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 18 of 28

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
2022-15178
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
First Republic (‘FRB’) is looking to hire a Senior Director, Employment Counsel, reporting directly to the Bank’s Senior Vice President and Associate General Counsel for labor and employment law matters. A member of the Office of the General Counsel, this attorney will partner with the Bank’s lead labor and employment law counsel to advise and support the business, including the Bank’s Human Resources department, with respect to personnel matters and labor and employment law risk and compliance.  This position will be responsible for legal work on all labor and employment-related matters within the Bank, which may include: advising on and ensuring compliance with relevant labor and employment laws and regulations, including but not limited to discrimination, harassment, retaliation, disability accommodation, wage and hour, leave of absence and background check issues; employee relations and discipline; employment-related investigations; managing litigation, grievances and arbitrations; preparing employment documents and agreements; compensation plan design and implementation; workers’ compensation, unemployment and other state agency claims; employee benefits; and other related policies and procedures.   The Senior Director, Employment Counsel will also help formulate and support business initiatives and compliance requirements in all of the above subject matter areas.  The successful candidate must be able to work proactively and productively with internal management and line personnel as well as outside counsel to the Bank.   What you’ll do as Senior Director, Employment Counsel: - Act as primary legal advisor to the Bank’s Human Resources Department with respect to key personnel decisions and actions, including: employee investigations; personnel decisions (hiring, disciplinary actions, terminations, position eliminations, etc); preparation of key disciplinary, performance, compensation, severance and other personnel documents. - Advise and support business units in the formulation, communication, and implementation of strategic business policies and plans in order to help the Bank function more efficiently; translate creative concepts into actionable plans to meet the needs of the relevant business managers while complying with applicable labor and employment laws. - Provide legal counsel in the development and direction of the Bank’s labor and employment law compliance initiatives, including advising Human Resources and other impacted business units on legal and regulatory requirements and risks related to personnel actions and business plans that impact employees.  - Draft, implement and update the Bank’s written personnel policies and procedures. - Manage external counsel’s handling of labor and employment litigation matters. - Meet deliverables as needed to support internal audits and investigations, external audits and investigations, regulatory examinations or inquiries, or any other oversight review. - Partner closely with the Bank’s other compliance and security functions, including BSA/AML, Information Security, Fraud/Security, Enterprise Risk Management and Internal Audit. - Review and draft compensation and benefits plans and documents.
Job ID
2022-15176
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Analyst will be involved in monitoring accounting standards activity, implementing new accounting/regulatory guidance, interpreting and applying the guidance to complex transactions, and drafting technical accounting memos. The Senior Analyst will also be responsible for updating accounting policies and performing ad-hoc technical accounting research related to accounting/financial reporting topics.      What you’ll do as a Senior Analyst, Financial Reporting:   - Work with other team members in Financial Reporting and Accounting Policy, Accounting, Finance, Credit Administration, Loan Servicing, and other business units on implementation of new accounting/regulatory guidance, including writing memos and various aspects of project management. - Research and provide guidance on accounting and financial reporting issues. - Prepare schedules and disclosures in accordance with SEC or FDIC requirements and organize/maintain applicable supporting documentation for every filing. - Lead or assist with ad-hoc accounting/financial reporting projects. - Update and maintain documentation with respect to internal controls over financial reporting (Sarbanes Oxley). Interact with independent auditors; coordinate audit requests. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. - -    
Job ID
2022-15175
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Associate Director, Real Estate & Unique Assets Officer:  - Supervise management of portfolios and individual holdings focused on investment quality unique assets held for capital growth, preservation and diversification. Oversee risk management of portfolios. Some travel necessary when conditions are safe to do so. - Ensure policies and procedures for real estate and unique asset management are complied with and consistent with governing FDIC regulations (Regulation 9). - Oversight of third-party vendors including management firms, brokers, attorneys, lenders, tenants, co-owners, appraisers, and construction vendors. - Understand financials for unique assets, determine risks and opportunities for assets within the overall goals of the account and provide guidance to achieve those goals. - Strategically select and manage/partner with outside entities to oversee unique assets such as real estate, timber, farm, and oil and gas holdings. - Real Estate – Experience with all property types, including negotiating Tenant Leases, Purchase and Sale Agreements, Loan Documents, and Vendor Contracts.  Familiarity with real estate cash flow statements, budgets, cap rates, and real estate valuation methodologies. - LLCs - Evaluate agreements, the purpose of the business structure and related financial transactions and the risks/responsibilities/rights of the trust in relationship to the overall trust portfolio. Monitor the financials of the entity to understand what is happening within the company. Contact the company to obtain needed information. - Mineral, Oil, Gas Rights - Supervise selected outside entity to manage any MOG interests. Understand contracts and sales and purchase offers, valuation and ownership documentation issues. - Oversee initial and annual asset reviews, create and update the unique asset section of the IPS for each account in conformance with the trust document and investment portfolio and provide fiduciary investment oversight. - Develop working knowledge of Petrodata System (PDS) and SunGard trust accounting systems and tools to supervise unique asset management. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of 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.  DISCLAIMER Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-15166
Category
Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (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. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted.Validates the data - entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - 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
