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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This position would be part of the PWM Technology Team that supports a Salesforce Cloud instance with a large user base. This role is expected to provide design leadership in large or complex Salesforce development projects involving application development, migrations, integrations, enhancements to existing applications. This role will work closely with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. In addition, the Salesforce Architect will establish best practices for coding, deployments processes and mentor a team of Salesforce developers. This position requires understanding of Salesforce data model especially Financial Service Cloud.   What you’ll do as a PWM Salesforce Technical Architect: - Provide hands-on design leadership in large or complex development projects involving application development, migrations, integrations, enhancements to existing applications. - Assess and develop high level design requirements and communicate the same with development teams. Assess detailed specifications against design requirements. - Analyze cross-functional business processes, identify alternative solutions, assess feasibility, and recommend new approaches via Salesforce enablement. - Help build reusable assets for use, work on Gap Analysis & Salesforce.com Road Map creation. - Build and run custom demonstrations and deliver Proof of Concepts (POC) using Salesforce. - Develop and author technical business solutions, product presentations, and demonstrations. - Ability to grasp new business processes and apply Salesforce platform technology to develop Software Solutions (out of the box and on platform developed solutions). - Ensure the Salesforce.com technical design aligns to overall enterprise architecture and scales well. - Produce Architecture/ high level design documents and other artifacts. - Evaluate possible application performance bottle necks at early stages of the implementation & recommend remedial measures. - Provide technical leadership and mentoring to a team of Salesforce developers.
Job ID
2022-17073
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Full Stack Software Developer Intern:   - You’ll work in an Agile, collaborative environment to understand requirements, design, code and test innovative applications, and support those applications for our highly valued customers. - You’ll employ User Centric Design Thinking to create products that provide a great user experience along with high performance, security, quality, and stability. - You’ll work with a variety of modern UI / application solutions (Angular, React, Node.js, JQuery,  Ping), Micro Service / RESTful API Development (Apigee, OpenShift, Java, Node.JS), Database integration (SQL), and operating systems (Linux, Windows).
Job ID
2022-17072
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
What you’ll do as a Full Stack Software Developer Intern:   - You’ll work in an Agile, collaborative environment to understand requirements, design, code and test innovative applications, and support those applications for our highly valued customers. - You’ll employ User Centric Design Thinking to create products that provide a great user experience along with high performance, security, quality, and stability. - You’ll work with a variety of modern UI / application solutions (Angular, React, Node.js, JQuery,  Ping), Micro Service / RESTful API Development (Apigee, OpenShift, Java, Node.JS), Database integration (SQL), and operating systems (Linux, Windows).
Job ID
2022-17071
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
Seeking a Quality Engineer Intern to build functional and automated tests for the Lending applications.  Hands-on experience using Java, Python, Postman to test web applications, RESTful APIs and micro services.   What you’ll do as an Associate QA Engineer Intern: - Expertise in technologies like Java, Python, Postman, Selenium. - Some experience functional testing and automating testing of applications, RESTful APIs and micro services. - Good understanding of Software Development Life cycle (SDLC), Quality Engineering principles, defect triage and tracking - Knowledge on writing secure, efficient, reusable and testable code.  - Knowledge on cloud solutions and platforms. - Knowledge of Agile methodology.
Job ID
2022-17070
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
Seeking a Full Stack Developer Intern to build applications and solutions for the Lending division.  Hands-on experience using Node.js and React, developing applications, RESTful APIs and micro services.   What you’ll do as an Associate Full Stack Engineer Intern: - Expertise in web technologies, with an emphasis on Node.js, React and Angular; working with modern and legacy data sources; and integration with front-end technologies.  MEAN, MERN stack experience preferred (MS SQL Server, Express, React/ Angular, Node.js). - Some experience building and supporting RESTful APIs and micro services. - Ability to create build / package scripts for deploying applications using GitHub, Jenkins, Artifactory, and Ansible. - Experience writing unit test using Mocha and Chai framework. - Knowledge of deploying micro services as containers on OpenShift Kubernetes preferred - Knowledge on translating designer mock-ups, wire frames and data flows into POCs using UI tools such as HTML5, CSS and React/ Angular. - Knowledge on writing secure, efficient, reusable and testable code.  - Familiar with the full SDLC and with production support experience. - Knowledge on cloud solutions and platforms. - Knowledge of Agile methodology.
