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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Putting you First 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
2022-14896
City
Manhattan Beach
State
CA
Position Type
Regular Employee (REG)
The Wealth Advisor Associate is responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads and uncovering high-value opportunities.   The Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connnected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships.   The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.   What you’ll do as a Wealth Advisor Associate: - Provide support for Wealth Advisor on client engagement and tracking - Research and gather business intelligence about prospective clients and trends in opportunities - Prepare and send strategic emails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team - Engage in networking events and client events to develop prospecting skills and opportunities - Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship, researching client inquiries and managing follow up communication and materials - Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
Job ID
2022-14895
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   See service from a higher perspective. The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service.   What you’ll do as a Client Service Specialist: - Provides support to our Relationship Managers as well as building a relationship with the borrower. - Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process. - Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking. - Directs customers through the loan process, often working with complex loans. - Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items. - Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues. - Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc. - Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served. - Acts as a main point of contact on daily operational questions for processing team. - Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team. - Assists with additional duties as assigned. - Complies with all related Federal, State and Industry laws and regulations pertaining to Banking - Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis - Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information - Attend any and all branch/team meetings as requested. - 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. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. - Assist with phone calls to prospects and clients, schedule all client-related appointments, and 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.
Job ID
2022-14891
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2022-14879
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you   As a Business Systems Analyst in Eagle Lending, you will be act as a liaison between business users and technical teams, planning conducting and directing analysis of complex business problems. The Analyst supports business teams, building and improving the data infrastructure regarding loan origination processes, marketing, sales, and loan servicing. The Analysts builds use cases, business requirements, and technical specifications to ensure the business receives the right data sets for analytics and reporting.   What you’ll do as a Business Systems Analyst: - Develop detailed data mapping (source to target) document encompassing business, transformation and data quality rules that address data definition normalization from multiple loan origination systems, CRM, deposit and loan servicing systems. - Document business and functional requirements for a diverse set of data needs including managerial and regulatory reporting, operational dashboards and advanced analytics - Perform data analysis and design activities at operational and organizational levels to build departmental data marts - Engage and direct business partners and subject matter experts to identify priorities, scope, and requirements for complex business problems - Engage technical development team members to transition requirements to design, and to determine appropriate design approach - Support the build out and expansion of existing Eagle Lending Data Marts to address evolving business needs - Plan and execute QA and UAT testing with test cases documentation - Act as the Business and Data analyst that liaisons between business and project teams - Document and maintain reference data and meta data on subsequent releases of the Eagle Lending data mart
Job ID
2022-14876
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Portfolio Quality Analyst to monitor loan portfolio performance and risk by requesting and tracking current borrower and business financial information and monitoring loan covenant compliance. We’re looking for a self-starter who is eager to leverage their experience as part of our fast-growing and fast-paced Portfolio Quality Specialist team. The ideal candidate is a critical thinker, has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.   What you'll do as a Portfolio Quality Analyst: - Monitor existing credit facilities for financial and reporting covenant compliance. Manage reports to ensure receipt of updated financial information and on-going covenant compliance. - Provide extraordinary service to clients while obtaining current financial documentation and evaluating documentation for covenant compliance. - Prepare memos for the existing portfolios to be reviewed by Executive Loan Committee and process short-term maturity extensions when required. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Learn to use Moody’s CreditLens or similar application to complete financial analysis and spreads. Analyze financial statements, tax returns, cash flow reports, calculate ratios, recognize, and describe trends and identify recurring and non-recurring sources of cash flow and borrowers’ ability to debt service. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-14875
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Client Service Associate I with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank.   What you’ll do as a Client ServiceAssociate I: - Provide support for Account Executives (AEs) and their book of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit, lending, and wealth management products and services. - Assist in managing Account Executives (AEs) pipeline of client transactions in process, vet and complete the initial analysis of new applicants, ensure loan packages are complete for underwriting and respond to ad hoc client requests. - Manage variety of reports to support Account Executive’s book of clients, such as pipeline, maturities and client interaction reports - Provide sales enablement for Account Executives through Marketing and prospect outreach efforts.
