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 Contingent 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 Contingent 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
2020-9864
City
Menlo Park
State
CA
Position Type
Contingent Worker (CON)
The Communications Specialist will be responsible for supporting the Senior Director of Communications in creating and managing communications plans and marketing resources related to initiatives and the products and services of First Republic Bank, as well as materials related to supporting senior leadership of the company. This role will include extensive project management, writing and editing of external and internal communications and strategic thinking.   What you'll be doing as a Communications Specialist:   - Write, proofread and edit a wide variety of communications, including strategic messaging, marketing collateral, thought leadership, presentation decks, letters, FAQs and talking points - Support content development for a wide variety of internal and external meetings, including leadership meetings, board meetings and marketing events - Prepare strategic briefing materials for executive meetings, including client, prospect and internal meetings - Translate financial, legal and technical terminology into clear, conversational language - Support internal and external event planning, invitations, preparation, execution, and extensive follow up including letters, gifting, post-event analysis and summaries - Review and evaluate executive speaking opportunities - Conduct research and provide insights and recommendations - Measure and track the results of communications - Build strong relationships with business unit partners and cross functional SMEs to brainstorm, plan and accomplish deliverables efficiently
Job ID
2020-9883
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Accountant: - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger accounts within deadlines. - Identify, research, investigate, and problem-solve General Ledger account and/or internal control issues. Under some circumstances, contact other departments to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Organize and maintain updated accounting procedures respective to assigned tasks. - Assist in various projects as needed. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9885
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Sarbanes-Oxley (SOX) Business Process (BP) Analyst you will be responsible for supporting the BP-related components of the SOX Program and continually enhancing it to keep up with the dynamic growth of the Bank. You will have the opportunity to work closely with business unit SOX Liaisons to ensure that Internal Controls Over Financial Reporting (ICOFR) are appropriately designed and operating effectively, that SOX-compliant control documentation is maintained, and that any BP ICOFR deficiencies are assessed for severity and remediated, as needed.   In this position, you will report to the BP Manager and work with a mix of internal and external co-sourced team members to execute program activities. In addition, you will be involved in special projects related to systems and new accounting standards implementations, while assessing their impact on SOX and ICOFR.   What you’ll do as a SOX Senior Business Process Analyst: - Support the BP Manager in completing the annual SOX scoping and materiality assessments and risk assessment, as well as the Fraud Risk Assessment to ensure compliance with COSO standards and appropriate scoping and coverage of the SOX Program. - Coordinate with each business unit SOX Liaison on all SOX-related activities, including walkthroughs, testing and remediation activities. - Execute on SOX BP testing by identifying and documenting SOX key controls and assist the business in enhancing process documentation. - Assess BP ICOFR deficiencies and monitor BP remediation activities. Conclude on the effectiveness of BP ICOFR. - Work closely with the Bank’s Vendor Management group and SOX Liaisons to help identify end user controls and SOC 1 Type II report reviews. - Work closely with the external auditors to ensure the SOX Program meets their requirements in terms of scope, timing and approach; work to align testing approach in efforts to increase auditor’s reliance on SOX Program. - Assist the BP Manager in preparing BP-related materials for the SOX Reporting Committee. - Ensure the overall quality, consistency, risk management and adherence to the Corporate SOX Policy. - Support the team in the continuous enhancement of the program with the potential implementation of a SOX workflow application to automate the SOX process, including reporting and systematically connecting workpapers. - Assist the BP Manager in performing assessments of the SOX impact of new initiatives, including system implementations/updates, new accounting standards and various special projects. - Share information among the SOX Program Office team, transferring knowledge and providing examples of high-quality documentation, as appropriate. Foster and maintain group spirit and high team morale. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank.