2022-15162
Category
Lending
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
The Director of Fixed Income Research is responsible for leading the credit research team and overseeing all of the duties associated with fixed income research.  Those duties include, but are not limited to, monitoring and assessing all credits held in client accounts, evaluating new credits for purchase, working closely with fixed income trading when determining potential relative value trades, assessing credits in new client portfolios, producing and communicating regular topical research for internal and external clients, fulfilling relevant compliance and regulatory requirements, updating and maintaining internal credit scoring models, documenting and archiving all policies and procedures related to fixed income research, and meeting any ad-hoc management requests.   We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.   What you’ll do as a Senior Vice President, Director of Fixed Income Research: - Manage the municipal and taxable credit research team which includes proactive thought leadership and excellent communication with key stakeholders - Ensure the credit research team produces high quality buy/sell investment recommendations based on credit views and relative value analysis, including written credit memos for new purchases and annual reviews - Ensure the communication of credit views and ideas to the Fixed Income team and Wealth Managers and assist with credit questions, portfolio reviews and sector views - Act as a primary contact and sector expert for the Bank’s investment team, conduct ad-hoc research requests and interact with the Bank’s executive staff and Investment Committee as needed.  - Maintain an up-to-date Approval and Focus list of issuers within the criteria established - Produce and drive efforts by the team to author topical research (including white papers) for internal and external distribution - Oversee ESG efforts with respect to Fixed Income and act as a resource and subject matter expert for the firms efforts - Direct required quarterly credit committee meetings and document meeting results - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned - Maintain written Policies & Procedures relevant to the credit research function - Develop, train and mentor team members.  Foster a collaborative environment that creates opportunities for professional growth of individual team members. 
Job ID
2022-15161
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a PWM 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 PWM 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
2022-15159
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2022-15154
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Overview   As the Compliance and Risk Manager, you will oversee Lending Strategy’s risk and compliance program.  You will be focused on identifying and managing risk, risk assessment, control evaluation, and associated reporting.  You will also support the team in developing and maintaining policies and procedures related to department operations.  Your role is pivotal in upholding the First Republic’s long-standing culture of robust risk management by evaluating policy efficacy and compliance, coordinating and driving risk management activities, evaluating controls, escalating risk issues and managing the Business’ interactions with internal and external auditors and examiners.    What you’ll do as the Compliance and Risk Manager    - Lead, manage and embed risk management program and practices across Lending Strategy: - Liaise with the Bank’s Internal Audit, Corporate Compliance, third party auditors, investors, ratings agencies, and all other relevant regulatory bodies to ensure completion of successful and timely reviews and/or audits - Lead the review, evaluation, enhancement, creation, and maintenance of Lending Strategy departmental policies - Lead the review, evaluation, enhancement, creation, and maintenance of Lending Strategy departmental processes and controls - Risk identification, control design and effectiveness, control monitoring and testing - Lead regulatory, SOX, internal audits, Risk and Control Self Assessments (RCSA) and other risk assessment activities - Management of audit findings - Lead Business Continuity Planning (BC) and Business Impact Analysis (BIA) efforts and coordinate BCP testing - Create and manage a Lending Strategy risk management database by logging new issues, performing monthly reporting on issue status, conducting issue remediation testing, and making regular status reports to Management - Act as a risk and control subject matter expert on internal process development/change initiatives. Consult with various groups on process implementation and/or change initiatives to ensure that a strong control environment is maintained - Coordinate periodic certifications and/or assertions related to the SOX program - Be primarily responsible for performing operational risk assessments within the various functions of Lending Strategy to determine and mitigate the greatest areas of risk and ensure that appropriate internal controls are in place - Act as Lending Strategy’s representative in First Republic’s Risk Liaison program - Build and utilize a thorough comprehension of Lending Strategy processes to create/review corresponding process maps, assess the inherent and residual risk and control effectiveness, and document results in order to successfully inventory risk items and facilitate follow-up actions
Job ID
2022-15152
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you’ll do as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers   Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed   Compliance - 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
2022-15149
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective As a PBO District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a PBO District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client need - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2022-15146
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective As a PBO District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a PBO District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client need - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2022-15145
City
Jupiter
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Senior Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2022-15143
City
New York
State
NY
Position Type
Regular Employee (REG)
Responsibilities - Provides support to our Relationship Managers as well as building a relationship with the borrower. - Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process. - Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking. - Directs customers through the loan process, often working with complex loans. - Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items. - Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues. - Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc. - Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served. - Acts as a main point of contact on daily operational questions for processing team. - Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team. - Assists with additional duties as assigned. - Complies with all related Federal, State and Industry laws and regulations pertaining to Banking. - Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis. - Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information - Attend any and all branch/team meetings as requested. - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. - Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