Job ID
2022-17069
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
 Enterprise Portfolio Office The Enterprise Portfolio Office drives change at First Republic through oversight of programs and projects which are key to achieving the organization’s strategic goals. Program and project managers organize and facilitate the work of project teams to complete strategic projects that align to these strategic goals. The team supports project teams by managing and releasing feature releases to the SharePoint environment, the project portfolio manager (PPM).   Are you excited to help create new functionality for the Enterprise Portfolio Office platform?  In this role, you will help develop new features for our platform and identifying areas of improvement to remove the friction for our end users.  You will help with change management for all new features that are rolled out for the PPM and support end users with issues they may face.   What you’ll do as a Platform Intern, Enterprise Portfolio Office: - Learn and get trained on SharePoint 2016 and Power Tools. - Work closely with admins on administrative tasks to support end users. - Work closely with our developer on programming tasks. - Support the team by developing quick reference guides and requirement documentation.
Job ID
2022-17068
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The Service Desk Analyst Internprovides front-line technical support to the Bank by responding to Incidents and Requests reported by users through multiple channels; voice, email, IM, etc.   What you’ll do as a Service Desk Analyst Intern: - Provide front line technical support to the Bank by responding to incidents and requests reported by users through multiple channels; voice, email, IM, social media, etc. - Provide superior, high-touch service by engaging mature interpersonal, communication and telephone handling skills. - Provide highest levels of availability within the system during scheduled working hours while applying performance behaviors aligned with guidelines and standards designed to enable agents to consistently deliver effective results and to ensure the highest level of productivity and user satisfaction. - Provide troubleshooting support for a wide variety of 3rd party applications, Microsoft Office 2016, PCs, Laptops, Peripherals, IP Phones, Network, Internet Browsers, Outlook 2010, Active Directory and Exchange, Win7/Win10 operating systems, etc. and engage escalation support processes in a timely fashion using sound judgment and self-initiative. - Support the team; be highly collaborative. Seek and share knowledge among colleagues throughout the End User Services team. Leverage Level 2 and Level 3 teammates for troubleshooting and procedural support. - Strive to achieve resolution of all interactions on first call whenever possible while proactively and conscientiously balancing competing demands in a fast-paced environment. - Remains informed of job-related issues through networking, training programs, seminars and trade publications. - Attend weekly team meetings and scheduled group- and firm-wide meetings. - Work designated shift between 7:30AM PDT and 10:00PM PDT weekdays, designated weekend shifts (Saturday and/or Sunday), and on-call when assigned. - Perform other duties when assigned.
Job ID
2022-17067
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
Infrastructure ArchitectIntern is a member of the Infrastructure Architecture team within First Republic Bank’s Infrastructure Services Team. This role will be responsible for supporting Infrastructure and related Automation initiatives.  Participate in brainstorming, design sessions, writing automation code, testing & piloting created solutions.   What you’ll do as an Infrastructure Architect Intern: - Work on ongoing Infrastructure Services projects (Cloud, Virtualization, Compute, Networking and Security) - Assist with management and maintenance of vulnerabilities and code selection - Automation for repeatable tasks and to gather data for analytics and reporting - Work with the larger infrastructure teams to solve complex problems and create value with code driven automation - Create value driven dashboards across the infrastructure stacks
Job ID
2022-17066
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
Intern – Infrastructure Service Management The Analyst – Infrastructure Service Management is a member of the Service Management team within First Republic Bank’s Infrastructure Services Team. This role will be responsible for supporting a number of ongoing initiatives within Infrastructure Services including Vulnerability Management, Life Cycle Management, Project Portfolio Management and Reporting   What you’ll do as an Infrastructure Service Management Intern: - Identify and act on automation and streamlining opportunities within the various workstreams within the Infrastructure Service Management Team - Work on a variety of reports including Vulnerability Remediation Tracking, Baseline compliance tracking and Device End of Life/End of Support Scorecard - Track and manage Network Assets throughout their lifecycle using existing tools and methods - Liaison closely with the SMEs and Infrastructure Team Managers to track and report Project Status on a weekly basis
Job ID
2022-17065
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
As a Transition Team Training & Integration Specialist, 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.   Duties and Responsibilities: - Drive all training related activities necessary to ensure new hires are proficient with core systems, policies and procedures - Manage and present core system demos with incoming teams throughout the recruiting cycle - Provide direct onsite and remote training support on certain systems, policies, and procedures - Lead and facilitate training status meetings with designated training partners to assess knowledge gaps and how to address where applicable - Coordinate introductions to both PWM and Bank stakeholders to ensure new hires are versed on who their key contacts are across all lines of business - Create training materials including quick reference guides, desktop procedures, and other miscellaneous reference materials with relevant business partners - Develop a deep understanding of the PWM business and processes as well as technology applications used in the front and back office in order to deliver training and provide consulting and best practice advice to wealth management teams. - Responsible for account approvals during the account opening phase of transition - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Conduct a comprehensive regulatory review and approval of new accounts to include both brokerage and advisory services - Provide mentorship to Advisor Onboarding Associate colleagues - Attend standing meetings with Client Service and Operations to stay current with internal policy and procedures, regulatory requirements, and technology changes impacting how we support the business
