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 8

The Alternative Investment Operations team (First Republic Investment Management) is seeking a highly motivated professional to join our team as a Senior Associate, Eagle Alternatives Operations with a strong working knowledge of GAAP accounting. The role will focus on activities surrounding the core operations of our alternative investment business and fund processing.   What you’ll do as a Senior Associate, Eagle Alternatives Operations: - Assist with the preparation and review of private funds’ financial statements and complete Net Asset Value packages as required each month or quarter to ensure that client reporting is carried out accurately and efficiently. - Coordinate and collaborate with the Financial Statement Auditors working with the private funds. - Assist in the Treasury functions of the private funds, including cash management and use and maintenance of lines of credit. - Participate in the review and reconciliation of investor subscriptions and redemptions in the funds. - Work closely with third-party fund administrators to oversee and monitor their operation. - Communicate with the client servicing team and the fund administrators about any questions or issues that may arise. - Review and reconcile investor records. - Communicate with underlying fund managers. - Help manage and enforce the team’s policies and procedures, and assist in the assessment, review and improvement of these policies and procedures.
Job ID
2020-9614
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2020-9607
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
The Internal Audit Senior Manager - IT will be responsible for overseeing planning and execution of Information Technology audits and providing consultation on risk management and control environment throughout the Bank and its subsidiaries.   What you'll do as an Internal Audit Senior Manager - Information Technology: - Take a lead role in developing and implementing an annual IT audit plan by assessing all relevant risk factors, considering management’s expectations of Internal Audit’s strategic involvement throughout the organization and with outside vendors. - Assist in defining, refining, implementing and maintaining the Company’s audit process, including department standards and procedures that will be overseen by the Audit Committee of the Board of Directors. - Oversee and manage IT audits with minimal oversight, including managing the identification and analysis of risks, planning and prioritization of audit work, and the execution of audits; reviewing findings and recommendations, audit results, and audit work papers; socializing audit results with appropriate management; and preparing audit reports. - Prioritize and manage multiple audit engagements as well as administrative activities such as budgets, resource scheduling and coordination, internal policy development, and others. - Be recognized as a leader, management consultant and internal controls expert; develop and maintain collaborative working relationships with technology and business partners, learning and understanding the business to better provide value-added services, help management ensure objectives are achieved, and enhance stakeholder satisfaction. - Liaise with and represent the Internal Audit department to external parties, including regulators and external auditors. Also, manage co-sourced audit relationships. - Support the strategic initiatives and the data analytics program of the department by identifying and implementing innovative practices in risk assessment and auditing. - Assist in recruiting, screening, hiring, developing and mentoring staff, including career-counseling support by sharing information among the Internal Audit group, transferring knowledge and providing instruction/guidance as appropriate. Foster and maintain the Bank’s core values and team morale. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards for IT audits, identifying opportunities for audit process improvement and integration among the financial/operational, compliance, and IT audit processes. - Maintain professional certification(s) and continue to develop and expand knowledge of the audit profession, information systems, bank regulatory issuances, our industry, and Company products and information through self-study, research, and continuing education efforts. - Act as a leader among the management team, to ensure collaboration, teamwork, and coordination. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9546
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Under general supervision, the Staff Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Staff Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as a Staff Accountant - Cash Team:  - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis and write-ups for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any related inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Organize and maintain updated accounting procedures respective to assigned tasks. - Assist in various projects as needed. - Responsible for the physical and electronic record retention for all assigned tasks. - Support the team during periodic desk rotation and vacation coverage. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9543
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   What you’ll do as a Manager, Residential Loan Closing Operations: - Direct closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Act as a mentor and subject matter trainer to staff - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the team. - Provide training for new staff and identify and carry out training opportunities for seasoned staff - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2) adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9537
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Professional Loan Program (PLP) Loan Administrator - Team Lead will master the process and preparation of individual approved loans for booking and funding, in addition to assisting the PLP Loan Administrator team, Credit Analysts and Eagle Lending Relationship Managers in the ongoing support of borrower-level loans. The ideal candidate will be the primary contact for sales teams, managers, and other departments for day to day tasks. Due to the complexity of the role, prompt action and attention to detail are important.    What you'll do as a Loan Administrator - Team Lead: - Review drafted loan documents, reports, and email responses; and provide proper feedback - Ensure team member actions follow procedure and protocol - Assign workload equally among team members, including yourself - Meet with team members for status updates, and to provide advice/support - Review and approve loan transactions, such as advances and pay downs - Monitor timeliness of all tasks and coordinate with PLP managers to ensure all deadlines are met - Speak with internal and external clients on their needs and respond accordingly - Escalate issues and provide feedback/solutions to immediate manager - Support and guide team member of the Loan Specialist, PLP Departures role - Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking - Assist team with creating loan addendums and firm/guaranty confirmation emails - Assist team with initial advances, transfers, wires, and payoffs - Assist team lead with due diligence for departure and other types of modifications - Field questions from the professional loan program inbox; and ensure all emails are responded to in an accurate and timely manner - Produce monthly and quarterly balance reports - Ensure that all documentation required for the file is obtained and file is complete.  Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required - Communicate with the sales force (Eagle RMs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities - Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2020-9514
