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.

 

Here are our current job openings. Please click on the job title for more information, and apply from that page if you are interested.

E-Verify Participation Poster


Right to Work Poster

Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com
Click column header to sort

Search Results Page 3 of 10

See service from a higher perspective As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2020-10670
City
Portland
State
OR
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10669
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Are you a skilled Compensation Analyst with a desire to work for a company where you can truly influence and have strategic impact?  Do you strive to improve inefficient processes?  Are you an outstanding relationship/coalition builder?  If so, we would love to speak with you!   The Compensation Analyst will be a driving force in our efforts to enhance our overall compensation and talent management processes. This role will administer, maintain and provide analytical/consultative support for both structured and broad-based compensation plans at First Republic Bank.  We are looking for someone with excellent analytical and communication skills to join our growing Compensation team. We work closely with Human Resource Business Partners, relationship and wealth management professionals and business leaders across the bank to support compensation design and delivery for each of the various businesses lines.    What you'll do as a Compensation Analyst: - Partner with Human Resource Business Partners in consulting with business leaders to inform compensation-related decisions - Create, maintain and improve executive and financial reports - Participate in and/or assist in conducting salary surveys and perform market competitive analyses to determine pay trends and practices to support employee pay decisions - Assist in developing the bank’s job architecture and salary structures - Design and build compensation metrics, reports, and tools to inform compensation program decisions and forecast, report, and/or analyze compensation business outcomes - Become a subject matter expert on the various compensation plans - Execute on the day to day operations of data management, tracking and integration with the compensation systems - Partner with the system developer to further improve the compensation systems - Implement and execute effective controls to ensure integrity of incentive payments with utmost attention to detail - Create and maintain departmental procedure documentation
Job ID
2020-10666
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Incredible teams doing exceptional work, every day As an HR Specialist, you will partner closely with the Human Resources department to ensure excellent customer service is provided to client groups across First Republic as it relates to staffing, employee and employment matters, employment law and more. That could include processing new hires, transfers, terminations and other employee changes and requests, using various HR applications, employee files, and the knowledge gained through specialized training and/or interactions with the HR team, client groups, and colleagues across the Bank.    What you’ll do as a Human Resources Specialist: - Communicate with various departments, employees, applicants and staff to provide guidance and assistance regarding recruitment, transfers, employment and personnel records. - Monitor, administer and/or accurately update employee information in various HR and First Republic Bank systems, such as UltiPro, iCIMS, OnBase, ServiceNow, BIG (Business Information Group) and Form I-9. - Manage new hire requests and open positions; oversee internal and external job postings and ensure staffing issues are addressed. - Consult and assist hiring manager through the hiring phase and providing recommendations regarding recruiting and compensation. - Create and manage offer letters; run and analyze background checks, including fingerprinting, administer Predictive Index Surveys (P.I.); and oversee post-hire paperwork, such as Form I-9 and sign-on bonuses. - Input termination information into HRIS; inform Payroll department and other impacted departments and provide processing support for both resignations and involuntary terminations. - Audit data inputs, processes, and records as needed - Act as backup to other HR Specialists.
Job ID
2020-10665
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The New Accounts Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to approving new account opening and maintenance, asset movements (disbursements), and internal client service.   What you will do as a New Accounts Associate: - Facilitate the client onboarding process for all new Investment This involves: - Reviewing new account opening documentation - Ensuring that KYC standards are met - Tracking exception approvals and one-off requests - Approve account maintenance requests such as signer updates, trust conversions, POA additions, beneficiary updates, and other various maintenance - Answering client service help lines, answering routine questions and escalating issues to management, when - Ensuring compliance with both internal and regulatory policy and - Performs other duties and responsibilities as required or assigned by supervisor which may include special - Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.
