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 Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams. This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients. As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10660
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a motivated, experienced professional with strong audit and/or risk assessment skills to join our Lending Services Internal Control team.  As an Internal Control Analyst, you will be primarily responsible for liaising with the internal or external auditors to ensure timely completion of audits/reviews for Lending Services. Under the guidance of the Lending Services Internal Control Director, you will utilize your thorough comprehension of Department processes in order to lead operational risk assessments to assess operational risks and as well as control effectiveness, work with business process owners to identify and develop remediation plans and present results. You will also have an exciting opportunity to build your leadership skills as you help lead the review and evaluation of Lending Services departmental processes and controls in the form of risk-based Targeted Reviews.    What you will do as an Internal Control Analyst: - Liaise with the Bank’s Internal Audit, Vendor Management, Information Security, , third party auditors, investors, rating agencies, and all other relevant auditing bodies to ensure completion of successful and timely reviews and/or audits. - Complete servicing information requests by investors or rating agencies. - Perform testing and monitoring of Lending Services key controls, hold discussions with business unit management to review results and recommend process improvement opportunities, as applicable. - Lead Risk Control Self-Assessment workshops with Lending Services departments to identify and assess major risks and respective key controls, identify and develop remediation plans, as needed, and present results to business process owners. - Lead and facilitate Lending Services Targeted Reviews, including, but not limited to, designing review scope, conducting control/transaction testing, reviewing workpapers, and presenting results to Internal Control Director and business unit process owners. - Coordinate periodic certifications and/or assertions which include, but are not limited to, the SOX program, various system certifications, and the Risk Inventory Attestation. - Liaise with Lending Services business units and enterprise Vendor Management group to provide strategic guidance and support related to the due diligence activities for initial vendor onboarding or ongoing monitoring.   - Act as a risk and control SME on internal process development / change initiatives. Consult with various Lending Services business units on process implementation and/or change initiatives to ensure that a strong control environment is maintained. - Perform duties and responsibilities specific to department functions and activities or as 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
2020-10657
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is always looking for new talent who are passionate about providing extraordinary service.  The Deposit Services team is looking for someone who thrives in a team environment and who enjoys pro-actively solving problems for our internal and external clients.   We are looking for a Cash Specialist who will be responsible for placing and tracking cash orders for ATMs, Electronic Cash Dispensers (ECD) and Preferred Banking Offices/Client Services requests.  This candidate will interact with a variety of cash equipment and service vendors to ensure their deliverables are successfully met. The Cash Specialist will support a variety of automated cash equipment installation and corporate projects tasks assigned.     A successful individual will be a representative of the ATM and Card Services Department and a resource for bankers for all cash services for the region in which they support.  They will be responsible for troubleshooting and resolve issues that arise in the execution of projects and provide timely escalation when necessary.     What you’ll do as a Cash Specialist: - Receive cash ordering requests for ATMs and/or ECD installations - Place cash orders for Preferred Banking Offices and Preferred Banking Client Services - Ensure order requests are within authority limits for requestor - Order cash from Federal Reserve, Bank of America, Brinks, or Loomis - Review cash totals for ATMs and PBOs to ensure adequate cash levels - Track cash requests from order placement to delivery   - Resolve cash delivery and/or pickup issues, - Coordinate all onsite or offsite ATM and ECD cash servicing, including adding and removing servicing location, as needed - Reconcile and process daily ATM settlement, GL accounts, and monthly Certifications - Process special cash orders and change standing cash orders for PBO needs - Journal all daily replenishments and work with cash accounting to research and resolve various cash discrepancies - Work in conjunction with Operation Analyst to review and research invoices due to missed SLAs with existing vendors - Coordinate and conduct monthly cash vendor performance service meetings - Process ATM Instant Issue and Debit cards requests - Audit and track Debit card stock inventory - Assist and/or escalate any customer service related issues pertaining to any of the equipment this department is responsible for. - Using all ATM system application tools (Remote Manager, VISA/CATS, ATM Manager, CheckAlt, MyDiebold, etc,) to assist, identify and investigate escalated ATM and cash related service issues to resolve or propose solutions to rectify.  - Provides support to Preferred Banking Offices and Diebold technicians in response to ATMs, Cash Dispensing Units and Magtek Instant Issue card equipment faults to tech support. - Supports ATM and  Card Services team with high volume of calls incoming calls, as needed - Other duties, responsibilities, and qualifications may be required and/or assigned as necessary
Job ID
2020-10654
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Card Services Specialist I: - Responding to a high volume of calls servicing ATM/ Debit card inquires, maintenance and research using the card services system, Visa system and core banking system - Meet internal/external service level standards of 5% or less abandoned call ratio and 30-second or less/average speed to answer call. - Provides support to Preferred Banking Offices and Diebold technicians in response to ATMs, Cash Dispensing Units and refer Magtek Instant Issue card equipment faults to tech support. - Ability to handle confidential information and has the judgement to escalate issues when appropriate. - Superior verbal and written communication skills. - Assist with preparing, reviewing or researching, ATM and Visa Debit card claims disputes in compliance with First Republic Bank’s policies and procedures and Visa and PIN network dispute resolution rules and regulations. - Cross train in various functions within ATM & Card Services in order to support other department processes. - Perform other duties and responsibilities as required or assigned by supervisor.