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
About the Role: This role is part Salesforce administrator and part business analyst. The person in this role will be responsible for maintaining and driving enhancements to our Salesforce platform including: user support and training, user management, configuration, documentation, identifying and troubleshooting issues, resolving system defects and building advanced reports and dashboards. This role will work with cross-functional teams administer and configure the features and functionality behind Salesforce Financial Services Cloud. This is an opportunity for you to be the resident Salesforce SME and focus on maximizing system efficiencies to drive benefits of Salesforce relative to the needs of the business.   What you’ll do as a Salesforce Business Admin: - Serve as primary system administrator for the Salesforce.com environment - Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks - Support with regular internal system audits and prepare for platform upgrades - Coordinate the evaluation, scope and completion of new development requests - Work with the broader enterprise team to establish suitable processes to support administrative, development, and change management activities - Assist in training of new users, and grow the Salesforce.com skill set across the team - Effectively act as the liaison between our users, vendors and the application development teams - Ability to work directly with various internal users to gather and understand business requirements along with their related processes, and assist in building workable solutions on the platform - Leading ongoing reviews of business processes and developing optimization strategies - Conducting meetings and presentations to share ideas and findings - Performing requirements analysis, documenting and communicating the results of your efforts - Effectively communicating your insights and plans to cross-functional team members and management - Gathering critical information from meetings with various stakeholders and producing useful reports
Job ID
2020-9509
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2020-9461
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Client Service Specialist, you'll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you'll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, Portfolio Managers, and lending team members and clients.   What you’ll do as a Client Service Specialist: - Support the loan process by issuing preapproval letters, preparing client files,gathering loan documentation,sending loan applications to clients, and assisting with loan processingand some general loan analysis. - Provideexcellent customer service as you follow up with delinquent clients, homeowners insurance,delinquent property taxes,mail out loan applications and respond to incoming calls. - Assist with special marketing projects by coordinating the distribution of marketing mailers,contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses. - Support RM with construction draw follow up.
Job ID
2020-9452
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9445
Category
Banking
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
The Business Analyst is responsible for detailed analysis, use case definition, requirements gathering, test planning and execution, process design, and professionally presenting findings (high-quality materials and communication). Concentrating on the systems that will be replaced as part of the bank’s technology transformation, and more importantly the surrounding processes, dependencies and impacts. As a result, this individual will work cross-functionally with multiple project teams, front line producers, technology, operations and vendors.   What you'll be doing as a Business Analyst: - Develop a detailed end-to-end understanding of the applicable products and services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed use cases and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ Banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high quality documentation/ resources to better design, test, deliver and effectively manage change and risk. - Develop deep understanding of clients and employee uses/ interactions – direct or indirect. Document general and variance/ exception use cases, requirements and associated communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” and “voice of the banker” where required. - Ability to plan and work independently with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by manager. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9430
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Portfolio Quality Analyst (”PQA”) will assist the Business Banking Group in the preparation of loans for approval and documentation as well as manage the ongoing collection of financial reporting and monitoring covenant compliance of borrowers. The PQA will assist the Business Banking Group with all day-to-day loan portfolio operations such as financial analysis, documentation and origination. The ideal candidate will have one year of banking experience and a basic understanding of commercial financial information and loan documentation. Due to the complexity of the transactions, attention to detail and the ability to work under tight deadlines is important.   What you’ll be doing as a Portfolio Quality Analyst: - Assist the Credit Analysts & Business Bankers by preparing the basic CLO and LoanVantage data records. - Obtain and review borrower and guarantor formation documentation (inclusive of ordering certificates of good standing) to prepare and manage loan files for submission to Executive Loan Committee (“ELC”). - Work with clients to satisfy compliance requirements unique to each loan agreement. This will include monitoring, obtaining, and evaluating financial reports provided to ensure financial requirements are met. - Work with internal partners to complete Enhanced Due Diligence on new borrowers and guarantors. - Prepare and manage loan files for submission to ELC, Commercial Closing, and external counsel. - Work with the appraisers, environmental professionals and title companies to assist in the commercial real estate due diligence process. - Assist the Credit Analysts & Business Bankers on ad hoc projects - Be or become proficient in Microsoft Office (Word, Excel, and Adobe), OSI, AFS Level III, CLO, OnBase, LoanVantage, AFS RM Tools, Preqin, Bisys, and Moody’s. - Monitor loan maturity report and alert Business Bankers and Credit Analysts of upcoming maturities and process short-term maturity extensions requests as needed. - Develop the ability to spread business financial statements, personal financial statements and individual tax returns. - Local Manager may require additional duties unique to a team’s geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets.
