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 Under general supervision, the Staff Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Staff Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as a Staff Accountant - Cash Team:  - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis and write-ups for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any related inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Organize and maintain updated accounting procedures respective to assigned tasks. - Assist in various projects as needed. - Responsible for the physical and electronic record retention for all assigned tasks. - Support the team during periodic desk rotation and vacation coverage. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9543
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   What you’ll do as a Manager, Residential Loan Closing Operations: - Direct closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Act as a mentor and subject matter trainer to staff - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the team. - Provide training for new staff and identify and carry out training opportunities for seasoned staff - 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
2020-9537
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Professional Loan Program (PLP) Loan Administrator - Team Lead will master the process and preparation of individual approved loans for booking and funding, in addition to assisting the PLP Loan Administrator team, Credit Analysts and Eagle Lending Relationship Managers in the ongoing support of borrower-level loans. The ideal candidate will be the primary contact for sales teams, managers, and other departments for day to day tasks. Due to the complexity of the role, prompt action and attention to detail are important.    What you'll do as a Loan Administrator - Team Lead: - Review drafted loan documents, reports, and email responses; and provide proper feedback - Ensure team member actions follow procedure and protocol - Assign workload equally among team members, including yourself - Meet with team members for status updates, and to provide advice/support - Review and approve loan transactions, such as advances and pay downs - Monitor timeliness of all tasks and coordinate with PLP managers to ensure all deadlines are met - Speak with internal and external clients on their needs and respond accordingly - Escalate issues and provide feedback/solutions to immediate manager - Support and guide team member of the Loan Specialist, PLP Departures role - Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking - Assist team with creating loan addendums and firm/guaranty confirmation emails - Assist team with initial advances, transfers, wires, and payoffs - Assist team lead with due diligence for departure and other types of modifications - Field questions from the professional loan program inbox; and ensure all emails are responded to in an accurate and timely manner - Produce monthly and quarterly balance reports - Ensure that all documentation required for the file is obtained and file is complete.  Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required - Communicate with the sales force (Eagle RMs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities - Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2020-9514
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
About the Role: This role is part Salesforce administrator and part business analyst. The person in this role will be responsible for maintaining and driving enhancements to our Salesforce platform including: user support and training, user management, configuration, documentation, identifying and troubleshooting issues, resolving system defects and building advanced reports and dashboards. This role will work with cross-functional teams administer and configure the features and functionality behind Salesforce Financial Services Cloud. This is an opportunity for you to be the resident Salesforce SME and focus on maximizing system efficiencies to drive benefits of Salesforce relative to the needs of the business.   What you’ll do as a Salesforce Consultant: - Serve as primary system administrator for the Salesforce.com environment - Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks - Support with regular internal system audits and prepare for platform upgrades - Coordinate the evaluation, scope and completion of new development requests - Work with the broader enterprise team to establish suitable processes to support administrative, development, and change management activities - Assist in training of new users, and grow the Salesforce.com skill set across the team - Effectively act as the liaison between our users, vendors and the application development teams - Ability to work directly with various internal users to gather and understand business requirements along with their related processes, and assist in building workable solutions on the platform - Leading ongoing reviews of business processes and developing optimization strategies - Conducting meetings and presentations to share ideas and findings - Performing requirements analysis, documenting and communicating the results of your efforts - Effectively communicating your insights and plans to cross-functional team members and management - Gathering critical information from meetings with various stakeholders and producing useful reports
Job ID
2020-9509
