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 8 of 28

What you'll be doing as PWM Accounting Manager: - Responsible for aspects of month- and quarter-end closing process (including certifications, variance analysis and related analytics) for PWM entities: Investment Advisory, Brokerage Services, Foreign Currency, Insurance, and Trust. - Responsible for recording and assessing reasonableness of the intercompany transactions. - Present financial results and flux analysis to the business units, lead meetings with the leadership for financial results discussion. - Lead technical accounting research for PWM complex accounting matters (including ASC 606 – revenue recognition and ASC 326 – CECL). - Review regulatory filings in accordance with FINRA requirements. - Play a key role in system implementations that impact PWM accounting. - Ensure maintenance of effective internal controls and appropriate accounting procedures for PWM, including evaluation of processes and controls for compliance with SOX. - Prepare annual financial statements and coordinate the audit (prepare GAAP checklist, answer questions from external auditors, coordinate comments on the financial statements). - Support other ad-hoc special projects.
Job ID
2022-15977
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Servicing team.  As a Commercial Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the Bank’s loan accounting system including all complex bookings from both the Business and Commercial Real Estate product lines.  This includes the handling of payments and advances, reviewing and understanding all types of loan documentation, processing of outside council bookings, maintenance transactions of various complexities, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.   What you will do as a Commercial Loan Servicing Specialist: - Review loan funding documents for completeness, determine serviceability, and board the loan terms into the loan accounting system. - Responsible for boarding of all types of commercial and commercial real estate facilities, including syndication loans. - Accurately and efficiently process financial and non-financial transactions to loan accounts. - Monitor and update collateral information to ensure accuracy and that necessary details are maintained to reduce any associated risk to either the client or First Republic Bank. - Work with internal and external business partners at various levels to research and translate account information. - Review of Portfolio Monitoring Reports and audit corrections for accurate completion. - 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
2022-15975
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Are you a skilled Compensation Professional with a desire to work for a company where you can truly influence and have strategic impact? Do you strive to improve inefficient processes? Are you an outstanding relationship/coalition builder? If so, we would love to speak with you! The Compensation Business Partner will be a driving force in our efforts to enhance our overall compensation and talent management processes. This role will listen intently to the needs of internal client groups, holistically analyze data, creatively solve problems, impactfully influence decisions and further support our efforts to make compensation a competitive advantage.   What you’ll do as a Compensation Business Partner: • Serve as a strategic partner to client groups on compensation challenges such as job evaluation, job profile structuring, compensation analyses, and total compensation reviews • Advise HR Business Partners and business leaders in making compensation related recommendations for hiring, promotions, transfers, job matches, job leveling, and to solve compensation related business issues • Influence incentive plan design, evaluating the efficacy of current plans, proposing changes, and analyzing outcomes to inform future enhancements • Educate managers, employees and internal stakeholders on compensation related topics and programs • Assist in developing and maintaining the bank’s job architecture and salary structures • Promote change management and support cultural transformation as the business shifts HRIS systems to Workday • Implement and execute effective compensation controls
Job ID
2022-15953
Category
Human Resources
City
New York
State
NY
Position Type
Regular Employee (REG)
The Recruiter will be responsible for executing full cycle searches for Private Wealth Management as well as other areas. You will have full ownership of search execution including sourcing, assessing, and recruiting top talent to First Republic. Specifically, you will be responsible for client engagement and relationship management, search strategy and execution, candidate pipelining and offer negotiations.   What you’ll do as a Recruiter: - Develop and maintain strong working relationships with internal client groups, stakeholders, candidates, and external agency partners while serving as a spokesperson and advocate for First Republic Bank. - Manage end-to-end recruitment process for Private Wealth Management openings – Specifically for the Client Service organization and early career talent - Actively participate in search meetings and discussions with hiring managers Provide guidance on process and share market insights. - Work closely and cross-functionally with hiring managers to: assess recruiting needs, understand job requirements, and develop job descriptions for each position; and tailor/refine recruitment process as-needed. Create and implement recruitment strategy where applicable - Market Research and Mapping. Source candidates and develop networks of people and processes to support a strong pipeline of qualified candidates. - Conduct initial screen with networking prospects, referrals, applications, and passive candidates. Build pipelines of qualified, high-caliber candidates using creative and effective sourcing strategies. - Engage, contact, and manage a positive candidate experience throughout recruitment process. - Contribute to projects on an ad hoc basis. 
