First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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The Fraud Investigations Manager is a key member of the Fraud Investigations team who is responsible to manage the daily operations of the investigations unit. Assist VP, Deputy of Corporate Security & Investigations to develop policies and procedures to investigate fraud activities and recover any incurred losses.  Identify the weakness of current control process and recommend enhancements.    Position scope includes external-facing fraud related activities. Significant liaison role with business partners across Bank and its subsidiaries, law enforcement agencies and industry associations.  Capable of resolving escalated issues arising from operations and requiring coordination with other departments.    Responsibilities: - Oversee a team of Fraud Investigators to ensure the fraud investigations unit operates effectively and efficiently. - Escalate major fraud events to VP, Deputy of Corporate Security & Investigations and initiate the recovery process immediately. - Collaborate with and advise business lines on matters regarding fraud prevention, identity theft protection, authentication protocols, risks and controls.  - Through the investigations, identify risks related to fraud activities and high-risk behaviors. Monitor industry trends and emerging technology. - Ensure the investigation is meaningful, thorough, and accurate before submitting to Fraud QA for review. - Assist business partners in addressing control deficiencies that surfaced as a result of a loss event and/or exposure identified during an investigation. - Liaison with law enforcement (federal, state & local levels) and social services agencies to pursue relevant investigation information and pursue prosecution/restitution as appropriate. - Expand fraud risk awareness and training throughout the Bank. Assist in the preparation and presentation of training materials for new and existing employees on bank policy and procedures, focusing on proactive loss prevention and fraud. - Be familiar with Bank’s frontline and operational policies and procedures.  - Complete variety of fraud related tasks and/or special projects assigned by the VP, Deputy of Corporate Security & Investigations. - Understand and comply with regulations such as Reg E, Elderly Abuse, FACT Act, SAR, etc. Compile an "Incident Case Review" to identify and implement "Lessons Learned". - In addition to business units, the Fraud Investigations Manager should partner closely with BSA/AML, Legal/Compliance, and other corporate functions to advance departmental and business goals.
Job ID
2022-16577
Category
Compliance
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Fraud Investigator role is responsible for enterprise-level fraud and internal risk management analysis (detection, identification, prevention and resolution) and investigations related to fraudulent activities.  This role includes internal investigations as needed, the review of new and existing accounts, unusual client/banker transactions, analysis and investigations of check and deposit fraud, debit card fraud, online fraud and identified loan related documentation. Position scope includes internal and external-facing fraud and non-fraud related activities.  Liaise with business partners across Bank and its subsidiaries, law enforcement agencies and industry associations.   What you'll do as a Fraud Investigator: - Under direction of the Director of Fraud, the Fraud Investigator will investigate a combination of internal cases and external cases referred by business partners and outside parties. - Make sound subjective decisions to identify any accounts demonstrating high-risk behavior which should be considered for closure, heightened monitoring, or similar actions. - Identify risk(s) & prevent loss(es) related to fraud activities/high-risk behaviors and suggest prevention solutions. - Maintain detailed records of all cases / investigations and update case management toolset(s) as appropriate. - Conduct interviews with employees on internal cases to ascertain policy and legal compliance. - Conduct initial and follow-up interviews with customers, victims, financial institutions and merchants so as to compile accurate and pertinent data for each investigation.  - Develop an appropriate approach for each internal investigation and conduct interviews with employees on internal cases to ascertain policy and legal compliance.  - Liaise with Employee Relations, Legal and other management to coordinate and to provide factual findings from the investigation and interviews. - Liaise with law enforcement (federal, state & local levels) and social services agencies to pursue relevant investigation information and pursue prosecution / restitution as appropriate. - Assist with the development of fraud training materials for the frontline staff. - Complete variety of fraud related tasks and/or special projects assigned by the Deputy Corporate Security & Investigations. - Compile an "Incident Case Review" to identify and implement "Lessons Learned" for each fraud case as appropriate. - Assist in the design, development, implementation and execute activities and analysis associated with diverse fraud detection capabilities.  Partner closely and effectively with broad range of business unit personnel at all levels. - Understand and comply with regulations such as Reg E, Elderly Abuse, FACT Act, SAR, etc. - In addition to business units, the investigator should partner closely with Internal Audit, BSA/AML, Legal and other corporate functions to advance departmental and business goals. - Position will require minimal travel.
