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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Common Goals, uncommon potential   As a SeniorPreferred 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 SeniorPreferred 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
2022-15424
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Executive Assistant you will have the opportunity to optimize efficiency through effective communication and administrative support, including interacting with management and employees, answering the telephone, scheduling meetings and appointments, assisting with the creation of presentations, making travel arrangements, preparing correspondence, and assisting with special projects.   What you’ll do as an Executive Assistant: - Schedule appointments and maintain calendars, including making travel and hotel arrangements. - Handle incoming phone calls, internal and external, as well as incoming and outgoing mail. - Coordinate and arrange meetings, including gathering and preparing agendas and other materials and arranging logistics (catering, conference room, bridge line, video conferencing). - Write, edit and proofread a wide variety of communications and materials, including letters and PowerPoint presentations. - Copy, file, organize and distribute various reports and documents. - Prepare and submit expense reports. - Provide input and suggestions for process improvements. - Order office and marketing supplies. - Directly engage with all levels of internal and external clients, including senior executives. - Lead and manage special projects as they arise. - Navigate organizational infrastructure to resolve problems. - Maintain a flexible work schedule.
Job ID
2022-15423
Category
Administrative
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Brief Description of Role: FRIM’s private fund platform includes (1) FRIM’s proprietary “Eagle” private funds, which are generally structured as “feeder funds” (aka funds-of-funds) that invest in private funds managed by third-party investment advisers and (2) private funds managed directly by third-party investment advisers, where FRIM advisory clients make investments directly in the funds.  The Compliance Officer will be responsible and accountable for providing leadership in the day-to-day compliance support of our alternative investments business and supporting all compliance aspects of FRIM‘s advisory activities related to private funds.  As FRSC acts as placement agent to private investment funds that are advised by FRIM, the Compliance Officer will also work with the FRSC Compliance Team to monitor FRSC placement agent activities.  Compliance functions will generally include compliance monitoring and testing in relation to the alternative investments business, policy and procedure maintenance, risk management, due diligence, regulatory filings, reviews of marketing documents, and service provider oversight.  The Compliance Officer will be responsible for compliance monitoring under the enterprise-wide Volcker compliance program.  The Compliance Officer will also participate in a number of internal committees, interact with senior business leaders, and assist with internal and external audits and exams.   The ideal candidate will have previous senior compliance experience within a high-touch/high-client-experience-expectation organization, at an alternative investment fund (private equity or hedge).    What you'll do as a Director, Alternative Investments Compliance: - Manage and implement the standards, practices, oversight and implementation of a highly effective alternative investments compliance program within a fast-growing Private Wealth Management Division - Provide compliance guidance to management, sales, operational, technical, and supervisory staff - Maintain and enhance compliance policies and procedures - Perform compliance and operational due diligence on private funds, their managers, and their service providers; manage the monitoring/oversight program for these entities - Educate and train staff on firm policies and procedures, including the Volcker compliance program as it pertains to alternative investments - Proactively identify and champion opportunities to improve compliance efficiencies and minimize risks - Participate in the firm’s alternative investments committees - Manage required regulatory filings related to the private funds - Review marketing documents for compliance with FINRA and SEC standards - Assist the FRSC Compliance Team with due diligence and policy and procedure updates, among other items as needed in relation to the alternatives investments business - Ability to manage other team members - Assist the CCO with special projects across FRIM’s advisory business - Work with leaders in the broader Legal and Compliance groups to strengthen enterprise-wide compliance efforts
Job ID
2022-15418
Category
Legal
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank. -  
Job ID
2022-15397
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Associate Director,  Quantitative Risk Analyst is responsible for conducting fundamental, quantitative and macroeconomic analytics and modeling to support the asset allocation and risk management team. In addition, support senior management and peers with a broad range of periodic and ad- hoc capital market research and analytics.   What you'll do as a Associate Director,  Quantitative Risk Analyst: - Curate research contents impacting the current dynamics of capital markets - Content generation addressing topical portfolio management analytics - Support the development of tactical and thematic Asset Allocation views - Develop various asset/factor allocation modeling - Perform risk decomposition and portfolio diagnostics/construction for multi-assets portfolios - Cross-functional collaboration with broader team on firm initiatives
