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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The Associate Director, Research Analyst is responsible for conducting fundamental, quantitative and macroeconomic analytics and modeling to support the asset allocation and risk management team. In addition, support senior management and peers with a broad range of periodic and ad- hoc capital market research and analytics.   What you'll do as a Associate Director, Research Analyst: - Curate research contents impacting the current dynamics of capital markets - Content generation addressing topical portfolio management analytics - Support the development of tactical and thematic Asset Allocation views - Develop various asset/factor allocation modeling - Perform risk decomposition and portfolio diagnostics/construction for multi-assets portfolios - Cross-functional collaboration with broader team on firm initiatives
Job ID
2022-15356
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you’ll be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients in San Diego. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15343
City
San Diego
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you’ll be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients in San Diego. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15342
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2022-15338
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker:   - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15332
Category
Banking
City
Greenwich
State
CT
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15325
City
Jackson
State
WY
Position Type
Regular Employee (REG)
The Advanced Planning Senior Associate will support First Republic’s Advanced Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning services and deliverables.  The Advanced Planning group serves the ultra-high net worth client segment with an Advanced Planning Senior Associate supporting the Advanced Planners.  The position offers an excellent opportunity for an individual seeking to further a career in wealth and financial planning. Responsibilities range from supporting our planning professionals to acting as the first key contact in the planning relationship.     Primary responsibilities include: Develop client wealth planning deliverables and comprehensive plans: - Compile information, conduct research and assemble all applicable client data necessary to develop a viable work product for review by an Advanced Planner; this process often involves direct contact with the client/client delegates or investigative research using available digital tools and applications. - Utilize planning software to build financial models and projections based on client data and information compiled. - Independently analyze data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the planning software. - Independently review and prepare an analysis of client trust documents for a final review by an Advanced Planner. - Take a major role in developing financial plans, obtaining client documentation, and completing analytics for an Advanced Planner’s review. - Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete.   Secondary responsibilities: - Ensure engagement letters and welcome packages are sent to clients - Manage confidential client information - Manage client pipeline and/or engagement from initiation to completion - Maintain metrics needed to measure outcomes of the client engagements - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Ensure invoices are effectively handled. - Lead or assist in various special projects related to planning
Job ID
2022-15315
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2022-15311
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Senior Credit Analyst to support the underwriting needs on the Firm-side of our Professional Loan Program (PLP) while preserving the high credit quality of the portfolio. We’re looking for a self-starter who is eager to leverage their commercial underwriting experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Firm Underwriting team. The ideal candidate has strong attention to detail and is a clear and confident communicator who is comfortable collaborating with a wide variety of stakeholders to achieve an exceptional outcome. Knowledge of the Private Equity and Venture Capital industries is a plus.   What you’ll do as a Senior Credit Analyst - Private Equity and Venture Capital: - Underwrite high-quality credit narratives in support of new and existing loans including short-term extensions. Generate credit package including memorandum, organizational charts, global cash flow, etc., multi-year financial and risk analysis, Bank strategy, purpose of loan, repayment sources, collateral analysis, financial & reporting covenants, and company summary. - Lead meetings with executive level clients to review complex financial reporting, organizational structures and create Firm financial projection models. - Confident making sound credit recommendation to Executive Loan Committee, Legal and Management. Able to assist with loan structuring, covenant writing and recognizing collateral risk and structuring implications from complex, legal organizational documents. - Proficient use of Moody’s CreditLens or similar application to complete financial analysis and spreads. Analyze financial statements, tax returns, cash flow reports, calculate ratios, recognize, and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Serve as a subject matter expert on Eagle Lending’s products, processes, and systems. Provide guidance and support including mentoring to new and junior members of the team. Lead new hire and/or refresher trainings on credit and process components. Partner with management to review and QC underwriting of new team members to ensure credit quality. - Actively participate in continuous process improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-15310
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Accountant:  - Reconcile, analyze and certify various General Ledger accounts within daily and monthly deadlines. - Prepare journal entries with proper documentation - Identify, research, investigate, and problem-solve GL account and/or internal control issues - Communicate and work with various business units to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on audit request and responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Assist in various projects as needed, such as analyze and prepare trend analysis to management. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Organize and maintain updated accounting procedures respective to assigned tasks. - Adhere to company policies in protecting and preserving confidentiality of bank and clients information. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15295
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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
Category
Deposit Services
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
Category
Legal
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
2022-15258
Category
Banking
City
New York
State
NY
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)
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)
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)
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)
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)

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