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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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 will 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
2021-12588
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
What you’ll do as Director, Digital Security Product Management - Create the vision, strategy, and customer experience for our Digital Security solutions. - Build and lead the digital security product roadmap across corporate and consumer online platforms considering emerging security threats, fraud risk mitigation tools, client experience and business needs. - Develop a clear strategic view on new and emerging technologies, market disrupters, threats, and areas of opportunities, with a focus on evaluating digital risk and impact. - Prioritize security related enhancements and, coordinate development efforts across vendor and FRB technology teams. - Partner with Scrum Teams to create user stories, work with technical teams and user experience teams to deliver security related enhancements. - Test and evaluate the effectiveness of security controls and recommend enhancements and improvements. - Collaborate closely with other product managers, designers, and engineers, as well as with Information Security, Fraud, Vendor Management, Digital Technology, Compliance, and Program Management. - Make tough priority calls and trade-offs balancing security, quality, and client experience.
Job ID
2021-12387
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
2021-12040
Category
Banking
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
Job ID
2021-12012
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The First Republic Bank’s Client Lifecycle Management (CLM) Platform Owner is responsible for defining and owning end-to-end CRM platform and experiences in support of enabling various LOB teams on the platform.   First Republic Bank’s Salesforce Product Owner is responsible for the “what and why” of our process. This person will work closely with customers and stakeholders across all LOBs within the bank to ensure we are getting a good return on our Salesforce investment, defining and owning the end-to-end Salesforce product roadmap. This role will include both tactical and strategic responsibilities as we build out a CRM Center of Excellence to help drive the strategic vision to create a 360-degree view of our customers across the entire organization. This highly collaborative role will work within the business teams to plan and drive the execution of enhancements to drive business results and achieve First Republic Bank’s strategic objectives.   Working as the business / product counterpart to the technology-focused CLM Platform Technology Manager, and partner with Lines of Business aligned Salesforce Product Owners  will partner with First Republic’s various technology leaders to deliver a seamless end-to-end experience for First Republic clients. The successful candidate must demonstrate a proven history of designing and managing a strategic Customer Relationship Management (CRM) platform, with deep expertise of the Salesforce product. Initially, the focus will be to deliver a scalable platform to onboard various LOBs, with an opportunity to define and contribute towards firm wide efforts. Salesforce will become one of the few core platforms utilized across the entire enterprise and this is one of the bank’s most critical and highly visible programs. The candidate in this role will drive the product strategy through deep and detailed interactions with business leaders across the bank, working closely with technology leadership to ensure the technical solutions are well aligned to the expectations and needs of the business.   This individual must possess excellent analytical and communication skills with the ability to reach senior business and technology colleagues. S/he must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk.   What you’ll do as a Vice President, Client Lifecycle Management Platform Owner: - Assume oversight of the Salesforce product and add-ons, acting as the enterprise Product Owner for all things Salesforce, establishing a multiyear roadmap which drives the product vision - Evangelize defined vision constantly to ensure stakeholder alignment, providing context and understanding on the direction for the product - Lead development of the product roadmap, establish common business requirements and functional needs across the various LOBs - Understand the nuances of how the product will be used by various LOBs - Prioritize the product backlog and communicate the highest value work - Gather, document and translate business requirements into technical requirements (language/stories/roadmaps/solutions) - Drive continual product improvements and inform the product roadmap with new ideas based on ongoing user requests, competitive capabilities, and Salesforce innovations - Evangelize the Salesforce product and its capabilities across the enterprise - Help gain consensus on business and technical decisions and ensure that appropriate resources are employed to deliver high quality and rapid results. - Focus on maximizing Salesforce configurations and minimizing custom development - Align with various enterprise initiatives to align the Salesforce platform to conform to various regulatory and audit obligations. - Communicate regularly with Senior Management and Executive teams as well as key stakeholders to ensure functionality meets business needs and to manage and develop future releases tied to the roadmap - Assist with enterprise-wide preparation and testing ahead of Salesforce platform and related add-ons/integration releases and updates, endeavoring to be ahead of any potential issues prior to the release - Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers. - Mediate conflicting priorities to drive optimal solutions.