Job ID
2022-15951
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Are you a skilled Compensation Professional with a desire to work for a company where you can truly influence and have strategic impact? Do you strive to improve inefficient processes? Are you an outstanding relationship/coalition builder? If so, we would love to speak with you! The Compensation Business Partner will be a driving force in our efforts to enhance our overall compensation and talent management processes. This role will listen intently to the needs of internal client groups, holistically analyze data, creatively solve problems, impactfully influence decisions and further support our efforts to make compensation a competitive advantage.   What you’ll do as a Compensation Business Partner: • Serve as a strategic partner to client groups on compensation challenges such as job evaluation, job profile structuring, compensation analyses, and total compensation reviews • Advise HR Business Partners and business leaders in making compensation related recommendations for hiring, promotions, transfers, job matches, job leveling, and to solve compensation related business issues • Influence incentive plan design, evaluating the efficacy of current plans, proposing changes, and analyzing outcomes to inform future enhancements • Educate managers, employees and internal stakeholders on compensation related topics and programs • Assist in developing and maintaining the bank’s job architecture and salary structures • Promote change management and support cultural transformation as the business shifts HRIS systems to Workday • Implement and execute effective compensation controls
Job ID
2022-15949
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with the applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (e.g., Bank Secrecy Act, US PATRIOT Act, etc.) as well as Bank policies and procedures. - Identify and report suspicious activity to the Anti-Money Laundering Officer. - Verify the identity of clients that enter into a relationship with the Bank.  
Job ID
2022-15947
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a PWM Senior Product Manager: - Develop a deep understanding of clients’ needs, and strong understanding of the applicable services offered by the bank and related technical infrastructure and processes - Be responsible for all aspects of the product lifecycle, including analysis, user research, product strategy, roadmap generation, story writing, grooming, sprint development, testing and launch - Leverage analytics and solicit client/advisor feedback to inform the product roadmap - Establish OKRs that align with your product area and the Bank’s broader goals and strategy - Stay apprised of industry trends and shifts in the competitive landscape; incorporate relevant products into our digital ecosystem from pilots/POCs to launch into production - Maintain and collaborate with existing partner vendors and ensure they are meeting product needs - Work as an effective liaison between the business, management, operations, technology, marketing and other key stakeholders to ensure that we are managing the cross-channel user experience
Job ID
2022-15944
Category
Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Vice President, Assistant General Counsel, Consumer Compliance will be responsible for: - Ten (10) plus years of related legal experience in-house, at another leading bank, or in private practice (or some combination thereof). - Experience advising on compliance with federal and state consumer lending, consumer protection, and/or privacy laws. - Expertise analyzing and drafting transactional and other legal documents. - An undergraduate degree and a JD from a top institution; licensed to practice law in California. - Providing legal advice and services to all aspects of the Bank’s consumer and business deposit-taking and related lines of business, including the Bank’s Preferred Banking Offices. - Drafting, consulting, and advising on documentation for consumer and business deposit activities, including seeking necessary approvals and ensuring compliance with all Bank policies and procedures. - Advising the Bank on regulatory requirements affecting the franchise, with a focus on consumer issues and lending, including UDAAP, ECOA (Regulation B), TILA/RESPA (Regulation Z), FCRA (Regulation V), HMDA (Regulation C), Gramm-Leach-Bliley Act, Federal Reserve Act/Regulation D, CAN-SPAM, ESIGN Act, Bank Secrecy Act, USA PATRIOT Act, and other applicable state laws and regulations. - Advising the Bank on marketing compliance, particularly around consumer marketing, including account FTC rules, Truth in Savings (Regulation DD), UDAAP, TILA (Regulation Z), CAN-SPAM, ECOA (Regulation B), and other applicable state laws and regulations. - Ensuring the business line complies with all applicable state and federal laws, regulations, and guidance. - Assisting in the formulation, communication, and implementation of strategic business plans and other strategic and systems initiatives to help the business line function more efficiently. - Managing outside counsel and vendors as appropriate. - Producing deliverables to support internal and external audits, regulatory examinations, or any other oversight review in the set time frame. - Performing other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15943
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Claims Analyst is responsible for providing extraordinary service to our internal and external clients. The position is responsible for processing incoming ATM and Visa Debit card dispute and fraud claims in compliance with Regulation E and Visa or PIN Network requirements. As a Claims Analyst you will act as an advocate for our clients and identify all viable solutions to remedy claims in the client’s favor with minimal losses to the Bank, while responding to phone calls, emails, faxes, and written requests for service. This position will provide support for all day-to-day operations.      What you’ll do as a Claims Analyst:   - Process and reconcile customer disputes, posting chargebacks for debit card charges, maintain documentation of chargebacks, and update reports when necessary. - Prepare and process card claims for daily posting.  Monitor and update claims with merchant responses and identify fraud trends. - Provide general telephone and email support for preferred banking offices. - Complete research requests, subpoena for records, and bank by mail processing.  - Submit and follow-up on chargebacks on qualifying claims. - Submit fraud reporting. - Adhere to and comply with the applicable federal and state laws, regulations, and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, Regulation E, etc. - Adhere to Bank policies and procedures. - Complete required training and certifications. - Identify and report suspicious activity to the BSA/AML group. - Perform duties & responsibilities specific to department functions & activities as required or assigned.
