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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What you'll be doing as an Investor Relations Associate:  - Provides extraordinary service commensurate with the Bank's reputation, to investors, along with other internal and external stakeholders, through clear, responsive and proactive communication and engagement efforts. - Operates in 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 with the development and ongoing updates of the investor presentation and other external materials including the Corporate Responsibility Report. - Assists with the management of the Environmental, Social and Governance (ESG) program including investor outreach, managing third-party relationships and staying current on corporate governance practices. - Maintains records of key financial and ESG data. - 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 research. - Assists with logistics, calendar management and investor outreach tracking through third-party CRM tool (Nasdaq IR Insight). - 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. 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
2022-15123
Category
Marketing
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Professional Lending Associate with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank. What you’ll do as a Professional LendingAssociate I: - Onboard new clients via the Professional Lending Programs, including application, underwriting, and collaborating with internal teams to complete onboarding. - Work closely with our counterparts in San Francisco on capital calls & distributions. - Assist Directors with the relationship management and cross-selling of Professional Loan Program clients. - Maintain client interaction reports across the Professional Loan Program (PLP) portfolio. - Create Welcome Letter template for new Professional Loan Program (PLP) Individual Borrowers. - Build your internal network with Relationship Managers at the bank.
Job ID
2022-15120
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 Senior 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
2022-15119
City
San Francisco
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
2022-15117
City
Menlo Park
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 Senior 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
2022-15114
City
San Francisco
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
2022-15112
City
San Francisco
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
2022-15109
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  The Senior Recruiter will serve as a strategic consultant to clients including: Relationship Management, Relationship Management Team Support, Business Banking as well as other areas. You will have full ownership of search execution including talent sourcing, interviewing and selection to delivery of top talent to First Republic.   What you’ll do as a SeniorRecruiter: - Facilitate and execute the full life cycle recruitment process on the Relationship Management and Business Banking Recruitment Team - Provide support by developing and maintaining strong working relationships with internal client groups, stakeholders, candidates and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Utilize market expertise and business insight to direct and recommend the client’s talent strategy while monitoring the staffing marketplace and competitive environment. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and refine recruitment process as-needed. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Develop, design and adjust sourcing strategy to attract top talent to First Republic. - Engage, contact, and manage candidate experience throughout recruitment process. - Ensure compliance with recruiting process - Contribute to projects on an ad hoc basis. 
Job ID
2022-15099
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  The Senior Recruiter will serve as a strategic consultant to clients including: Relationship Management, Relationship Management Team Support, Business Banking as well as other areas. You will have full ownership of search execution including talent sourcing, interviewing and selection to delivery of top talent to First Republic.   What you’ll do as a SeniorRecruiter: - Facilitate and execute the full life cycle recruitment process on the Relationship Management and Business Banking Recruitment Team - Provide support by developing and maintaining strong working relationships with internal client groups, stakeholders, candidates and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Utilize market expertise and business insight to direct and recommend the client’s talent strategy while monitoring the staffing marketplace and competitive environment. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and refine recruitment process as-needed. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Develop, design and adjust sourcing strategy to attract top talent to First Republic. - Engage, contact, and manage candidate experience throughout recruitment process. - Ensure compliance with recruiting process - Contribute to projects on an ad hoc basis. 