Job ID
2020-10652
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
We are seeking a Deputy Director to assist with implementation and leadership of the Relationship Manager (RM) Development Program. This internal program is meant to identify and prepare the next cohort of Relationship Managers whose focus will be maintaining and further developing client relationships through Single Family Residential lending. Relationship Managers at First Republic work with their clients to understand their banking and financial needs, and through our diverse product portfolio, help them achieve their financial goals. In addition to the RM Development Program this person will be responsible for assisting with creating and implementing trainings for the broader RM population, create materials, meet with key stakeholders such as Regional Management, Executive Loan Committee and the Program Management team.   What you’ll do as Deputy Director of Relationship Management Training and Development: - Collaborate with partners to train Relationship Managers in the development program. - Partner closely with members of Executive Loan Committee to ensure Relationship Managers 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. - Enhance and maintain the RM development program, along with day-to-day oversight and tracking to ensure Relationship Managers complete the program within the expected time frame. - Identify and work with external vendors to lead various trainings for Relationship Managers. - Plan and organize social gatherings both within the Relationship Manager Development program cohorts and with other areas of the bank they will interact with. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
Job ID
2020-10650
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with the Professional Loan Program (PLP) team, you’ll play a key role in structuring, negotiating and overseeing your own pipeline of new professional loans while ensuring that client expectations are met throughout the process.   We created the Professional Loan Program to offer tailored loan programs to employees of our private equity and venture capital firm clients, to enable them to personally co-invest in the funds being raised by their firms. We also use the PLP to offer loans or lines of credit to prospective partners at professional service firms to finance their partnership equity purchases.    In the PLP Associate role, you will have the opportunity to work closely with key stakeholders across the Bank — such as Account Executives, the Executive Loan Committee, Underwriters, Loan Servicing, Legal and department managers — as part of a highly collaborative team with a can-do attitude and culture.   What you’ll do as a PLP Associate: - Structure and implement customized loan programs for partners and executives in the private equity, venture capital and professional service industries. - Communicate directly with clients, Account Executives, underwriters, legal counsel, executive approvers and loan closing teams throughout the program development process. - Develop and prepare program term sheets and due diligence needs lists, as well as review and understand entity documentation, loan documents, financial statements and approval memos. - Partner with legal counsel on document negotiations and oversee the approval and rollout of new programs. - Assist the underwriters by obtaining all necessary documentation from the client, and help respond to any underwriting questions. - Manage existing relationships, including program modifications and credit reviews, and look for opportunities to educate clients about the Bank’s other offerings and how these products and services could help meet their financial needs. - Suggest enhancements to processes and procedures in order to improve efficiency.
