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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The Business Banking Intern for the Venture Capital and Startup team will primarily assist the team with portfolio management, strategic projects to improve the efficiencies of our business, working with our data team to identify business opportunities, developing content that is distributed to our clients, and lending. This intern will also be spending time with and learning from the rest of the Business Banking team, who focuses on Private Equity, Non-Profits, and Professional Service firms, among others. The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   What you’ll do as a Business Banking Intern: - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Order due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business Bankers and Credit Analysts of upcoming maturities. - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16909
Category
Intern
City
Menlo Park
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16908
Category
Intern
City
Menlo Park
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16907
Category
Intern
City
Menlo Park
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16906
Category
Intern
City
Los Angeles
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16905
Category
Intern
City
Los Angeles
State
CA
Position Type
Temporary Employee (TMP)
The Business Banking Intern will primarily assist the Portfolio Quality Analysts, Credit Analysts and Business Bankers with loan and deposit matters.  The ideal candidate will have a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.   If you only meet some of the requirements for this role, that's okay. We value a diverse range of backgrounds and ideas and believe this is fundamental for our future success. So, if you have the curiosity to learn and the willingness to teach what you know, we'd love to hear from you.   What you’ll do as a Business Banking Intern:   - Build relationships with and learn from Business Bankers, Analysts and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career within the financial industry: For example, (1) gain experience in underwriting credit facilities by applying finance, accounting and/or economics tools to the underwriting process; (2) observe how teammates cultivate client and professional relationships utilizing both written and verbal skills; and (3) problem-solve and effectively communicate with peers and management in matters relating to management of the existing portfolio, marketing and prospecting, and process improvement initiatives. - Assist in supporting the Analyst and the team in closing new deals, which includes (1) Researching new borrowers, owners, and management teams (2) Ensuring that new borrowers are in good standing with the state; and (3) Assuring that First Republic is the borrower’s preferred bank. - Maintain existing loans and track financial covenants (1) review borrowers’ financial statements; (2) test covenant compliance; and (3) assure that outstanding advances are repaid by their maturity dates. - Assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Ordering due diligence items such as Articles of Incorporation, Certificates of Good Standings, Credit Reports, Uniform Commercial Code (“UCC”) searches. - Participate in internal credit/deal structuring meetings and develop an understanding of the Business Banking deal making process. - Occasionally join Business Bankers and Credit Analysts on joint client calls and property inspections. - Assist with Google searches and other research which will be utilized in arriving at credit decisions. - Liaison with Marketing Department and assist Business Bankers with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the Business Banking Director of Operations on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Become proficient in Microsoft Office (Word, Excel, and Adobe) as well as other systems including - OnBase, CLO, LoanVantage, PowerLender, Moody’s. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting Business - Bankers and Credit Analysts of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Champion independently or in collaboration with other Interns a project that will be assigned by Business Banking. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16904
Category
Intern
City
San Diego
State
CA
Position Type
Temporary Employee (TMP)
Providing extraordinary service is the cornerstone of our approach to growing existing client relationships and acquiring new ones.  In the Marketing and Communications department, we aim to both share this value proposition with current and prospective clients, as well as provide extraordinary service ourselves to all constituents of First Republic.   The Director of Regional Marketing – LA will work closely with  the VP, Regional Marketing, the Regional Managing Director, Century City, Regional Managing Director, South Coastal and leadership team on strategic marketing initiatives and projects in the region, with the goal of aligning marketing efforts with business goals. The Director of Regional Marketing will work in close collaboration with his/her counterparts in Boston, New York and San Francisco and marketing colleagues across the department to design and implement sales enablement tools and tactics and client engagement efforts. This includes developing a roadmap to achieve objectives, communicating progress, gathering input and feedback from key constituents, and measuring and reporting results.   This role requires the ability to think creatively and with imagination, respond quickly to requests while remaining flexible to changes, and excellent leadership, relationship management, and communication skills. A demonstrated proficiency in leveraging data to measure and report results is a must.  Success in the position over time also requires a passion for and knowledge of the Bank’s business model, value proposition, heritage and culture.   