Job ID
2020-9886
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Business Analyst: - Work as an effective liaison between PWM Compliance, Business Operations, Marketing, Technology, and other various business units to ensure that project needs pertaining to upcoming regulatory requirements such as Regulation Best Interest are addressed. - Work closely with our PWM Product Management to enhance account opening, account maintenance and other workflow driven processes as they pertain to First Republic Bank. - Work with project stakeholders to document requirements related to Know Your Customer (KYC) and the associated use cases to thoroughly define and represent the mandated functionality and results. - Identify, document, and communicate gaps in requirements, and at times collaborate with other SME’s to provide possible solution options. - Be accountable and provide business partners and project team with high-quality analysis and detailed documentation to facilitate effective decision making. - Create high quality documentation contributing to optimum designs, testing, deliver and effectively manage change and risk. - Given the Bank’s delivery of many technology solutions and related services are through third parties, you may be required to work closely and effectively with multiple third parties. - Performs other duties and responsibilities as required or assigned by manager. - 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
2020-9923
Category
Project Management Office
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Assistant to the Deputy Regional Managing Director is responsible for optimizing efficiency through effective administrative support including, but not limited to interacting with clients, prospects, and employees, answering telephones, scheduling meetings and appointments, making travel arrangements, preparing correspondence, and special projects as assigned. Additionally, as a result of the dynamic nature of the deputy’s existing client portfolio, a significant emphasis will be placed on serving as the ad-hoc “operations officer”, including helping coordinate delegated collaborative efforts in all areas related to portfolio clients’‘customer experience’– including tracking deadlines, underwriting and documentation efforts, compliance and overall service issues (as they arise).   What you’ll do as an Administrative Assistant: - Schedule appointments and maintain calendar for the Deputy Regional Managing Director, including making travel and hotel arrangements. - Handle incoming phone calls, and mail. - Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, bridge line, pictel) and taking minutes - Prepare memos, letters and other documents and reports for internal and external distribution. - Copy, file,/organize and distribute various reports and documents. - Submit expense reports, sponsorship requests, and check requisitions. - Create and maintain client and prospect address lists for marketing mailings and various other mailers. - Make catering arrangements for team and client meetings as requested. - Order office and marketing supplies and create marketing packages. - Interface directly with all levels of external clients and prospects as well as internal team members. - Lead and manage special projects as they arise on behalf of the Deputy Regional Managing Director. - Navigate organizational infrastructure to solve or resolve problems. - Provides input and suggestions for process improvements.  - Stay in touch with all facets of the company and identifies potential issues to the Deputy Regional Managing Director before they escalate. - Assist with the recruiting and integration of new hires. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. - Attend meetings when necessary. - Maintain a flexible work schedule.
Job ID
2020-9956
City
San Diego
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate HR Business Partner: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs. - Work with your manager and our HR Centers of Excellence in the development, implementation, communication and execution of people and culture programs such as performance management, annual compensation reviews, and New Colleague Orientation.  - Collaborate across the HRBPA team to leverage best practices, ensure consistency across processes, provide backup coverage for each other, and identify areas of improvement and efficiency. - Provide guidance to colleagues on HR policies and processes. - Work with employees and managers to resolve conflicts and address performance issues through disciplinary actions such as performance improvement plans or written warnings. - Check in regularly with new employees through the first year of employment. - Continually expand your business and HR knowledge, including demonstrating in-depth knowledge of current legal requirements and First Republic’s HRBP Model and ways of working. - Partner with HRBP and hiring managers on the creation of job descriptions and requisitions. - Run weekly/monthly reports to and update data to ensure proper tracking of open and filled positions for the year. - Keep up to date with all HR Operations team and Talent Acquisition team process updates. Work with HR Operations team and HRIS to ensure accuracy of HR data for your client group(s) in UltiPro, iCIMS, BIG and Form I-9 as well as offer letters for new hires. - Leverage of and interface with our HR Centers of Excellence and Shared Services; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Technology.  - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements. - Work with your HR Business Partner to deliver a routine and reliable cadence of HR analytics and insights that helps your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Work with your HR Business Partner to create PowerPoint decks and other visual aids to assist with conversations - Work with HR Analyst and outside counsel on immigration matters - Liaise with the HR Operations team with onboarding and off boarding documents and logistics - Conduct Exit interviews and summarize themes for HRBP and leaders.  - Liaise with Learning & Development team to ensure timely completion of all training and mid-year/annual reviews for client groups. - Assist with special projects as needed
