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 8

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, research of outstanding items and inputting journal entries.    What you'll do as a Staff Accountant: - Reconcile, analyze and certify various General Ledger accounts within daily and monthly deadlines. - Prepare journal entries with proper documentation - Identify, research, investigate, and problem-solve GL account and/or internal control issues - Communicate and work with various business units to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on audit request and responding to inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Assist in various projects as needed, such as analyze and prepare trend analysis to management. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Organize and maintain updated accounting procedures respective to assigned tasks. - Adhere to company policies in protecting and preserving confidentiality of bank and clients information. - 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
2020-10214
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Enterprise Architecture StrategyFirst Republic has a growing Enterprise Architecture group, focused across a number of workstreams. The Enterprise Architecture Strategy team focuses on forward-looking strategy, covering detailed policy work and guidelines, technology research and classification, reference patterns and architectures for system-building, and more.   If you're interested in helping to develop policy, exploring the constantly shifting technology landscape, designing process improvements to reduce technical debt, and building high-quality, well-architected software, you'll be at home on the team.  You could be a great fit if you have: - Familiarity with modern software architectures (microservices, cloud architectures, etc.) - A strong preference for infrastructure-as-code - Experience delivering in high-functioning tech environments with a bias toward highly crafted/designed software - Familiarity with one or more mainstream programming languages. Java, C#, or JavaScript/TypeScript would be pluses. - Prior experience at the intersection of usability, infrastructure/operations, and security would be a plus - Experience creating software in highly-regulated environments is also a big plus - Patience with what is, with an eye towards refactoring and upgrading to what it should be - An ability to win friends and influence people - Clear and concise communication skills, especially written communication - Empathy for our clients, who are spread across the entire technology organization - You're driven by curiosity and the challenge of understanding new concepts and topics
Job ID
2020-10206
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Reporting to the Deputy BSA Officer, the VP BSA/AML Compliance Director is responsible for overseeing and ensuring corporate policies and processes pertaining to BSA/AML and economic sanctions are implemented through PWM’s procedures and processes.  The incumbent serves as the liaison between the BSA/AML Department and the PWM lines of business (LOBs) on BSA/AML related activities, projects, and initiatives and provides consultation to the LOB and various groups within the BSA/AML Department.    The individual also assists the BSA/AML Policy and Program Office with risk assessments, the development of policies and procedures, and communication with the LOBs on escalated matters.  Additionally, this role will manage BSA/AML-related projects as well as internal audits and regulatory examination processes pertaining to PWM, including First Republic Securities Company (FRSC), First Republic Investment Management (FRIM), Foreign Exchange (FX), and all First Republic Trust Companies (e.g., FRTC-Delaware and FRTC-Wyoming).    - Responsible for overseeing and understanding risk exposure from PWM’s products and services, ensuring the BSA/AML and economic sanctions controls and implementing procedures are adequate to manage risks, and providing guidance to enhance or implement new controls as needed. - Serve as subject matter expert to the PWM LOBs and BSA/AML groups, including but not limited to the enterprise risk assessment; monitoring strategies; new products/services, vendor, and project reviews; issues management; and action plans in response to Quality Control and Testing, internal audit, and examination findings. - Provide guidance on day-to-day BSA/AML related compliance matters which include but not limited to providing clarification on policy guidelines, advising the LOBs on potential high-risk clients, and providing guidance on new or proposed BSA/AML related rules and regulations. - Ensure any BSA/AML compliance issues are escalated promptly. - Serve as liaison among PWM LOBs and the BSA/AML Department on BSA/AML related activities, projects, and initiatives (e.g., exam, audit, and QCT; KYC; new regulations or laws; etc.). - Coordinate and assist with the development of the quarterly LOB reports and communicate the metrics, trending, policy violation/exception, etc. to the LOB executive management teams. - Assist the LOBs to determine appropriate remedial actions when internal control deficiencies are identified through the risk assessment, internal audit, examination, QCT, or self-identified by the LOBs. - Attend regular PWM LOB staff meetings to ensure active communication between the LOBs and the BSA/AML groups. - Perform merger or acquisition due diligence activities. - Stay abreast on the development of the corrective actions implemented by the LOBs. - Provide managerial support to the team members. - Perform duties and responsibilities specific to department functions & activities and as required or assigned by the Deputy BSA Officer.