Job ID
2020-9428
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential  The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to the Operations team).  - Assist with the completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties and responsibilities specific to department functions/activities or as assigned by the supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2020-9410
Category
Wealth Management
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
As a Fraud Strategy and Operations Manager, you will be responsible for presenting to senior management, developing policies and procedures and improving processes. You will monitor, mentor and counsel staff.     What you’ll do as a Fraud Strategy and Operations Manager: - Manage, control, and direct the functions, processes, and operations of the Card Fraud team and establish policies, procedures and objectives. - Oversee debit card fraud and determines strategies and best practices to proactively respond to emerging fraud trends. - Coordinate with cross-functional teams including Data Science, Product, Digital, Engineering, Legal, Policy, and Operations to create a roadmap for fraud detection solutions.  - Perform cross channel view of Fraud Risk. - Responsible for interviewing, hiring, terminations, discipline, training, coaching, writing and delivering performance appraisals, compensation changes, promotions and transfers, delegating assignments, and oversight of work - Assess the effectiveness of operations to ensure that practices comply with internal/industry guidelines and implements new processes to manage fraud losses to acceptable levels. - Responsible for fraud loss projections and planning - Analyze and create action plans in response to performance reports, progress, and variance from established risk control objectives; prepare reports and makes recommendations to senior management on strategic risk control issues (e.g., product/service implementation cost, capacity plans, cost/benefit analysis, etc.).  - Interpret analytics and create tactical actions plans to implement risk avoidance measures or strategies. - Analyze, summarize and present to senior management statistics and reports to identify/analyze trends, section performance metrics, and employee productivity. - Direct project strategy related to card fraud detection, prevention or root cause analysis. - Ensure compliance with card issuer/associations and Federal regulations. - Monitor and analyze key performance indicators, and establish processes and methodologies for preventative actions. - Partner with business units and vendors to improve procedures, resolve problems, and implement initiatives; presents conclusions and recommendations to management. - Review and analyze fraud incidents to ensure accurate completion through escalation to the appropriate area according to guidelines; determine if changes/improvements are necessary. - Perform supervisory/managerial responsibilities - Ensure adequate/skilled staffing; select employees - Establish performance goals and priorities - Prepare, conduct, and review performance appraisals - Develop, mentor and counsel staff - Completes project and tasks as assigned within allocated time frames - Perform other duties and responsibilities as required or assigned by senior management. - Conduct fraud assessments on controls.
Job ID
2020-9399
Category
Compliance
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
2019-9361
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the office’s sales goals. - Actively participate in office sales promotions. Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2019-9359
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. -  Assist with phone calls to prospects and clients, schedule all client-related appointments, coordinate client mailings/invitations to company events.  - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system.  Produce reports upon request. - Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team).  - Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up - Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2019-9271
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Account Executive: - Develop high quality Eagle loans to clients and prospects by partnering with internal teams, building referral networks, and identifying new Eagle loan clients to the bank - Assist internal referral partners in reviewing credit requests and obtaining documentation as well as coordination with Credit Analysis and Credit Approval to ensure the loans are high quality - Ensure the ongoing client needs are met and exceeded - Further client relationships by bringing in deposits and referring wealth advisory, trust, and other banking services - Work with Regional Eagle Lending Sales and Service Managers and Deposit division District Managers to develop and implement promotions and other incentives and strategies to drive in quality business
Job ID
2019-9208
Category
Lending
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.   What you’ll do as a Relationship Manager: - Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. - Network with real estate brokers, build relationships and strengthen First Republic’s reputation. - Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals. - Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.  
Job ID
2019-8868
Category
Sales
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential     As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - Processes customer transactions according to branch policies and procedures. - Files and maintains bank records in compliance with branch policies and procedures. - Prepares and balances daily work, bank deposits, ATM and Night Depository. - Participates in maintenance of the branch office to represent the office in a positive manner. - Promotes and introduces new banking products and services to customers. - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers. - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2019-8838
City
San Jose
State
CA
Position Type
Regular Employee (REG)

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