Job ID
2022-14872
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Sales 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  Sales 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. - Provide high-quality service and support to help Eagle Lending Relationship Managers service clients. - 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
2022-14871
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective With a staff of 215 and growing, Eagle Lending leads the way for innovation at First Republic Bank.  As the Western Region Sales Director, you be leading a regional Personal Line of Credit Sales Specialist team in our office in San Francisco's financial district focused on acquiring the next generation of clients.   You will be a key partner for the Sales, Marketing, & Product teams and will own a wide range of sales, strategy, and operations projects. You will partner with cross-functional stakeholders across Credit, Marketing, and Technology to identify and act on business insights. The ideal candidate is skilled at synthesizing complex concepts into a simple message, getting deep into data to drive key initiatives, and fostering change through a collaborative approach. What you'll do as a Regional Sales Director, Personal Line of Credit: - Manage PLOC Sales Specialists and Managers on both hard and soft skills, ranging from pipeline management to credit education to effective communication - Implement new sales enablement processes and identify technology features that will help the business scale efficiently - Define and drive analyses aimed at developing a deep and holistic understanding of business performance, growth drivers, and trends - Communicate insights and recommendations clearly to senior executives - Lead sales and revenue growth projects across the business from idea to execution
Job ID
2022-14870
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Reporting to the Fiduciary and Suitability Risk Officer, you will execute and improve upon key elements of the ERM program. Working as a team, we will reinforce First Republic’s culture of risk awareness, ownership, and accountability.  We will equip colleagues with the tools needed to identify and report risks and encourage a strong risk-mindset to support current and future growth.  You will also exemplify First Republic values, especially Having Fun and Move Forward, Fast!     What you’ll do as a ERMManager, Wealth Management Risk: - Implement and improve the ERM program • In coordination with the Fiduciary and Suitability Risk Officer, ERM Senior Analyst, and key PWM stakeholders, contribute to maintaining and improving the ERM framework in PWM, including; • challenging Risk Control Self-Assessments (RCSAs), • helping to lead Risk Inventory discussions and documentation, • partnering to develop key risk indicators / key performance indicators, • contributing to after action reviews, leading lessons learned and • performing key process workflow workshops. - PWM Risk Council and Working Groups, Charter Management, and Program Documentation - Work with the Fiduciary and Suitability Risk Officer, ERM Senior Analyst, and key PWM stakeholders, to produce materials for presentation to the council and corresponding working groups. - Manage agendas, materials finalization and distribution, membership, and other council meeting logistics. - Act as Secretary of the PWM ERM Council, recording meeting minutes and attendance. - Assess PWM ERM Council activities annually to ensure all charter requirements have been met. - Along with the Fiduciary and Suitability Risk Officer, ERM Senior Analyst, and key PWM stakeholders, review, and update council charter to accurately reflect activities and responsibilities annually. - Other Responsibilities - Provide leadership to ERM Senior Analyst and mentorship to the ERM department when opportunities arise. - Support the team with responding to internal audit and regulatory requests.
Job ID
2022-14851
Category
Risk Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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
2022-14845
City
Paramus
State
NJ
Position Type
Regular Employee (REG)
Responsible for managing client expectations and requests while assisting the Relationship Manager (RM) with day to day duties which may include a variety of analytical and client service oriented tasks.  This position manages the RM’s book of business alongside alleviating the day to day tasks to allow the RM to focus on the growth of the business.  The ideal candidate will act as a liaison between RM clients, Private Banking Officers, and lending personnel which require knowledge of various FRB products and programs depending on the RM’s business needs.  Responsibilities include but not limited to managing client expectations and requests.  Working with Clients, RM, and Executive Loan Committee (ELC) to determine loan structure and pricing, underwriting and ensuring the loan closes on time. This includes presenting deals to ELC and obtaining approval on behalf of the RM.   What you’ll do as an Internal Account Executive:   Manage the loan process: - Collaborate with RMs, Executive Loan Committee (ELC), and clients to help determine appropriate loan product(s), loan amounts, and optimal structure - Present deals on behalf of the RM to ELC for approval - Communicate results to customer on the “needs list”, request missing items from clients when requested by processors - Act as primary contact for clients when requested by RM - Underwriting of loans - Underwriting of residential and commercial loans - Complete borrower and residential/commercial property cash flows as requested by RM or Team Lead - Prepare pre-approval letters, forward loan applications etc. when Client Service Admin is not available Provide excellent customer service: - Respond to client inquiries and requests to properly manage client expectations and needs - Respond to incoming calls - Meet with clients as requested Assist with business development: - Work with the RM to review their book of business and identify areas of opportunity to deepen relationships. - Strategize with RM on appropriate client situations and on Client Meetings. - Help RM to maximize their business development efforts.   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.    Work with internal business partners and lending office staff at various levels to research and resolve transaction concerns.  Must be confident in response and ability to satisfactorily address all clients.  Handles complex/escalated matters.   Includes verbal and written interaction on complex items.