Job ID
2020-10664
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The New Accounts Associate is responsible for the integration of new investment teams and the onboarding of new clients. This responsibility includes but is not limited to approving new account opening and maintenance, asset movements (disbursements), and internal client service.   What you will do as a New Accounts Associate: - Facilitate the client onboarding process for all new Investment This involves: - Reviewing new account opening documentation - Ensuring that KYC standards are met - Tracking exception approvals and one-off requests - Approve account maintenance requests such as signer updates, trust conversions, POA additions, beneficiary updates, and other various maintenance - Answering client service help lines, answering routine questions and escalating issues to management, when - Ensuring compliance with both internal and regulatory policy and - Performs other duties and responsibilities as required or assigned by supervisor which may include special - Collaborate and liaise with various teams and bank departments to maximize synergies to allow for a consistent and positive client experience.
Job ID
2020-10663
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a motivated, experienced Business Analyst to join the Technology team. The BA will report to the VP, Lending Technology and will primarily be responsible for removing road blocks to the full implementation of a new electronic documentation platform for residential loans, both operational and technological. Solutions will include process changes, technology enhancements, change management and close collaboration with the vendor, FRB teams, and external closing agents. The candidate is expected to be a self-starter requiring minimal oversight, work autonomously, be results oriented and have a strong sense of teamwork and flexibility.   What you will do as a Contingent Lending Technology Business Analyst: - Provide project support by performing the following tasks: - Work with IS, IT, and Lending Technology team members and vendors to analyze current and proposed processes, workflows and systems - Identify pain points with the current process/identify opportunities for improvement - Develop a plan to achieve maximum utilization of the eClosing platform - Coordinate with the FRB loan origination and closing teams to implement process changes - Coordinate with teammates on the Lending Services Technology team to implement technology changes - Coordinate with FRB Enterprise Architecture, Information Security, and vendor to address technology gaps - Represent the team by serving as a key contact for the business unit, technical vendors, and other SMEs on the project team - Provide regular status reports - Act as testing lead: - Identify effective testing strategies - Create test scripts for all process, implementation and systems enhancements - Work with testers to coordinate reporting of identified issues and document/report re-testing results - Coordinate testing efforts with UAT team - Work with vendor and/or internal teams to report testing results and coordinate re-testing as needed once new code is put into place - Prioritizate work requests: - Identify immediate and longer-term needs - Prioritize needs based upon impact to utilization of the eClosing platform, cost, and ability to deliver - Maintain up-to-date priority and planning decisions in department tracking application - Develop and document operational procedures to support improved products, processes, tool and measurements. - Create project materials such as work plans, status reports, executive presentations, meeting notes etc. - Develop documentation for users and training purposes - Participate in all workstream meetings. Recommend solution options with clear and concise language appropriate for each audience - Maintain detailed records in the form of meeting notes, project forms/templates, policy and procedure updates, documentation of key decisions and exceptions, all in forms that can be easily accessed and store on project share point site. - Perform duties & responsibilities specific to department functions & 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
2020-10662
Category
Lending
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
An encouraging culture that invests in you As the Trust Associate, you are primarily responsible for the daily processing of all securities and cash-related functions for First Republic Trust Company. You will provide daily operational support to Trust Officers and Administrators as needed, as well as cross-train and provide support for various operational functions within the department.   What you’ll do as a Trust Operations Associate: - Ensure accurate and timely processing for of all trades and income collection activities for domestic and global accounts, balancing processes, securities-free receipt and deliveries, security master set up, accounting-related functions including all vault-related activities, all note and liability payments and all fee-related activities. - Work independently to perform complex transactions on the trust accounting system. Perform all necessary research and due diligence to resolve problems and proactively contribute to long-term solutions and process enhancements. - Respond to internal and external client requests in a timely manner. - Prepare monthly/quarterly reconciliation reports. - Assist in establishing and maintaining various departmental policies and procedures. - Process and respond to all FinCEN and USA PATRIOT Act inquiries. - Adhere to all established rules, regulations and guidelines governing bank and trust company activities; report and take corrective action for any non-compliant items or issues when necessary.