Job ID
2021-11936
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank’s VP of Salesforce Platform Technology is responsible for defining and owning end-to-end CRM application and experiences in support of First Republic Bank, at the enterprise level. This role reports into the Head of PWM and Sales Enablement Technology. The candidate will partner with First Republic Bank’s lines of business representatives, technology representatives, to deliver a seamless end-to-end experience for the enterprise.   Candidate must demonstrate a proven history of designing and managing a strategic Customer Relationship Management (CRM) platform, preferably having managed CRM Center of Excellence organization using Salesforce as a platform of choice. Oversees and manages a global team of Salesforce Platform developers to rapidly deliver effective solutions to meet the growing needs of the business. Initially focus will be to own and manage current commitments to various businesses, while working towards defining, designing and delivering strategic CRM capabilities at the enterprise level. The candidate in this role will be involved from inception of ideas till execution and delivery, and in this capacity will work with the tech teams in guiding them through best technology practices.   This individual must possess excellent analytical and communication skills with the ability to reach senior business and technology colleagues. Must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk. Maximize leverage by identifying shared services, overlapping capabilities and convergence to standards in order to improve efficiency and quality, and reduce time to value. The candidate will have a broad background in application, data and business aligned delivery experiences delivered via a strategic CRM platform. The candidate would be expected to work independently to solve complex problems, and still be technical to possess the soft skills work with a variety of business & tech partners.   What you’ll do as Vice President of Salesforce Platform Technology: - Partner with CLM Salesforce Business Product Owner, various Lines of Business specific Salesforce Product owners, Lines of Business specific Salesforce Technology owners to develop end-to-end CRM (Salesforce) requirements. - Provide leadership to ensure delivery of solutions are in alignment with the overall agile & TDD methodology on Force.com platform. - Help gain consensus on business and technical decision and ensure that appropriate resources are employed to deliver high quality and rapid results. - Focus on maximizing Salesforce configurations and minimizing custom development. - Provide leadership and guidance to Salesforce technologists within CLM Platform team and be the guide and coach to Lines of Business Salesforce technologists. - Work with business and transformation partners to make effective decisions by assessing quality vs time-to-market tradeoffs. - Understand “day in the work life of client facing Sales/Relationship Managers” to drive efficiency and effectiveness, so sales teams are focused on providing the highest and best service to our clients. - Interact with executive management, business operations, business product management, and multiple technical teams to own and deliver end-to-end CRM solutions. - Own and manage ongoing roadmaps and implementation plans. - Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers. Key Responsibilities: - Build and foster strong relationships across enterprise teams, specifically focused on Sales and Relationship management Business, Product, and Technology community. - Build deep and trusted relationships with peer group and enterprise teams involved in sales enablement and efficiency, and data programs. - Cultivate an open environment that encourages the bankers/sales to share their needs/concerns and provide input or challenge decisions. - Lead the CLM Salesforce Tech team through Salesforce Financial Cloud Services and Lightning UI implementation for Sales, Operations & Client Service Channels. - Participate in design discussions with users, technical and functional stakeholders to analyze Salesforce functional, technical and integration needs. - Be adept at decomposing high-level business needs into Salesforce Platform capabilities. - Ownership of all technical aspects of Salesforce (FSC) solutions including data storage, data migrations, data quality, system integration, 3rd party applications, products and custom code. - Build & execute the right transparency and governance model to share progress, successes and challenges. - Review investments spend to ensure alignment with target state and roadmaps. - Mediate conflicting priorities to drive optimal solutions. - Identify duplication of efforts, functional and technical redundancy, and opportunities for shared services.
