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 22 of 29

As part of the Information Services, the Lending Technology Team drives the vision to create an industry leading, client-centric lending technology experience. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.   This position reports to VP of Lending Technology, leads development, implementation, and support of Lending Technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience maintains the highest standards of the Bank. He/she must be a highly motivated, quality driven Sr. nCino Developer for the team. This position requires strong knowledge and experience with nCino and Salesforce ecosystem, Salesforce APIs, Integration with vendors, and Messaging. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation and other related activities across various IS groups.   What you’ll do as a Senior Salesforce nCino Developer: - Lead end-to-end (conception, development, maintenance and evolution) implementation of nCino and Salesforce platform solutions. Includes working as an effective liaison between the front office, business units and other technology groups to ensure that client needs are addressed while maintaining alignment to the Lending goals and strategy. - Develop custom nCino and Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. - Identify enhancements through customer interaction and work directly with them to provide solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within nCino and Salesforce Lightning. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Perform ongoing customizations to product features and integrations with other Systems. - Document standard operating procedures for the nCino and Salesforce tech team.
Job ID
2022-15725
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you Eagle Lending is looking for an exceptional Credit Analyst III to support the underwriting needs of our Personal Line of Credit (PLOC) or Professional Loan Program (PLP) products. We're looking for a self-starter who is eager to leverage his/her underwriting experience to add value to our all-star Credit Analyst team. Based in San Francisco, this role will focus on processing, evaluating, and completing financial analysis on individual loan requests and will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you’ll do as a Credit Analyst III: - Support the underwriting needs for Eagle Lending’s consumer products by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Effectively use Moody’s CreditLens or similar tool to spread tax returns and financial statements. - 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. - Serve as a subject matter expert on Eagle Lending’s products, processes and systems. Provide guidance and support including mentoring to new and junior members of the team. Serve as backup when peers are on out of the office or need assistance with their pipeline of loan applications. - Lead new hire and/or refresher trainings on credit and process components. Partner with management to review and QC underwriting of new team members to ensure credit quality. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Ongoing servicing of the portfolio, including loan modifications and projects with Special Assets and Credit & Risk. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-15719
City
New York
State
NY
Position Type
Regular Employee (REG)
As Digital Analytics Manager, you will play a critical role in defining our digital campaigns strategy. You will help set direction by analyzing our online banking and in-app campaigns, establishing a robust multivariate campaign testing platform, and driving insight into how to increase digital engagement. You will have the opportunity to rethink how we measure & report on campaigns and will partner with the engagement team to improve campaign targeting and enhance client journeys.   You should be comfortable leading complex initiatives from start to finish independently, presenting to senior executives, and establishing yourself as a sharp analytical subject matter expert.    This position reports to the VP of Digital Analytics, is located in our San Francisco corporate headquarters, and offers the opportunity to learn, lead and drive change.   As the Digital Analytics Manager you will: - Partner with digital adoption and engagement team to optimize campaign approach and reporting - Offer insight and advice to senior leadership for how optimize our online banking and mobile applications, with insight into product usage and client segments - Conduct hands-on data analysis and modeling that delivers business impact and helps digital channels reach department goals - Design, develop, and deploy self-service reports, scorecards, and dashboards - Act as subject matter expert on our data and analytics, implementing best practices for data collection, management and analysis - Foster a data-driven, test-and-learn culture - Partner with other data teams across the firm for knowledge sharing and to develop consistent nomenclature and data reporting practice
Job ID
2022-15713
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. The Cloud Security Engineer provides security oversight to First Republic Bank’s cloud computing environment.    Oversight is achieved by ensuring appropriate security controls are deployed and operational throughout the cloud environment in compliance with company policy and standards.   What you'll be doing as Cloud Security Engineer: - Responsible for identifying, defining and documenting appropriate security controls for the bank’s cloud applications. - Responsible for engineering cloud security solutions to include Security Incident and Event Monitoring (SIEM) system, vulnerability scanning, web application testing, network monitoring, and Database Activity Monitoring. - Responsible for identifying, defining, documenting, prioritizing and building security control use cases across the cloud landscape. - Responsible for ensuring policies, standards and other supporting documentation such as CAT controls appropriately reflect the bank’s cloud applications. - Responsible for disseminating and reporting data to other teams as appropriate - Project Consulting: Provide security consulting services, as needed, to various projects. Provide input and guidance to the Information Security Architect in the design of security solutions. - Provide assistance to the Network Security team in the engineering of cloud security controls.