Job ID
2020-10647
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-10644
Category
Banking
City
Livermore
State
CA
Position Type
Regular Employee (REG)
Responsible for ensuring that all residential and commercial real estate 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
2020-10640
Category
Banking
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Automation Engineer should be skilled in automation and look at any repetitive tasks to be automated via automated tools and scripts.   What you’ll do as a contingent QA Automation Engineer: - Responsible for understanding tasks that are being done manually and how they could be automated - Design, develop and maintain a modular, extensible and reusable test automation harness and scripts. - Develop efficient and accurate automated performance test scripts. - Responsible for automation using selenium scripts or similar technologies. - Support projects and initiatives related to Customer Lifecycle Management - Responsible for creating best practices around Development - Work with minimal supervision on Integration projects with other IS team members, analysts and vendors. - Attend meetings when necessary and maintain a flexible work schedule. - Demonstrate extensive knowledge of quality assurance, testing and software development processes and methodologies. - Ability to understand a requirement and design and convert it into a test documents. - Complete and adhere to First Republic Bank’s regulatory requirement trainings in a timely manner. Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2020-10639
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Responsibilities The primary function of the Director-Self-Directed/Non-Profit Clients Services is to provide a wide range of service, administrative, operational & business support to the growing Online/Self-Directed platform and the department head. As a team member you’ll have the opportunity to collaborate with the team, engage with clients as well as internal partners such as bankers, wealth managers and operational entities.   What you’ll do as a Director-Self-Directed/Non-Profit Client Services: - Client Service: support the team as a member with regard to client service and operational duties, including new accounts, trading, administrative functions and as well as working with our business partners within Private Wealth Management and the Bank. - Project management: work on ad-hoc strategic initiatives with an operational focus. - Business intelligence: work on data collection, organization, ad-hoc reporting and analytics in terms of producing information that can be helpful in departmental decisions. - Interdepartmental communications/liaison: liaise with internal partners (Operations, Wealth Managers, Technology, Trade Operations), regarding multiple tasks that can affect all departments. - Departmental Policies & Procedures: assist with creation and review of departmental policies and procedures from an operational and maintenance requirement as well as risk and compliance focus. - Review departmental daily workflow: review of new account and maintenance requests from bankers, wealth advisors, Wealth Management teams to ensure overall platform continuity, as well as review of exception requests. - Ability to demonstrate leadership qualities
Job ID
2020-10636
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential: As a Client Service Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you’ll do as a Client Service Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction. - Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Own client onboarding and ongoing lifecycle related activities (new account opening, account maintenance, disbursements, etc.). - Place equity, mutual fund and fixed income trades. - Research and reconcile performance returns not in line with benchmarks. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-10631
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
The Eagle Lending group is looking for a Credit Specialist; a self-starter who is eager to build his/her career as an underwriter and gain expertise in credit analysis. Based in San Francisco, this role will support the underwriting needs for Eagle Lending's Personal Line of Credit product and will focus on processing, evaluating, and completing financial analysis on individual loan requests. The ideal candidate will also help with monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   We're a highly collaborative team that's focused on leveraging technology to bring in the next generation of clients to the bank. If you have a passion for credit analysis and underwriting, we would love to hear from you.   What you'll do as a Credit Specialist: - Process loan applications and ensure turnaround time requirements are met. - Ensure that all documentation required for the file is obtained and that the file is complete. - Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required. - Assist in monitoring the existing portfolio to ensure quality credit and avert any potential signs of default. - Assist with the loan portfolio by running credit applications and assembling loan files. - Assist in identifying any improvements or changes we can make to the loan process to establish a best practice and make the processes we have in place more efficient. - 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
2020-10627
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.
Job ID
2020-10626
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Personal Line of Credit Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individuals to consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.   What you’ll do as a Personal Line of Credit Specialist: - Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
Job ID
2020-10625
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Personal Line of Credit Specialist, you’ll help First Republic pursue a unique and significant opportunity to expand consumer banking relationships through our Personal Line of Credit Product (PLOC). PLOCs allow individuals to consolidate multiple forms of debt into one simple monthly payment, at a highly competitive rate and also take advantage of an open line of credit for limited uses. Our goal is to build and sustain a long-term relationship with clients who begin their experience with First Republic through PLOC. By offering best-in-class products and extraordinary service, you will help solidify First Republic as the preferred bank of our next generation of clients.   What you’ll do as a Personal Line of Credit Specialist: - Identify potential borrowers for the PLOC product through referrals from marketing events, social media channels and other clients. - Vet and complete initial analysis on new applications and ensure that complete packages are submitted to the Credit Analyst team for underwriting. - During the loan application process, act as the liaison between clients, Credit Analysts and Executive Loan Committee members at First Republic. - Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic. - Deliver daily client support such as answering general questions on products and procedures, collecting completed paperwork and sending a full loan package for underwriting, following up on missing documents with borrowers, and answering borrowers’ questions about their loans upon being funded. - Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals. - Maintain Salesforce system for reporting, accountability, and tracking of all activity and behavior with your PLOC pipeline.