Job ID
2020-10204
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
VP, Accounting Technology and Business Process will serve as a partner to First Republic Bank’s Chief Accounting Officer, Accounting team leadership and Bank’s management as it relates to the design, implementation and maintenance of technology and data architecture solutions to optimize business processes for Accounting and Financial Reporting. VP will lead technology efforts as they relate to Accounting department and will build the strategy and lead the execution of technology initiatives as well as maintaining daily operations of the existing Accounting systems and tools. The individual must thrive in a deadline-oriented and fast-pace environment, enjoy coaching and developing others, and have a passion for continuous improvement.    What you’ll do as a VP, Accounting Technology and Business Process: - Oversee the financial systems of the Accounting department. - Build the technology strategy and the execution roadmap for the Accounting organization, including both the technology projects within Accounting as well as bank-wide technology initiatives that have impact on Accounting. - Lead the implementations, upgrades, enhancements to the systems used in Accounting. - Lead and represent Accounting of the bank-wide technology implementations impacting Accounting. Ensure successful execution of components of the bank-wide projects related to the Accounting. - Work closely with IS department and business technology partners on the technology strategy and execution of the projects. Serve as key liaison with IS on all the technology projects. - Identify and analyze data needs, propose solutions and execute the implementation of the data gathering and related reporting automation solutions. - Manage the team to maintain daily operations of the existing systems and tools. Facilitate upgrades, modifications and general maintenance with the IT team. - Implement efficiencies in existing processes through enhancing automation and expanding the usage of full system capabilities and establish/enhance related workflows, including RPAs. - Enhance tools for reporting, analyzing, and reconciling financial results leveraging tools currently in place or considering other solutions - Research complex system capabilities and train Accounting team on application use - Ensure effective design and operation of internal controls and compliance with SOX requirements for the systems and tools maintained in the Accounting department. - Key liaison for internal and external audits and SOX Program Office. - Provide leadership, strategic direction and oversight to the Accounting and Financial Systems Support team - Lead, manage and develop a strong, performance-oriented team, capable of actively and effectively engaging and growing with the business.
Job ID
2020-10203
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic Bank is looking for a motivated person to join the Commercial Loan Servicing in a Team Lead role.  As a Team Lead, you will have the opportunity to utilize and develop your leadership and management skills as you lead a team responsible for daily processing of commercial loan maintenance transactions.  This includes monitoring and managing workflows through an ACD system within the Commercial Servicing department. Maintenance transaction include but are not limited to the following: payments, advances, change of address, updating system billing information, and all system adjustments as needed.  You will be responsible to ensure that First Republic Bank continues to provide the highest levels of customer service by successfully managing staff workload, maintaining optimal productivity levels and meeting service level agreements. Included will also be support functions within Lending Services ensuring optimal customer satisfaction where needed.   What you will do as a Team Lead, Commercial Loan Servicing: - Create an inspiring team environment with an open communication culture. - Monitor team performance and oversee day-to-day operation. - Discover training needs and provide coaching. - Monitor and assign tasks in ACD queue and other Lending Service’s systems. - Assist Bank Loan teams in performing client support, questions regarding products, functionality, etc., providing options and escalating issues when appropriate. - Accurately and efficiently processing financial and maintenance transactions to loan accounts. - Review loan documents, determine serviceability, and interpret loan terms for verification. - Review and validate loan details and accurately create and update account as appropriate in Commercial and Residential systems. - Work with internal business partners at various levels to research and translate account information into more understandable formats. - Work directly with clients to research items of various complexities while bringing situations to a successful and timely resolution. - 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
2020-10198
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as a Contingent Product Experience Manager: - Be relentless about finding and delivering on opportunities to deliver highly engaging product experiences across digital and physical channels. - Create and articulate the current and ideal product roadmap and vision - Actively engage with clients, branch employees and management, peers in Digital Channels, Marketing and others across the enterprise to socialize the product vision - Conduct research, competitive analysis, interviews, etc. to inform future concepts - Lead a team of experienced product managers in the development of shared roadmap priorities and a collaborative approach to delivery. - Champion change, build business cases to deliver on solutions to client challenges, service improvements, and a highly competitive product experience - Effectively convey your ideas through clear communication, whether in team discussions, presentations, documents to garner support for projects - Partner with digital, operations and technology teams to drive the business needs and project implementation success. Drive from concept to pilot and to execution. - Collect, organize, and synthesize the voice of the client from various internal and external channels - Adapt to new opportunities and challenges as the business evolves.
