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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See service from a higher perspective. As an Administrative Assistant, you’ll have the opportunity to help increase our efficiency by providing effective administrative support, including interacting with various departments as a liaison for loan teams or management.   What you’ll do as an Administrative Assistant: - Prepare and present data to various levels of staff, including senior and C-level management. - Prepare memos, letters, and other documents and reports for internal and external distribution. - Coordinate and facilitate meetings, including gathering and preparing agendas and other materials, arranging communications logistics (remote or otherwise), and taking minutes.  - Respond to incoming phone calls, internal and external, as well as handling all other forms of incoming and outgoing correspondence. - Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements. - Copy, file, organize and distribute various reports and documents. - Submit expense reports, sponsorship requests and check requisitions. - Create and maintain client and prospect address lists for marketing mailings and various other mailers. - Make catering arrangements for team and vendor meetings. - Order office and marketing supplies and create marketing packages. - Engage directly with all levels of external clients and prospects as well as internal team members, including senior executives.  - Lead and manage special projects on behalf of the manager. - Act as a liaison for the loan team and Relationship Managers in the absence of the manager. - Navigate the organizational infrastructure to solve problems. - Provide input and suggestions for process improvements.  - Assist with the recruiting and integration of new hires.
Job ID
2020-10542
Category
Customer Service/Support
City
Jackson
State
WY
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2020-10537
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you’ll do as a PBO Preferred Banker: - Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs - Establish and maintain professional relationships with customers to ensure repeat and referral business - Provide high-level customer service to current and potential customers Branch Support - Process customer transactions according to branch policies and procedures  - Prepare and balance daily work, bank deposits, ATM and Night Depository - File and maintain bank records in compliance with branch policies and procedures - May provide assistance to other branches as needed Compliance - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
Job ID
2020-10534
City
Studio City
State
CA
Position Type
Regular Employee (REG)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Hands on in multiple programming paradigms, not limited to Object OrientedPerform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented
Job ID
2020-10526
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Hands on in multiple programming paradigms, not limited to Object OrientedPerform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented
Job ID
2020-10525
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented.
Job ID
2020-10524
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
As part of Digital Technology Team - Design, Develop and document micro service  and system components consisting of several objects working together to execute an business  function of the larger system. Interact with software architects or other Business /technical leader to understand subsystem and component specifications and recommend changes to facilitate efficient and effective development. Interact with representatives of other cross functional teams to understand and/or recommend requirements and strategies for the project.   What you’ll do as a Digital Software Developer: - Work with the business and IT team to understand business problems, and to design, implement, and deliver an appropriate solution using Agile methodology across the larger program. - Develops code and test artifacts that reuse subroutines or objects, is well structured, backed by automated tests, includes sufficient comments and is easy to maintain. - Work independently to implement solutions on multiple platform (DEV, QA, UAT, PROD). - Provide technical direction, leadership, and reviews to other engineers working on the same project. - Implement and debug subsystems/micro service and components. - Participate in integrated test sessions of components and subsystems on test and production servers. - Follows automate-first/automate-everything philosophy. - Determine and communicate the implications of system-level decisions on subsystems and Components, and help determine how best to mitigate or take advantage of these implications. - Perform tasks efficiently and work together with team to ensure project success. - Support management of the team’s technical infrastructure (e.g., repository, build system, testing system) under guidance from the systems engineer or another project leader. - Hands on in multiple programming paradigms, not limited to Object Oriented.
Job ID
2020-10523
Category
Core Transformation
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
See service from a higher perspective As a Trust Associate, you will primarily assist designated Trust Officers in the daily administration of all types of accounts.  This includes daily review of all transactions and cash reports; preparation of all necessary paperwork for cash receipts and disbursements and fielding routine inquiries and requests from clients and business partners. In addition, you will be responsible for setting up new accounts in Sungard AddVantage.   What you’ll do as a Trust Associate - Various administrative tasks (including, but not limited to, travel arrangements, expense reports, scheduling meetings and conference calls, answering phones, managing invitation lists, electronic filing of documents, sending out correspondence). - Input Account Record data on Sungard Addvantage, including set up of proxies, statements, and 1099 recipients.   - Daily review of transaction journals and cash reports.  Where applicable, manually manage cash activities for each account. - Assist in completing initial and annual account reviews. - Review overdraft reports and ‘cure’ overdrafts where applicable - Review fee maps and authorize the release and postings. - Conduct research work in order to answer clients' inquiries. - Sort and review mail for trust officers - Prepare trade tickets for trades executed by the trust officers with FRSC. - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts - Coordinate and produce all DTC-related activities, reports, packages and meetings. - Prepare same-day or future disbursement entries pursuant to requests and approvals - Where necessary, send out confirmation letters on disbursement requests via telephone.  Conduct disbursement call backs on fedwires. Reprint statements as requested. - Where necessary, update the account synoptic and account records, update name and address records. Where necessary, administer investment manager Excel database. - As required, maintain and print ticklers for trust officers. - Serve as liaison between Administration and Operations including securities related activities. - Administer low-maintenance accounts with minimum supervision from the Trust Officers. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.  