Job ID
2022-15356
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you’ll be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients in San Diego. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15343
City
San Diego
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you’ll be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients in San Diego. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2022-15342
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker:   - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15332
Category
Banking
City
Greenwich
State
CT
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15325
City
Jackson
State
WY
Position Type
Regular Employee (REG)
The Advanced Planning Senior Associate will support First Republic’s Advanced Planners who are responsible for the development, design and implementation of comprehensive financial plans as well as other wealth planning services and deliverables.  The Advanced Planning group serves the ultra-high net worth client segment with an Advanced Planning Senior Associate supporting the Advanced Planners.  The position offers an excellent opportunity for an individual seeking to further a career in wealth and financial planning. Responsibilities range from supporting our planning professionals to acting as the first key contact in the planning relationship.     Primary responsibilities include: Develop client wealth planning deliverables and comprehensive plans: - Compile information, conduct research and assemble all applicable client data necessary to develop a viable work product for review by an Advanced Planner; this process often involves direct contact with the client/client delegates or investigative research using available digital tools and applications. - Utilize planning software to build financial models and projections based on client data and information compiled. - Independently analyze data and perform quality control testing to ensure the accuracy and reliability of the analysis developed by the planning software. - Independently review and prepare an analysis of client trust documents for a final review by an Advanced Planner. - Take a major role in developing financial plans, obtaining client documentation, and completing analytics for an Advanced Planner’s review. - Develop and maintain strong relationships with clients, accountants and attorneys to ensure data, analysis and plans are accurate and complete.   Secondary responsibilities: - Ensure engagement letters and welcome packages are sent to clients - Manage confidential client information - Manage client pipeline and/or engagement from initiation to completion - Maintain metrics needed to measure outcomes of the client engagements - Main point of contact with private banking, wealth management teams and internal resources regarding client engagements - Ensure invoices are effectively handled. - Lead or assist in various special projects related to planning
Job ID
2022-15315
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll ensure that all single- and multifamily residential and commercial lines of credit or loans are set up and processed in a timely manner, while meeting all regulatory requirements and providing a high level of customer service.   What you’ll do as a Client Service Associate: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Prepare prequalification and/or commitment letters for loan officer review. - Cross-train other team members, when applicable.
Job ID
2022-15311
City
San Francisco
State
CA
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
2022-15295
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Transactional Paralegal:   Under general supervision and acting on own initiative and direction, responsibilities include, but are not limited to:   - Providing legal support to the Bank’s attorneys and internal client groups in the commercial lending space and commercial closing department. - Assisting lawyers and closing department with closing services. - Reviewing and negotiation of Subordination and Non-Disturbance Agreements and Estoppels. - Assisting with document preparation (preparing memos, presentations, emails, letters, and surveys), and editing, reviewing, and drafting agreements. - Distributing draft documents to outside counsel and internal clients. - Reviewing entity documents (e.g., corporate resolutions, bylaws, operating agreements, etc.) - Researching and analyzing legal regulations using statutes, case law, legal articles, and regulatory sources. - Reviewing and maintaining Nondisclosure Agreements. - Helping process invoices from outside counsel and legal vendors. - Responding to internal client questions. - Leading and managing projects, as assigned by attorneys and senior paralegal.  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 potentially 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
2022-15273
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker:   - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2022-15258
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.
