and identification of learning and development needs. - Demonstrate effective communication, both oral and written, using the appropriate level of detail, especially for senior management across the Bank. - Be recognized as an Internal Audit, innovations, and project management leader, while establishing strong working relationships with the Audit Leadership Team, the rest of the Professional Practices Group, the Audit Management Team, department and functional leaders across the Bank and the teams that they lead, learning and understanding the business to better provide value-added services, helping management achieve objectives, and enhancing customer satisfaction. - Manage strategic projects with excellent project management skills and ability to lead all project aspects (e.g., define, prioritize, and clarify change requirements and framework, scope, timing, governance, detailed training, communication, and roll-out plans, change management, tracking and monitoring and reporting). - Maintain relevant professional certification(s) and continue to develop and expand Internal Audit practice qualifications and competencies. Also be familiar with the banking industry, related bank regulatory requirements, and Bank products and services through self-study, research, and continuing education efforts. - Perform duties and responsibilities specific to department functions and activities, and other responsibilities as assigned. #LINKEDIN - HYBRID
Job ID
2022-15210
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are seeking highly qualified Business Bankers to add to our growing team. Business Bankers are responsible for developing client relationships (both self-sourced and referred by colleagues at the Bank) and managing a portfolio of clients on both the deposit and credit sides of the business. In addition, Business Bankers will collaborate with other members of the Bank to add value to clients, including cash management, wealth management and private banking services for individuals. The successful candidate must be highly self-motivated, entrepreneurial and passionate about growing a business in a team environment that is all about providing exceptional client service.   What you’ll do as a Director: - Develop, source, and enhance client relationships. - Work with the Managing Director and other teammates to develop and execute team business development plan. - Build relationships with internal and external partners (COIs, investors, founders, etc.), who may act as advocates and referral sources for team. - Manage deal flow and prioritize opportunities to ensure team goals are met. - Market and originate high quality lines of credit, in addition to referring residential loans (mortgages) and personal lines of credit. - Portfolio management: monitoring financial performance of borrowers for credit quality and compliance with loan agreements, ensuring KYC of all clients, and building and sustaining strong client relationships. - Market other commercial banking services, including deposits (cash management, on-line banking, and money market accounts) and Wealth Management referrals. - Generate leads and grow the business through active networking, client referrals and working with colleagues to identify business opportunities within their client relationships. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. - Independent Judgment: - Ability to select prospects most aligned with First Republic Bank’s business model. - Ability to differentiate higher quality credit.
Job ID
2022-15207
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The Data Architect will work as a key technical resource for the portfolio of large corporate and departmental projects at First Republic Bank. The Data Architect will have deep knowledge in data management with expertise in designing, domain data modeling, end to end context flow solutions, and will be a visible leader working across organizational boundaries and implementing new technology solutions to enable our PWM business strategy. The primary duty of the Data Architect will be to partner with Business to understand business requirements and then partner with key data resources, technology resources and vendors to formulate critical data requirements and design the appropriate data solutions. The ideal candidate will be able to evaluate a business requirement, perform end-to-end impact assessment, identify and document the data requirements and recommend appropriate data management solutions.  The candidate is expected to be a self-starter, requiring minimal oversight, is results-oriented, with a strong sense of teamwork. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.    What you’ll do as a Data Architect   In addition to these more general cross functional responsibilities, the Data Architect will also be responsible for the following: - Lead end-to-end (conception, development, maintenance and evolution) implementation of wealth management technology solutions. Includes working as an effective liaison between the front office, business units, operations and other technology groups to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Serves as the primary data architect for all PWM Data Platform initiatives.  - Partner with Business to understand business processes and requirements. - Partner with key data and technical resources (example, Data Architects, Data Champions, Enterprise Architects, Infrastructure leaders) and vendors to define data strategy, design & develop data frameworks, domain data modelling & document solutions. - Perform end to end impact assessment for any technical change and how it may impact upstream and downstream systems and processes. - Partner with the Testing Lead to provide guidance in overall test strategy and test execution. - Support the Business for User Acceptance Test. - Document any technical decision process. - Identify any needed reporting, instrumentation, and analytics in support of automation.
Job ID
2022-15200
Category
Information Services
City
San Francisco
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
2022-15198
Category
Customer Service/Support
City
New York
State
NY
Position Type
Contingent Worker (CON)
Common goals, uncommon potential The QA Specialist 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 Documentation Databases and Logs for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and complex business structures is preferred for this position.   What you’ll do as a Deposit Quality Assurance Specialist: - Review new accounts as well as change requests as assigned by QA Assistant Manager/Manager and update the QA Documentation database with exceptions as applicable. Properly communicate issues with Preferred Bankers in a clear and concise manner. - Review KYC for completeness and quality of content. 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/Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Preferred Bankers regarding Deposit Procedures. - 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. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, Signature Cards, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Management  (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.
Job ID
2022-15196
City
San Francisco
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
2022-15182
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)

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