Job ID
2020-10183
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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
2020-10175
City
Boston
State
MA
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
2020-10173
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
Job ID
2020-10171
Category
Banking
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective As a Senior Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Senior Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-10170
City
Greenwich
State
CT
Position Type
Regular Employee (REG)
Discover the independence to grow and drive change. As a Network Security Engineer, you’ll provide security oversight to First Republic’s computing environment. Your responsibilities will include monitoring and investigating security events as reported by the Bank’s security incident and event monitoring (SIEM) system, developing SIEM correlation rules to meet regulatory compliance requirements, identifying and addressing potential data loss channels, and staying apprised of potential security challenges through the gathering and processing of cyber intelligence.   In this position, you’ll have the opportunity to work closely with other Network Security Engineers and Information Services colleagues to ensure that logging and monitoring is integrated with the various networks, systems and database architectures and that security policies are being effectively employed.   What you’ll do as a Network Security Engineer: - Assist with the configuration, maintenance and monitoring of information security monitoring systems that provide logging, monitoring and actionable alerting. Systems include intrusion detection systems and intrusion prevention systems (IDS/IPS), database activity monitoring, vulnerability scanners and SIEM. - Ensure appropriate IDS/IPS configurations, logging and correlations for network security controls. - Develop and implement SIEM use cases to support the monitoring of the Bank’s infrastructure. - Ensure that regulatory and legal compliance (for example, with Gramm-Leach-Bliley Act and Sarbanes-Oxley Act requirements) is maintained, as well as compliance with Bank policy. - Support the incident response team by providing tier 2 support to incident handlers. - Support the enterprise data loss prevention program by identifying and controlling data loss channels and working with the business units to address their data loss prevention requirements as needed. - Provide security consulting services to various projects and assist the Information Security Architect in the design of security solutions.
Job ID
2020-10166
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Information Security Specialist provides security assessments for FRB clients.              The Information Security Specialist will be responsible for scheduling and visiting our FRB clients and business managers to perform desktop and/or laptop security assessments. The Information Security Specialist will perform a security assessment of the target computing system and provide immediate feedback to the business manager or client with recommendations, if any, for improving the security posture of the target computing environment.   The position will work closely with Internet Services, Relationship Management, Preferred Banking, and First Republic clients.   What you'll do as an Information Security Specialist: - Provide desktop and laptop security assessment by: Scheduling through the appropriate channels user desktop / laptop security assessment. Manage schedule and must be punctual to ensure that users receive the assessment in a timely manner. Arrange schedule to ensure that any travel is minimized. Review OS level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings) Review application security settings (e.g. Browser based security settings, e-mail client settings) - Review network security settings (e.g. wireless network configuration). - Provide security awareness / best practices training to sales force, preferred bankers, relationship managers, and clients: Provide instruction on desktop / laptop best practices (e.g. keeping patches current, running regular antivirus checks, setting up system restore points). Advise end users on current security incident trends and effective methods of counteracting (e.g. phishing attempts, untrusted web sites). - Provide documentation of security assessment engagement: Prioritize and document findings and recommended changes. Continually research and recommend best security practices for end user / desktop interaction. Follow up with user to ensure that service was satisfactory (documents survey results to be used for metrics to assess the effectiveness of the assessment). - Update the assessment as required. Stay current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stay current on wireless network technologies and encryption methodologies. Continually review latest hacking techniques and adjust the assessment accordingly to reflect the latest trends. - Assist in marketing of the security assessment program. Make recommendations to modify advertisement based upon updates to the security assessment. Work with internal groups to develop marketing strategies. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-10165
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:   What you will do as a Item Processing Supervisor:   Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  - Preferred Banking Offices, Facilities/Admin Service Management, Telecom, Accounting, Information Systems - Loomis, Brinks, OSI, Bank of America, Federal Reserve, Fidelity IFS - Must have excellent communication and team building skills.  Attention to detail and risk management skills required. Project management experience is desired.  Working knowledge of Microsoft Word, Excel and PowerPoint a must. Familiarity with FED procedures and guidelines as well as a basic knowledge of the inclearing process a plus.
Job ID
2020-10149
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsibilities:   What you will do as an Item Processing Specialist:   Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of inclearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, inclearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML Officer - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  - Preferred Banking Offices, Facilities/Admin Service Management, Telecom, Accounting, Information Systems - Loomis, Brinks, OSI, Bank of America, Federal Reserve, Fidelity IFS - Must have excellent communication and team building skills.  Attention to detail and risk management skills required. Project management experience is desired.  Working knowledge of Microsoft Word, Excel and PowerPoint a must. Familiarity with FED procedures and guidelines as well as a basic knowledge of the inclearing process a plus.
Job ID
2020-10148
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
We are looking for a temporary Municipal Fixed Income Credit analyst who will serve as a credit analyst in the Fixed Income Credit Group of First Republic Investment Management. The role requires performing fundamental research on municipal bond issuers, along with related credit monitoring functions.  Research is both qualitative and quantitative in nature. Work product includes written pieces, statistical analysis, as well as periodic reporting.    What you’ll do as a Municipal Credit Analyst - Contingent: - Prepare new Municipal Bond Purchase Analysis memos - Assist with data entry as part of quarter end process - Perform credit reviews as requested from fixed income traders - Review new accounts and incoming positions - Help prepare monthly "Credit Committee" materials with Group - Perform duties & responsibilities specific to department functions & activities - Perform other Ad-hoc duties & research requests as required or assigned by manager
Job ID
2020-10119
City
New York
State
NY
Position Type
Contingent Worker (CON)
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.
