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Common goals, uncommon potential
As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.
What you’ll do as a Client Service Associate:
- Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support.
- Research and respond to inquiries for our high net worth clients; escalate issues as appropriate.
- Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust.
- Handle administrative tasks, 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.
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See service from a higher perspective.
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.
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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 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.
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- Establish and maintain strong partnership with the business owners/product owners.
- Work with Business Owners/Product Owners and system leads(including vendor solutions) to logically design and negotiate solutions and participate in the long-term planning for products.
- Ensures commitments are met while providing high quality and cost effective systems that meet customer’s expectations.
- Full stack hand-on mobile development for native mobile app design and implementation (iOS and Android), including system analysis, test driven applicaiton development, unit test, test automation, code review and application maintenance support.
- Adapt Digital Agile approach and work with mobile vendor to implement the mobile solution.
- Capable of designing frameworks for native app development
- Code and ship complex new mobile features and apps at high velocity and high quality with well-structured code
- Keeping up-to-date on new technology, standards, protocols and tools in areas relevant to rapid changing digital environment.
- Work with the application support team and external vendors to ensure all applications are supported according to their SLAs.
- Troubleshoot debug, and fix issues in production and non-production environments
- Work with server engineers to design API specs
- Propose and implement one or more process improvements to make our engineering team even better
- Perform duties & responsibilities specific to department functions & activities
Performs other duties & responsibilities as required or assigned by supervisor.
Responsibilities include the following:
- 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.)
- Adhering to Bank policies and procedures,
- Completing required training
- Identifying and reporting potential suspicious activity to the BSA/AML Officer
- Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
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- Perform assessments and evaluations utilizing fraud monitoring systems in order to mitigate financial loss.
- Perform analytical reviews including ad-hoc assessments and trend analysis in order to identify potential fraud scenarios with the intent to determining root cause.
- Conduct outreach to Bank clients regarding potentially fraudulent transactions.
- Field in-bound calls from clients regarding transactions flagged by the Bank’s fraud monitoring systems.
- Initiate fraud claims and assist with recovery efforts.
- Cross-train as a Fraud Investigator and serve as back-up investigator on occasion to gain more hands-on experience on how the team conducts fraud investigations.
- Assist in establishing investigative cases and perform basic investigative steps to determine fraud.
- Consistently deliver an exceptional client experience on every client contact.
- Ability to work a variety of work schedules and overtime based on business needs of a 24 x 7 operation.
- Respond to clients, other business units and financial institutions inquiries.
- Authenticate and validate the identity of clients during interactions.
- Research individuals and entities through public records databases as appropriate.
- Adhere to and comply with Bank policies and the applicable, federal and state laws, regulations.
- Follow-up on open issues and operate efficiently.
- Complete required training.
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- Provides leadership and direction to the analyst staff.
- Responsible for troubleshooting complaints and coordinating with various Bank departments in the identification and resolution of operational problems and elevating these problems, as necessary, to avoid repeated issues. Escalation point for analysts.
- Interprets, applies and enforces company and departmental policies, guidelines, regulations and procedures across all operations activities including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.) to reduce loss and risk.
- Enforces service level standards, communicates with management.
- Hires, trains, develop, motivate and coaches analyst personnel.
- Identifies situations impacting established quality service level standards to determine solutions in a timely manner. Keeps management informed if additional resources may be needed. Participates in internal and external meetings.
- Resolves computer system or other technical problems in a timely manner.
- Consistently deliver an exceptional client experience on every client contact.
- Ability to effectively multitask on a regular basis.
- Ability to work a variety of work schedules based on business needs in a 24 x 7 environment.
- Perform assessment, evaluation, decisions and escalations on fraud monitoring systems and user interfaces with various types of fraud monitoring tools to mitigate loss and exposure.
- Perform analytical review techniques including, ad-hoc and trending analysis, to identify potential fraud issues with the intent to determine root causes supplemented with corrective action.