Job ID
2021-11935
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Software Engineer is key to ensuring high-end, efficient applications.   Line of Business-Specific Requirements: Candidates for this role should have experience working within a bank or investments/wealth organization and display an understanding and appreciation for the complexities therein.  Experience with digital platforms, distributed systems, and Cloud technologies is also critical.   Experience within a continuously changing environment that influences the banking experience for clients and employees, including driving consistent frameworks and methodologies to support consistency is critical for this role. 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 will do as a SeniorSoftware Engineer: - Create high quality mobile apps that are fast and stable. - Work with product managers, architects, and other engineers to follow in translating requirements to solution options and recommendations. - Oversee the backlog of requirements as it goes through the Design phase of the SDLC. - Drive solution designs inclusive of clear annotations on key components and flows, considerations and options, recommendations, and justifications. - Code and ship complex new mobile features and apps. - Work with owners and system leads, including Vendor Solutions, to logically design and negotiate solutions and participate in long-term product planning.  - Ensure commitments are met while providing high-quality and cost-effective systems that meet client expectations.  - Adapt digital Agile approach and work with mobile vendor to implement the mobile solution.   - Keep up to date on new technology, standards, protocols, and tools in areas relevant to the rapidly changing digital environment. - Work with the application support team and external vendors to ensure all applications are supported according to their Service Level Agreements. - Troubleshoot and fix issues in production and non-production environments. - Work with server engineers to design API specs. - Propose and implement process improvements to make our engineering team even better.
Job ID
2021-11930
City
New York
State
NY
Position Type
Regular Employee (REG)
The Director of Trading & Portfolio Analytics Technology manages the team maintaining day-to-day operations of investment technology, as well as evolving along with the changing needs of the business.     What you’ll do as a Director, Trading & Portfolio Analytics Technology:   - You’ll work with core business owners and users across the spectrum of the Private Wealth team and be the liaison between technology teams (internal and vendor) and business during trading hours. Other major duties include managing data reporting and analysis projects, working with audit department and related requests, supporting custodial system, and designing/testing of Business Continuity Plans (BCP).  The position must have strong broker dealer and RIA experience of 12 or more years in supporting applications and project management. - Ability to collaborate with cross functional teams and having subject matter expertise in Private Wealth Management workflows is key requirement.  Responsible for all upgrades and system enhancements for existing and currently deployed applications within PWM Technology Support environment. - This role requires understanding of trading systems, portfolio analytics tools and custodian platforms such as Vestmark, Charles River, SS&C (Global Wealth Platform) or Envestnet (Folio Dynamix). Strong working knowledge of custodian systems such as Pershing NetX360, Schwab and Fidelity. - The person in this role will work closely with business leaders across Trading, Operations, Compliance and Supervision to deliver exceptional business solutions based on roadmap provided by product partners.
Job ID
2021-11926
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Appian Software Engineer will act as the primary technical resource for a suite of Deposit applications at First Republic Bank. The Senior Appian Software Engineer will specialize in leading large scale application development efforts and working with cross functional teams to deliver major technical initiatives at the Bank.   What you’ll do as a Senior Appian Software Engineer   - Serve as a subject matter expert and technical lead for the Deposits Appian Platform working primarily on software engineering tasks associated with the Bank’s deposit origination and maintenance systems and the Bank’s API tier - Design, implement, and troubleshoot our enterprise Appian applications, and work in close coordination with other Engineers and Architects - Work closely with internal clients, IS teams and external vendors gathering requirements, designing, and deploying application components, as well as work with project and support teams resolving problems and incidents - Responsible for creation of standards for Appian development and overall development best practices - Works with minimal supervision on complex client facing line of business projects with other IS team members, business units and vendors. - Works closely with Deposit Technology management and technical leadership serving as an expert resource, bringing forth opportunities to leverage technologies to improve process, resolve emerging business requirements and influence decisions regarding business process change.