Job ID
2022-14839
City
Boston
State
MA
Position Type
Regular Employee (REG)
First Republic Bank’s Securities Loan Account (“SLA”) program is one of the Bank’s fastest growing lending groups and a core product compliment to the Bank’s rapidly growing wealth management business.  In order to support the current growth rate, the Securities-based Lending Team will need an additional resource.  This individual will be providing product support with a primary focus on assisting the Securities Loan Account Managers with various tasks related to loan underwriting, processing, and servicing, as well as data analysis and reporting.  This individual will have direct and indirect exposure to senior level executives and senior producers within First Republic Private Wealth Management and the overall Bank.   What you’ll do as a Securities Loan Account Management Analyst:   New Loan Generation and Deal Flow Assistance - Assist Securities Loan Account Managers (“SLAM”) with fielding new loan requests, obtaining answers to primary questions, performing collateral modeling, generating an initial proposal for SLAM review, and managing upfront referral expectations. - Ensure collateral coding requests are submitted as part of the loan closing process and assist SLAMs with ensuring other closing conditions are addressed prior to booking. - As needed, assist SLAMs with loan processing, KYC support, loan underwriting and facilitating the credit approval process. Ongoing Loan Management & Client Service Assistance - Actively manage and address loan product and servicing inquiries from referral sources and their SBL clients, helping to answer questions and or directing questions to the appropriate resources within the team and or bank. - Act as the primary lead for loan modification requests, working with the applicable SLAM if necessary, in uncovering relevant relationship/loan details, fielding requests, completing the modification memo, updating KYC and processing information, to managing documentation delivery and the closing/funding process. - Assist SLAM’s with managing the SBL Loan Pipeline and Follow-up Database, ensuring information related to your regions loans are being accurately input in a timely manner, and follow-ups are being addressed appropriately. - Manage the KYC remediation process. Product Training and Education - Ensure you are keeping up to date on KYC, loan origination and other related technological, compliance and operational trainings or updates. - Work closely with SLAM’s, ELC, Closing and other colleagues/teams that work closely with the SBL group to help educate yourself on not only the SBL product and related processes, but also how it ties into other areas within the Bank.
Job ID
2022-14838
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Senior Loan Specialist 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 Senior 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
2022-14836
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
First Republic Bank Insurance Group Operations is looking to expand our administrative team. This position would be part of a highly collaborative team that supports a platform of regional risk management and insurance teams in key geographies. This is a new role where the growth and evolution can be shaped by a successful applicant.   What you will do as an Associate, Insurance Group Operations: - Administrative support of day-to-day sales and service for life insurance business line - Assist with insurance commission/revenue reconciliation and reporting - Smart Office data maintenance and reporting - Provide policy owner service/support as required by Insurance group - Address service related internal and external communications - General office work –mail sorting, scanning, filing - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor - Support overall operations and compliance of the insurance business line - 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)
Job ID
2022-14834
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
2022-14776
Category
Banking
City
Jackson
State
WY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you First Republic Bank is looking for a driven and eager Loan Analyst to analyze, process, and prepare capital call and distribution requests for our Eagle Lending Professional Loan Program (PLP). This role will work closely with various key stakeholders across the bank, such as Relationship Managers, Executive Loan Committee, Underwriters and Department Managers, which requires exceptional detail orientation, communication, and time management skills. Our goal is to provide flexible, responsive support in order to fund individual client capital contributions and distributions for our growing portfolio. We are a highly collaborative team with a can-do attitude and culture. If you have a passion for finance and an interest in lending, we would love to hear from you.   What you’ll do as a Loan Analyst, Fund Investment: Analysis (75%) - Prepare and process capital call and distribution requests for fund investments and returns - Analyze unique loan terms and understand various requirements for leveraged requests - Ensure capital call and distribution requests are completed in a timely manner and with exceptional service - Provide feedback and/or implement procedures in order to improve operation efficiencies - Produce customized templates and documentation for each program Audit/Compliance/Regulatory (15%) - Review capital call and distribution transactions for accuracy and compliance - Reconcile discrepancies between leverage accounts and funded investments - Manage program and borrower level data - Assist with audit inquiries and provide data insights as requested Customer Support & Ad hoc requests (10%) - Directly communicate with CFOs and their support team to roll out new programs and establish operational procedures. Additionally, work with firms to revise operational procedures throughout the life of the program - Manage support inbox and respond to all client and firm inquires - Produce regular or ad hoc reports to support internal team and client needs - Assist with other support tasks related to program and borrower level terms