Job ID
2022-15704
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.   The Associate I, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.    What you’ll do as a Associate I, Consumer Services: - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail. - Consistently deliver an exceptional client experience on every client contact. - Make outbound calls to clients to provide resolutions for Online Banking and research requests. - Ability to effectively to multi task on a regular basis. - Ability to work a variety of work schedules based on business needs. - Ability to work over-times as needed. - Work collaboratively as part of a team to achieve service goals. - Ability to adapt to a fluctuating work pace environment. - Displays accuracy and thoroughness, while completing work assignments in a timely manner. - Adhering to and complying with the applicable, federal and state laws, regulations and guidance. - Ability to function in a PC windows or MAC environment. - Must be willing to submit to an extensive background check and credit history. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with 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 clients(s) that enters 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
2022-15672
City
Boston
State
MA
Position Type
Contingent Worker (CON)
As part of the Information Services team, the EDCI (Enterprise Data and Client Insights)Technology Team drives the vision to create an industry leading, client-centric data and analytics platform. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions. This position, as part of the Architecture and Innovation team, supports the other teams in the EDCI Technology Team by providing guidance and consultation on solution architecture, as well as assisting in designing new solutions and modifying current solutions. In addition, designing and implementing platform services to support data engineering, enterprise data warehouses, data marts, and data operations across the bank. They must be a highly hands on, motivated, quality driven engineer to lead solution architecture, design, and development. While strategic thinking and coordination are important elements of this role, this individual will be required to collaborate with multiple data providers and other business teams to design and build successful solutions. What you’ll do as a Software Architect: - Communicate and collaborate with product managers and technology teams to design, analyze, and build highly scalable solutions - Build software and data engineering expertise and own data quality for our processes. - Design and deliver large scale, highly available and mission-critical data platforms and features using modern cloud and big data architectures - Develop and deliver batch, stream, and big data solutions using technologies such as Kafka, EMR, Kinesis, Storm, Spark, Hadoop, Redshift, Snowflake, etc. - Help to ensure solutions follow industry best practices and SDLC - Involved in end-to-end agile design, scoping, implementation, and testing of solutions.
Job ID
2022-15649
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Private Wealth Management Technology offers a challenging opportunity to be part of a technology development team supporting various Wealth Lines of businesses like Operations, Financial Planning, Insurance, Trust including defining and implementing Digital Client facing needs. The Private Wealth Management Technology is responsible for implementation of technology solutions to integrate the existing lines of business specific platforms into the broader PWM Platform to allow for a Client 360 and Integrated Data Experience across all PWM Wealth Teams.   The role requires an individual with strong business and technical knowledge to provide technical expertise in large complex environments and must have a track record of successfully implementing and integrating technology solutions and platforms servicing various Wealth Lines of Businesses. This position requires knowledge and experience with JavaScript, Python, Nest.js, Express.js, Angular, RESTful API development, Snowflake, ES6, Typescript, and OCP as well as experience in detailed requirements analysis, software design, development, testing, and deployment. A solid understanding of Private Wealth Service offerings and solutions is essential to the role.   What you’ll do as a Technical Lead, PWM Technology: - Work with engineering, architecture, data, QA teams and stakeholders to create enterprise-grade, well tested business applications. Code should be well written and maintainable; always following the secure SDLC process - Responsible for software development using various programming languages and related tools and CI/CD pipeline, reviewing code written by other programmers, requirement gathering, documenting and implementation - Articulate complex technical issues to project managers, developers, team leads and architects in an articulate manner and recommend clearly thought-out solutions aligned to strategy - Deep understanding of Synchronous / Asynchronous communication patterns and problem-solving abilities with respect to Message Sequencing, Correlation, and Queuing - Lead technical solutions by designing system specifications, standards and programming - Observance and enforcer of proven industry-standard processes - Support the program/project managers on various efforts between various IT, product and business groups - Assisting with change management activities and ensuring appropriate users and technical teams are aware of upcoming changes - Responsible for aiding support teams in answering user questions about new or existing features, data issues, and variances from other source systems, and working with other operations and development teams to resolve data issues as necessary - Act as tertiary level support for Technical Support when necessary. - Responsibilities 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
2022-15631
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Regulatory Corporate Technology team within Information Services is looking for a Senior Manager. Experience with Fraud, Identify Management and digital technologies are essential as this role will be the responsible for setting the bar on Fraud Technology Modernization at the bank. Will need to quickly understand the various components of the current architecture, identify areas for improvement, and execute a roadmap of both tactical and strategic improvements for current and future applications. Candidates for this role should have experience working within banking or other fraud domain in financial services and display an understanding and appreciation for the complexities therein.   What you’ll do as a Senior Manager, Fraud Management Technology - Partner and collaborate with Product Owners, Operation teams, and Product Managers to understand their key needs and ensure solution designs meet both functional and non-functional needs - Design and develop end to end integrations with Fraud Technology and its ecosystem using established patterns for near-real time as well as batch process -  Provide guidance, mentoring and ongoing coaching to develop team members and managing onshore and offshore technical resources - Develop change strategies and plans including stakeholder assessment and engagement, cross team communications, software alignment, development environment and production change readiness - Ensure work demand is articulated, understood, and prioritized within the Regulatory Compliance Technology systems enhancements queue. - Provide ongoing support and maintenance for the day-to-day technical operations of the Regulatory Compliance Technology systems once deployed. - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - Ensure adherence for data quality and accuracy by developing a detailed understanding of the data and information movement practices utilized by the Regulatory Compliance Technology systems itself and the ecosystem supporting it (upstream/downstream dependencies). - Managing the vendor technology relationship and roadmap for every product in fraud domain.