Job ID
2022-15138
City
Los Angeles
State
CA
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
2022-15135
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2022-15134
City
Boston
State
MA
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
2022-15133
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a leader overseeing First Republic Banks’ Campus Recruiting Team, you will be responsible for, and play a pivotal role in, managing key components of First Republic’s internship, early career, and diversity outreach recruiting programs. Ideal role for an experienced campus recruiting professional looking to design and deliver innovative talent acquisition solutions for a high growth financial services organization.   This is a highly visible, key role reporting to the VP, Talent Acquisition What you’ll do as a Senior Director, Campus Recruiting: - Directly manage end-to-end, high volume, full cycle campus recruitment for undergraduate internships and early career roles across First Republics various geographies - Build and leverage key university relationships to include career center partners, key faculty, and student organizations while employing a school agnostic strategy with an inclusive lens - Represent and promote First Republic as an employer of choice via panel discussions, virtual outreach, presentations, and info sessions. - Manage relationships with a high volume of internal stakeholders to include hiring managers, HR business partners, senior leaders, and various centers of excellence to effectively source, hire, place and retain early talent through onboarding. - Leverage data to inform practice and recommendations with a focus on continuous improvement pertaining to candidate experience and selection processes. - Collaboratively partner with key stakeholders to create and deliver meaningful and productive experiences for summer interns; provide advisement to managers and business leads based on benchmarking and best practices. - Track and provide quarterly reports to executive leadership on candidate pipelines and diversity metrics; proactively identify trends to strategically address gaps via programmatic interventions. - Develop and lead campus diversity initiatives and community partnerships for implementation; shape external outreach focused on increasing conversion of underrepresented students. - Collaborate with TA team to highlight challenges, report outcomes, and maintain accountability to multiple stakeholders to ensure ROI. - Serve and lead workstreams and manage ad-hoc projects and programs designed to support early talent acquisition goals as needed. - Lead a team of 7-10 campus recruiting team members.  
Job ID
2022-15129
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional with dynamic leadership skills to oversee the daily operations our Commercial Real Estate (CRE) Closing team. As the Director, CRE Closing, you will have an exciting opportunity to utilize and hone your leadership and management skills as you oversee a team of loan administration and closing staff.  Utilizing your strong understanding of Commercial Real Estate loan products and documentation, you will oversee core team functions such as pipeline management, documentation preparation, due diligence review, and loan fundings, all with an end goal of providing excellent service to our clients and internal business partners.   What you’ll do as a Director, Commercial Real Estate Closing: - Lead the team of CRE Closing and Funding colleagues and guide team mission and long term-growth: - Coach and develop individual colleagues - Implement cross-training initiatives and continuing education - Maintain oversight of pipeline volume and ensure proper load-balancing - Partner cross-functionally to resolve and/or mitigate escalated issues - Utilize strategic planning skills to develop and execute effective pipeline management initiatives and ensure robust file review and quality control processes are in place. - Utilize exemplary communication and relationship building skills to establish successful working relationships with internal and external business partners. - Oversee strategic initiatives within the Commercial Real Estate Loan Administration group, such as evaluating policies, practices and procedures to develop and implement successful loan file review and quality control processes. - Be a key contributor in communication and partnerships between your Loan Administration staff and other areas of the bank by moderating regularly scheduled team meetings with Financial Analysts and Lending Services to review any changing priorities. - Serve as a contact in issues and help to resolve questions that may arise between team members and/or other Bank departments, as well as any third party vendors - Provide financial analysis and processing support, as you manage the pipeline of loan transactions, ensuring that all items are completed and in compliance with both Bank and regulatory guidelines. - Conduct employee development engagements and activities, performance reviews and other administrative supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1)adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2)adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15128
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as an Investor Relations Director:  - Provides extraordinary service commensurate with the Bank's reputation, to investors and Directors, along with other internal and external stakeholders, through clear, responsive and proactive communication and engagement efforts. - Oversees full compliance with Regulation Fair Disclosure, including training and associated safeguards in alignment with the Bank’s internal trading policies. Exercises full discretion in working with confidential information. - Establishes and maintains strong working relationships with the Bank’s senior leadership and their teams in verbal, written, and electronic correspondence. - Assists the Head of Investor Relations with overall management of the investor relations program. - Manages members of the investor relations team including the appropriate prioritization and delegation of work.  - Communicates directly with investors and sellside analysts and leads the development of publicly available presentations and materials. - Creates Management and Board reports on investor activity and other relevant topics. - Performs other duties & responsibilities specific to department function and activities or as required or assigned by supervisor including, but not limited to, administrative assistance, ad-hoc reporting and search. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti- Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.    Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2022-15124
Category
Marketing
City
New York
State
NY
Position Type
Regular Employee (REG)

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