Job ID
2022-14769
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Loan Operations Managers to effectively manage and support the processing pipelines of our Credit Analyst teams. We're looking for a self-starter who is eager to leverage their leadership and management skills to drive production, quality, capacity and the development and growth of the team. Based in San Francisco, this role will create and maintain structure and processes to ensure constant pipeline flow and adherence to Service Level Agreements (SLAs). The ideal candidate is a strategic thinker and is a clear and confident communicator who is comfortable collaborating with a wide variety of stakeholders to achieve an exceptional outcome.   What you’ll do as a Loan Operations Manager: - Provide strategic oversight and leadership to the operations, process and pipeline of the Eagle Lending Personal Line of Credit (PLOC) and Professional Loan Program (PLP) Credit Analyst teams. - Develop and lead strategic initiatives that that streamline operations, reduce risk, improve pipeline flow and support growth while providing the highest quality service. - Design, prepare and present tools and reports to support Credit Analyst Managers and Leadership in effectively managing production - Utilize reporting tools to audit and track loan pipeline, communicating regularly with partners and stakeholders. - Manages process related issues and needs for Credit Analysts team, collaborating with Closing, Servicing and our Technology partners to solve problems and/or create new solutions. - Oversee the daily operation of all aspects of loan operations including processing, loan servicing, loan documentation review, post-closing. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Leads cross-functional initiatives and projects to improve collaboration, execute strategy, attain mutual goals and provide the highest level of service to both internal and external clients.
Job ID
2022-14764
Category
Marketing
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with the Professional Loan Program (PLP) team, you’ll play a key role in structuring, negotiating and overseeing your own pipeline of new professional loans while ensuring that client expectations are met throughout the process.   We created the Professional Loan Program to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.    In the PLP Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.   What you’ll do as a Professional Loan Program Associate: - Structure and implement customized loan programs for partners and executives in the private equity, venture capital and professional service industries. - Communicate directly with clients, Account Executives, underwriters, legal counsel, executive approvers and loan closing teams throughout the program development process. - Develop and prepare program term sheets and due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos. - Partner with legal counsel on document negotiations and oversee the approval and rollout of new programs. - Assist the underwriters by obtaining all necessary documentation from the client, and help respond to any underwriting questions. - Manage existing relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s other offerings and how these products and services could help meet their financial needs. - Suggest enhancements to processes and procedures in order to improve efficiency.
Job ID
2022-14761
Category
Sales
City
New York
State
NY
Position Type
Regular Employee (REG)
An encouraging culture that invests in you We created the Professional Loan Program (PLP) to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.    As a Portfolio Associate with the PLP team, you will support regional PLP Relationship Managers and act as the primary client contact for an assigned portfolio of firm relationships, generally within a certain geographic team, post-program closing. You’ll play a key role in maintaining existing PLP relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s offerings and connect them with their Relationship Manager on how these products and services could help meet their financial needs.    In the Portfolio Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.   What you’ll do as a PLP Portfolio Associate:   - Effectively oversee and support the management of a portfolio of existing Professional Loan Programs. - Communicate directly with clients and serve as primary point of contact for program modifications, annual reviews, employee departures, borrowing bases, and quarterly check-ins. - Develop and prepare due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos. - Liaise with the capital call and distribution team and assist with transactional questions and/or process improvements. - Analyze and report common client requests and regularly update senior management. - On an annual basis, conduct a program review for each firm and suggest enhancements to improve efficiencies. - As a Portfolio Associate you will report to the San Francisco PLP Operations team, however you will also be imbedded as member of the regional Eagle sales team.
Job ID
2022-14760
Category
Sales
City
New York
State
NY
Position Type
Regular Employee (REG)

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