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 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 Director, Digital Quality Assurance will oversee the digital quality assurance platform, including governing and automating the QA process within Digital Technologies. The Director, Digital Quality Assurance will provide hands-on technical, testing, and strategy leadership to agile digital testing teams. What you’ll do as a Director, Digital Quality Assurance: - Estimate testing efforts based on story point values - Monitor progress and allocate resources to assure project tasks are completed on schedule - Promote and develop awareness of Agile testing methodologies and continuously enhances knowledge/expertise in own area, keeping current with leading-edge technologies trends - May assist in developing test strategies and plans - May also be tasked with analyzing complex technical system problems - Accountable for team adherence to prescribed testing processes, ensuring timely notification of issues/problems, review escalated risks and issues, work with stakeholders to develop contingency plans, resolve risks, and escalate further as necessary - Acts as a consultant/resource to other areas of IT and the Business; promote and develop awareness of testing methodologies and standards - Develop and manage operational processes that are consistent across the portfolio; ensure QA processes are incorporated into overall technology delivery practices and standards - Ensure testing is conducted in a manner that does not impact the production environment (e.g. scheduling of file transmissions, etc.) and in accordance with established information security and information privacy policies and guidelines - Implement quality, operational, and service management processes and ensure adherence to the processes - Provide testing estimates and estimate revisions for costs and resources, track financial actuals against provided estimates, and provide forecasts to appropriate stakeholders - Manage creation, review and sign-off of testing documentation (e.g., test strategies, plans, schedule, cost estimates, test cases, dashboards, defect logs, test phase closure reports) and ensure all test artifacts adhere to testing standards and audit requirements - Manage the integrated intake/demand/schedule and periodically perform risk assessments; communicate and negotiate testing timelines, budget, staffing, scope, and critical milestones with project managers - Manage business partner relationships to build knowledge of their business, applications, and corresponding IT applications - Overseeing creation of testing strategies, plans, and project documentation using risk analysis methodologies and tools, aligning with development approach/methodology selected for the project - Participate in test case creation and test case execution when required to ensure test teams meet project timelines. Manage and support the team in creating reusable test assets for both manual and automated test scripts - Understand and communicate testing impact of scope changes/project change requests to the project management team both from a timeline/cost and a risk perspective - Direct and review the work of the team and provides training to enhance knowledge and skills - Making extra effort to satisfy customers’ needs and meet commitments - Communicate in a timely and straightforward manner
Job ID
2021-11934
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Software Developer:   The primary focus of the Software Developer is to plan, design, develop, implement, upgrade, and support ongoing development of the ECM (Enterprise Content Management) Solutions suite of applications, primarily Instabase. As part of the team your responsivities would include a full suite of document centric applications including OnBase, Instabase, iManage, Ephesoft, DocuSign and Monarch.   Instabase a deep learning-based classification engine and extraction platform that can leverage large scale models to extract metadata from structured and unstructured documents. Our business teams capture this critical information and utilize this to create large scale strategic automated workflows.   This position is responsible for the Instabase platform which includes patching, managing and updating the Docker Image, partnering with infrastructure and information security teams to resolve identified vulnerabilities, addressing any performance issues, and leading the effort of migrating the Instabase from current on-prem Linux servers to AWS cloud-based solution. As such this requires strong documentation skills to update and manage runbooks, support procedures, Disaster Recovery plans, and internal client communication.   This role is responsible for making sure the Instabase platform is up to date, stable and issueless. This includes upgrading the system, following SDLC and Change Management (ITIL) processes, staging in lower environments to upper levels, and partnering with business and QA teams to validate and upgrade production environments.
Job ID
2021-11933
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under the general direction of the Head of Digital Technologies, the iOS 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 an Mobile Lead iOS 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
San Francisco
State
CA
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)
  Responsibilities: The Digital Channels team is looking for a Solution Architect that can work with both IT and business teams to define and guide the implementation of solutions for Digital Channels initiatives. It is the responsibility of the solution architect to ensure technical solutions not only meet business requirements but are implemented in an architecturally consistent manner that adheres to bank standards and best practices.   What you’ll do as aPrincipal Digital Solution Architect: - The Solution Architect will design effective and efficient integrated solutions in support of Digital Channels initiatives by first working with business partners to analize business requirements. The Solution Architect will then collaborate with supporting system and technology owners to define the target architecture and design through the use of appropriate architecture design artifacts such as UML diagrams and software design documents. - Lead project teams to deliver solutions using an agile methodology that ensure rapid and architecturally sound implementations of business requirements - Propose and drive initiatives to improve application development and support processes for Digital Channels systems - Perform as a subject matter expert on the various Digital Channels systems and processes assigned.  Inclusive of this is gathering a deep understanding of the data within the systems and business processes supported by the system(s). - Build critical working relationships with the business and user communities through gathering a thorough understanding of the business models and processes employed  - Specify and fully document application customizations that would bear scrutiny by an internal audit or external regulators. - 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 customer(s) that enters into a relationship with the Bank.   
Job ID
2021-11924
City
New York
State
NY
Position Type
Regular Employee (REG)
The Senior Software Engineer will act as the primary technical resource for a suite of Deposit applications at First Republic Bank. The Senior 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 Software Engineer - Serve as a subject matter expert and technical lead for the Deposits Banking 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 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 application 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
2021-11923
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)
What you'll do as a Data Engineering Lead: - Provide leadership and management to a team of data support engineers. You’ll split your time between unblocking your team, reviewing  their solutions, and coaching them to realize their full potential, while also building things yourself. - Define the processes needed to achieve operational excellence in all areas, including system reliability and delivery management. - Define and manage SLA’s for all data sets and processes running in production. - Build cross-functional relationships with Product , Data Migration , architecture , infrastructure , operations and business  teams to understand data and project needs and deliver on those needs. - Provide support to data lake and datamart’s with development, maintenance, and production   support activities   - Identify, design, and implement internal process improvements like automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc. - Participate in pager duty escalation rotations during nights, weekends and holidays
Job ID
2021-11919
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Business Continuity Specialist: - Assists in the development, planning and documentation of the business continuity activities for the bank, in accordance with Bank policy and standards. - Provides ongoing feedback for risk management, mitigation, and prevention. - Assists with documentation for audit and regulatory reviews. - Helps to conduct Business Impact Analysis and Risk Analysis to determine business unit resource requirements. - Helps the team enhance its Business Continuity Planning and Testing, by contributing to the further development of planning and testing documentation.  - Provides support for the annual testing program. - Provides assistance with the tracking and facilitation of Information Technology disaster recovery efforts. - Coordinates vendor testing with various stakeholders to ensure their services meet Recovery Time Objectives (RTO) and Recovery Point Objectives (RPO). - Acts as a resource for Crisis Management related activities such as creating minutes, responding to action items, and coordinating follow-up meetings. - Support emergency response procedures. - Assists with Disaster Recovery and Business Continuity Planning Training and Awareness.
Job ID
2021-11870
City
New York
State
NY
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)
What you'll be doing as a Salesforce and Integration Developer  - Lead end-to-end (conception, development, maintenance and evolution) implementation of 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 CLM goals and strategy - Develop custom Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers.  Position receives direction provided by Technical Architect and Solution Analyst to delivery functionality requested by the Product Owner teams. - 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 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 Saleforce tech team
Job ID
2021-11540
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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