Job ID
2022-16576
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  The Senior Campus Recruiter will be responsible for partner with the Talent Acquisition team to build upon the Campus Recruiting program at First Republic.  They will serve as a brand ambassador and hands on recruiter in attracting the best talent with a focus on diversity.   What you’ll do as a Senior Campus Recruiter: - Build and manage campus relationships with various core universities - Manage campus resume drops/super-day interviews/offer deadlines for multiple universities - Coordinate/attend on-campus information sessions with core team members from the business - Manage the hiring process for all interns - Oversee recruiting coordinators and the scheduling of on-campus first round super-day interviews as well as final round interviews - Actively participate in search meetings and discussions with hiring managers. Provide market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. - Engage, contact, and manage candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. 
Job ID
2022-16574
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2022-16571
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
This is a dynamic role working on high impact initiatives to support our business leaders and executive management with financial analysis and critical thinking/problem solving to deliver on the Bank’s strategic initiatives. The role spans a number of key priorities in the Bank’s Finance department, including the management of cross-functional projects, such as strategic business planning, evaluation and due diligence for impact investments, among others.   What you’ll do as a Senior Analyst in the Bank’s Finance Group: - Support the development of the Bank’s strategic business planning efforts, including analysis, drafting of content, project management and cross-functional coordination with various groups across the Bank. - Provide support on due diligence and financial modeling for various investment opportunities for the Bank, primarily focused on investments related to community development and diversity, equity and inclusion. - Build relationships and partner with business leaders to provide financial support to help them achieve their goals and initiatives. - Perform analytics to support the Finance team and management’s decision-making on key strategic initiatives. - Support the Bank's capital stress testing and resolution plan efforts.
Job ID
2022-16569
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The ERM Governance and Oversight team is seeking a Senior Analyst to support risk program management, governance, and oversight responsibilities critical to ensuring program processes and materials are being properly managed and maintained. This position facilitates the development of materials intended for senior-level audience which requires strong organization skills, attention to detail, and producing quality deliverables. The ability to speak up to address errors and surface improvements is critical to effectively managing a dynamic set of responsibilities and adhering to strict deadlines. Processing information from surveys and/or other supporting materials to uncover and deliver meaningful risk management strategic information and themes is an important skill for this position. This role supports the production and dissemination of high-visibility program materials which provides an incredible opportunity to gain a strong understanding of business functional groups and to see the ‘Big Picture” of how risks are identified and managed across the enterprise.   The ideal candidate has a strong understanding and demonstrates interest in banking and risk management, is flexible and enthusiastic about change, has a positive attitude and the ability to maintain composure under stress, and is eager to learn.   What you'll be doing as a ERM Governance & Oversight Senior Analyst:   At the direction of and in coordination with the VP, Governance and Oversight: Governing Documents Tracking and Maintenance Support - Support the tracking, organization, and maintenance of ERM governing documents such as risk policies, frameworks, procedures, and the bank’s Risk Appetite Statement - Assist in coordinating with Risk Officers and Policy Owners to identify, track, and monitor risk policy requirements - Maintain change logs tracking updates of risk governing documents Risk Committee Coordination and Support - Support the maintenance of risk committee meeting schedules and associated dates and deadlines and assist in scheduling and coordinating committee-related activities - Assist in the preparation of risk committee meeting agendas, materials lists, attendee lists, and presenter rosters - Act as a backup liaison to risk committee members, attendees, and presenters for committee-related information - Review risk committee materials for consistency, errors, and copy edits - Assist in compiling final risk committee meeting materials packages for distribution to committee members in advance of meetings - Support the maintenance of detailed, accurate records of committee dates, attendance, materials, actions, and approvals Risk Reporting Support - Support the preparation of quarterly policy exceptions and violations reports, including aggregating exceptions and violations data, reviewing data for accuracy, and updating data in ERM’s system of record - In coordination with the bank’s network of Risk Liaisons, support the tracking and quarterly reporting of risk acceptances, including aggregating risk acceptance data and reviewing data for accuracy - Support the monitoring of compliance with the bank’s Risk Appetite Statement - Process information from various sources to uncover and deliver meaningful strategic information and themes Governance Records Maintenance - Support the maintenance of ERM Governance & Oversight records in the ERM department to ensure completeness and accuracy - Perform periodic reviews of records to ensure documents are correctly filed, standard naming conventions are used, and old items are archived Other/Ad Hoc Projects - Assist with various ad hoc Enterprise Risk Management projects aimed to enhance the program and the materials used to provide executives a clear and accurate picture of the bank’s risk posture. - Help with incorporating climate-related risk within the bank’s risk management framework and into the ERM Governance and Oversight function. - Participate in other ad hoc projects related to risk policy, reporting, governance, and oversight as needed - Support other departments in policy and procedure review and tracking, preparation of risk reporting, and risk data collection as needed - Assist other teams in the ERM department on ad hoc projects as needed
