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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Search Results Page 7 of 28

As part of Information Services, the EDCI Technology Team drives the vision to create industry leading, client-centric data and analytics. The team is looking for forward thinking, action oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.    This position reports to the VP, Data Tech Product Management & Data Office and supports data management, data mapping, analysis and design for EDCI technology initiatives.  The candidate must be a highly hands on, motivated, quality driven Data Management leader to lead data design and analysis. While strategic thinking and coordination are important elements of this role, this individual will be required to be the expert on where data originates, how they are mapped and utilized in enterprise, and what value data delivers to bank and customers. Will lead technology product strategy, requirements, design, testing, deliverable preparation, and other related activities in partnership with various EDCI teams.   What you’ll do as a Technical Product Manager: - Provide data management leadership and direction on one or more projects while maintaining a high-quality level of service while maintaining alignment to the Bank’s goals and strategy - Technology product management to oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end - Collaborate with product manager for roadmap priorities and LOB engagement - Ensure user epics and user stories are well documented and understood - Coordinate change management efforts for technical product assets - Resolve technical issues and roadblocks for projects - Set best practices and processes for analysis, model building, experimentation design - Provide vision and inspiration to deliver engaging, innovative, and client-centric Data technology solutions - Build positive relationships and partnership with internal users, peers, engage key business stakeholders to help them make better business decisions with data and analytics - Define success criteria and KPI to measure success for various initiatives - Drive continuous process improvements
Job ID
2022-16007
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Information Security Specialist performs incident handling, online fraud monitoring, data loss prevention and other security monitoring.              The Information Security Specialist will be responsible for investigating, analyzing, and responding to suspicious behavior, attacks, and potential security breaches within environments using a variety of cyber defense tools to identify and mitigate threats.   The position will work closely with Digital Channels, Relationship Management, Preferred Banking, Network Security Engineering, Information Services and First Republic clients.   What you’ll do as an Information Security Specialist: - Review many sources to identify actual or potential incidents affecting the Bank, its customers and vendors. - Respond to security incidents and perform detailed analysis using complex security tools to determine root cause. Use knowledge, understanding, and experience of disparate skills (e.g. networking, servers, cloud, etc.) to figure out the malicious actor's tactics, techniques and procedures to effectively respond to and mitigate. - Monitor online banking channels for potential fraud through the use of various online fraud monitoring tools. - Respond to inquiries and reports to the Information Security mailbox. - Perform incident response for suspicious, malicious, or unauthorized activity through the use of the Security Information and Event Management (SIEM) System. - Utilize case management and ticketing technologies. - Stays current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stays current on wireless network technologies and encryption methodologies. Continually reviews latest hacking techniques and adjusts the assessment accordingly to reflect the latest trends.
Job ID
2022-16006
City
Boston
State
MA
Position Type
Regular Employee (REG)
This position reports to RCT Technology Manager. Experience with Fraud, Identify Management and digital technologies are essential as this role will be the responsible for setting the bar on Fraud Technology Modernization at the bank. Will need to quickly understand the various components of the current architecture, identify areas for improvement, and execute a roadmap of both tactical and strategic improvements for current and future applications. Candidates for this role should have experience working within banking or other fraud domain in financial services and display an understanding and appreciation for the complexities therein.   What you’ll do as aSenior Software Engineer: - Supports the process of translating business needs into formal deliverables. Support the implementation of Regulatory Compliance Technology system, including end-to-end integration and system automation for daily operations. - Provide ongoing support and maintenance for the day-to-day technical operations of the Regulatory Compliance Technology systems once deployed. - Work with Business Partners to develop and meet Service Level Agreements. - Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.) - Perform as the primary technical liaison to the Business Unit and both internal and external IT groups in support of the Regulatory Compliance Technology systems. - Ensure work demand is articulated, understood and prioritized within the Regulatory Compliance Technology systems enhancements queue. - Ensure adherence for data quality and accuracy by developing a detailed understanding of the data and information movement practices utilized by the Regulatory Compliance Technology systems itself and the ecosystem supporting it (upstream/downstream dependencies). - Manage all technical documentation for the Regulatory Compliance Technology ecosystem. - Will lead and participate in design, development and implementation of Regulatory Compliance System based technology platform(s) to satisfy internal and external regulatory requirements. - Perform technical maintenance and analyze and support vendor developed applications and products to include debugging and troubleshooting the production environment.