Job ID
2022-15250
City
Bellevue
State
WA
Position Type
Regular Employee (REG)
At First Republic, the Treasury team operates at the intersection of finance, technology, and data analytics.  Our ideal candidate will have a passion for innovation, experience with SDLC process, and knowledge in full stack development. In this role the candidate will work collaboratively with business lines, risk, accounting, and technology teams to create data-driven tools, which provide insights that have a direct impact on the firm’s operations.  Additionally, the candidate will contribute to the continuous improvement of existing processes, building and maintaining scalable automated solutions for managing our business.   Routine responsibilities will be to support the development of Treasury's liquidity portal product from the ground up, with the ability to scale in our AWS cloud environment.  As such, the successful candidate should have demonstrable knowledge and experience with software development concepts, relational databases and AWS services. There will be many opportunities in this role for career growth and advancement as First Republic Bank continues to evolve.  The successful candidate will be a team player who can deliver highly performant, configurable, and auditable solutions that are complementary to existing processes, and which will enable non-technical users to respond quickly in an ever-changing business environment.   What you’ll do as a Full Stack Developer:  - Build, test and deploy cloud-based enterprise-level software in a continuous delivery environment - Develop and maintain the full development stack including backend APIs, single-page web applications, Ruby on Rails tools, and bash scripting of everyday tasks - Collaborate with other developers and actively communicate with Product Managers and users in a cross functional team - Enhance applications by identifying opportunities for improvement, making recommendations, designing and implementing systems - Troubleshoot production issues quickly and efficiently to ensure a productive operating environment for Treasury users - Full stack code delivery throughout the software development lifecycle (SDLC)
Job ID
2022-15239
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
2022-15224
Category
Banking
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
We are seeking highly qualified Business Bankers to add to our growing team. Business Bankers are responsible for developing client relationships (both self-sourced and referred by colleagues at the Bank) and managing a portfolio of clients on both the deposit and credit sides of the business. In addition, Business Bankers will collaborate with other members of the Bank to add value to clients, including cash management, wealth management and private banking services for individuals. The successful candidate must be highly self-motivated, entrepreneurial and passionate about growing a business in a team environment that is all about providing exceptional client service.   What you’ll do as a Director: - Develop, source, and enhance client relationships. - Work with the Managing Director and other teammates to develop and execute team business development plan. - Build relationships with internal and external partners (COIs, investors, founders, etc.), who may act as advocates and referral sources for team. - Manage deal flow and prioritize opportunities to ensure team goals are met. - Market and originate high quality lines of credit, in addition to referring residential loans (mortgages) and personal lines of credit. - Portfolio management: monitoring financial performance of borrowers for credit quality and compliance with loan agreements, ensuring KYC of all clients, and building and sustaining strong client relationships. - Market other commercial banking services, including deposits (cash management, on-line banking, and money market accounts) and Wealth Management referrals. - Generate leads and grow the business through active networking, client referrals and working with colleagues to identify business opportunities within their client relationships. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. - Independent Judgment: - Ability to select prospects most aligned with First Republic Bank’s business model. - Ability to differentiate higher quality credit.  
Job ID
2022-15207
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The Data Architect will work as a key technical resource for the portfolio of large corporate and departmental projects at First Republic Bank. The Data Architect will have deep knowledge in data management with expertise in designing, domain data modeling, end to end context flow solutions, and will be a visible leader working across organizational boundaries and implementing new technology solutions to enable our PWM business strategy. The primary duty of the Data Architect will be to partner with Business to understand business requirements and then partner with key data resources, technology resources and vendors to formulate critical data requirements and design the appropriate data solutions. The ideal candidate will be able to evaluate a business requirement, perform end-to-end impact assessment, identify and document the data requirements and recommend appropriate data management solutions.  The candidate is expected to be a self-starter, requiring minimal oversight, is results-oriented, with a strong sense of teamwork. The role requires exceptional communication skills and an ability to build and maintain working relationships with team members, vendors, and other departments involved.    What you’ll do as a Data Architect   In addition to these more general cross functional responsibilities, the Data Architect will also be responsible for the following: - Lead end-to-end (conception, development, maintenance and evolution) implementation of wealth management technology solutions. Includes working as an effective liaison between the front office, business units, operations and other technology groups to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Serves as the primary data architect for all PWM Data Platform initiatives.  - Partner with Business to understand business processes and requirements. - Partner with key data and technical resources (example, Data Architects, Data Champions, Enterprise Architects, Infrastructure leaders) and vendors to define data strategy, design & develop data frameworks, domain data modelling & document solutions. - Perform end to end impact assessment for any technical change and how it may impact upstream and downstream systems and processes. - Partner with the Testing Lead to provide guidance in overall test strategy and test execution. - Support the Business for User Acceptance Test. - Document any technical decision process. - Identify any needed reporting, instrumentation, and analytics in support of automation.
Job ID
2022-15200
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
- See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2022-15198
Category
Customer Service/Support
City
New York
State
NY
Position Type
Contingent Worker (CON)

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