Job ID
2022-16566
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team. The officer will travel to and participate in presentations designed to educate internal and external partners on First Republic's Massachusetts and Delaware trust capabilities and help identify Massachusetts and Delaware opportunities, where appropriate. The officer will also represent FRTC in the community through membership in professional associations and play a significant role in the development of new trust business.   What you’ll do as a Vice President, Senior Trust Officer: - Carry out all account administrative duties either directly, if appropriate, or supervise activities conducted by others. - Manage fiduciary risk while maintaining administrative and compliance excellence. - Provide on-going training and guidance to administrative staff and delegate responsibilities, as appropriate. - Maintain knowledge of SunGard operating system. - Identify any issues or problems that arise and promptly bring them to management's attention. - Serve as mentor for more junior trust officers. - Participate in business development and marketing activities, including meetings with internal partners, COI's and clients. - Deliver financial and estate plans during client meetings, when appropriate. - Initiate meetings with COIs and prospects to help market our trust capabilities. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all accounts. - Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues. - Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process - Enhance knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third parties. - Interact with other First Republic Bank members to expand their knowledge about FRTC. - Participate in training sessions to educate FRB colleagues regarding Massachusetts and Delaware trusts. - 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 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
2022-16563
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
The Senior Trust Officer has primary responsibility to ensure that the accounts assigned to that individual are properly administered, and to act as a resource for other members of the team. The officer will travel to and participate in presentations designed to educate internal and external partners on First Republic's Massachusetts and Delaware trust capabilities and help identify Massachusetts and Delaware opportunities, where appropriate. The officer will also represent FRTC in the community through membership in professional associations and play a significant role in the development of new trust business.   What you’ll do as a Vice President, Senior Trust Officer: - Carry out all account administrative duties either directly, if appropriate, or supervise activities conducted by others. - Manage fiduciary risk while maintaining administrative and compliance excellence. - Provide on-going training and guidance to administrative staff and delegate responsibilities, as appropriate. - Maintain knowledge of SunGard operating system. - Identify any issues or problems that arise and promptly bring them to management's attention. - Serve as mentor for more junior trust officers. - Participate in business development and marketing activities, including meetings with internal partners, COI's and clients. - Deliver financial and estate plans during client meetings, when appropriate. - Initiate meetings with COIs and prospects to help market our trust capabilities. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all accounts. - Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues. - Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process - Enhance knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third parties. - Interact with other First Republic Bank members to expand their knowledge about FRTC. - Participate in training sessions to educate FRB colleagues regarding Massachusetts and Delaware trusts. - 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 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
2022-16562
City
Los Angeles
State
CA
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
2022-16560
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Business & Reporting Analyst: - Design and develop management reporting for operations and for sharing operational performance and related objectives with key stakeholders - Analyze operational data, develop actionable insights, and frame those into prioritized actions and initiatives - Serve as an expert user of analysis and presentation tools, including Excel, PowerPoint, and Visio - Facilitate information gathering across cross functional teams and compile into standardized and summarized reporting formats - Develop and design routine and ad hoc analyses and related reporting in response to changing business needs - Participate in streamlining and simplifying management routines and reporting in operations - Manage operations projects from inception to completion - Perform other duties & responsibilities as required or assigned
Job ID
2022-16559
City
New York
State
NY
Position Type
Regular Employee (REG)
The Due Diligence Operations (“DDO”) element within Anti-Money Laundering (“AML”) Operations is tasked with assessing customer risk and producing financial intelligence through research and analysis.   The Enhanced Due Diligence (EDD) Investigator will conduct analyses of current and prospective customers through a variety of assigned alerts within the production and rule development environments. The DDO Investigator will also work full scope reviews through the case investigation process and develop work products documenting risk analysis.   What you'll do as an EDD Investigator: - Conduct investigative/intelligence research of individuals, entities, and/or events related to current or prospective customers through public records, open source media, vendor systems, or other research tools. - Conduct investigative/intelligence analysis of collected information including current or prospective customer's client profile, background, business operations, know your customer ("KYC") information, and transaction history. - Draft assessment summaries and other written investigative/intelligence products to support judgments, decisions and recommendations - Work effectively across varying groups and teams within the AML Operations environment. Meet key team performance standards while additionally setting personal performance goals. - Participate in key training and learning opportunities and seek additional knowledge acquisition proactively. - Perform other duties & responsibilities as required or assigned.