Job ID
2022-15098
Category
Human Resources
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
2022-15092
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
This position would be part of the technology team that supports a Salesforce Cloud instance. This role is expected to work with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. The Senior Salesforce developer NAO will work on the assigned tasks including configurations and customizations to the Salesforce platform in order to meet the business requirements. The Senior developer will also work on designing and developing Salesforce integrations and data loading process. Knowledge or experience with FSC is extremely desirable.   What you’ll do as a Senior Salesforce Developer: - Develop Salesforce code as per specifications using Force.com Apex Classes, Apex triggers, Batch Apex, Lightning Web Components (LWC), Visual Force (VF Pages), Integration (REST, SOAP, Change Data Capture, Platform Events), Force.com API, SOQL and SOSL. - Develop custom Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. Position receives direction provided by Technical Architect and Solution Analyst to delivery functionality requested by the Product Owner teams. - Identify enhancements through customer interaction and work directly with them to provide solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within Salesforce Lightning - Perform ongoing customizations to product features and integrations with other Systems
Job ID
2022-15086
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Marketing Manager: - Work closely with Director of Regional Marketing, Boston, to support regional brand awareness and sales enablement initiatives - Collaborate with marketing colleagues to execute projects including but not limited to local client events, content, advertising, industry associations, and marketing materials - Partner with sales teams to support business development efforts through marketing tools and resources - Work effectively across other departments, communicating and interfacing with other regional and department leaders
Job ID
2022-15083
City
Boston
State
MA
Position Type
Regular Employee (REG)
This position would be part of the technology team that supports a Salesforce Cloud instance with a large user base. This role is expected to work with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. Need to be able to exhibit experience in detailed requirement analysis, software design, development, testing, and deployment. In addition, the Lead Salesforce developer will provide technical guidance and direction to a team of Salesforce developers. This position requires understanding of Salesforce data model especially Financial Service Cloud.   What you’ll do as a Lead, Salesforce Developer: - Provide technical leadership to a team of Salesforce developers in helping create technical design and scalable solutions to meet business requirements and adhere to established Salesforce practices. - Collaborate with architects, product managers and developers within and across scrum teams to design, develop, test and implement Salesforce Solutions for Private Wealth Management. - Design and develop integrations with Salesforce and its ecosystem using established patterns for near-real time as well as batch process. - Develop data migration methodology for Salesforce and execute scalable data migrations using established tool sets such as Data Loader CLI, Informatica etc. - Configure/Develop standard and custom components in Salesforce using lightening framework. - Provide guidance, mentoring and ongoing coaching to develop team members and managing on and offshore technical resources - Support the technical project manager on various efforts between various IT and business groups. - Assist with deployment management activities and ensure team members can deploy the code via established CI/CD process - Responsible for supporting partner teams in educating and responding to end user issues and queries; Work with other operations and development teams to resolve issues as necessary.
Job ID
2022-15076
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsible for processing incoming and outgoing wire transfer payments for the Bank.  Research and respond to any wire related inquiries received from other banks or financial institutions. Follow loss prevention procedures for all incoming and outgoing wires.   What you’ll do as a Wire Transfer Specialist: - Responsible for reviewing wire documentation for completeness and accuracy. Ensuring all wires have been properly authorized. - Responsibilities include working with other departments to authenticate wires with the originator. Closely monitoring all outgoing wires for potential fraud. Follow Bank policies and procedures regarding Risk analysis of wires received through the Remote queue (Browser, Online platforms). - All outgoing wires are processed within the established SLA following the bank’s procedures and controls. - Handle all wire tracers and investigations received from other banks or internally from branches or other departments within the bank.  Cases may vary from responding to tracers requesting confirmation of payment to the beneficiary, cancellation of payment or amendments to the original wire instructions. - Responsible for monitoring unclaimed wires ensuring timely resolution and correction.  - Responsibilities include daily reconciliation of all wire systems, ensure accuracy of balances and posting of wires. - Responsibility includes flexible working schedules to meet the banks goals and daily business requirements - Perform duties and responsibilities specific to department functions and activities.  Perform other duties and responsibilities as required or assigned by your supervisor.  - 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
2022-15072