- Respond to clients, other business units and financial institutions inquiries.
- Authenticate and validate the identity of clients during interactions.
- Research individuals and entities through public records databases as appropriate.
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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.
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- Maintain Relationship Manager calendars, including but not limited to; heavy scheduling, sending invitations, and arranging meeting space.
- Responsible for answering telephones and transferring as appropriate; taking messages; and/or assisting directly when necessary.
- Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize FedEx; UPS; and US Postal Service as appropriate.
- Greet clients, prospects and visitors. Direct and accompany to appropriate conference rooms. Coordinate meetings and conferences, including ordering food, and setting up and taking down the room.
- Manage all logistics for small events within the New York Commercial and Construction team (Board dinners, cocktail parties, Wealth Management roundtables)
- Make all travel arrangements for Team (air; rail; hotel; car service, etc.).
- Maintain and process all Team Member expense receipts and reports.
- Assist Team as necessary with document preparation, including editing, formatting and distribution of documents.
- Assisting analyst with processing documents and imputing information into various platforms (AFS, PowerLender, Flight Path, Onbase, etc.)
- Assisting with UCC and Good Standing searches, ordering credit reports and KYC entry to Appian. Assist team in Reg B compliance
- Assist with project based work, including research as appropriate and directed.
- Assist with mailings through Mail Merge and creating labels.
- Occasional overtime due to event work.
- Other duties and responsibilities may be assigned.
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- 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
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- 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
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Work with Managing Director to structure, analyze, and underwrite residential and commercial construction and term loans.
- Assess debt service capacity and cash flow for FRB’s largest and most complex borrower relationships by conducting global cash flow analyses and property cash flow analysis.
- Analysis of personal and business tax returns to include K1 spreads.
- Knowledge of construction drawings, mathematical analysis of building and site area calculations, budget analysis, and loan amount estimating with sources and uses.
- Successfully demonstrate a thorough understanding of all core First Republic Bank functions including lending/credit, deposit operations, business banking, trust, investments, marketing, and information technology.
- Market sales and rent analysis.
Support the loan process:
- Send loan applications and gather documents.
- Preparation of pre-approval and commitment letters.
- Ensure loans are properly boarded and disclosures sent. .
- Interact with clients to obtain complete loan application packages.
- Interact with ELC to ensure proper loan underwriting and pricing.
- Support Managing Director to present loans to Executive Loan Committee and Senior Credit Committee for review and approval.
- Work with Processing, Executive Loan Committee, Closing and Funding to satisfy loan conditions for approval and closing.
- Follow up with new leads. Provide loan information to potential new residential and commercial construction clients and determine feasibility of potential construction loan.
- Knowledge base of construction process, inspection of in process work, disbursement methodology and overall loan integration into the process.
- Cover job duties for Managing Director to ensure work flow and loan closing during Director’s absence.
Provide excellent customer service:
- Follow-up with clients to ensure loan files proceed in timely fashion.
- Respond to client inquiries.
- Support Construction Managing Director.
- Work with Preferred Bankers to ensure deposit accounts are opened and maintained and loan payments are processed.
- Provide loan information to potential new residential and commercial construction clients and determine feasibility of potential construction loan.
- Follow up with delinquent clients
Assist with special marketing projects:
- Create and order marketing materials supplies and packages.
- Coordinate distribution of marketing mailers
Provide administrative support:
- Coordinate and set up meetings including gathering and preparing agenda/materials and arranging logistics (conference room, bridge line, and pictel)
- Prepare memos, letters and other documents and reports for internal and external distribution. Is able to independently translate conceptual direction into succinct communications.
- Leads and manages special projects as they arise on behalf of Managing Director.
- Attends meetings when necessary.
- Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to AML / BSA, 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.