Job ID
2022-16557
Category
Compliance
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-16555
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
First Republic Private Wealth Management Technology offers a challenging opportunity to be part of a specialized regulatory and compliance team. The Private Wealth Management compliance team is a client focused team responsible for supporting all wealth management compliance and regulatory needs such as internal audit reporting as well as SEC reporting, FINRA reporting, Transactional Cost Reporting, etc.   We are seeking a candidate who will be self-motivated, have great attention to detail, strong analytical skills with an ability to research and problem solve. Ideally the candidate will also have a proven interest in compliance reporting and systems.   Primary role will be understanding compliance team current and upcoming needs and deadlines, investigations related to system entries in accordance with company policies. The candidate will work closely with internal teams and third-party teams to improve the data as well as own and build business requirement documentation. A solid understanding of Financial Instruments, Portfolio construction and Trade lifecycle is essential to the role.   What you’ll do as a Technical Lead, PWM Technology: - Primary point of contact with Business Users from compliance and supervision teams for any compliance related projects and initiatives - Evaluate reports for accuracy and compliance with federal regulations - Identify the compliance risk of the organization and offer recommendations to reduce risk - Lead and implement change initiatives related to business processes, services, and technologies - Develop change strategies and plans including stakeholder assessment and engagement, cross team communications, software alignment, development environment and production change readiness - Oversee change execution in accordance with project plans, production version availability, resource planning and client approvals - Develop/maintain system documentation; Maintain and document compliance requests and incidents in Service Now application for tracking and monitoring - Identify how record-keeping processes can be improved - Lead and implement change initiatives related to business processes, services, and technologies - Lead and facilitate meetings with clients to ensure understanding of the current procedures and develop a regular change adoption plan - Develop a strong working relationship across various stakeholders - Provide data-based answers to questions posed by the business and clients - Create customized and standardized reports - Present research findings to internal and external stakeholders
Job ID
2022-16553
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Talent Acquisition Director, you are responsible for leading a team providing recruiting support to Preferred Banking, Preferred Banking Client Services, and the Preferred Banking Offices.  You will play a meaningful role aligning recruiting plans, programs, and strategies to drive action for all partners in the hiring process.   We are looking for someone who has a passion for delivering an extraordinary experience to every candidate, manager, and colleague.  Our ideal candidate is highly collaborative, thrives in a fast-paced environment, and can effectively communicate with multiple stakeholders at all levels within the company.   What you’ll do as a Talent Acquisition Director: - Lead a team of 8-10 recruiters in various markets on the east and west coasts - Be a strategic partner to business leaders, develop staffing strategies that fits their team’s individual needs and that of the business - Design and deliver a thoughtful and intentional diversity and inclusion strategy for talent acquisition and recruiting practices supporting the Preferred Banking business - Create methods to better forecast hiring needs, identify key recruiting metrics to measure effectiveness, and provide data-driven actionable insights - Manage all aspects of team performance and development of direct reports to encourage professional growth - Maintain awareness of market, employment, and competitor trends to identify new and sustainable candidate streams - Identify and establish reporting cadence and requisition update channels in an effort to maximize communication - Monitor team metrics, and process, ensuring compliance and real time candidate updates are recording effectively within ATS - Manage the day-to-day full time hiring process for executive level positions - Promote First Republic culture within the talent acquisition team - Building strong relationships with HR Business Partners and hiring managers
Job ID
2022-16548
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager: Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions. Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2022-16546
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Credit Administrative Assistant is responsible for supporting the day-to-day time management and administrative needs of the Credit Approval & Administration teams and ELC Admin. Routine duties include phone and email support, organization of meetings and events, coordination of calendars, data entry, assisting with loan file flow and approval authority requirements. This position is expected to collaborate with other administrative assistants to support the broader administrative support needs of the executive loan committee and other credit personnel.   What you’ll do as a Adminsitrative Assistant: - Manage loan approval/file flow with the Executive Loan Committee Admins; including routing loan files for approval, entering approvals into the systems, managing a shared email inbox and prioritizing and completing all inbox requests accurately and in a timely manner. Must be able to proactively identify inconsistencies and approach problems in a consistent and systematic way. Utilize all resources provided, understand and interpret data to draw conclusions and thoroughly complete tasks at hand. Effectively prioritize and possess organizational skills to manage deadlines. - age loan approval/file flow with the Executive Loan Committee Admins; including routing loan files for approval, entering approvals into the systems, managing a shared email inbox and prioritizing and completing all inbox requests in a timely manner. - Schedule appointments and maintain calendar for ELC including travel arrangements, incoming mail and phone calls. - Provide additional administrative support to the Executive Loan Committee. - Coordinate and set up meetings including gathering and preparing agenda, materials and arranging logistics (e.g., conference room reservation, audio and video connection, ordering refreshments, preparing or creating presentation materials, etc.). - Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize FedEx; UPS; and US Postal Service as appropriate. - Perform duties & responsibilities specific to department functions & activities and perform 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