Job ID
2022-16005
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business   What you'll do as a Trust Officer: - Carry out all account administrative duties either directly, if appropriate, or supervise activities conducted by others. - Manage fiduciary risk while maintaining administrative and compliance - Provide on-going training and guidance to administrative staff and delegate responsibilities, as appropriate. - Maintain knowledge of SunGard operating - Identify any issues or problems that arise and promptly bring them to management's - Serve as mentor for more junior trust - Participate in business development and marketing activities, including meetings with internal partners, COI's and clients. - Deliver financial and estate plans during client meetings, when appropriate. - Initiate meetings with COIs and prospects to help market our trust capabilities. - Obtain committee approval for all new accounts in a timely manner and conduct initial reviews. - Prepare timely annual reviews for all - Communicate with account principals, beneficiaries, accountants and other third parties as required. Keep FRTC members informed about account administration or operational issues. - Participate and contribute to departmental activities designed to streamline and improve the fiduciary account management process - Enhance knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by FRTC and those available from third - Interact with other First Republic Bank members to expand their knowledge about - Participate in training sessions to educate FRB colleagues regarding Massachusetts and Delaware - Perform duties & responsibilities specific to department functions & - Performs other duties & responsibilities as required or assigned by - 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
2022-16003
City
Jackson
State
WY
Position Type
Regular Employee (REG)
What you will do as a Technical Product Manager: - Delivers on the suite of projects/initiative; defines and manages all aspects of technical delivery including scope, budget, financial forecasting, and scheduling. - Set quality and scalability metrics for the platform, and manage roadmap against OKRs - Write and refine developer stories and maintain an organized technical product backlog - Manage development scrum team by setting sprint priorities and signing off on deliverables - Work closely with peer product managers across all capabilities to prioritize initiatives, identify trade-offs, and coordinate technical product development and delivery - Leads and manages all resources in the related product area. - Determines resource requirements and procures resources; manages contract projects and/or program resources. - Facilitates impact analysis of current/existing technologies on the program.\ - Manages vendor relationship management for project-related vendors; supports enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors. - Supports management in data gathering for regulatory and third-party reviews
Job ID
2022-16002
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Analyst of PWM Product Management will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.   This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include gathering requirements from business partners, writing user stories, and participating in pre/post release testing.   What you will do as a Senior Associate, PWM Sales Enablement, Business Analyst: ·       Work with the business to come up with solutions for improvements to the Salesforce platform ·       Document and translate business requirements into efficient solutions ·       Perform data analysis in support of platform improvements and engagement ·       Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users ·       Support project planning and managing of business team deliverables ·       Collaborate with management to ensure timely and successful resolution of project issues ·       Attend/Coordinate/Lead meetings as required
Job ID
2022-16001
City
San Francisco
State
CA
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
2022-15998
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
The Associate Director, PWM Product Management, Salesforce will be focused on Salesforce product delivery and offerings to support our Wealth Management sales organizations. Key priorities will be increasing user engagement and capabilities of the PWM Salesforce Financial Services Cloud platform.   This role will require exceptional communication skills and the ability to work collaboratively with a variety of business stakeholders and Information Services teams. Primary responsibilities will include team leadership of other Product Management resources, prioritization of business requests, gathering requirements from business partners, writing user stories, participating in pre/post release testing, and managing the end-to-end implementation and roll out plan.     What you will do as an Associate Director, PWM Product Management, Salesforce: - Identify and implement Salesforce best practices to increase utilization and improve workflows - Team lead for Product Management resources supporting key capabilities such as core features & functionality, in addition to user onboarding and data migration - Document and translate business requirements into efficient solutions - Support user adoption, including resolution of user inquiries, prioritization of user feedback, and partnership with the Change Management team - Develop documentation and training materials to ensure full understanding and use of Salesforce for the business users - Maintain running product backlog and track bug fixes
Job ID
2022-15997
Category
Wealth Management
City
New York
State
NY