Job ID
2022-15942
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Marketing Manager will support the Private Wealth Management Marketing team with a primary focus on the following areas: Planning, Trust, Family Engagement and Governance, Family Wealth Services, and Philanthropy. The Marketing Manager will assist in increasing First Republic’s value proposition and reputation in providing wealth management services by: (i) developing and updating marketing materials that convey our holistic wealth management capabilities and reflect our service culture; (ii) managing the distribution and promotion of marketing materials on key platforms and supporting wealth professionals in accessing marketing resources; (iii) supporting the development and execution of Private Wealth Management events and content on key topics such as planning and family governance; and (iv) overseeing marketing initiatives from concept through execution.   What you’ll do as Marketing Manager (Private Wealth Management):  - Support the Private Wealth Management Marketing strategy and goals based on business objectives. - Develop and maintain Private Wealth Management print and digital marketing materialsincluding but not limited to fact sheets, brochures, pitch books and web/digital content. - Oversee the organization and management of marketing materials on internal sites including promotion, usage tracking and reporting. - Promote Private Wealth Management capabilities and thought leadership by delivering impactful multi-channel marketing programs that support external and internal awareness (in partnership with internal teams such as the Events, Content, Web teams, and more). - Develop strong relationships with business partners to effectively translate business goals into effective marketing materials. - Work effectively across other departments, communicating and interfacing with other business vertical and department leaders
Job ID
2022-15941
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you. As a Talent Acquisition Manager, Deposit Franchise, you will be responsible for end-to-end recruiting activities, including the creative development and execution of sourcing strategies and recruiting plans as well as various leadership or operational responsibilities. You will ensure that First Republic Bank attracts and hires the best talent, while maintaining a pipeline of qualified talent. To do so, your primary objectives will include screening resumes, conducting interviews, making recommendations to the Hiring Manager and guiding the Hiring Managers through the recruiting process. To accomplish these goals, you will establish solid relationships with Hiring Managers and candidates and build strong networks internally and externally.   What you’ll do as a Talent Acquisition Manager, Deposit Franchise: - Collaborate with Hiring Managers to understand the position requirements and advise on policies, processes, recruiting initiatives and compliance. - Perform all full cycle recruiting responsibilities - Manage all candidate communications and information - Participate and oversee Deposit Franchise Recruiting Audits, ensuring data integrity and compliance - Perform various reporting responsibilities - Provide innovative, scalable solutions to drive our hiring to meet Deposit Franchise Recruiting Initiatives - Design customized and executable staffing plans while building relationships with TA Leadership, and hiring teams - Create innovative sourcing strategies and ensuring a high-touch candidate experience - Facilitate and lead meetings and key initiatives and projects with recruiting team, cross-functional partners and client groups - Provide mentorship, guidance and career development to members of the Deposit Franchise Talent Acquisition Team - Establish and maintain meaningful relationships with management and key cross-functional stakeholders internally - Compile & analyze data and metrics to support business decisions and plans as necessary - Act as Secondary Recruiter for more Junior team members by attending Strategy Sessions and Debrief meetings with team member - Train and coach new TA Team members
Job ID
2022-15938
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Business Operations Manager role is a highly visible role within Eagle Lending, First Republic’s fastest-growing business unit, which is focused on bringing in the next generation of clients to the Bank. You will be joining the Strategy & Business Operations team, and in this role you will own a range of operational projects, and support your teammates in others. You will partner with cross-functional stakeholders across Sales, Analytics, Marketing, Credit, Risk, and Technology to help drive projects and process improvements, and provide extraordinary service to our clients. The ideal candidate has strong attention to detail, and is a clear and confident communicator who is comfortable collaborating with a wide variety of stakeholders to achieve an exceptional outcome.   What you'll do as a  Business Operations Manager:   - Manage operations projects from idea to execution, and in collaboration with cross-functional stakeholders - Conduct analyses of our operations and operational performance to identify pain points, problems, and opportunities for improvement - Implement new operations processes and technology features that will help the business scale efficiently - Communicate insights and recommendations clearly both verbally and in writing, including to an executive audience - Keep your finger on the pulse of the business to ensure it is operating as successfully as possible, stepping in to help drive improvements as needed