Job ID
2022-15584
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Accounts Payable Specialist is responsible for invoice processing in Coupa, the Bank’s Procure to Pay system and Oracle E-Business Suite in compliance with Bank policies and regulations.    What you’ll do as a Senior Accounts Payable Specialist:   - Review invoices for proper approval and documentation, charge costs to appropriate GL accounts and cost centers by analyzing invoice transactions, code and input into the Accounts Payable system or Coupa. - Assist the Accounts Payable Manager/Supervisor with daily Accounts Payable management and oversight functions, including coordination of work-flow. - Respond to internal and external customer inquiries verbally or in writing. - Assist in various projects and process enhancements under management’s guidance. - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger Accounts within deadlines. - Assist management on responding to inquiries from internal and external auditors. - Assist in various projects as needed. - Prepare monthly accrual on assigned GL accounts and assist in reviewing expense analysis during month end. - Assist with monthly reconciliation invoices between Coupa and Oracle EBS - Assist with weekly reconciliation of AP Signing Limit list between AP and Coupa - Review Spend Guard report in Coupa for Potential Duplicate Invoice Payments - Collaborate with Procurement Team and business partners on Coupa Purchase Order creation - Monitor Accounts Payable aging billings to ensure timely payment - Assist with SIM (Supplier Information Management) process within Coupa
Job ID
2022-15582
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Professional Lending Associate 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. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. 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 Professional LendingAssociate I: - Onboard new clients via the Professional Lending Programs, including application, underwriting, and collaborating with internal teams to complete onboarding. - Work closely with our counterparts in San Francisco on capital calls & distributions. - Assist Directors with the relationship management and cross-selling of Professional Loan Program clients. - Maintain client interaction reports across the Professional Loan Program (PLP) portfolio. - Create Welcome Letter template for new Professional Loan Program (PLP) Individual Borrowers. - Build your internal network with Relationship Managers at the bank.
Job ID
2022-15578
Category
Sales
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Account Executive, you will help us explore the significant opportunity that exists to expand business and personal banking relationships in each of our key geographies with the Eagle loan product suite. In this role, you will be responsible for helping establish new banking relationships with businesses and, more importantly, the high net worth individuals associated with these businesses, as well as growing relationships with existing clients. In an effort to expand First Republic’s small-business lending portfolio, you’ll focus on building the client base for our Eagle One for Business loan product.   You’ll have the opportunity to work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calls, and follow-up with existing clients and prospects. Further relationship-building opportunities will include obtaining bank deposits; selling additional Eagle Lending products; and providing referrals for investment advisory, trust and other private banking products.   What you’ll do as a Business Account Executive: - Develop high-quality Eagle One for Business loans for clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle One for Business loan clients to the Bank. - Manage your territory’s pipeline of transactions in process, as well as providing client support and vetting the completeness of and completing initial credit analysis on new applications for Eagle One for Business loans. - Assist your Preferred Banking Office colleagues in business development efforts and calling on clients as well as discovering new opportunities to serve the existing client base. - Assist your Preferred Banking Office colleagues in reviewing credit requests, obtaining documentation, and coordinating with Credit Analysis and Credit Approval to ensure that the loans are high quality. - Use critical thinking and independent judgment skills to resolve issues by arriving at alternative solutions and proposals to ensure that the loans are of high quality and that client needs are met. - Further client relationships by bringing in deposits and referrals for wealth advisory, trust and other banking services.   - Work with the Regional Eagle Lending Sales and Service Manager and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business. - Meet the goals established in your position-specific incentive program, which will emphasize Eagle Lending production, demand deposits, money market accounts and cross-selling the full private banking relationship. - Create new processes and communication channels to ensure smooth communication and outstanding customer service, and work independently with all constituencies to ensure that issues are resolved, solutions created and transactions closed.