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Lending Services Residential Closing team. As a Residential Closing Specialist, you will be responsible for the accurate and complete preparation of loan closing documentation and timely funding for Single Family 1-4 unit residential loans. You will manage both the closing and funding functions in an environment of constantly changing deadlines without losing the required high level of accuracy and production. You will also make recommendations for job-specific operational improvements, such as efficiency, cost reduction, customer service and risk reduction.   The ideal candidate will have excellent attention to detail, feel comfortable working with various levels of staff / management, possess the ability to make adjustments to workflows and reprioritize workload based on fluctuating deadlines. This position requires the coordination and support of multiple priorities of various functions within Lending Services as well as many other departments within the organization.   What you’ll do as a Residential Closing Specialist: - Prepare and review loan closing and funding documentation in an accurate and timely manner for a range of SFR 1-4 loan products: - Modestly complex borrower entities - Detached, condo and co-op property types - Permanent and line of credit purposes - Work with internal business partners at various levels to research and resolve transaction concerns. - Complete prefunding and assist post-closing with any closing errors/corrections as necessary. - Maintain current knowledge of lending products, services, systems, and processes in order to provide expert and up-to-date client service. - Recognize issues that demand escalation, determine the appropriate Bank contact, and act as liaison between the client and relevant group(s) in order to successfully resolve issues. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15996
Category
Lending
City
New York
State
NY
Position Type
Regular Employee (REG)
Overview:   First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business. We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service. The Vice President, Options Strategy is dedicated to providing advice, service, and execution of option strategies for Wealth Managers. The role requires experience, judgment and a strong communication skills, both written and oral. The Vice President, Options Strategy will be responsible for partnering with compliance to ensure supervisory procedures for Wealth Manager strategies are satisfied. This role reports to the Head of Equities and is expected to develop and implement quantitative and qualitative frameworks to provide option guidance and execution. As we are a highly entrepreneurial and fast-growing firm, the Vice President, Options Strategy will also be expected to contribute his or her time and knowledge to a variety of ad hoc projects and endeavors that are undertaken by the firm’s administrative leadership in the pursuit of securing new business and servicing our clients.   What you’ll do as a Vice President, Options Strategy: - Proactively provide advice and guidance on options, and option strategies. - Develop appropriate educational materials for Wealth Managers and clients - Prepare options-related market internal memos and client-facing presentations. Occasionally contribute to topical writings and publications from Investment Management and Research team - Work closely with Alternatives and Third Party Manager teams to align information, reporting, advice and guidance from Equities, Options and Third Party Mangers to Wealth Managers – including overlay selection, manager selection and risk management - Develop appropriate policies, procedures and guidelines for the management and execution of option strategies as client and market demands evolve. - Ensure consistent record-keeping, meet compliance standards and ensure all audit and regulatory issues are addressed fully, on time, and consistent with policies. 10. Occasionally execute special projects as directed by the Head of Equities, CIO, or Head of PWM. - 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
2022-15992
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As part of the Information Services team, the EDCI Technology Team drives the vision to create industry leading, client-centric Data and analytics. The team is looking for forward thinking, action-oriented individuals to help drive the implementation and development of innovative, cutting-edge solutions.  Data Ops and Release Manager must be a highly motivated, quality driven release and dataOps manager for the team. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with SDLC, build engineering, release management and other related activities across various IS groups.   What you’ll do as a Data Operation and Release Manager: - Manage and drive end-to-end process design, improvements, automation and management of the release engineering practice. Includes working as an effective liaison between the business units, operations and other technology groups to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Constructs and manages an overall release management schedule with milestones showing key dependencies between components of the release, key phase transitions for various projects, shared testing phases, etc. - Release Manager proactively monitors and controls all release aspects and provides corrective actions to appropriate stakeholders as needed. Works with the project managers, technology leads, quality leads and technical support managers to ensure that risks and issues are assessed and managed on an ongoing basis - Supports additional Release Management activities, such as develop or revise processes, develop options and recommendations, identify risks and develop mitigation strategies, drive cross-team collaboration and agreement, provide guidance and direction to teams, etc. - Perform prioritized planning and execution of the product development and release schedules while iteratively defining & refining development processes as the team grows. - Create and maintain an open and transparent environment that values speed and innovation.
Job ID
2022-15991
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
 What you’ll do as a PWM Data and Reporting Analyst: - Design and develop Tableau reports and dashboards that will yield actionable insights that present the answers to business questions. - Run ad-hoc analysis for Product and Business Managers using standard query languages and operationalize for repeatable use via Tableau reporting suite. - Code and modify SQL/ETL based on dashboard requirements. - Maintain validation of reporting business rules, documentation and distributions to proper stakeholders. - Train and educate co-workers on data visualization tools and best practices. - Participate in design and delivery of curriculum related to rollout of new reports and dashboards to drive adoption and to enhance business decision-making capability.