Job ID
2020-10623
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Preferred Banking Client Services Banker, you’ll provide prompt, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met.   What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, loan funding, advances and payments, and purchases and sales of foreign currency and foreign drafts; respond to any other banking needs and be able to balance within 30 minutes. - Assist clients by phone, email and in person with transaction requests and account inquiries and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of customer deposits and documents as needed. - Order checks, deposit slips and other deposit supplies from our check vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer questions using our check image and Check 21 programs - Develop an understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures. - Work with internal departments to confirm and update client information and help expedite any research requests and/or refer them to the appropriate department to ensure timely responses. - Issue cashier’s checks as requested. - Process account closings as requested. - Order ATM cards and process Instant Issue card requests as needed.  - Submit Travel Declaration forms and assist with ATM questions from clients. Work with the ATM Department to help expedite any issues, questions or concerns. - Process stop payments and stop payment releases as requested. - Process and respond to emails or inquiries from Online Banking, Call Center and other Deposit Services team members.
Job ID
2020-10622
Category
Customer Service/Support
City
San Diego
State
CA
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change Under general supervision, the Senior Accountant will perform a variety of routine duties in the Accounting Department which includes, but are not limited to maintaining the Bank’s records of leases, lease abstraction and entry into lease management software, accurate and timely payment of rent and operating expenses, accurate accounting of leases under ASC 842, reconciliation/analysis and certification of various general ledger accounts. The individual must be extremely adaptable, and an independent contributor. The role requires exceptional level of detail, communication skills and an ability to work with various business units within the bank.   What you’ll do as a Senior Accountant: - Monthly review and reconciliation of landlord statements - Preparation and review of monthly accruals related to CAM, OPEX, insurance and taxes - Data abstraction related to new leases, modifications/amendments and lease options - Data entry of new leases, modifications/amendments and lease options into leasing software - Analyzing vendors to identify any non-real estate leases - Tracking key lease dates including lease renewals and rent increases - Assist in user acceptance testing - Prepare journal entries from internal and external sources with proper documentation - Reconcile and certify various General Ledger accounts within daily, monthly and quarterly deadlines - Prepare monthly lease forecasts for senior management - Assist in the preparation, filing, and accounting for annual property tax returns - Prepare quarterly and annual PBC’s - Assist the team with fixed assets accounting cycle - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare monthly & quarterly trend/variance analysis and write-ups for senior management - Support the accounting team in meeting month/quarter-end closing deadlines - Support the team during periodic desk rotation and vacation coverage - Assist management on fulfilling audit requests and responding to any related inquiries from internal and external auditors - Organize and maintain updated accounting procedures respective to assigned tasks - Protect organization’s value by keeping information confidential - Assist in various projects as needed - Performs other duties & responsibilities as required or assigned by supervisor - Organize and Maintain Fixed Asset records and filing system including electronic record retention for all assigned tasks - Software capitalization rationale and analysis - Identify/retire disposed assets
Job ID
2020-10621
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a  Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a  Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-10618
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-10617
Category
Wealth Management
City
San Diego
State
CA
Position Type
Regular Employee (REG)
The Investment Operations Analyst will be part of the Bank’s Investment Operations Team, providing support for a variety of responsibilities within the group, such as trade input and generating reports on the investment portfolio’s system of record, supporting the monthly and quarterly pricing and reporting requirements, and various other operational tasks to support the Bank’s $17B+ investment portfolio.  The candidate will work with the team to ensure processes are completed timely and in accordance with established controls; as such, the candidate will need to build strong internal relationships within the Bank, specifically with the Accounting and Financial Reporting Teams. The candidate will also provide support in preparing committee level materials and addressing various ad-hoc requests from Executive Management.   What you’ll do as an Investment Operations Analyst: - Ensure trades made for the Bank’s investment portfolio are entered into the Bank’s system of record timely and with requisite documentation. - Assist in the preparation of monthly & quarterly reports related to the Bank’s investment portfolio. - Use Excel extensively to support the team in performing regular analytics on the portfolio, such as the monthly pricing of the portfolio, unrealized gains/losses, etc. - Gain a thorough working knowledge of the Bank’s system of record for the investment portfolio and support the team’s efforts in automating the existing processes and controls. - Ensure that controls are documented in accordance with set policy & guidelines.
Job ID
2020-10614
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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