Job ID
2022-15576
City
San Francisco
State
CA
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
2022-15560
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Commercial Real Estate Loan Specailist has the opportunity to assist the construction and commercial lending team in evaluating, underwriting, monitoring and maintaining new and existing loans including 1-4 family properties, multifamily properties, mixed-use properties and construction projects. This involves reviewing applications, underwriting recurring income and post loan liquidity, obtaining due diligence, preparing credit narratives and following up during the credit approval process, closing transactions and post-closing follow-up.   What you’ll do as a Commercial Real Estate Loan Specialist:   - Evaluate prospective real estate opportunities by analyzing construction budgets for hard and soft costs, property cash flows (current and future), rent rolls, locations, property types (residential, multifamily, retail, office), requested loan terms and all other information available. - Spread and analyze current and proposed property operating statements and/or tax returns and have a complete understanding of cash flow reports, financial ratios, trends, etc. - Spread personal financial statements and tax returns and be proficient in K-1 and cash flow analysis. LS must be able to identify recurring and non- recurring sources of cash flow, global cash flow from real estate, the subject property’s ability to cover debt service and ability of client/guarantor to support the property. - Underwrite and complete real estate credit narratives for new loans as well as for renewals, modifications and short-term extensions. This includes financial and risk analysis, purpose of loan, repayment sources, collateral, financial & reporting covenants, tenant analysis, and sponsor and project team summary.  - Run credit reports on companies and individuals to assist in the analysis process. Conduct research on specific industries/companies and due diligence on sponsors and guarantors to assist team. - Review documentation for consistency and accuracy of Credit Narratives. This requires working with the Borrower, Commercial Loan Operations, Closing Department and outside legal counsel. - Create and maintain all loan and credit files. Must be able to take responsibility of the credit file used in approving each loan. - Assist and work with clients on all levels of the relationship, including: loan advances and payments, collecting loan and legal fees, calling on delinquencies, assisting clients with various loan and deposit related inquiries, etc. Remedy or submit requests to the proper departments and follow up to ensure timely execution. - 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
2022-15507
Category
Customer Service/Support
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
As a Senior Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Senior Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2022-15498
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-15497
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Manager will partner with the Vice President of Brand Strategy and Communications to support corporate communications and reputation management programs. The role requires someone who has a deep understanding of internal and external communications in financial services, is motivated by risk mitigation and brand protection and has the ability to form strong relationships and build trust. It also requires someone who is passionate about communicating to the clients and stakeholders of an ultra-high-touch and well-respected brand.   What you’ll do as a Senior Manager, Brand Strategy and Communications: - Work with the Vice President of Brand Strategy and Communications to evolve, promote and defend the corporate narrative. - Develop communications strategies and deliverables for key business and regulatory initiatives including: key messages, presentations, talking points and other communication assets. - Advance business continuity and incident response plans by identifying potential threats and assisting with the development of protocols and messages to mitigate those threats - Champion the coordination of company-wide communications and announcements, their messaging, launch dates, target audiences and channel selections - Possess sound business judgement and interpersonal skills to determine appropriate action. Ability to work with highly confidential information - Available to respond to critical business issues during off hours and over weekends - Collaborate with other department teams, and communicate and interface with other enterprise and department leaders as a representative of the VP of Brand Communications. - Maintain high standards of excellent execution and exceptional service as a steward of the brand and representative of the department
Job ID
2022-15485
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Community Outreach Relationship Manager, you’ll have the opportunity to work directly with clients to identify their banking needs and financial goals in order to deliver tailored private banking solutions to clients alongside their wealth management, business banking and deposit-focused partners. You’ll be responsible for developing client relationships, including the generation of low- to moderate-income single- and multifamily residential mortgages and other credit facilities. You’ll acquire clients and build relationships by providing superior service that enables clients to achieve their financial objectives.   What you’ll do as a Community Outreach Relationship Manager: - Work directly with clients to identify their banking needs and financial goals and deliver tailored private banking solutions. - Take responsibility for acquiring and developing client relationships. - Generate low- to moderate-income single- and multifamily residential mortgages and other credit facilities. - Provide superior client service in every interaction.