Job ID
2022-15989
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Design innovative learning experiences to help your colleagues use new technology. Looking for learning & development professionals who are passionate about technology and user experience   This Director of Instructional Design within the PWM Change Management Team will be responsible for designing and delivering in app guidance solutions and self service training resources to drive adoption of Salesforce and other new technology capabilities with our Wealth Managers and Client Service Associates.  This role will be focused on implementing WalkMe’s Digital Adoption Platform to provide contextual in app guidance and support to new users of Salesforce with the goal of accelerating time to competency.    This individual will partner closely with product managers, IT partners and other change management team members to analyze the impact of new technology capabilities and the best way to drive adoption.  This individual will use their instructional design expertise to create in app guidance, live and self-paced training materials and may facilitate feedback sessions with users to understand the effectiveness of these resources.   What you’ll do as a Director of Instructional Design: - Work with product managers, business users and IT partners to design and deliver effective digital adoption strategies for Salesforce and other SAAS platforms.     - Use adult learning theory and instructional design methods to build innovative learning experiences, including in app guidance solutions, on demand training resources and materials to support instructor led training.   - Actively engage partners and users to gather feedback and review adoption and usage data to assess effectiveness of and continually improve change management tactics and training resources. - Work effectively in a matrix environment to collaborate and gain consensus on proposed strategies/tactics.
Job ID
2022-15988
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Associate Data Scientist for the Professional Loan Program (“PLP”) team is primarily responsible for supporting and developing analytical models to drive business insights into our PLP product for the Eagle Lending Department.  This is a foundational role that will empower Eagle Lending to move faster with making data-based decisions and deepen relationships with clients in our Professional Loan Program. We're looking for a high-energy Data Scientist with a strong attention to detail, and desire to develop advanced analytical skills.   What you'll do as a PLP Associate Data Scientist: - Work with stakeholders throughout the organization to identify opportunities for leveraging internal and external data to drive business solutions - Support and develop analytical and/or statistical models enabling informed business decisions and create models leading to actionable insights - Formulate business insights on how to grow the business, improve efficiency and/or deepen relationships based on data - Deliver on various data science projects end-to-end, including requirements identification, data collection / pre-processing, exploratory data analysis, modeling, evaluation, and deployment - Summarize data and results to stakeholders by creating statistical summaries and organizing data reports, visualization, and/or interactive Business Intelligence (BI) reports
Job ID
2022-15987
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Community Development Director will work closely with the Regional Management Team and across teams to achieve our community outreach goals in Boston. As a key stakeholder and leader in our commitment to the Boston community, you will play an important role in developing, implementing, and evaluating programs and initiatives to promote community outreach and shape the success of our overall program in Greater Boston and with our colleagues.   As both a team leader and Relationship Manager, you will develop and execute the strategy for building client relationships, with a focus on the generation of low- to moderate-income single- and multifamily residential mortgages, community development and small business lending, and other credit facilities. You and your team of Community Outreach Relationship Managers will work directly with clients to identify their financial goals in order to deliver tailored credit solutions that enable them to achieve their financial objectives.   What you'll be doing as a Community Development Director: - Develop and drive a strategic plan for achieving our community development goals in Boston - Lead a team of Community Outreach Relationship Managers, managing their success in building client relationships through extraordinary service - Partner across departments to ensure a holistic approach and communication of our local community engagement efforts, including but not limited to marketing, volunteerism, small business lending and Community Reinvestment Act teams - Develop, deepen, and manage relationships with new and existing relationships with local agencies and community development corporations
Job ID
2022-15985
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Quality Assurance Engineer: - Develop test plan and test execution activities. Participate in various design and backlog discussions. - Manage creation, review, and sign-off of testing documentation (e.g., test strategies, plans, test cases, defect logs, test reports) and ensure all test artifacts adhere to testing standards and audit requirements. - Design, develop and maintain a modular, extensible, and reusable test automation harness and scripts. - Develop, automate and execute test cases for API, UI, and data testing to ensure feature enhancements are high quality and provide an intuitive customer experience. - Identify and document bugs in usability and functionality. - Conduct functional, regression, and performance testing. - Continuously improvising on tests, identify test gaps, and come up with ways to bridge those gaps. - Participate in CI/CD discussions, Automation testing, and release management implementation. - Interact with various stakeholders to execute product goals. - Provide overall QA roadmap and metrics for executive management.