Job ID
2020-9962
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Eagle Intelligence Product Engineering team is looking for talented software developers to grow its product suite. Help accelerate the growth of one of the world’s largest companies by generating and delivering valuable insights to our internal clients. We support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service. You’ll be part of a small team that manages a suite of internal applications that bankers use to serve their clients. Our team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to their business partners. The ideal candidate will have experience applying critical reasoning to sophisticated problems while working in: Stack: - js - React - C# - Python - SQL/NoSQL - Jenkins What you'll be doing as the Senior Full Stack Engineer: - Work with the team to design, develop, and support scalable applications/product features - Review, test, and deploy source code multiple times per day - Create web APIs and services to provide access to data and critical features - Come up with creative solutions to challenging problems - Collaborate closely with quant and data science teams - Work in a fast-paced environment and be a part of the bank’s rapid growth
Job ID
2020-9998
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Portfolio Analytics Team provides data and analytics on First Republic Bank’s loan portfolio.   This position reports to the Manager of Portfolio Analytics and focuses on the automation of reports, development of dashboards, and migration to new technologies. Success is defined by managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, and working with end users to maximize the value of solutions delivered.   What you’ll do as a Loan Data Analyst: - Create SQL queries and stored procedures to manipulate large datasets - Automate recurring reports with SSRS - Create dashboards and reports with Tableau - Migrate existing processes to Snowflake - Research and improve data quality - Work with teams across the bank to optimize processes
Job ID
2020-10013
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the MDM Product Analyst, you will act as a liaison between the business users and technical teams involved in planning, conducting and directing the analysis of complex business problems. You will support multiple business units on building and improving the data infrastructure around Client data, including building use cases, business requirements and technical specifications that ensure the business receives the right data sets for analytics, business operations and internal and external reporting.   What you’ll do as a MDM Product Analyst: - Develop detailed data mapping (source to target) document encompassing business, transformation and data quality rules that address data definition normalization across Client Data. - Document business and functional requirements to cater to short- and long-term business operations & analytical needs of the business units. - Perform data analysis and design activities at the operational and organizational level to build a single source of truth (central repository) for Client data. - Develop prototypes with the goal of industrialization in a controlled environment. - Engage and direct business partners and subject matter experts to identify priorities, scope and requirements for complex business problems. - Engage technical development team members to transition requirements to design and determine appropriate design approach. - Support the build-out and expansion of existing Master Data Management platform to address evolving business needs. - Plan and execute quality assurance (QA) and user acceptance testing (UAT) with test case documentation. - Act as the business and data analyst who liaisons between business units and the project team. - Document the User Stories, Data Mappings and metadata for each release of the Master Data Management Platform. - Document & Management monthly release items for Master Data Management Platform
Job ID
2020-10048
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsible for ensuring that all residential loans and are analyzed, underwritten and processed in a timely manner while achieving a high level of client service and maintaining all regulatory requirements. Responsibilities primarily focus on financial analysis, underwriting and relationship management. Individual must have extensive mortgage underwriting experience and a thorough understanding of the loan process from beginning to end.   What you’ll do as a Senior Loan Specialist: - Underwrite complex home loans and HELOCs for high net worth borrowers. - Analyze each loan file, ensuring the Loan Approval Worksheet (LAW form), loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Review loan files within the company’s paperless system for completeness and proper classification/organization and identify missing documentation or potential problems and generate needs lists for clients, Relationship Managers and Client Services Specialist. - Reviews applications and all pertinent disclosures to ensure compliance with all Federal, State, investor requirements and bank policies are met and upheld - Communicate with Relationship Managers, and Client Services Specialist on collecting information and documentation necessary to finalize incomplete loan packages - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Escrow, Title, ELC, RM, CS, Processor, Closer, Funder, Appraisal Desk, Rate Lock Desk, Investor Support Desk and third party vendors. - Manage loans through closing and funding stage. Work with escrow to satisfy all conditions and coordinate closings - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining good quality and client satisfaction results - Cross trains other team members, when applicable. - Perform duties & responsibilities specific to department functions & activities. - Providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level - Performs other duties & 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