Job ID
2022-15935
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Director, Senior Counsel The Senior Counsel would primarily be responsible for providing legal advice and support for the Bank’s rapidly expanding Professional Loan Program line of business, which finances individuals’ investments into private equity and venture capital funds and individuals’ equity interest purchases in other professional services firms, such as law, accounting and architecture firms.  The Senior Counsel will advise the business on Professional Loan Program loan documentation and product development and regulatory requirements that may affect Professional Loan Programs.  The Senior Counsel will also provide support for other general banking or lending issues and legal needs for the other products and lines of business, as well as the Bank generally as they arise.    What you’ll do as a Senior Counsel: - Provide legal advice and services to the Professional Loan line of business in conformance with the Bank’s Lending Standards and as approved by the Executive Loan Committee, Senior Credit Committee or the Board of Directors. - Draft, consult, and advise (both internally and externally) on documentation for the PLP lending product including interacting with the Eagle Closing Department and opposing and outside legal counsel. - Negotiate unique, complex transactions and approaches “across the table” from top law firms. - Assist in the formulation, communication, and implementation of strategic business plans and other strategic and systems initiatives to help the business line function more efficiently. - Ensure the business line complies with all applicable state and federal laws, regulations, and guidance. - Advise and help guide the business teams and Executive Loan Committee on loan structuring, troubled loan, and workout scenarios. - Manage outside counsel and vendors as appropriate. - Produce deliverables to support internal and external audits, regulatory examinations, or any other oversight review in the set time frame. - Perform other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15934
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Eagle Lending is looking for an exceptional Professional Loan Origination Specialist. to process individual approved loans, ensuring all required documentation is obtained, the loan file is complete and reconciles with Program terms. Additionally, the Professional Loan Origination Specialist will be responsible for advances, payments and other critical transactions while maintaining and analyzing team reports. We’re looking for a self-starter who is eager to leverage their loan operations experience as part of our fast-growing and fast-paced Professional Loan Program (PLP) Team. The ideal candidate has strong attention to detail and is a clear communicator who excels at managing multiple priorities while working independently or as part of a team.   What you'll do as a Professional Loan Origination Specialist: - Manage assigned professional loan programs, ensuring loan files are complete, accurate, and prepared for booking. Draft borrower loan documentation and send firm/guaranty confirmation emails or adverse action notices when required. - Manage and execute the initial advance process, determine advance amount based on specific program parameters, obtain required internal approvals. - Partner with Loan Administration team and other PLP stakeholders to manage the Professional Loan Program inbox, responding to inquiries accurately and within SLA. - Cultivate strong and positive working relationships with partners to maintain extraordinary internal and external client service. Partners include: Sales, Preferred Banking, Credit Administration, Executive Loan Committee, Loan Servicing, Legal, Deposit, etc. - Actively participate in continuous process improvement by generating suggestions and participating in problem solving activities. - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2022-15928
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Client Service Associate I with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank.   What you’ll do as a Client ServiceAssociate I: - Provide support for Account Executives (AEs) and their book of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit, lending, and wealth management products and services. - Assist in managing Account Executives (AEs) pipeline of client transactions in process, vet and complete the initial analysis of new applicants, ensure loan packages are complete for underwriting and respond to ad hoc client requests. - Manage variety of reports to support Account Executive’s book of clients, such as pipeline, maturities and client interaction reports - Provide sales enablement for Account Executives through Marketing and prospect outreach efforts.