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Common goals, uncommon potential
Reporting to the Senior Director of Content Marketing, the Content Marketing Social Media Manager will be responsible for distributing content across corporate content distribution channels, including paid and organic social media, native publisher advertising, email, and internal employee awareness efforts.
Collaborating closely with members of the Content Marketing Team, in-house creative team, business stakeholders and agency partners, this person will strategize and execute the use of content for various marketing goals. The Content Marketing Social Media Manager serves as an in-house social media marketing expert, owning the always-on social media content calendar and providing guidance to business partners and colleagues on how to use social media marketing to achieve business goals. This person will maintain the First Republic brand tone and voice while appropriately adjusting for each distribution channel.
The ideal candidate is a service-oriented team player with a hands-on work ethic, experienced in collaborating on projects with multiple players and stakeholders, and confident in presenting and speaking confidently about social media, content marketing, and digital marketing.
What you'll do as a Content Marketing Social Media Manager:
- Strategize and create all social media organic and paid advertising efforts in collaboration with media partners, other members of the Content Marketing Team, internal creative services and other stakeholders.
- Create, maintain, and execute a weekly social media content calendar.
- Serve as a stakeholder for cross-channel content marketing promotion efforts, representing as a social media and content marketing subject matter expert.
- Regularly monitor KPIs to evaluate success of each type of content, by channel, and influence content development/distribution strategy accordingly.
- As back up to the Senior Community Manager, monitor social media channels during the afternoon hours and respond based on established guidelines.
- Build and nurture relationships with internal partners in order to foster content sharing and promotion and garner ideas for relevant content topics and formats.
- Regularly monitor competitors and industry leaders to identify new types of content and distribution methods.
- Manage agencies, designers, freelancers and other vendors as required.
- Manage a large content marketing advertising budget and optimize campaigns to ensure efficient spend.
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In this position as a mid-level to senior Business Intelligence Engineer you will work closely with Operations, DevOps, Product Owners and Developers to build a reporting architecture that will serve as the foundation for future projects: Namely, projects related to data visualization, data mining and machine learning. We’re looking for someone to assist with the design and implementation of a BI platform that they will ultimately own. The ideal candidate would be someone who likes to build new thing and is quantitatively minded with demonstrated expertise in their domain.
What you'll be doing as a Business Intelligence Engineer:
- Design, build and maintain a BI platform to support OLAP.
- Architect systems that can periodically analyze data.
- Build and maintain ETL.
- Assist with documentation when required.
- Assist with general operations tasks.
- Collaborate with team members to arrive at processes and standards that adhere to industry best practices.
- Security and compliance is a top priority at Gradifi and strict adherence to the policies and procedures of the Information Security Management System is mandatory.
What skills you will use in this position:
- A degree in Engineering, Math, Statistics, etc. An advanced degree is preferred.
- 3 or more years of contemporary experience working in BI.
- Demonstrated expertise in TSQL: stored procedures, functions, etc.
- Architect level expertise in SQL Server’s Analysis Services. Specifically, as it relates to warehouse design and use.
- Experience with machine learning systems, or experience using Machine Learning as a SAAS.
- Proficiency in building ETL.
- Working knowledge of a scripted language: PowerShell preferred.
- Familiarity with Node and task runners like Gulp or Grunt would be good.
- Proficiency in C# with experience in consuming APIs via REST or SOAP.
- Knowledge of CLR stored procedures.
- Knowledge of NoSQL technologies: e.g. Cassandra, CouchDB, MongoDB.
- An ability to write macros for Excel as a DSS.
- Comfortable with Git.
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What you'll be doing as a BI Reporting Analyst:
- Review and validate customer data.
- Monitor analytics and metrics results.
- Understand trends, and communicate those trends to the company.
- Implement new data analysis methodologies.
- Assist with the validation of business cases.
- Identify opportunities to generate value through data.
- Perform data profiling to identify and understand anomalies.
- Collaborate with team members to arrive at processes and standards that adhere to industry best practices.
