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 7 of 29

As part of the Information Services team, the EDCI Technology Team drives the vision to create an industry leading, client-centric data and analytics platform. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.   This is a hands-on role, leveraging deep experience in AWS Cloud / DevSecOps implementation, building, and maintaining tools and infrastructure for efficient software and AI/ML development Helping to build and automate our AI/ML workstream from data analysis, experimentation, operationalization, model training, model tuning to visualization.   What you’ll do as a Data and ML Ops Engineer, EDCI Technology: - Build and maintain tools and infrastructure for efficient software and AI/ML development - Help build and automate our AI/ML workstream from data analysis, experimentation, operationalization, model training, model tuning to visualization - Improve and maintain our automated CI/CD pipeline. - Build and maintain infrastructure as code (IaC) in the cloud, that can scale when needed. - Observance and enforcer of proven industry-standard processes - Support the program/project managers on various efforts between various IT, product and business groups - Assisting with change management activities and ensuring appropriate users and technical teams are aware of upcoming changes - Engineering leadership for DevSecOps solutions using Docker, Terraform Enterprise, GitHub, and Jenkins to automate various tasks for CI/CD in the AWS cloud. - Responsible for helping build and maintain secure SDLC practices with a code first approach in efforts towards continuous improvement that meet evolving security and compliance requirements. - Identify and implement areas of automation to streamline software operations. Tune automation to overcome systems performance and stability issues. - Manage IT infrastructure, including servers, supporting software packages, and containers or virtualization. - Collaborate with engineering teams to design, implement, maintain, and improve our infrastructure and tools.­­­ - Independently troubleshoot complex systems and environments including applications, networking components and develop scripts, applications, and processes to improve system stability. - Participate in our on-call rotation responding to production issues.
Job ID
2022-16929
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Client Service intern The primary function of the Client Service intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals. - Help manage strong relationships with high-net-worth clients and prospective clients - Act as the liaison between investment professional/client and the PWM middle office operations - Perform investment and market analysis - Prepare compelling and informative materials for both client and internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16928
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The primary function of the Self-Directed Brokerage intern is to provide a wide range of service, business development, administrative, operational & business support to the growing Online/Self- Directed platform and the department head.   What you’ll do as a Self-Directed Brokerage intern: The primary function of the Annuity Associate intern is to provide a wide range of strategic and administrative support to their assigned senior management professional. - Client Service: support the team as a member with regard to client service and operational duties, including new accounts, administrative functions and as well as working with our business partners within Private Wealth Management and the bank. - Business development: work with internal Bank and PWM team to identify and help onboard online clients - Project management: work on ad-hoc strategic initiatives with an operational focus. - Business intelligence: work on data collection, organization, ad-hoc reporting, and analytics in terms of producing information that can be helpful in departmental decisions. - Interdepartmental communications/liaison: liaise with internal partners (Operations, Wealth Managers, Technology, Trade Operations), regarding multiple tasks that can affect all departments. - Ability to demonstrate leadership qualities In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16927
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The primary function of the Operations intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals.   What you’ll do as a PWM Annuity Solutions intern The primary function of the Annuity Associate intern is to provide a wide range of strategic and administrative support to their assigned senior management professional. - Advance and track progress of business development initiatives - Interface directly with annuity carriers and vendors to help maintain accuracy of our library of supporting document and marketing collateral - Perform detailed data analysis of existing processes - Help develop fintech training collateral for new markets. - Prepare clear and informative presentations for management or client meetings. In some cases, you may be asked to prepare potential solutions to real business challenges or opportunities. - Partner with business leaders to gain in-depth understanding of current business environment, including strengths, weaknesses, opportunities and threats and desired future state. In addition to supporting your team, PWM interns will also - Partake in a group project with fellow interns where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.  
Job ID
2022-16926
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