Job ID
2022-15927
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Software Engineer is responsible for the development and maintenance of the FRB Data platform and all the processes supporting the management, ingestion and integration of data. The Software Engineer will also contribute in the design of new data lake components and data marts and will be responsible for the quality of all of the integration processes and the software development cycle.   What you’ll do as an Software Engineer: - Provide guidance on production support for the Data Engineering ETL jobs internally to the team and externally to other business units in the bank. - Support Data Engineering environment with exposure to database and ETL technologies. - Partnering with Development, QA and Release Management teams on ETL code development handoff, production release management activities and problem resolution. - Adhere to ETL/Data Platform Engineering Standards, processes and procedures. - Identify and escalate issues requiring management assistance as needed. - Ensure operational procedures and runbooks are documented for execution consistency, relevancy and auditability. - Drive technical excellence and implementation of support and software engineering best practices. - Identify areas of improvement. - Develop solutions that enrich, streamline and automate level 2 data operations. - Examples: dashboards, release engineering cicd pipelines, automated reporting, self service, documented standard procedures, other integrations
Job ID
2022-15926
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a PBO District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a PBO District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client need - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2022-15920
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This person will primarily assist designated Trust Officer (s) in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports, preparation of all necessary paperwork for cash receipts and disbursements. Fielding routine inquiries and requests from clients and business partners.   What you’ll do as a Trust Associate: - Daily review of transaction journals and cash - Where applicable, manage cash activities  - Answer clients' questions - Review overdraft reports and remedy overdrafts where applicable - Review fee maps and authorize the release and postings, including preparing manual fee postings spreadsheet for submission to Operations - Conduct research work in order to answer clients' inquiries - Prepare drafts of annual account reviews for both fiduciary and non-fiduciary accounts for the trust officer - Prepare trade tickets for trades to be executed by client with FRSC - Prepare trade tickets for mutual fund trades to be executed by FRTC - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts - Reprint statements as requested - Prepare same-day or future disbursement entries pursuant to requests and approvals - Where necessary, send out confirmation letters on disbursement requests via telephone - Conductdisbursementcallbacksonfed wires. - Where necessary, update the account synoptic and account records - Where necessary, update name and address records - Where necessary, update investment manager Excel database - As required, maintain and print ticklers for trust officers. Process required tasks outlined on ticklers in consultation with trust officers. - Serve as liaison between Administration and Operations including securities related activities - Administer accounts with minimum supervision from the Trust Officer(s). Sole responsibility for designated Business Escrow, Custody accounts and Trust accounts as administrator - Assist in the opening process for new accounts - Prepare drafts of annual account reviews for both fiduciary and non-fiduciary accounts for the trust officer - Perform duties & responsibilities specific to department functions & activities - Performs other duties &responsibilities as required or assigned by supervisor - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, ) 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
2022-15909
City
Portland
State
OR
Position Type
Regular Employee (REG)
The Business Data Analyst is primarily responsible for turning data into information, information into insight, and insight into business decisions. The analyst will provide internal and external clients with detailed, actionable reports documenting the findings from data processing and data analysis. The Business Data Analyst will also research issues and data discrepancies and facilitate process changes to ensure data integrity and quality. The ideal candidate, will, as needed, possess the ability to effectively work on data and reporting projects end-to-end, including requirements identification, timeline/milestone establishment, inter-departmental coordination, and risk assessment/monitoring   What you’ll do as a Business Data Analyst: - Develop, manage, and maintain reports on operational, risk, and performance metrics: - Identify business needs. - Gather and understand requirements. - Analyze data, workflows and existing processes/systems. - Design and prepare results of analysis and reports. - Identify business impacts and present to clients. - Ensure reporting is refreshed and maintained on an ongoing basis. - Research and resolve data issues and discrepancies: - Work directly with application users and enterprise data team to understand and resolve issues. - Perform root cause analysis when assessing issues. - Research, develop, and implement appropriate resolutions to ensure data quality and integrity. - Communicate resolution options with clear and concise language appropriate for each audience. - Fulfill ad-hoc reporting and analysis requests: - Prioritize requests. - Coordinate with clients to confirm requirements. - Provide results with attention to detail and accuracy. - Assist the manager in building and maintaining a Strategic Plan. - Perform duties & responsibilities specific to department functions & 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
2022-15908
Category
Lending
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 be doing 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
2022-15907
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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