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Deposit Services Compliance and Risk Analyst supports the Deposit Services department in the delivery and maintenance of an effective program for the identification, measurement and monitoring of risk and associated operating controls related to the department and its products and services.  This individual will work closely with managers and teams within Deposit Services, as well as with organizations across First Republic such as Information Security, Vendor Management, Information Services, Internal Audit, Compliance, and BSA/AML, to ensure that sound risk, regulatory compliance, and internal audit processes are in place and maintained in order to manage the accuracy and effectiveness of the Bank’s deposits operational processes.    - Provide support and direction to Deposit Services management and product teams regarding the analysis and resolution of Risk Management issues. - Work with, and at the direction of, the Head of Deposit Services Risk Management, in responding to information requests from both external sources such as the FDIC, as well as bank-internal departments such as Information Security, Compliance, BSA/AML, ERM and Internal Audit. In particular, provide primary support to the department in responding to audit-related requests. - Assist Deposit Services managers and functional groups in identifying and addressing control deficiencies that surface as a result of an exposure identified during an investigation, or control issues resulting from risk assessments, internal audits or regulatory reviews. - Work with Deposit Services Managers to maintain documentation illustrating the control environment surrounding products and services, such as authentication and access controls, fraud detection and prevention, and Denial of Service mitigation. - Participate and represent the department in periodic meetings related to areas such as Information Security, Enterprise Risk Management, and BSA/AML - Assist the Head of Deposit Services Risk Management in building and maintaining risk and control self-assessments and all supporting documentation (e.g., process flows, key risk indicators, control evidence, etc.) for all key processes, initiatives, etc. and managing control deficiency remediation - Assist in managing the centralized Risk Management repository of all key risk documentation and support (e.g., SharePoint, shared drive, etc.) - Create accurate and timely reporting of key metrics and emerging risks from the business unit view such as ongoing reports on service levels and availability for mission-critical vendors/applications. - Assist with the department’s Issue Management program, ensuring the outstanding items are resolved in a timely and effective manner - Assist with the Deposit Services 1st Line Control Validation program working to identify key controls within the department’s processes, perform reviews to validate the effectiveness & design of these controls and implement new controls to mitigate risks. - Create department specific policies, procedures and templates to support the Risk Management program - Perform duties & responsibilities specific to department functions & activities. - Perform 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
2020-9506
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential First Republic Bank is looking for a driven and eager Loan Analyst to analyze, process, and prepare capital call and distribution requests for our Eagle Lending Professional Loan Program (PLP). This role will work closely with various key stakeholders across the bank, such as Relationship Managers, Executive Loan Committee, Underwriters and Department Managers, which requires exceptional detail orientation, communication, and time management skills. Our goal is to provide flexible, responsive support in order to fund individual client capital contributions and distributions for our growing portfolio. We are a highly collaborative team with a can-do attitude and culture. If you have a passion for finance and an interest in lending, we would love to hear from you.   What you’ll do as a Loan Analyst, Fund Investment: Analysis (75%) - Prepare and process capital call and distribution requests for fund investments and returns - Analyze unique loan terms and understand various requirements for leveraged requests - Ensure capital call and distribution requests are completed in a timely manner and with exceptional service - Provide feedback and/or implement procedures in order to improve operation efficiencies - Produce customized templates and documentation for each program Audit/Compliance/Regulatory (15%) - Review capital call and distribution transactions for accuracy and compliance - Reconcile discrepancies between leverage accounts and funded investments - Manage program and borrower level data - Assist with audit inquiries and provide data insights as requested Customer Support & Ad hoc requests (10%) - Directly communicate with CFOs and their support team to roll out new programs and establish operational procedures. Additionally, work with firms to revise operational procedures throughout the life of the program - Manage support inbox and respond to all client and firm inquires - Produce regular or ad hoc reports to support internal team and client needs - Assist with other support tasks related to program and borrower level terms
Job ID
2020-9497
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will 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. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  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. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - 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 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
2020-9461
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Client Service Specialist, you'll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you'll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, Portfolio Managers, and lending team members and clients.   What you’ll do as a Client Service Specialist: - Support the loan process by issuing preapproval letters, preparing client files,gathering loan documentation,sending loan applications to clients, and assisting with loan processingand some general loan analysis. - Provideexcellent customer service as you follow up with delinquent clients, homeowners insurance,delinquent property taxes,mail out loan applications and respond to incoming calls. - Assist with special marketing projects by coordinating the distribution of marketing mailers,contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses. - Support RM with construction draw follow up.