What you’ll do as a Relationship Manager Development Specialist: - Help put the right processes, programs, and resources in place to enable every colleague to develop and grow meaningful careers at First Republic - Collaborate with HR team members and internal clients to support learning programs that enhance the knowledge, skills and engagement of our 7000+ colleagues - Support enterprise-wide onboarding and cultural integration, leadership, and professional development programs, events and initiatives - Collaborate with Program Leads to manage nominations, invitations and registrations for in person and virtual trainings and events - Materials development and managing of event logistics including hotel accommodations, catering, and AV needs - Collaborate with E-Learning team to track registrations and attendance in Learning Management System - Manage program resource creation and delivery, including materials, mobile event applications and inventory of onboarding collateral - May require work commitments 2-3 evenings and/or weekends per month to assist onsite with events - Contribute to a positive learning culture
Job ID
2022-16925
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Operations intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals.   What you’ll do as a Client Service intern: - Help manage strong relationships with high-net-worth clients and prospective clients - Act as the liaison between investment professional/client and the PWM middle office operations - Perform investment and market analysis - Prepare compelling and informative materials for both client and internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.
Job ID
2022-16924
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The primary function of the Training and Integration Team intern is to provide our Private Wealth Management new hires with a wide range of educational training, rooted in our service culture.   What you’ll do as a Training & Integration Team Intern - Help manage and foster strong relationships with cross functional partners - Act as a liaison between the training team and new hires, as well as the field leadership team - Manage our workflow worksheet and provide relevant updates to stakeholders - Identify and help to implement innovative educational processes and procedures - Prepare compelling and informative materials for internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.  
Job ID
2022-16923
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The primary function of the Operations intern is to provide a wide range of sales, service, administrative and relationship management support to assigned investment professionals.   What you’ll do as an Operations intern: - Help manage strong relationships with cross functional partners - Act as the liaison between PWM Operations professionals and the client facing team, as well as the field leadership team - Perform Middle office operational functions to enhance efficiency and the colleague experience - Identify and help to implement improvements in operational process and procedures - Prepare compelling and informative materials for internal meetings and attend meetings In addition to supporting your team, all PWM interns will also - Partake in a group intern project where you will propose a solution to a real business opportunity PWM faces today. Teams will present their proposal to PWM’s Executive Management team and directly influence business strategy. - Attend regularly held industry and career educational sessions with fellow interns. During these sessions, you will be exposed to knowledge experts who will help you succeed at First Republic and make a smooth transition into the professional world.  
Job ID
2022-16922
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The Business Banking Intern for the Venture Capital and Startup team will primarily assist the team with portfolio management, strategic projects to improve the efficiencies of our business, working with our data team to identify business opportunities, developing content that is distributed to our clients, and lending. This intern will also be spending time with and learning from the rest of the Business Banking team, who focuses on Private Equity, Non-Profits, and Professional Service firms, among others. The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   What you’ll do as a Business Banking Intern: - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Order due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business Bankers and Credit Analysts of upcoming maturities. - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16921
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16920
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16919
Category
Intern
City
New York
State
NY
Position Type
Temporary Employee (TMP)
The Business Banking Intern for the Venture Capital and Startup team will primarily assist the team with portfolio management, strategic projects to improve the efficiencies of our business, working with our data team to identify business opportunities, developing content that is distributed to our clients, and lending. This intern will also be spending time with and learning from the rest of the Business Banking team, who focuses on Private Equity, Non-Profits, and Professional Service firms, among others. The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   What you’ll do as a Business Banking Intern: - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Order due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business Bankers and Credit Analysts of upcoming maturities. - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16918
Category
Intern
City
Boston
State
MA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16917
Category
Intern
City
Boston
State
MA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16916
Category
Intern
City
Napa
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16915
Category
Intern
City
Walnut Creek
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16914
Category
Intern
City
San Jose
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16913
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16912
Category
Intern
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16911
Category
Intern
City
Palo Alto
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - 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
2022-16910
Category
Intern
City
Menlo Park
State
CA
Position Type
Temporary Employee (TMP)

Need help finding the right job?

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