2020-10072
Category
Banking
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
Overview You’ll have the opportunity to be a strategic and trusted advisor to assigned business units, executing people and culture strategies, objectives and plans. You will play a lead role, working closely with the SVP, HR Business Partner Team Lead and HR Centers of Excellence (Total Rewards, Talent Acquisition & Development and HR Technology & Operations). As an HR Business Partner, you’ll develop and maintain in-depth understanding of how your internal client groups operate, their strategies, business and resource plans and needs, including the business unit’s financial position, midrange plans and competition. You will expertly align business objectives and needs with people and culture strategies and resources.  You will also play a key role in helping ensure First Republic continually enhances our position as a great place to work.   What you’ll do as an HR Business Partner:   Leadership: - Act as a member of First Republic’s HRBP Leadership Team (HRBPLT) and exemplify our HRBP Model, ways of working, and have a deep understanding of our overarching people and culture strategies, objectives and offerings - Act as a member of the assigned business unit’s Leadership Team; having a key “seat at the table,” contributing to business strategy and plans, and coaching and guiding on the strategic direction of people and culture - Where applicable, attract, engage, develop and retain your direct reports; including providing expert guidance and coaching to enable them to best meet their client group needs and excel as an HRBP People and Culture Strategy: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs - Act as a people and culture champion and change agent - Develop and cultivate relationships and synergies across our HR Centers of Excellence to design, develop, implement, communicate and execute core FRB and customized business unit people and culture strategies and programs - Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure that leaders and teams in your client groups are aware of our HR strategies and plans early to contribute to the direction of these - Play a lead role in helping your client groups assimilate, implement and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery Strategic Business Partnering: - Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Administration - Act as a trusted advisor, coach and consultant to leaders and management in your client groups to improve their leadership capability, team effectiveness, strategic insights and business performance - Leverage analytics to help your business unit(s) grow, engage, develop and retain talent - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements - With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall Talent, Engagement and Inclusion: - Lead workforce planning for your assigned business unit(s) to create a robust, specific and scalable approach to growing our people and our business - Work closely with Talent Acquisition & Development, Total Rewards and business leaders to advocate the Talent agenda; help First Republic remain at a competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly - Lead or co-lead Talent Management and Succession Planning in your business unit(s); help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner - Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent
Job ID
2020-10084
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. We are looking for an Identity Engineer to be a part of our team.  He/she will be responsible for driving the continued growth of our identity management platform and extending its use across more applications while addressing additional business requirements.  The candidate must have excellent skills on various Identity Management products - primarily with Sailpoint IdentityIQ. The candidate must have strong experience with designing, building, testing, and deploying identity management solutions.   You will have the opportunity to work closely with internal clients, Information Security teams and external vendors in gathering requirements and designing and deploying application infrastructure components.  You will also work with project and operations/support teams in resolving problems and incidents. As an Information Security team member, you will participate in and coordinate complex client-facing system deployments. You’ll be responsible for providing third-level escalation support and for guiding and mentoring other junior engineers and support technicians.   What you’ll do as an Identity Sailpoint Engineer: - Deep knowledge of Identity and Access Management end-to-end lifecycle, from HR driven processes (on/off-boarding, conversions, transfer) to IAM compliance and role management. - Architect/Design, build, and maintain an enterprise wide Identity Management solution. - Manage the user lifecycle (joiners, movers, leavers) through automation and integration with key systems. - Good understanding of information security principles and IT infrastructure including operating systems, applications, communications and network protocols. - Good understanding/working knowledge of the UNIX/Linux systems, active directory, privileged access management, ETL, etc. - Evaluate and address issues related to performance, stability, scalability, and extensibility of the systems. - Partner with operations staff to develop testing and monitoring strategies and resolve defects and customer-reported issues. Participate in developing test plans, including regression tests, for newly developed software or feature. - Write and maintain the code so that it can be tested using automatic methods. Write and maintain automatic tests as appropriate. - Create and follow processes and procedures to ensure maintainable application development, including source code management, automated build processes and appropriate documentation. - Work across teams including Information Services, Information Security, and Business units to architect and build IdM workflows and collectors.