Job ID
2022-15464
Category
Sales
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a Accountant:  - Reconcile, analyze and certify various General Ledger accounts within daily and monthly deadlines. - Prepare journal entries with proper documentation - Identify, research, investigate, and problem-solve GL account and/or internal control issues - Communicate and work with various business units to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on audit request and responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Assist in various projects as needed, such as analyze and prepare trend analysis to management. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Organize and maintain updated accounting procedures respective to assigned tasks. - Adhere to company policies in protecting and preserving confidentiality of bank and clients information. - 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
2022-15451
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As Assistant Team Lead, you’ll be responsible for a combination of sales, client service support and management functions. You’ll have the opportunity to bring in a significant amount of self-sourced business, and your ability to build relationships will enable you to understand clients’ needs and generate additional business from existing clients in addition to obtaining referral business. You’ll provide ongoing excellent client service and use your ingenuity and thorough knowledge of banking operations to solve problems and enhance the banking relationship. You’ll also serve as the deposit expert for the Relationship Managers’ client base. This role includes sales presentations, cash management expertise, account opening, compliance and documentation, transitioning clients to First Republic, and maintaining those accounts. Your management responsibilities will include backing up the Preferred Banking Team Lead with personnel matters and attendance at weekly meetings. You’ll also serve as a resource for all Preferred Bankers in the region on products, processes, procedures and compliance.   What you’ll do as an Assistant Team Lead: - Assist with management responsibilities (personnel, attendance, conflicts, training, etc.). - Gain a thorough knowledge of existing bank products and services and keep up-to-date on all procedural, technology, product and process changes or updates. - Make new business development calls to expand your self-sourced portfolio. - Conduct outside business development calls with Relationship Managers. - Open new accounts. - Transition new clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Maintain client relationships and provide ongoing excellent client service, including delivering particularly high-touch service to the top 10% of the Relationship Managers’ client base. - Provide cash management expertise for presentations and demonstrations. - Attend weekly meetings when needed. - Adhere to and comply with the applicable federal and state laws, regulations and - guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete required training; identify and report suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank.
Job ID
2022-15445
Category
Banking
City
Boca Raton
State
FL
Position Type
Regular Employee (REG)
Under the general direction of the PWM PMO VP Program Director, the Senior Project Manager role manages the Corporate Projects realm of Private Wealth Management.  The individual is extremely adaptable and can manage multiple highly complex projects.  The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.    Line of Business-Specific Requirements:  Candidates for this role should have experience working within an investments/wealth organization and display an understanding and appreciation for the complexities therein.  Experience with Salesforce, Wealth Management Products and Platform and the underlying data is very desirable.  10+ years as a Project Manager is essential for this role. Candidates with less experience will not be considered.   Project reporting, governance and transparency is also very essential and must be demonstrated through previous projects and success. Attention to detail and an ability to convey relevant information at summary and detailed levels is a key factor to success in this role. Requires experience in both waterfall and agile methodologies.   What you’ll do as a Senior Program Manager: - Collaborate with Product Owner (PO) and Tech Owners (TO) to identify, summarize and capture the Product Vision, Roadmap, and Backlogs - Define and manage the Product Roadmap in JIRA: Idea to Initiative to EPIC to User Story - Partner with PO and TO on monthly progress update to present at Functional Lead meeting - Plan, facilitate and summarize new Product Increment planning events (done each quarter) - Help manage risks and dependencies crossing workstreams - Escalate and track impediments crossing workstreams - Provide input on resourcing to address critical bottlenecks - Work with the Enterprise Management Office (EPO) on program execution and operational excellence - Understand and operate within Budgets, complete monthly forecast - Drive relentless improvement via Inspect and Adapt workshops; assess the agility level of the Release Train and help them improve - Provide Dashboard reporting to PO for bi-monthly Business Product Updates meeting - Will be required to drive developing business requirements, process flows, use cases, test plans and other work streams related activities and artifacts - Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling - May contribute and/or lead vendor relationship management for project-related vendors and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors - Keeps project governance up to date and reports on projects as per PWM PMO standards and contributes to their incremental improvement. - Monitors project and/or program execution and escalates project risks and issues early - Facilitates adoption of business process changes and leads project team and stakeholders through effective change management - Develops detailed training, communication and rollout plans and manages business process changes - Leads integration of multiple upstream and downstream data interfaces - Manages time bound regulatory compliance projects impacting critical business functions
Job ID
2022-15435
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.