Job ID
2020-10516
City
Palm Beach Gardens
State
FL
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Deposits Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Deposits Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10513
City
Boston
State
MA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10510
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10509
City
Portland
State
OR
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10508
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Eagle Lending Small Business Account Executive (SBAE) is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank. To achieve this, the Eagle Lending SBAE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as growing relationships with existing clients. Further, the role requires the SBAE develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Office network. On the product front, the initial relationship building opportunity will typically be through Eagle loan products. The Eagle Lending SBAE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits and referrals to investment advisory, trust and other private banking products.   What you’ll do as a Small Business Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle loan clients to the bank. - Assist Preferred Banking Office personnel in business development efforts and calling on clients as well as mining existing client base for opportunities. - Assist Preferred Banking Office personnel in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality. - Coordinate with Preferred Banking Offices and RM’s to ensure the ongoing client needs are met and exceeded. - Furthering client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services. - The Eagle Lending AE will 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
2020-10505
City
Oakland
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Eagle Lending Small Business Account Executive (SBAE) is a position to explore the significant opportunity that currently exists to expand business and personal banking relationships in each of our key geographies by leading with the Eagle loan product suite. We are seeking a high-energy, polished individual with the skill set of a classically trained business calling officer coupled with outstanding interpersonal skills, to support retail deposit staff in expanding professional services lending, as a conduit to increasing the deposit base and number of households for the bank. To achieve this, the Eagle Lending SBAE will be responsible for helping establish new banking relationships with businesses, and more importantly, the high net worth individuals associated with such businesses, as well as growing relationships with existing clients. Further, the role requires the SBAE develop an outstanding working relationship with existing staff in the bank’s Preferred Banking Office network. On the product front, the initial relationship building opportunity will typically be through Eagle loan products. The Eagle Lending SBAE will work closely with Preferred Banking Offices and Relationship Managers on marketing efforts, joint calling opportunities, and follow-up with existing clients and prospects. Further relationship building opportunities will include obtaining bank deposits and referrals to investment advisory, trust and other private banking products.   What you’ll do as a Small Business Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with Relationship Managers and Preferred Banking Offices, building referral networks, and identifying new Eagle loan clients to the bank. - Assist Preferred Banking Office personnel in business development efforts and calling on clients as well as mining existing client base for opportunities. - Assist Preferred Banking Office personnel in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality. - Coordinate with Preferred Banking Offices and RM’s to ensure the ongoing client needs are met and exceeded. - Furthering client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services. - The Eagle Lending AE will 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
2020-10504
Category
Sales
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
This position reports to EDCI Technology Manager/lead and supports the development and implementation of Core program. The developer works with architects, data analysts and business analysts to accept requirements, translates these requirements into solution design and participates in the full development process life-cycle from concept through testing, implementation, and support using the Agile development methodology. This includes leveraging/improving established Data Model, ETL framework, identifying approaches to creatively solve data and application problems. The Data services Developer is responsible for designing and developing ETL and Data APIs in Python packages/Modules. Creating the related ETL Design Specifications and framework. The developer coordinates with Architects, Data Analysts, cross functional teams on a project basis to effectively communicate design and development on related activities with a wide range of technical, non-technical, and third party team members.   What you’ll do as a Data Service Developer: - Design and development of Data Warehouse/Data Mart. Be able to develop a project through its entire lifecycle. - Build distributed backend application in the cloud. - Understand repeatable automated processes for building the application, test it, document it, and deploy it at scale. - A desire to work as part of a growing, fast-paced, and highly-flexible team. Ability to quickly learn new technologies and adapt to a fast-paced development environment. - Work closely with Data Engineering developers and Database Administrators resulting in effective data driven solutions - Work closely with, and incorporate feedback from, product designers and other stakeholders in the company. - Establish quality processes to deliver a stable and reliable solution - Complex SQL, stored proc development - Understand the project proposal and assist the team in analyzing how the new system or functionality can be integrated in the current environment. - Ability to identify and resolve any performance and/or data related issues - Provide documentation (Data Mapping, Technical Specifications, Production Support, data dictionaries, test cases, etc.) for all projects
Job ID
2020-10502
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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
2020-10501
City
Jackson
State
WY
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10498
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10497
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10496
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Preferred Banking Client Services Banker, you will provide timely, accurate and courteous responses to internal and external preferred banking client inquiries. You’ll have the opportunity to collaborate with team members to maximize customer service and resolve client issues. In this role, you’ll ask questions to develop an understanding of clients’ full banking needs and interact with other banking departments to ensure that these needs are met  What you’ll do as a Preferred Banking Client Services Banker: - Process client transactions such as deposits, withdrawals, book transfers, wire transfers, Automated Clearing House transactions, loan funding, advances and payments, stop payments, purchases and sales of foreign currency and foreign drafts, cashier’s checks, and account closings. - Respond to any other banking needs and be able to balance priorities within a reasonable time frame. - Assist clients by phone, email and in person with transaction requests and account inquiries, and work as a liaison with other departments to meet clients’ needs.  - Initiate courier service for pickup and delivery of client deposits and documents as needed. - Order ATM cards, checks, deposit slips and other deposit supplies from internal and/or third-party vendors. - Work with other departments to assist in the processing of specialized transactions (for example, loan fees and special business banking capital calls). - Navigate research resources and answer client and banker questions using the Bank’s systems. - Gain a thorough understanding of how to read our clients’ documentation using the OnBase program. - Assist in audits of the department’s previous day’s new accounts and maintenance changes to ensure compliance with internal operating procedures, including reviewing and generating reports as necessary. - Work with stakeholders to update client information and documentation; help expedite requests and/or refer them to the appropriate department to ensure that the requests are responded to in a timely manner. - Process and respond to emails and/or telephone inquiries from Online Banking, Call Center, bankers, and other Deposit Services team members.
Job ID
2020-10494
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)

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