Job ID
2020-10094
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2020-10122
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The First Republic Bank’s Head of Private Wealth Management(PWM) Technology Platforms and Engineering is responsible for owning and managing PWM’s Application/Platform portfolio.  In addition, the candidate is responsible for the definition, coordination and governance of architecture, engineering, frameworks and platforms, data and tech design standards across PWM technology portfolio in alignment with enterprise strategy. This role reports into the PWM’s Business Technology Partner (Head of PWM Technology). The candidate will partner with First Republic Bank’s broader information services teams to deliver a seamless end-to-end experience for various PWM line of businesses.   Candidate should have history of managing and owning Wealth management technology applications/solutions. Oversees and manages a global team of application developers, solution architects, engineers and QA team to rapidly deliver effective solutions to meet the growing needs of the business. 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. 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.   In the capacity of PWM Technology Head of Engineering, the candidate should: - Partner with PWM business representatives and transformation leads to develop application portfolio requirements. - Help gain consensus on business and technical decision and ensure that appropriate resources are employed to deliver high quality and rapid results. - Provide leadership and guidance to PWM application technologists, solution architects, engineers and QA resources. - Work with business and transformation partners to make effective decisions by assessing quality vs time-to-market tradeoffs. - Interact with executive management, business operations, business product management, and multiple technical teams to own and deliver end-to-end wealth banking 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. - Guide other developers and engineers, resolving challenges and ensuring program success.
Job ID
2020-10144
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:   What you will do as an Item Processing Specialist:   Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer - 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 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.  - Preferred Banking Offices, Facilities/Admin Service Management, Telecom, Accounting, Information Systems - Loomis, Brinks, OSI, Bank of America, Federal Reserve, Fidelity IFS - Must have excellent communication and team building skills.  Attention to detail and risk management skills required. Project management experience is desired.  Working knowledge of Microsoft Word, Excel and PowerPoint a must. Familiarity with FED procedures and guidelines as well as a basic knowledge of the inclearing process a plus.
Job ID
2020-10148
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:   What you will do as a Item Processing Supervisor:   Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer - 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 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.  - Preferred Banking Offices, Facilities/Admin Service Management, Telecom, Accounting, Information Systems - Loomis, Brinks, OSI, Bank of America, Federal Reserve, Fidelity IFS - Must have excellent communication and team building skills.  Attention to detail and risk management skills required. Project management experience is desired.  Working knowledge of Microsoft Word, Excel and PowerPoint a must. Familiarity with FED procedures and guidelines as well as a basic knowledge of the inclearing process a plus.