Job ID
2022-15984
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Self-Directed Brokerage Associate 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. As a team member you’ll have the opportunity to collaborate with the team, engage with clients as well as internal partners such as bankers, wealth managers and operational entities.   What you’ll do as a Self-Directed Brokerage Associate: - Client Service: support the team as a member with regard to client service and operational duties, including new accounts, trading, 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. - Departmental Policies & Procedures: assist with creation and review of departmental policies and procedures from an operational and maintenance requirement as well as risk and compliance focus. - Review departmental daily workflow: review of new account and maintenance requests from bankers, wealth advisors, Wealth Management teams to ensure overall platform continuity, as well as review of exception requests. - Ability to demonstrate leadership qualities
Job ID
2022-15983
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Collateral Valuations (CV) Department   Senior Vendor Management Administrator Collateral Valuations has about 1,500 appraisers (also known as vendors) to manage. These are property valuation experts the bank engages to inspect properties and provide their opinion of value. The Senior Administrator will support the department efforts to grow the panel and all other actions to manage and maintain quality appraisers for the bank.      What you’ll do as a SeniorVendor Management Administrator:   - Reach out to appraisers to invite and recruit for the panel - Create new database profiles - Contact vendors for documents - Coordinate background checks on vendors - Set up new accounts with Accounts Payable - Maintain a complete and error-free vendor database - Track appraiser performance - Participate in vendor performance reviews - Coordinate vendor relationship building activities and events - Participate in audits - Ensure adherence to vendor-related policies and procedures - Identify and address data, process, and technology issues - Handle special projects as assigned - Work with other departments as needed
Job ID
2022-15981
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As the Preferred Banking Client Services Banker, you will manage and monitor the workflow of walk-in clients  provide prompt, accurate and courteous responses to internal and external Preferred Banking client inquiries. You will ensure clients’ needs are met by proactively asking questions to understand their full banking needs and interacting with various banking departments.  In addition, you will have the opportunity to demonstrate versatility within the client services role and be able to identify valuable First Republic Bank clients, their banking patterns and the principals on the accounts.    What you’ll do as a Preferred Banking Client Services Banker: - Manage daily workflow and mailbox flow by delegating specific tasks to supervisors, assistant managers and CSAs depending on their knowledge, expertise and ability, while minimizing risk to the bank and client.  - Supervise the client-facing CSA and provide ongoing support with daily transactions, while proactively engaging in problem-solving as needed. - Manage and monitor the workflow of wire transfers, including approving and releasing outgoing wires; following up on wire tracers and cancellations; and researching and resolving issues with rejected wires due to NSF, invalid account numbers or missing/incomplete information; escalate when necessary.  - Coordinate efforts to ensure all departmental functions are completed, including approving transactions that are over the CSA limits, answering phones promptly and ensuring CSAs are providing client-oriented customer care for quality and training purposes. - Approve monthly/quarterly branch certifications and monitor department time and duties. - Seek and share knowledge in all areas of client services and the CSA job functions; provide cross training and staff development to ensure staff understands bank processes and procedures. - Step into any role within the PBCS department when needed, including that of Documentation Compliance when necessary. - Adhere to the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Know and verify the identity of any client who enters into a relationship with the Bank
Job ID
2022-15980
Category
Banking
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Full Stack Developer:   This position’s general responsibilities include In-depth knowledge in analysis, design, prototype, testing, develop/enhance applications, production support, problem solving, including requirements gathering, estimating effort and documentation. Needs expertise with developing PL/SQL queries and stored procedures, Visual Studio 2015 and/or 2017, Microsoft ASPX, C# .NET Framework, HTML, XML/JSON, NodeJS, JavaScript, CSS, APIs also experienced in Web applications. Java/J2EE, Spring, Swagger for RESTAPI documentation, RESTAPI, Micro Services, Python, Apache, AWS & IIS. The developer will be working with the IS resources, internal business users, and external vendors to enforce standards/procedures for implementing technical solutions and drives on-time delivery along with high-quality standards.
Job ID
2022-15978
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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