Job ID
2020-10661
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential. As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams. This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients. As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll do as a Client Service Associate: - 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. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, 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. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - 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
2020-10660
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a motivated, experienced professional with strong audit and/or risk assessment skills to join our Lending Services Internal Control team.  As an Internal Control Analyst, you will be primarily responsible for liaising with the internal or external auditors to ensure timely completion of audits/reviews for Lending Services. Under the guidance of the Lending Services Internal Control Director, you will utilize your thorough comprehension of Department processes in order to lead operational risk assessments to assess operational risks and as well as control effectiveness, work with business process owners to identify and develop remediation plans and present results. You will also have an exciting opportunity to build your leadership skills as you help lead the review and evaluation of Lending Services departmental processes and controls in the form of risk-based Targeted Reviews.    What you will do as an Internal Control Analyst: - Liaise with the Bank’s Internal Audit, Vendor Management, Information Security, , third party auditors, investors, rating agencies, and all other relevant auditing bodies to ensure completion of successful and timely reviews and/or audits. - Complete servicing information requests by investors or rating agencies. - Perform testing and monitoring of Lending Services key controls, hold discussions with business unit management to review results and recommend process improvement opportunities, as applicable. - Lead Risk Control Self-Assessment workshops with Lending Services departments to identify and assess major risks and respective key controls, identify and develop remediation plans, as needed, and present results to business process owners. - Lead and facilitate Lending Services Targeted Reviews, including, but not limited to, designing review scope, conducting control/transaction testing, reviewing workpapers, and presenting results to Internal Control Director and business unit process owners. - Coordinate periodic certifications and/or assertions which include, but are not limited to, the SOX program, various system certifications, and the Risk Inventory Attestation. - Liaise with Lending Services business units and enterprise Vendor Management group to provide strategic guidance and support related to the due diligence activities for initial vendor onboarding or ongoing monitoring.   - Act as a risk and control SME on internal process development / change initiatives. Consult with various Lending Services business units on process implementation and/or change initiatives to ensure that a strong control environment is maintained. - 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
2020-10657
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is always looking for new talent who are passionate about providing extraordinary service.  The Deposit Services team is looking for someone who thrives in a team environment and who enjoys pro-actively solving problems for our internal and external clients.   We are looking for a Cash Specialist who will be responsible for placing and tracking cash orders for ATMs, Electronic Cash Dispensers (ECD) and Preferred Banking Offices/Client Services requests.  This candidate will interact with a variety of cash equipment and service vendors to ensure their deliverables are successfully met. The Cash Specialist will support a variety of automated cash equipment installation and corporate projects tasks assigned.     A successful individual will be a representative of the ATM and Card Services Department and a resource for bankers for all cash services for the region in which they support.  They will be responsible for troubleshooting and resolve issues that arise in the execution of projects and provide timely escalation when necessary.     What you’ll do as a Cash Specialist: - Receive cash ordering requests for ATMs and/or ECD installations - Place cash orders for Preferred Banking Offices and Preferred Banking Client Services - Ensure order requests are within authority limits for requestor - Order cash from Federal Reserve, Bank of America, Brinks, or Loomis - Review cash totals for ATMs and PBOs to ensure adequate cash levels - Track cash requests from order placement to delivery   - Resolve cash delivery and/or pickup issues, - Coordinate all onsite or offsite ATM and ECD cash servicing, including adding and removing servicing location, as needed - Reconcile and process daily ATM settlement, GL accounts, and monthly Certifications - Process special cash orders and change standing cash orders for PBO needs - Journal all daily replenishments and work with cash accounting to research and resolve various cash discrepancies - Work in conjunction with Operation Analyst to review and research invoices due to missed SLAs with existing vendors - Coordinate and conduct monthly cash vendor performance service meetings - Process ATM Instant Issue and Debit cards requests - Audit and track Debit card stock inventory - Assist and/or escalate any customer service related issues pertaining to any of the equipment this department is responsible for. - Using all ATM system application tools (Remote Manager, VISA/CATS, ATM Manager, CheckAlt, MyDiebold, etc,) to assist, identify and investigate escalated ATM and cash related service issues to resolve or propose solutions to rectify.  - Provides support to Preferred Banking Offices and Diebold technicians in response to ATMs, Cash Dispensing Units and Magtek Instant Issue card equipment faults to tech support. - Supports ATM and  Card Services team with high volume of calls incoming calls, as needed - Other duties, responsibilities, and qualifications may be required and/or assigned as necessary
Job ID
2020-10654
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Card Services Specialist I: - Responding to a high volume of calls servicing ATM/ Debit card inquires, maintenance and research using the card services system, Visa system and core banking system - Meet internal/external service level standards of 5% or less abandoned call ratio and 30-second or less/average speed to answer call. - Provides support to Preferred Banking Offices and Diebold technicians in response to ATMs, Cash Dispensing Units and refer Magtek Instant Issue card equipment faults to tech support. - Ability to handle confidential information and has the judgement to escalate issues when appropriate. - Superior verbal and written communication skills. - Assist with preparing, reviewing or researching, ATM and Visa Debit card claims disputes in compliance with First Republic Bank’s policies and procedures and Visa and PIN network dispute resolution rules and regulations. - Cross train in various functions within ATM & Card Services in order to support other department processes. - Perform other duties and responsibilities as required or assigned by supervisor.
Job ID
2020-10652
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
We are seeking a Deputy Director to assist with implementation and leadership of the Relationship Manager (RM) Development Program. This internal program is meant to identify and prepare the next cohort of Relationship Managers whose focus will be maintaining and further developing client relationships through Single Family Residential lending. Relationship Managers at First Republic work with their clients to understand their banking and financial needs, and through our diverse product portfolio, help them achieve their financial goals. In addition to the RM Development Program this person will be responsible for assisting with creating and implementing trainings for the broader RM population, create materials, meet with key stakeholders such as Regional Management, Executive Loan Committee and the Program Management team.   What you’ll do as Deputy Director of Relationship Management Training and Development: - Collaborate with partners to train Relationship Managers in the development program. - Partner closely with members of Executive Loan Committee to ensure Relationship Managers receive extensive and measurable credit training. This will consist of coordinating online and classroom trainings, shadowing sessions and gathering feedback from interactions on a regular basis. - Enhance and maintain the RM development program, along with day-to-day oversight and tracking to ensure Relationship Managers complete the program within the expected time frame. - Identify and work with external vendors to lead various trainings for Relationship Managers. - Plan and organize social gatherings both within the Relationship Manager Development program cohorts and with other areas of the bank they will interact with. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
Job ID
2020-10650
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with the Professional Loan Program (PLP) team, you’ll play a key role in structuring, negotiating and overseeing your own pipeline of new professional loans while ensuring that client expectations are met throughout the process.   We created the Professional Loan Program to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.    In the PLP Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.   What you’ll do as a PLP Associate: - Structure and implement customized loan programs for partners and executives in the private equity, venture capital and professional service industries. - Communicate directly with clients, Account Executives, underwriters, legal counsel, executive approvers and loan closing teams throughout the program development process. - Develop and prepare program term sheets and due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos. - Partner with legal counsel on document negotiations and oversee the approval and rollout of new programs. - Assist the underwriters by obtaining all necessary documentation from the client, and help respond to any underwriting questions. - Manage existing relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s other offerings and how these products and services could help meet their financial needs. - Suggest enhancements to processes and procedures in order to improve efficiency.