2022-16545
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - Processes customer transactions according to branch policies and procedures. - Files and maintains bank records in compliance with branch policies and procedures. - Prepares and balances daily work, bank deposits, ATM and Night Depository. - Participates in maintenance of the branch office to represent the office in a positive manner. - Promotes and introduces new banking products and services to customers. - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers. - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2022-16540
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   What you’ll do as a Preferred Banking Offices Manager:   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Job ID
2022-16538
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Senior Java Specialist Engineer:   All our frameworks/utilities are being developed on common design principles and mostly shared code base. We are looking for exceptional talent who can quickly understand what is done and how to accelerate further innovation in this space as we are moving towards more advanced applications of these core capabilities. A successful member of this team will have following qualities (across all levels of seniority) - Exceptional analytical, problem solving and critical analysis skills - Highly passionate about solving problems and keeping higher standards in solution design - An enthusiast to explore new technologies and tries them as needed for business - Open minded & patient while engaging and partnering with other team members - They should be able to articulate very well pros/cons of different design patterns/principles, weighs in multiple perspectives (scale, flexibility, resiliency, maintainability, performance, change management etc.) Responsibilities: - Build and support generic utilities, frameworks, services - Produce efficient and elegant code based on requirements and given design - Troubleshooting, debugging, maintaining, and improving existing software - Build CICD pipeline - Performance testing, root cause analysis and resolution - Developing documentation to guide users and technical support - Require minimal handholding and oversight
Job ID
2022-16537
City
New York
State
NY
Position Type
Regular Employee (REG)
The Field Services (Desktop Support) Analyst I is primarily responsible for the efficient and accurate support and maintenance of systems and applications used at First Republic Bank. This role is part of the field services team which focuses on the direct face-to-face interaction with the business and delivery of technical solutions for all production systems bank-wide. This is an onsite, hands-on role, responsible for managing both incidents and service projects in an environment of constantly changing priorities maintaining a high level of accuracy and production.   What you’ll do as a Field Services Analyst I: - Onboarding/Moves/Projects: Image computers for all incoming new hires. Will work directly with hiring managers to obtain start dates and software installations. Organize and prioritize all individual and project moves.  Assist with new floor/PBO buildouts. Participation will require working offsite, overtime, and weekends as needed. - Incidents: Primary area of responsibility is effective analysis, troubleshooting and accurate problem solving of technical incidents of varying degree by responding to issues received by Service tracking tool, email, phone or walk up. Includes hardware break/fix, troubleshoot bank software support, for standard operating systems & productivity tools. May require working at remote sites and overtime. In addition, ability to support mobile devices and VPN troubleshooting for laptops. - Communication: Provide prompt, clear and ongoing communication with end users and peers to define clear expectations. Interact with vendor technical support to ensure effective resolution of 3rd party service. - Documentation & Reporting: Actively maintain workload using ticketing system. This includes the timely update of incidents assigned and received through alternate channels. i.e by phone, walk up or email. You will be responsible for accurately tracking hardware assets via Service Now. - After Hours/Weekend Support: You will be part of an After Hours/Weekend Support call rotation. Additional Duties - Extension of Information Service Teams - Hands on support for Network, Server, Field Engineering, PBO Technology and Voice and Video Teams (VVS) - Participate in projects, outages, and incidents pertaining to the above groups - All sites will participate with additional duties - Additional duties will be more prevalent in the following locations where only EUS exists (Boston, Florida, Century City, Northwest and South Coastal) - Basic Network troubleshooting: Validate network connectivity, fluking ports, and wireless testing. - Basic Server troubleshooting: Validate file share issues and slowness. - Basic Field Engineering troubleshooting: Hardware replacement and support in remote IDF closets, eyes, and ears onsite during outages. - Basic PBO Technology troubleshooting: Digital signage, Glory Cash machines and Pitney Bowes postage meter. - Basic VVS troubleshooting of phones, headsets, cable TV, and video conference units. - Day 1 support post projects for all above teams.
Job ID
2022-16534
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)

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