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.

 

Here are our current job openings. Please click on the job title for more information, and apply from that page if you are interested.

E-Verify Participation Poster


Right to Work Poster

Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com
Click column header to sort

Search Results Page 5 of 10

Loan Specialist will be responsible for ensuring that all Residential loans are processed and underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on processing, underwriting, customer care and relationship management.     What you’ll do as a Loan Specialist: - 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. - Utilize and apply FNMA, QM, ATR and investor guidelines to ensure that all loans comply with industry standards & guidelines. - Underwrites all types of income, all product types including ethical and salable residential mortgage loans and consumer loans and evaluate risk while insuring the quality of each loan submitted. - Validates the data entry to the appropriate Loan Origination System and evaluate all applicable documentation as required by job function and conditions loan accordingly. - Reviews, requests and satisfies the following when applicable: subordination of liens, Preliminary Closing Disclosure Fees (issue initial disclosures and request re-disclosures when applicable), credit supplements, HOA documentation, evidence of homeowner’s insurance, verifications (VOE, VOM, VOR, etc.) and clearance of judgments and liens on title and or credit. - Maintains knowledge of loan product guidelines, internal policies and procedures, and regulatory requirements. - 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 - Collaborate with Relationship Managers (RMs) and Executive Loan Committee (ELC) to help determine appropriate loan product(s), loan amounts, and optimal structure.  Qualify loans for approval and demonstrate ability to package deals effectively for RMs to present to ELC. - Maintains an open line of communication and correspondence between involved parties. This includes and is not limited to Borrower, Closing Agents, Title, ELC, RM, Closer, Funder, Appraisal Desk, Rate Lock Desk and Investor Support Desk. - Ability to meet productivity expectations in a fast paced, high volume environment with pipeline and conditions management, while maintaining acceptable quality and client satisfaction results - Cross trains other team members, when applicable. - Partner with the Closing/Funding Department to ensure a timely closing. Work with escrow/closing agents to coordinate closings. - 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. - Responds to post closing review and quality control audits in a timely fashion - 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
2020-10574
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2020-10569
Category
Banking
City
San Diego
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
2020-10568
City
San Diego
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Loan Specialist: - Underwrite and process 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. - 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 clients to collect information and documentation necessary to finalize incomplete loan packages - 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 - 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. - Follow the lending guidelines from FannieMae and nonconforming secondary market investors, along with other industry regulations.
Job ID
2020-10562
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Data and Reporting Analyst, PWM Technology The Tableau Report Developer works with subject matter experts from the project and business teams to determine: Data requirements for the PWM Reporting platform; develop functional specifications; provide detailed data flow documents. They will also participate in the full development process life-cycle from concept, through testing and implementation. This includes identifying necessary data, reconciling with the new application and the legacy data sources and ensuring a successful implementation of PWM Reporting capability. Specific tasks include: communicating business term definitions; establishing data quality rules; writing and executing data quality checks; researching and analyzing data in support of business functions; process and workflow knowledge; and user acceptance testing.   What you’ll do as a Data & Reporting Analyst: - Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions. - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of reporting business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data visualization tools and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability.
Job ID
2020-10559
Category
Information Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the 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. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10555
City
Jackson
State
WY
Position Type
Contingent Worker (CON)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the 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. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10554
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Loan Specialist You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or problems - Analyze each loan file, ensuring the 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. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10553
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
See service from a higher perspective. As an Administrative Assistant, you’ll have the opportunity to help increase our efficiency by providing effective administrative support, including interacting with various departments as a liaison for loan teams or management.   What you’ll do as an Administrative Assistant: - Prepare and present data to various levels of staff, including senior and C-level management. - Prepare memos, letters, and other documents and reports for internal and external distribution. - Coordinate and facilitate meetings, including gathering and preparing agendas and other materials, arranging communications logistics (remote or otherwise), and taking minutes.  - Respond to incoming phone calls, internal and external, as well as handling all other forms of incoming and outgoing correspondence. - Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements. - 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 vendor meetings. - Order office and marketing supplies and create marketing packages. - Engage directly with all levels of external clients and prospects as well as internal team members, including senior executives.  - Lead and manage special projects on behalf of the manager. - Act as a liaison for the loan team and Relationship Managers in the absence of the manager. - Navigate the organizational infrastructure to solve problems. - Provide input and suggestions for process improvements.  - Assist with the recruiting and integration of new hires.
Job ID
2020-10542
Category
Customer Service/Support
City
Jackson
State
WY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2020-10537
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you’ll do as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed Compliance - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Job ID
2020-10534
City
Studio City
State
CA
Position Type
Regular Employee (REG)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Hands on in multiple programming paradigms, not limited to Object OrientedPerform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented
Job ID
2020-10526
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Hands on in multiple programming paradigms, not limited to Object OrientedPerform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented
Job ID
2020-10525
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented.
Job ID
2020-10524
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented.
Job ID
2020-10523
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
See service from a higher perspective As a Trust Associate, you will primarily assist designated Trust Officers in the daily administration of all types of accounts.  This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements and fielding routine inquiries and requests from clients and business partners. In addition, you will be responsible for setting up new accounts in Sungard AddVantage.   What you’ll do as a Trust Associate - Various administrative tasks (including, but not limited to, travel arrangements, expense reports, scheduling meetings and conference calls, answering phones, managing invitation lists, electronic filing of documents, sending out correspondence). - Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 recipients.   - Daily review of transaction journals and cash reports.  Where applicable, manually manage cash activities for each account. - Assist in completing initial and annual account reviews. - Review overdraft reports and ‘cure’ overdrafts where applicable - Review fee maps and authorize the release and postings. - Conduct research work in order to answer clients' inquiries. - Sort and review mail for trust officers - Prepare trade tickets for trades executed by the trust officers with FRSC. - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts - Coordinate and produce all DTC-related activities, reports, packages and meetings. - Prepare same-day or future disbursement entries pursuant to requests and approvals - Where necessary, send out confirmation letters on disbursement requests via telephone.  Conduct disbursement call backs on fedwires. Reprint statements as requested. - Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel database. - As required, maintain and print ticklers for trust officers. - Serve as liaison between Administration and Operations including securities related activities. - Administer low-maintenance accounts with minimum supervision from the Trust Officers. - Perform duties & responsibilities specific to department functions & activities or as 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
2020-10516
City
Palm Beach Gardens
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Deposits Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Deposits Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10513
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10510
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10509
City
Portland
State
OR
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10508
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.