Job ID
2020-10647
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
2020-10644
Category
Banking
City
Livermore
State
CA
Position Type
Regular Employee (REG)
Responsible for ensuring that all residential and commercial real estate loans and are analyzed, underwritten and processed in a timely manner while achieving a high level of client service and maintaining all regulatory requirements. Responsibilities primarily focus on financial analysis, underwriting and relationship management. Individual must have extensive mortgage underwriting experience and a thorough understanding of the loan process from beginning to end.   What you’ll do as a Senior Loan Specialist: - Underwrite complex home loans and HELOCs for high net worth borrowers. - 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. - Review loan files within the company’s paperless system for completeness and proper classification/organization and identify missing documentation or potential problems and generate needs lists for clients, Relationship Managers and Client Services Specialist. - 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 - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - 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, Investor Support Desk and third party vendors. - Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining good quality and client satisfaction results - Cross trains other team members, when applicable. - Perform duties & responsibilities specific to department functions & activities. - 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. - 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
2020-10640
Category
Banking
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Automation Engineer should be skilled in automation and look at any repetitive tasks to be automated via automated tools and scripts.   What you’ll do as a contingent QA Automation Engineer: - Responsible for understanding tasks that are being done manually and how they could be automated - Design, develop and maintain a modular, extensible and reusable test automation harness and scripts. - Develop efficient and accurate automated performance test scripts. - Responsible for automation using selenium scripts or similar technologies. - Support projects and initiatives related to Customer Lifecycle Management - Responsible for creating best practices around Development - Work with minimal supervision on Integration projects with other IS team members, analysts and vendors. - Attend meetings when necessary and maintain a flexible work schedule. - Demonstrate extensive knowledge of quality assurance, testing and software development processes and methodologies. - Ability to understand a requirement and design and convert it into a test documents. - Complete and adhere to First Republic Bank’s regulatory requirement trainings in a timely manner. 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
2020-10639
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Responsibilities The primary function of the Director-Self-Directed/Non-Profit Clients Services is to provide a wide range of service, administrative, operational & business support to the growing Online/Self-Directed platform and the department head. As a team member you’ll have the opportunity to collaborate with the team, engage with clients as well as internal partners such as bankers, wealth managers and operational entities.   What you’ll do as a Director-Self-Directed/Non-Profit Client Services: - Client Service: support the team as a member with regard to client service and operational duties, including new accounts, trading, administrative functions and as well as working with our business partners within Private Wealth Management and the Bank. - Project management: work on ad-hoc strategic initiatives with an operational focus. - Business intelligence: work on data collection, organization, ad-hoc reporting and analytics in terms of producing information that can be helpful in departmental decisions. - Interdepartmental communications/liaison: liaise with internal partners (Operations, Wealth Managers, Technology, Trade Operations), regarding multiple tasks that can affect all departments. - Departmental Policies & Procedures: assist with creation and review of departmental policies and procedures from an operational and maintenance requirement as well as risk and compliance focus. - Review departmental daily workflow: review of new account and maintenance requests from bankers, wealth advisors, Wealth Management teams to ensure overall platform continuity, as well as review of exception requests. - Ability to demonstrate leadership qualities
Job ID
2020-10636
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential: As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll do as a Client Service Associate: - 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. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, 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. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - 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
2020-10631
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
The Eagle Lending group is looking for a Credit Specialist; a self-starter who is eager to build his/her career as an underwriter and gain expertise in credit analysis. Based in San Francisco, this role will support the underwriting needs for Eagle Lending's Personal Line of Credit product and will focus on processing, evaluating, and completing financial analysis on individual loan requests. The ideal candidate will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   We're a highly collaborative team that's focused on leveraging technology to bring in the next generation of clients to the bank. If you have a passion for credit analysis and underwriting, we would love to hear from you.   What you'll do as a Credit Specialist: - Process loan applications and ensure turnaround time requirements are met. - Ensure that all documentation required for the file is obtained and that the file is complete. - Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required. - Assist in monitoring the existing portfolio to ensure quality credit and avert any potential signs of default. - Assist with the loan portfolio by running credit applications and assembling loan files. - Assist in identifying any improvements or changes we can make to the loan process to establish a best practice and make the processes we have in place more efficient. - Additional 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
2020-10627
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.