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 11

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
2020-10705
Category
Sales
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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
2020-10704
Category
Sales
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10699
City
San Diego
State
CA
Position Type
Regular Employee (REG)
Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10697
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Temporary Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.   What you’ll do as a Loan Specialist: - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, HUD/Master Settlement Statement, credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & responsibilities as required or assigned by supervisor. - Responds to post closing review and quality control audits in a timely fashion - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10696
Position Type
Contingent Worker (CON)
Mortgage Lending Support Virtual Career Fair Information: First Republic Bank is hosting a Virtual Career Fair to connect with talented individuals with expertise in mortgage processing and underwriting, client service and/or general mortgage lending knowledge. We have several Loan Specialist and Client Service Associate roles open, both full time and temporary, and we would welcome the opportunity to speak with you!   You can connect with us virtually using your phone, computer, or tablet!  Once registered, recruiters will connect with you during the event timeframe to discuss current and future job opportunities.    Apply for the event now! We look forward to speaking with you.   When: Tuesday, September 30, 2020 Time: 4:00 p.m. - 6:00 p.m. Where: TextRecruit Portal or Text (information to follow post registration) RSVP: Link will be sent separately to qualified registrants.   Please fill out the brief questionnaire and attach your current resume for consideration.
Job ID
2020-10695
Category
Lending
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
2020-10689
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Client Service Manager, you’ll assist the Relationship Manager with a variety of analytical and customer service oriented tasks. You’ll have the opportunity to be a liaison between the Relationship Manager and Private Bankers, Wealth Managers, lending personnel and clients.    What you’ll do as a Client Service Manager: - Support the loan process: - Prepare pre-approval letters - Send out initial loan application and needs list - Gather loan documentation on the “needs list”, request missing items from clients - Provide excellent customer service: - Mail out loan applications - Respond to incoming communications and direct client inquiries to ensure proper resolution - Answer general loan servicing questions - Assist with special marketing projects: - Coordinate distribution of marketing mailers - Coordinate client event invitation lists - Contact customers to explain new marketing campaign - Coordinate broker opens - Assist with special projects and events - Provide administrative support: - Mail out realtor rate sheets - Complete expense reports - Assist with products per client linkage - Increase RM’s efficiency through tasks specified by RM
Job ID
2020-10684
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As Preferred Banking Offices 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
2020-10683
Category
Banking
City
San Mateo
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Administrative Assistant and Business Banking team member at First Republic, you will work directly with clients and internal colleagues to provide administrative support to the Business Banking team while coordinating virtual team events.   What you’ll do as a Contingent Administrative Assistant: - Provide administrative support to the Business Banking team while coordinating all client events for the office. - Assist in meeting preparations; ensuring every calendar invite has all the necessary meeting materials, attachments, call-in number or video links. - Manage all logistics for external and internal virtual events within the Business Banking team while working closely with Marketing. - Managing and maintaining complex calendaring for Regional Director, including scheduling, sending invitations and arranging meeting logistics using advanced problem-solving skills, the ideal candidate will need to exercise judgement within narrowly defined timeframes. - Coordinate logistics for internal and external meetings; drafting correspondence to clients and internal colleagues - Assist in ordering and mailing client and prospect gifts - Maintain and process expense receipts. - Assist team with document preparation, including editing, formatting and distribution of documents. - Handle general clerical duties, including answering telephones, handling the mail and external mailings, making copies and scans, filing, preparing documents and uploading documentation to proper sources, including shared networks and/or programs. - Greet clients, prospects and visitors.
Job ID
2020-10681
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As an RCT Engineer in Regulatory and Corporate technology you will be responsible for designing data model working with data architects. Involved in data pipeline development leveraging various methodology. Help modernize the current technology stack to be more cloud native with higher focus around data quality and security.   What you’ll do as an RCT Engineer: - Design, develop and maintain various data model for regulatory and compliance domain - Develop Pipelines, ensuring the best practice are implemented for data governance, data quality, data lineage and data cleansing. - Perform detailed analysis to troubleshoot and resolve identified issues and maintain data integrity - Responsible for driving and managing data source integration between various vendor systems.
Job ID
2020-10679
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Personal Line of Credit Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individuals to consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.   What you’ll do as a Personal Line of Credit Specialist: - Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
Job ID
2020-10674
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
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)

Need help finding the right job?

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