Job ID
2021-11922
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change We are a data-driven team: data and analytics are central to everything we do and underpin all of the functions of the Bank. This position will work with the Bank’s regional management and sales teams to maximize the value of our data towards making more informed decisions, servicing clients and capitalizing on competitive opportunities in increasingly sophisticated ways.    The ideal candidate is entrepreneurial and collaborative with a sharp analytical mind and superior communication skills.  The candidate should identify as a “life-long learner” with a “let’s do this” attitude. If you’re flexible, self-motivated and excited by digging into data to understand and improve the way businesses work, we want to hear from you.    What you’ll do as a Quantitative Analyst: - Independently partner and work with cross-functional teams to identify opportunities and operational enhancements, as well as implement innovative solutions using analytical models to solve business requirements/challenges - Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s goals to increase sales performance and drive revenue; this includes conducting hands-on data analysis and validation, and developing predictive models - Work closely with stakeholders to solve problems quickly and implement something that works “now” while collaborating with team leadership on how to scale solutions for wider adoption - Use advanced analytics to assess portfolio performance, identify business opportunities, increase sales for individual banking teams, and drive critical business decisions by: - Brainstorming data mining strategies; extracting and analyzing credit, and retail and investment banking data; building dashboards, alerts and tools; and producing other tools and solutions - Design, development and deployment of self-service reports, scorecards and dashboards based on analytical data - Research, explore, and enable new quantitative techniques and technologies in data science - Drive thought leadership and embrace emerging industry innovation - Take pride in and own your work - Create documentation and maintain version control for all deliverables
Job ID
2021-11796
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Director, Digital Sales & Service The Director of Digital Sales & Service is primarily responsible for overseeing a team of regionally designated Digital Specialists; monitoring the digital workflow; and client trainings for the Digital Banking platforms. The Director will serve as the regional point of escalation for all digital client issues as reported by the Digital Banking Team, as well as any issues escalated by the banker community. Ultimately, their primary focus is on ensuring that First Republic’s standard of exceptional customer service is delivered by the team.   This key leadership role will be responsible for creating and delivering on the strategic plan for the team of Digital Specialists while maintaining the client-first culture of the bank.   What you’ll do as a Director, Digital Sales & Service: - Create and maintain key Banker, Relationship Management and Wealth Manager relationships to ensure digital specialist support is aligned with the client facing initiatives. - Troubleshoot service complaints and coordinate with various bank departments in the identification and resolution of operational problems and elevating these problems, as necessary, to avoid repeated issues. - Interpret, apply, and enforce company and departmental policies, guidelines and procedures across all operations activities. - Hire, train, develop, motivate, and coach quality client facing personnel. Responsible for all performance related issues in accordance with bank procedures. - Ensure compliance with operational policies and procedures to minimize risk exposure. Monitor and audit policy exceptions related to risk management issues. - Identify situations impacting established quality service level standards to determine solutions in a timely manner. Keep management informed if additional resources may be needed. - Resolve client platform and other technical problems in a timely manner. - Additional 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
2021-11792
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking for someone to join our Digital Channels team and set the vision for our private wealth management experience. We pride ourselves on innovation, execution and ownership with executive leadership that has a passion for the client experience. This role reports directly to our new Head of PWM & Personal Finance Management(PFM) Digital Product and will be responsible for owning the PWM strategy, product planning, team management and leadership throughout the product lifecycle.   In this role, you will partner closely with other lines of business and cross-functional teams within First Republic from concept to delivery of new functionality across multiple digital platforms. This role is for someone who is a dynamic, organized, collaborative product leader who can set a vision, and play a key role in advancing these efforts with key partners amidst a rapidly changing digital servicing and sales landscape.   This person should be client/user-obsessed, be strongly familiar with the needs of private wealth clients and be able to imagine a digital to human experience that goes beyond today’s basic banking apps.   What you’ll do as a PWM Digital Product Lead: - Manage all aspects of the product life cycle, including strategy, business vision, roadmap generation, user story creation, sprint planning and release management - Develop a deep understanding of clients’ digital needs, and strong understanding of the applicable services offered by the bank, and related technical infrastructure and processes - Accurately solicit and represent the “voice of the customer” - Establish OKRs and develop a thoughtful roadmap that achieves these objectives and aligns with the Bank’s broader goals and strategy - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products into our digital ecosystem from pilots/POCs, launch into production - Work as an effective liaison between the business, operations, technology and other key stakeholders to ensure that client needs are being addressed - Work closely with key internal business partners including Marketing, UX, Business, Technology and Operations to manage the cross-channel client experience