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential We are looking to hire a Portfolio Manager with experience managing long-only equity model portfolios. The Portfolio Manager will be expected to contribute to competitive risk adjusted performance and to contribute to client adoption of, and asset growth in, First Republic Investment Management & Research (FRIMR) internally managed equity strategies.  The Portfolio Manager will become a voting member of relevant investment committees and will be expected to support his or her written recommendations with internal presentations and active participation in internal conference calls. The Portfolio Manager will be expected to work collaboratively as part of the firm’s Equities Team and will report directly to FRIMR’s Head of Equities. As we are a highly entrepreneurial and fast-growing firm, the Portfolio Manager will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm’s administrative leadership in the pursuit of securing new business and servicing our clients.   What you'll do as an Vice President, Portfolio Manager, Equities:   - As a Portfolio Manager on the Equities team, co-manage existing long-only equity strategies against stated benchmarks and to assist in the construction of new strategies used in First Republic Wealth Management client portfolios. - Existing strategies include large cap value, large cap core, all cap, dividend growth and ESG. Additional strategies to be launched include international, SMID and thematic-focused products. - Strategies are managed using a mix of fundamental and quantitative inputs and are intended to exhibit low tracking error. Each strategy includes between 40 and 70 equity securities. - Collaborate with fundamental equity analysts, quantitative analysts and the Head of Equities in designing and managing portfolios. - Collaborate with the internal First Republic Equities Trading team to transition new client portfolios into FRIMR equity strategies in a tax aware manner. - Leverage appropriate quantitative tools and risk models. - Produce and update marketing materials and performance reports related to these portfolios. - Assist in the marketing of these investment strategies, educating First Republic wealth managers and others on when and how the strategies can be best employed within a private client’s portfolio. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities also 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
2022-15061
City
New York
State
NY
Position Type
Regular Employee (REG)
Reporting to the Deputy Head of Credit Administration the VP, Loan Monitoring Group (LMG) is Responsible for overseeing the validation and monitoring of various credit risk elements for the bank’s commercial loan portfolio including business, commercial real estate, construction, Eagle One for Business, Eagle Professional Loan Program, and other types of commercial credit exposure.  This is accomplished through management of 10 analysts in three teams—Validations, General Monitoring, and Specialty Monitoring. Validation scope includes covenants, policy exceptions, documentation, approvals, and booking of loans based on documentation and approvals.  Monitoring scope includes tracking of reporting and financial covenants for compliance, working with banking teams to resolve covenants out of compliance, and oversight of administration of large or complex credits.    A successful candidate will leverage their experience and technical knowledge to lead and motivate the team to continuously develop and adopt practices and processes that enhance the Bank’s credit risk management. They will also proactively interface with colleagues throughout the bank to foster effective working relationships and contribute analytic and strategic support to the Deputy Head of Credit Administration, the Head of Credit Administration, and the Chief Credit Officer.   The VP, LMG is responsible for performing a variety of duties, including the duties and responsibilities outlined below.   What you’ll do as a Vice President, Loan Monitoring Group:   1. Successfully manage and lead the LMG team: - Ensure team member performance reviews, job descriptions, and goals are maintained on a current basis. - Recruit and retain qualified personnel as needed to support business growth. - Ensure members of each team are cross-trained to provide competent backups across functions, products, and duties. - Facilitate the validations and monitoring teams achieving performance goals and objectives including minimizing validation backlog, minimizing covenant tickler delinquencies, and timely resolution of covenants out of compliance and validation observations. 2. Oversee validations and monitoring functions are performed in a timely and accurate manner according documented procedures. - Ensure key credit risk elements are appropriately identified, tracked, and mitigated through monitoring and validation functions. - Ensure appropriate procedures are in place, maintained current, and consistently adhered to. - Apprise senior management of substantive non-compliance issues and adverse trends. 3. Achieve satisfactory or better audit and exam results with no material findings pertaining to LMG. - Respond timely to requests from auditors, regulators and senior management for research and information. - Achieve satisfactory or better audit and exam results with no material findings pertaining to LMG 4. Facilitate the strategic transition of functions from non-value add activities to activities that leverage the skills and knowledge of the team to create value added solutions and functions.   5. Increase efficiencies through effective use of existing systems (e.g. LoanVantage) and new technology, and optimizing procedures and workflows.   6. Maintain in-depth knowledge of FRB loan policies, identify areas requiring revision, and provide input on proposed changes.   7. Partner with ELC, Deputy Head of Credit Administration, Head of Credit Administration, and the Chief Credit Officer to periodically perform targeted loan reviews. Duties include partnering to determine the target portfolios/RM/Region/BB, administration of the review process, production of review summary, and review follow-up.   8. Serve as a member of Credit Administration leadership team, contributing proactively to team strategies and problem-solving.   9. Maintain an open and constructive working relationship with all internal clients including Business Banking, Eagle, RMs, Lending Services, etc.   10. Perform other duties & responsibilities as required or assigned by manager.   11. Additional responsibilities include:  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 a relationship with the Bank.
Job ID
2022-15059
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - 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. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank
Job ID
2022-15045
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - 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. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank
Job ID
2022-15043
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - 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. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank
Job ID
2022-15041
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - 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. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank
Job ID
2022-15038
Category
Banking
City
New York
State
NY
Position Type
Contingent Worker (CON)

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