Job ID
2020-9452
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
2020-9445
Category
Banking
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
The Business Analyst is responsible for detailed analysis, use case definition, requirements gathering, test planning and execution, process design, and professionally presenting findings (high-quality materials and communication). Concentrating on the systems that will be replaced as part of the bank’s technology transformation, and more importantly the surrounding processes, dependencies and impacts. As a result, this individual will work cross-functionally with multiple project teams, front line producers, technology, operations and vendors.   What you'll be doing as a Business Analyst: - Develop a detailed end-to-end understanding of the applicable products and services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed use cases and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ Banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high quality documentation/ resources to better design, test, deliver and effectively manage change and risk. - Develop deep understanding of clients and employee uses/ interactions – direct or indirect. Document general and variance/ exception use cases, requirements and associated communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” and “voice of the banker” where required. - Ability to plan and work independently with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by manager. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9430
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective   As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.   What you’ll do as a Preferred Banker: - Conduct outside business development calls with Relationship Managers. - Place new business development calls for a self-sourced portfolio and open new accounts. - Develop cash management presentations and demonstrations. - Provide a detailed analysis and comparison of current banking relationships. - Transition clients to the Bank, ensuring a smooth process. - Obtain all required documentation. - Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base. - Maintain and deepen existing client relationships, increasing current products per client. - Develop a thorough knowledge of existing Bank products and stay up to date on new products and services. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client that enters into a relationship with the Bank.
Job ID
2020-9389
Category
Banking
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
2020-9382
Category
Banking
City
New York
State
NY
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
2019-9361
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 be doing 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
2019-9360
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions. Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2019-9359
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. You’ll support our Account Executives (AEs) as they develop their clients’ plans using our suite of lending products. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank. We’ll provide you with the guidance, encouragement and training you need to help you be successful in this position.   What you’ll do as an Associate: - Provide support for AEs and their books of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit services, lending products, and wealth management products and services. - Discuss individuals’ financial concerns and needs and explain how our suite of products and services can present potential solutions. - Assist in managing AEs’ pipeline of client transactions in process, vet and complete the initial analysis of new applicants, and respond to ad hoc client requests. - Assist the Directors with the relationship management and cross-selling of Professional Loan Program clients. - Create and maintain client interaction reports. - Develop your professional skills and knowledge.
Job ID
2019-9278
Category
Sales
City
New York
State
NY
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide 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 team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will 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. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  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. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - 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 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
2019-9271
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
  What you’ll do as a Payments Integration Developer: - Work with Deposit Services, Digital Channels, Information Services, Bankers, and Clients to develop end to end (conception, development, maintenance, and evolution) functions for  reporting, payments systems, automation processes and work to enhance services and products the Bank offers - Develop and support micro services, API's, file transmissions, and other interchanges of data for payments systems and databases - Constantly work to improve operational processes via the development of software solutions with Python, API's, and other technology methods - Support production systems and assist with inquiries from bakers, clients, and vendors - Work closely with management to ensure SLAs for the department are met - Perform routine responsibilities with limited supervision - Must be a self-starter and have good sense of urgency - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by supervisor. - 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.
Job ID
2019-9259
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with internal teams, building referral networks, and identifying new Eagle loan clients to the bank - Assist internal referral partners in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality - Ensure the ongoing client needs are met and exceeded - Further client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services - Work with Regional Eagle Lending Sales and Service Managers and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business
Job ID
2019-9208
Category
Lending
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Sr. Unified Communications Engineer: - Identification, diagnosis and resolution of Unified Communications system issues. - Configuration, deployment, maintenance of Unified Communications system components and software. - Configuration, deployment and management of Unified Communications system monitoring. - Performance analysis and capacity planning for Unified Communications system expansion and upgrade. - Ensure Unified Communications 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. - Coordinate configuration of firewalls and other network security infrastructure for Unified Communications deployment. - Review VoIP related requirements and provide recommendations for consideration and work collaboratively with Manager, Unified Communication. - Participate, review and recommend Unified Communications infrastructure related tasks to ensure data security configuration and management. Effectively communicate both technical details and summarized impact analysis to Management. - Keep abreast of new technologies and recommend adoption as appropriate. Identify areas for automation or other process improvement. - Provide documentation, train and mentor junior team members. - Develop and implement strategies for a highly redundant and available network for day to day operations and appropriate disaster recovery procedures to support business continuity. - 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. - 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
2019-9115
Category
Engineering
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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