Job ID
2020-10149
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Credit Administration—Monitoring Team Manager is responsible for overseeing covenant monitoring is performed in a timely and accurate manner and that credit risk is appropriately identified and mitigated.  The Manager ensures appropriate procedures are in place and maintained on a current basis, responds to requests from auditors, regulators and senior management, and maintains an open and constructive working relationships with the banking teams, Lending Services, and Credit Admin colleagues.   The Manager serves as a subject matter expert including being proficient with LoanVantage, handles the more complex transactions, and is responsible for managing and developing the team members   Key requirements of the position include developing in-depth knowledge of loan documents, covenant monitoring best practices, and risk identification.  Key attributes include excellent attention to detail, strong interpersonal skills, a desire to learn, to think “outside the box,” a self-starter, and has developed the skills to effectively manage people, processes, and changing priorities.   What you’ll do as a Covenant Monitoring Team Manager: - Team Oversight and Management: - Manage work assignments to ensure workqueues are processed in a timely and accurate manner. - Manage work assignments to provide optimal coverage and back-ups for all functions. - Ensure team members are making consistent and appropriate approval decisions. - Ensure issues with covenant set-up and tickler dates are identified and corrected as appropriate in a timely manner. - Oversee that documents are appropriately reviewed to accurately assess covenant requirements and tickler due dates. - Maintain an open and constructive working relationship with Business Bankers, Eagle, and RMs. - Ensure performance reviews, job descriptions and goals are maintained on a current basis.  - Management and Individual Contribution: - Facilitate achieving portfolio target ratios and other metrics—e.g. past due covenants, holdback accounts, post-closing conditions, resolving covenants out of compliance, etc. - Serve as subject matter expert in all key aspects of monitoring including use of LoanVantage. - Participate in or lead projects and meetings involving monitoring function and related matters. - Respond to requests for researching issues and preparing reports. - Ensure written policies and procedures are maintained current, are accurate, and adhered to by the team. - Achieve satisfactory or better audit and exam results. - Serve as primary liaison with auditors and examiners in responding to requests for information and questions. - Apprise management timely of substantive non-compliance issues, adverse trends and productivity challenges. - Oversee that covenants and ticklers are accurately in LoanVantage and in adherence with tracking requirements. - Perform or assist with monitoring of large, complex and specialty loans and facilities—e.g. capital call lines, FX, syndications, etc. in a timely and accurate manner. - Monitoring Team Development - Ensure team members are cross-trained to provide competent backups for all products and duties. - Identify and propose opportunities to enhance the monitoring function, including: - improved risk identification - increased efficiencies - accurately documented procedures - increased quality of service levels - Identify opportunities for team member career development.
Job ID
2020-10151
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
  Responsibilities: - Provide delivery leadership and direction on one or more projects while maintaining a high quality level of service while maintaining alignment to the Bank’s goals and strategy. - Develop platform and Integration strategy and roadmap. Provide leadership in solution design and architecture for Data platforms and Integrations (APIs, Micro services and  messaging) - Hands on DevOps implementation - Container platform, CI & CD and other dependency management and build tools such as Jenkins, Gradle, Maven, Ant and Ivy - Provide vision and inspiration to deliver engaging, innovative, and client-centric Data analytics solutions. - Build positive relationships and partnership with internal users, peers, engage key business stakeholders. - Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end. - Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows. - Drive continuous process improvements
Job ID
2020-10157
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Information Security Specialist provides security assessments for FRB clients.              The Information Security Specialist will be responsible for scheduling and visiting our FRB clients and business managers to perform desktop and/or laptop security assessments. The Information Security Specialist will perform a security assessment of the target computing system and provide immediate feedback to the business manager or client with recommendations, if any, for improving the security posture of the target computing environment.   The position will work closely with Internet Services, Relationship Management, Preferred Banking, and First Republic clients.   What you'll do as an Information Security Specialist: - Provide desktop and laptop security assessment by: Scheduling through the appropriate channels user desktop / laptop security assessment. Manage schedule and must be punctual to ensure that users receive the assessment in a timely manner. Arrange schedule to ensure that any travel is minimized. Review OS level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings) Review application security settings (e.g. Browser based security settings, e-mail client settings) - Review network security settings (e.g. wireless network configuration). - Provide security awareness / best practices training to sales force, preferred bankers, relationship managers, and clients: Provide instruction on desktop / laptop best practices (e.g. keeping patches current, running regular antivirus checks, setting up system restore points). Advise end users on current security incident trends and effective methods of counteracting (e.g. phishing attempts, untrusted web sites). - Provide documentation of security assessment engagement: Prioritize and document findings and recommended changes. Continually research and recommend best security practices for end user / desktop interaction. Follow up with user to ensure that service was satisfactory (documents survey results to be used for metrics to assess the effectiveness of the assessment). - Update the assessment as required. Stay current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stay current on wireless network technologies and encryption methodologies. Continually review latest hacking techniques and adjust the assessment accordingly to reflect the latest trends. - Assist in marketing of the security assessment program. Make recommendations to modify advertisement based upon updates to the security assessment. Work with internal groups to develop marketing strategies. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-10165
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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