Job ID
2020-10103
City
New York
State
NY
Position Type
Regular Employee (REG)
The Onboarding Advisor Associate is a key member of the Private Wealth Management (PWM) Onboarding and Transition Management Team. The role will engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into PWM while working directly with our Client Service and Transition Management Team to support the growth of our business.    What you’ll do as an Onboarding Advisor Associate: - Serve as a key point of contact to new wealth management teams throughout their transition and integration into First Republic - Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results - Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition - Provide direct onsite and remote training support on certain systems, policies, and procedures - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, etc. Provide backup coverage to Client Services when not assigned to a new team onboarding - 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
2020-10087
City
New York
State
NY
Position Type
Regular Employee (REG)
Overview You’ll have the opportunity to be a strategic and trusted advisor to assigned business units, executing people and culture strategies, objectives and plans. You will play a lead role, working closely with the SVP, HR Business Partner Team Lead and HR Centers of Excellence (Total Rewards, Talent Acquisition & Development and HR Technology & Operations). As an HR Business Partner, you’ll develop and maintain in-depth understanding of how your internal client groups operate, their strategies, business and resource plans and needs, including the business unit’s financial position, midrange plans and competition. You will expertly align business objectives and needs with people and culture strategies and resources.  You will also play a key role in helping ensure First Republic continually enhances our position as a great place to work.   What you’ll do as an HR Business Partner:   Leadership: - Act as a member of First Republic’s HRBP Leadership Team (HRBPLT) and exemplify our HRBP Model, ways of working, and have a deep understanding of our overarching people and culture strategies, objectives and offerings - Act as a member of the assigned business unit’s Leadership Team; having a key “seat at the table,” contributing to business strategy and plans, and coaching and guiding on the strategic direction of people and culture - Where applicable, attract, engage, develop and retain your direct reports; including providing expert guidance and coaching to enable them to best meet their client group needs and excel as an HRBP People and Culture Strategy: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs - Act as a people and culture champion and change agent - Develop and cultivate relationships and synergies across our HR Centers of Excellence to design, develop, implement, communicate and execute core FRB and customized business unit people and culture strategies and programs - Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure that leaders and teams in your client groups are aware of our HR strategies and plans early to contribute to the direction of these - Play a lead role in helping your client groups assimilate, implement and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery Strategic Business Partnering: - Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Administration - Act as a trusted advisor, coach and consultant to leaders and management in your client groups to improve their leadership capability, team effectiveness, strategic insights and business performance - Leverage analytics to help your business unit(s) grow, engage, develop and retain talent - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements - With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall Talent, Engagement and Inclusion: - Lead workforce planning for your assigned business unit(s) to create a robust, specific and scalable approach to growing our people and our business - Work closely with Talent Acquisition & Development, Total Rewards and business leaders to advocate the Talent agenda; help First Republic remain at a competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly - Lead or co-lead Talent Management and Succession Planning in your business unit(s); help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner - Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent
Job ID
2020-10084
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the MDM Product Analyst, you will act as a liaison between the business users and technical teams involved in planning, conducting and directing the analysis of complex business problems. You will support multiple business units on building and improving the data infrastructure around Client data, including building use cases, business requirements and technical specifications that ensure the business receives the right data sets for analytics, business operations and internal and external reporting.   What you’ll do as a MDM Product Analyst: - Develop detailed data mapping (source to target) document encompassing business, transformation and data quality rules that address data definition normalization across Client Data. - Document business and functional requirements to cater to short- and long-term business operations & analytical needs of the business units. - Perform data analysis and design activities at the operational and organizational level to build a single source of truth (central repository) for Client data. - Develop prototypes with the goal of industrialization in a controlled environment. - Engage and direct business partners and subject matter experts to identify priorities, scope and requirements for complex business problems. - Engage technical development team members to transition requirements to design and determine appropriate design approach. - Support the build-out and expansion of existing Master Data Management platform to address evolving business needs. - Plan and execute quality assurance (QA) and user acceptance testing (UAT) with test case documentation. - Act as the business and data analyst who liaisons between business units and the project team. - Document the User Stories, Data Mappings and metadata for each release of the Master Data Management Platform. - Document & Management monthly release items for Master Data Management Platform
Job ID
2020-10048
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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
2020-10012
City
Los Angeles
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.