- Perform data profiling to identify and understand anomalies.
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What you’ll do as an Intern:
- Perform general compliance projects and tasks such as:
- Testing fieldwork
- Reviewing business unit policies and procedures
- Communicating findings to team members
- Tracking Trust Services corrective actions to ensure timely remediation.
Skills/Qualificaitons
- Full-time college student
- Positive attitude
- Responsible
- Team-player
- Solid communication skills
- Detail-oriented
- Not afraid to ask questions
- Proactive
- Analytical skills
- 3rd year college student or above
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You have great ideas; we’re listening
As a Solutions Architect, you will report to the head of Wealth Management Technology and support development and implementation of Wealth Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience within Wealth Management maintains the highest standards of the Bank.
What you’ll do as a Solutions Architect:
- Lead end-to-end (conception, development, maintenance and evolution) implementation of wealth management technology solutions. This includes working as an effective liaison between the front office, business units, operations and other technology groups to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy.
- Drive technical excellence and implementation of best engineering practices.
- Provide vision and inspiration to deliver engaging, innovative and client-centric wealth management technology solutions.
- Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization.
- Review other developers’ solutions and assure adherence to the highest quality standards.
- Oversee the design, scoping, implementation and testing of in-house development and external partner implementations in short Agile release cycles.
- Perform prioritized planning and execution of the product development and release schedules while defining and refining development processes as the team grows.
- Create and maintain an open and transparent environment that values speed and innovation.
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What you’ll do as a Senior Network Engineer:
- Identification, diagnosis, and resolution of network problems.
- Configuration, deployment, and maintenance of network hardware and software components.
- Configuration, deployment, and management of network monitoring.
- Design and deploy complex network solutions across 19 technology domains.
- Performance analysis and capacity planning for network circuits and devices.
- Ensure network devices are configured and maintained in accordance with appropriate standards, best practices, and regulatory compliance requirements. Utilize and follow the change management process for network changes.
- Hardware installation and maintenance of network devices, including lifting up to 50lbs to heights of up to 6ft.
- Configuration of firewalls and other network security infrastructure.
- Provide Level 3 support to Network Operations for all LAN/WAN issues.
- Effectively communicate both technical details and summarized impact analysis to Management.
- Provide necessary network infrastructure support for day to day operations and appropriate disaster recovery procedures to support business continuity.
- Keep abreast of new technologies and recommend adoption as appropriate. Identify areas for automation or other process improvement.
- Cross-train to enhance skill-set with peers and superiors.
- Participate in team on-call rotation and provide support during project and operations related cutovers.
- Ensure network equipment is upgraded in line with vendor recommended operating system.
- Maintenance of asset information and other documentation.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
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- Elicit, analyze, validate and manage technical requirements definition, flows and deliverables for projects. Perform this by working with business partners to understand work effort requirements and then translate into IT actionable tasks.
- Working closely with the technology stake holders to deliver solution design documents and system requirements. Partner closely with technical teams supporting data movement, application development and testing. Diligently support and lead where needed various activities between the teams to ensure the business and technical requirements and objectives are met. Ensure appropriate project documentation is compiled and proper review and approvals from respective teams as gathered and collated.
- Contribute to the the overall system(s) design. Evaluate current processes and procedures to ensure relevance and accuracy. Make recommendations for changes and keep documentation current.
- Perform as the subject matter expert on the various corporate banking systems and processes assigned. Inclusive of this is gathering a deep understanding of the data within the systems and business processes supported by the system(s).
- Build critical working relationships with the business and users communities through gathering a thorough understanding of the business models and processes employed.
- Specify and fully document application customizations that would bear scrutiny by an internal audit or external regulators
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following:
- 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.)
- Adhering to Bank policies and procedures
- Completing required training
- Identifying and reporting potential suspicious activity to the BSA/AML Officer
- Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Disclaimer: 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.