Job ID
2021-11784
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are seeking a Credit Training and Development Manager to assist with the creation, implementation, and leadership of the Business Banking Credit College Training Program. This internal program is meant to provide career development opportunities for the Business Banking support staff through an in depth, modular series covering the American banking system, First Republic Bank Lending, Credit and Risk Management philosophy, accounting, financial analysis (business and personal), tax return training, different types of legal entities and documentation, commercial loan facilities, macro-economics, risks and mitigating factor and anti-fraud/KYC/due diligence.  In addition to the Credit College Training Program, this person will be responsible for creating best in class risk management talent, assist in recruiting and provide superior career development for Business Banking colleagues.     What you’ll do as a Credit Training Development Manager: - Oversee the enhancement, development, and execution of the Business Banking Credit College Training program. - Partner closely with internal subject matter experts and the Head of Business Banking to ensure colleagues receive extensive and measurable credit training. This will consist of coordinating online and classroom trainings, shadowing sessions and gathering feedback from interactions on a regular basis. Preferred ability to facilitate and host training courses. - Maintain day-to-day oversight and tracking to ensure colleagues complete the program within the expected time frame. - Identify and work with external vendors and internal credit experts to lead various trainings for Business Banking. Manage the Vendor Management process from start to finish. - Plan and organize social gatherings both within the Credit Training Program and with other areas of the bank they will interact with. - Collaborate with the Business Banking Director of Development and Learning and the Development Specialist on training initiatives and professional development opportunities for Business Banking. - Develop a comprehensive written Credit Training Manual and update periodically, as needed - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Assist with projects related to underwriting, risk management, and portfolio analysis.
Job ID
2021-11621
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As Preferred Banking Offices Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions.  Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2021-11596
Category
Banking
City
Bellevue
State
WA
Position Type
Regular Employee (REG)
The Manager oversees daily accounting operations including, but not limited to, financial systems controls, loan accounting and GL reconciliation. This individual is responsible for data integrity on financial information to management and for regulatory reporting purposes.  Implements and assesses department internal controls in compliance with Bank policies and regulations.  Assists executive management on financial analyses.  Serves as liaison to loan and deposit operations for guidance on accounting related issues.   What you’ll do as an Accounting Manager: - Manage daily accounting operations including general ledger reconciliation, loan accounting and financial systems support. - Ensure maintenance of effective internal controls and appropriate accounting procedures for the areas of responsibility, including evaluation of processes and controls for compliance with SOX. - Act as Accounting liaison to loan operations and data management, identify and address issues that affect accounting operations and financial reporting.  Evaluate system controls to ensure data integrity. - Participate independently or collaborately in interdepartmental meetings and discussions on corporate initiatives including but not limited to system conversion/upgrades and new product offering, to ensure proper accounting treatment is being followed. - Provide support to management to ensure timely and accurate monthly close cycles.  Monitor and maintain the daily and monthly general ledger account certification processes. - Supervise and develop key staff personnel and review staff assignments.  Review and approve daily balancing work of staff to ensure accuracy and timely resolution of outstanding issues. - Assist internal and external auditors on financial and operational reviews and audits. - Prepare and review management and regulatory schedules and reports on a  monthly, quarterly and/or annual basis. - Perform duties and responsibilities specific to department functions, enterprise initiatives and corporate projects.
Job ID
2021-11589
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
2020-9678
Category
Banking
City
New York
State
NY
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
2020-9675
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you'll be doing as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers   Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed   Compliance - 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
2019-8671
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
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. You could be a great fit if you have: - Seven or more years of relationship banking experience - Three or more years of supervisory experience - A college degree or equivalent preferred - A successful sales track record - The ability to work independently and take initiative and ownership - An enthusiastic and professional attitude - The ability to coach and mentor team members to perform above expectations - A high level of attention to detail - Strong verbal and written communication skills - Organizational and time management skills Job Demands: - Must be able to review and analyze data reports and manuals; must be computer proficient. - Must be able to communicate effectively via telephone and in person. - Must be able to travel as position requires.
Job ID
2019-8669
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)

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