Job ID
2022-17064
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst Process Management Intern will help support the office of the DCIO and efficient operations of Information Service (IS) and relevant IS Business Operations.  The role supports a sharp strategic focus on IS operational model, as a product services business within a business.  The role is expected to continually enhance the value of IS and services to First Republic lines of business (LOB), colleagues and clients.     The position entails working closely with the Process Optimization Leader as well as leadership across the Information Services and the Bank and in collaboration with key stakeholders to proactively identify new opportunities, and drive strategies/initiatives through to completion.  This will be done through driving the adoption of common practices, methods, disciplines, and capabilities across the IS shared service departments and supporting organizations within the LOBs.     The role incorporates a broad set of skills, including strategic vision and planning, technical and data acumen, relationship management, change management, comprehensive problem management skills, communication skills, managing multiple initiatives concurrently, financial, analytical, and operations performance management, plus the ability to creativity and systemically think and deliver out of the box.   This role is expected to be optimizing IS Business and Service Operations and other matters of interest to the DCIO including: - Process Reengineering, change management and continuous Improvement strategies - Stakeholder engagement Competencies Include: - Process Optimization: Define and analyze the processes that requires optimization and improve processes. - Technology Acumen: Utilizes architectural principles and broad knowledge of modern tools and methods for understanding issues and solutioning outcomes. - Influence: Builds organization-wide relationships to move strategies forward and positions ideas to enhance likelihood for success. Flexibly works vertically and horizontally. Creative, out-of-the box thinking.  - Communication: Tailors communication style to engage audience and convey the rationale for decisions. Translates aspirations and strategy into action steps and creates commitment to the plan. - Results orientation: Takes calculated risks after making fact-based decisions to improve organizational performance. Tracks and measures results, focusing on output, working under pressure and deadlines. - Decisiveness: Uses understanding of key business goals and strategies to make decisions that address key business threats and opportunities. Responds effectively to ad-hoc requests. - Team Focus: Models collaboration in building plans and strategies to enhance organizational clarity. Adapts management style to enable optimal team performance. What you'll do as a Business Analyst Process Management Intern: - Assists to define and managing process and efficient improvement efforts for IS and leads and drives common best practices across oversight mechanisms to support and enable the processes and structures for continuous improvement throughout the IS organization. Consults and identifies alternatives that will enhance current or anticipated IS operations and process which support overall technology and business goals. - Coordinate across multiple interdependent departments and programs to facilitate successful attainment of IS Business operational strategies and goals. - Work with other IS management team members and IS senior staff to develop, evolve and ensure compliance to key processes, policies and procedures. - Assist with correspondence, reports, presentation and other forms of communications. - Assist to effect cross-functional compliance and consistent reliable decision support mechanisms and reports. - Maintains a flexible work schedule - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those relate 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 BAS/AML Officer; 5) knowing and verifying the identity of any customer(s) that enter 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
2022-17063
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
Information Services / Regulatory & Corporate Technology First Republic Bank is growing year over year.  This position will help validate and update onboarding roles so new Bank colleagues get the access they need on their first day to hit the ground running.  This role will also reduce the number of manual ad hoc requests, a benefit to the Bank’s Access Management team.   What you’ll do as a Regulatory and Corporate Technology Intern:   - Work with Access Management to get an inventory of roles for the business and Information Services. - Work with the business, Information Services, and Access Management to: - Update the roles. - Help gain approvals, as needed. - Other duties as assigned.
Job ID
2022-17062
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
An Operations Associate is a key member of the Private Wealth Management (PWM) organization. The role will engage with most aspects of PWM and is required to obtain a foundational understanding of First Republic products and services to deliver holistic operational support to Wealth Manager teams and clients. Individuals must possess strong interpersonal skills, acute attention to detail, as well as a risk averse and client centric mindset. As a member of a multi-person team, the ability to work collaboratively and maintain open lines of communication is critical.    What you’ll do as an Operations Associate: - Facilitate the processing of client onboarding and lifecycle maintenance requests (new account opening, account maintenance, money movements, security movements, etc.) in accordance with Firm standards and guidelines - Perform comprehensive quality assurance checks and escalate red flags accordingly to safeguard clients and the Firm against risk - Review and release standing money movements and asset transfer requests (Fed Fund Wires, ACH, Checks, Journals, ACAT/Non-ACAT, Etc.) - Liaise with cross-functional partners to deliver exceptional service to internal and external clients through creative problem solving and collaboration - Process incoming mail to ensure correspondence and checks are handled in accordance with Firm policy - Identify and escalate process and training improvement opportunities - Perform duties and responsibilities as required or assigned by the Department Manager   Additional responsibilities for this role 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 into a relationship with the Bank.