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- Establish and maintain strong partnership with the business owners/product owners. Provide the point of accountability to the Business Owner.
Work with Business Owners/Product Owners and system leads to logically design and negotiate solutions and participate in the long-term planning for products.
- Ensures commitments are met while providing high quality and cost effective systems that meet customer’s expectations.
- Identify and develop support for new opportunities (operational efficiencies, new product features, enterprise integration, etc.). Validate technology aspects of competitive threats.
- Responsible for project solution design and implementation.
- Create and maintain a strong working relationship with key stake holders, including multiple business teams, technology teams and key vendors.
- Responsible for managing, developing and appraising the matrix structure delivery team, ensuring teams are highly motivated & focused on delivery (including collaborate and coordinate cross-team activities on other related projects).
- Work with the Application Support team and vendors to ensure all applications are supported according to their SLAs.
- Keeping up-to-date on new technology, standards, protocols and tools in areas relevant to rapid changing digital environment.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor
- Responsibilities include the following:
- 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.)
- Adhering to Bank policies and procedures
- Completing required training
- Identifying and reporting potential suspicious activity to the BSA/AML Officer
- Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Disclaimer: 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.
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What you’ll do as a Technical Product Manager:
- Delivers on the suite of projects/initiative; defines and manages all aspects of technical delivery including scope, budget, financial forecasting and scheduling.
- Leads and manages all resources in the related product area.
- Determines resource requirements and procures resources; manages contract project and/or program resources.
- Facilitates impact analysis of current/existing technologies on the program.
- Manages vendor relationship management for project-related vendors; supports enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
- Supports management in data gathering for regulatory and third party reviews
What skills you will use:
Education / work experience:
- Undergraduate degree required.
- MBA or relevant graduate degree preferred
- Five to Seven or more years of experience in IT leadership in banking business.
- Recognized as a subject matter expert within his or her specified field of expertise.
- Demonstrated ability to consistently deliver technical solutions.
- Requires demonstrated knowledge in system integration and management.
- Must possess excellent verbal and written communication skills and an ability to build relationships at all levels of the enterprise including external vendors.
- Demonstrated ability to exercise independent judgment and strategic thinking under a minimum of supervision.
- Must possess strong interpersonal and organizational skills.
Professional skill / competency:
- Expert at managing by influence to achieve goals through departments and staff not directly in a reporting relationship.
- Strong business orientation with broad experience with banking processes, technology and change initiatives.
- Understands business processes, appropriate application of technology in supporting those processes, and the common technical complexity / considerations when evaluating new products or process options.
- Skilled at identifying and evaluating existing operations and new developments and gauging appropriate opportunities for the business.
- Focus on development of organizational capabilities and resources to support continuous evolution of a more competitive and profitable Bank
Leadership skill / competency:
- Demonstrated leadership, planning, and managerial skills with ability to contribute broadly at any level.
- Pragmatic with an ability to generate trust and build alliances across business and functional lines.
- Consistently demonstrates and follows high standards of integrity in business decision-making.
Personal skill /competency:
- Strategic perspective and business acumen. Looks toward the broadest possible view of an issue/ challenge; can easily pose future scenarios; can think globally about all aspects of the Bank; can discuss multiple considerations of an issue and forecast them into the future.
- Communication skills. Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely in a variety of settings and styles; is effective in a variety of formal presentation and meeting settings; commands attention and can manage group process during presentation/ discussion.
- Change management. Gains support for change by providing context and responding with sensitivity to concerns; takes initiative to recommend/ develop innovative approaches to getting things done.
- Negotiation skills. Negotiates skillfully in tough situations with internal and external groups; can be both direct and diplomatic.
- Peer relationships. Can quickly find common ground and solve problems for the good of all; is a team player and encourages collaboration.
Physical requirements:
- Vision must be sufficient to read data reports, manuals and computer screens.
- Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
- Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
- Position involves sitting most of the time but may involve walking or standing for brief periods of time.