Job ID
2022-17061
City
Boston
State
MA
Position Type
Regular Employee (REG)
Information Services / Regulatory & Corporate Technology Validate and update Application Portfolio Management (APM) records, Technology Recovery Objectives, and other critical documentation in support of business application supportability, Business Impact Analyses (BIAs), SOX reporting, and audits.   What you’ll do as a Regulatory and Corporate Technology Intern: - Conduct an inventory of APM records in ServiceNOW that need to be updated and prioritize them working with the business,  Information Services, and Information Security. - Work with the business, Information Services, and Information Security to: - Update the APM records. - Coordinate the creation and update of Technology Recovery Objectives. - Identify additional critical documentation that may need to be created or updated, e.g. runbooks and ServiceDesk Knowledge articles. - Other duties as assigned.
Job ID
2022-17060
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
An Operations Associate is a key member of the Private Wealth Management (PWM) organization. The role will engage with most aspects of PWM and is required to obtain a foundational understanding of First Republic products and services to deliver holistic operational support to Wealth Manager teams and clients. Individuals must possess strong interpersonal skills, acute attention to detail, as well as a risk averse and client centric mindset. As a member of a multi-person team, the ability to work collaboratively and maintain open lines of communication is critical.    What you’ll do as an Operations Associate: - Facilitate the processing of client onboarding and lifecycle maintenance requests (new account opening, account maintenance, money movements, security movements, etc.) in accordance with Firm standards and guidelines - Perform comprehensive quality assurance checks and escalate red flags accordingly to safeguard clients and the Firm against risk - Review and release standing money movements and asset transfer requests (Fed Fund Wires, ACH, Checks, Journals, ACAT/Non-ACAT, Etc.) - Liaise with cross-functional partners to deliver exceptional service to internal and external clients through creative problem solving and collaboration - Process incoming mail to ensure correspondence and checks are handled in accordance with Firm policy - Identify and escalate process and training improvement opportunities - Perform duties and responsibilities as required or assigned by the Department Manager   Additional responsibilities for this role 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 into a relationship with the Bank.
Job ID
2022-17059
City
New York
State
NY
Position Type
Regular Employee (REG)
A ServiceOne Operations Associate is a key member of the Private Wealth Management (PWM) organization. The role will engage with most aspects of PWM and is required to obtain a foundational understanding of First Republic products and services to deliver holistic operational support to Wealth Manager teams and clients. Individuals must possess strong interpersonal skills, acute attention to detail, as well as a risk averse and client centric mindset. As a member of a multi-person team, the ability to work collaboratively and maintain open lines of communication is critical.    What you’ll do as a ServiceOne Operations Associate: - Facilitate the processing of client onboarding and lifecycle maintenance requests (new account opening, account maintenance, money movements, security movements, etc.) in accordance with Firm standards and guidelines - Perform comprehensive quality assurance checks and escalate red flags accordingly to safeguard clients and the Firm against risk - Review and release standing money movements and asset transfer requests (Fed Fund Wires, ACH, Checks, Journals, ACAT/Non-ACAT, Etc.) - Liaise with cross-functional partners to deliver exceptional service to internal and external clients through creative problem solving and collaboration - Process incoming mail to ensure correspondence and checks are handled in accordance with Firm policy - Identify and escalate process and training improvement opportunities - Perform duties and responsibilities as required or assigned by the Department Manager   Additional responsibilities for this role 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 into a relationship with the Bank.
Job ID
2022-17058
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
A ServiceOne Operations Associate is a key member of the Private Wealth Management (PWM) organization. The role will engage with most aspects of PWM and is required to obtain a foundational understanding of First Republic products and services to deliver holistic operational support to Wealth Manager teams and clients. Individuals must possess strong interpersonal skills, acute attention to detail, as well as a risk averse and client centric mindset. As a member of a multi-person team, the ability to work collaboratively and maintain open lines of communication is critical.    What you’ll do as a ServiceOne Operations Associate: - Facilitate the processing of client onboarding and lifecycle maintenance requests (new account opening, account maintenance, money movements, security movements, etc.) in accordance with Firm standards and guidelines - Perform comprehensive quality assurance checks and escalate red flags accordingly to safeguard clients and the Firm against risk - Review and release standing money movements and asset transfer requests (Fed Fund Wires, ACH, Checks, Journals, ACAT/Non-ACAT, Etc.) - Liaise with cross-functional partners to deliver exceptional service to internal and external clients through creative problem solving and collaboration - Process incoming mail to ensure correspondence and checks are handled in accordance with Firm policy - Identify and escalate process and training improvement opportunities - Perform duties and responsibilities as required or assigned by the Department Manager   Additional responsibilities for this role 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 into a relationship with the Bank.
Job ID
2022-17057
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Senior Administrative Assistant, you will report to the Senior Vice President, Wealth Manager Business Head.  You will have the opportunity to work in a fast-paced, team-based environment and utilize your "can-do" positive attitude, and on occasion handle ad-hoc projects and shifting priorities.   What you'll do as a SeniorAdministrative Assistant: - Managing an extremely active calendar, completing expense reports, composing and preparing correspondence, arranging complex and detailed travel plans, itineraries, agendas and compiling documents for travel-related meetings and or events. - Assist in scheduling meeting, setting agenda and attending some meetings for note taking. - Plans, coordinates and ensures the schedule is followed and respected. - Communicates directly, and on behalf of the SVP, Wealth Manager Business Head with staff, customers, vendors, and others. - Researches, prioritizes, and follows up on incoming issues and concerns addressed to the SVP, Wealth Manager Business Head, including those of a sensitive and or confidential matter. Determines appropriate course of action, referral, or response. Have a sense for the issues taking place in the environment and keeping the SVP, Wealth Manager Business Head updated. - Successfully completes critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence and other tasks that facilitate the leader’s ability to effectively lead their department and region. - Prioritizes conflicting needs, handles matters expeditiously, proactively and follows through on projects to successful completion often with deadline pressures. - Follows up on contacts made by the SVP, Wealth Manager Business Head and supports the cultivation of ongoing relationships. - Write, proofread, and edit a wide variety of communications, such as letters, memos and other documents. - Coordinate meetings, including gathering and preparing the agenda and supporting materials, and arranging logistics. - Lead and collaborate with other Executive Assistants and Administrative Assistants - Lead and manage special projects as they arise. - Handle confidential Bank and client information in a discreet manner. - Participate in developing department policies and/or procedures. - 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. - Assist and provides support as assigned and needed.
Job ID
2022-17053
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you’ll provide prompt, 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, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - 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 customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check 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 questions using our check image and Check 21 programs. - Develop an 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. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2022-17051
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a member of our Internal Audit team, the Internal Audit Manager - Compliance is responsible for planning, conducting, and managing Compliance audits and providing control consultation on regulatory compliance risks and controls throughout the Bank and its subsidiaries.  Compliance audit areas include, but are not limited to, BSA/AML, OFAC, NACHA, Lending and Deposit Compliance, Fact Act, Fair Lending, Community Reinvestment Act, and SEC / FINRA regulations applicable to the Bank’s broker-dealer subsidiary.   What you'll be doing as an Audit Manager – Compliance Audit: - Assist with developing and implementing an annual audit plan by assessing all relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors.  - Assist in defining, refining, implementing and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Manage and execute Compliance audits with minimal oversight, including identifying and analyzing risks, planning and prioritizing the audit work, conducting audit interviews, observing operations, documenting and analyzing procedures and controls, performing audit tests, preparing appropriate workpapers, developing audit recommendations and reviewing them with appropriate management, and preparing audit reports. - Prioritize and manage multiple administrative functions such as budgets, scheduling resources, internal policy development, etc. - Be recognized as a leader, management consultant and internal controls expert; develop and maintain collaborative working relationships with business management, learning and understanding the business to better provide value-added services, help management achieve objectives, and enhance customer satisfaction. - Liaise with and represent the Internal Audit department to external parties, including regulators and external auditors. Also, manage co-sourced audit relationships. - Participate in business special programs or initiatives to provide audit perspective and advisory services. - Assist in recruiting, screening, hiring, developing and mentoring staff, including career-counseling support by sharing information among the Internal Audit group, transferring knowledge and providing instruction/guidance as appropriate. Foster and maintain group spirit and team morale. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards for Compliance audits, identifying opportunities for audit process improvement and integration with the financial, operational, and IT audit processes.  - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, evolving regulatory environment, information systems, the financial services industry, and Company products and information through self-study, research, and continuing education efforts. - Act as a leader among the management team, to ensure collaboration and teamwork. 
Job ID
2022-17049
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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