What you’ll do as Director of Regional Marketing – Los Angeles: - Working alongside executive and regional leadership, grow brand awareness and market penetration in targeted areas primarily within the Los Angeles and South Coastal region, including but not limited to: Establishing and executing on tactics designed to produce meaningful results; Leveraging marketing resources across the department to achieve objectives; Serving as a department representative for Los Angeles and South Coastal. - Serve as the marketing director for additional key enterprise objectives in the Los Angeles and South Coastal region, including but not limited to contributing to and/or leading various executive projects and department initiatives. - Support focus areas of growth by creating content, planned advertising and campaigns, and collateral that establish and/or increase our market visibility, all in partnership with the appropriate marketing teams. - Develop and deploy sales enablement tools and resources to empower producers, partnering across departments and with his/her counterparts in Boston, New York and San Francisco. Ensure marketing tools and resources are available and utilized in the region, with measurable results. - Partnering with the client engagement team, design an event series to engage existing and prospective clients and showcase local partners. - Working with the national director of strategic partnerships, develop and manage strategic partnerships in Los Angeles and South Coastal that increase the acquisition and growth of business opportunities. - Must be a strong marketing generalist, with a breadth of experience across a variety of marketing tactics, and experience working alongside sales teams. - Develop and manage to key performance metrics, reporting on results, evaluating success and adjusting accordingly. - Collaborate effectively with other department teams, and communicate and interface with other executive, regional and department leaders as a representative of the CMCO. - Maintain our high standards of excellent execution and exceptional service as a steward of the brand and representative of the department. - Travel as needed to markets outside of Los Angeles, which include but are not limited to Boston, New York, San Francisco, San Diego, Portland, OR, Palm Beach, FL and Jackson, WY. - Adhere to all related regulatory and privacy requirements.
Job ID
2022-16900
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Provide primary support to the Manager of Special Assets - Collections within the Credit Administration group (“Credit Admin”). As a team, the Special Asset Associate and Manager work with delinquent mortgage clients to resolve delinquency and reduce losses pursuant to the Bank policies and procedures.   The ideal candidate has a minimum of 5 years of real estate secured collection experience; which involved direct contact with delinquent clients, negotiation for repayment of delinquent payments, financial analysis, and collateral evaluation/appraisal required. Knowledge of California, New York, and Massachusetts real estate secured collection compliance rules and regulations a plus. Demonstrated proficiency of Microsoft Excel and Word required. Knowledge of Fis Insight, Intelligent Banking Solution (CarmPro) software a plus, Automated Financial Systems (AFS).   What you’ll do as a Special Assets Associate:   Collections/Loss Mitigation and Recovery: - Perform early collection activities on delinquent loans including direct communication (phone, emails and letters) with the borrower and collecting funds through the scheduling of payments. - Schedule/order site inspections on loans in default. - Provide support, as needed, with annual and periodic loan reviews. - Prepare all required forms and supporting documents for signature, obtaining all required signatures (borrower) for loans in default, and scanning and saving all signed documents in the appropriate folder. - Follow-up and monitor compliance with revised terms and address subsequent issues or changes as requested. - Assist with insurance checks, and loss draft process; - Available to assist with monthly Investor Reporting; - Assist with management of overdrafts. Loan Management and Reviews: - Assist the Special Asset staff in problem resolution with loans in the risk portfolio, gathering follow-up information as needed for review. - Support the Special Asset team in the documentation of recommended actions. - Prepare and coordinate legal documentation, obtaining assistance and input from internal management and outside third parties, as needed. - Organize all electronic documents for the loan into the required folders, ensuring use of proper naming conventions. - Determine and prepare a packaging needs list for servicing or liquidation action. - Order necessary reports required for applicable servicing or liquidation action to include UCC searches, credit reports, valuation reports, et al. - Process invoices for any loan expenses incurred, including third party reports. Internal/External Customer Service and Communication: - Assist or prepare written reports and recommendations for presentation to management. - Develop and maintain effective working relationships with auditors, lending partners, borrowers and others as required, resulting in coordinated and consistent interaction with others. - Provide strong customer service that aligns with Bank’s business model. - Document contacts and servicing action taken in loan servicing. - Properly document, update and maintain activities and communications in CarmPro, and other databases. - Produce/send demand letters to borrowers as needed.
Job ID
2022-16899
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Role Overview: The Compliance Associate will work independently, or as a member of a team, to complete scheduled regulatory compliance reviews that test the Bank’s compliance with several consumer-based lending and deposit laws and regulations including RESPA, TILA, ECOA, HMDA, Flood Disaster Protection Rules, Reg D, Reg E, and Reg CC, among others.  The Compliance Associate is expected to effectively communicate findings and recommendations to stakeholders, and assist with ad-hoc compliance validation projects as they arise.  The Compliance Associate is a vital contributor to the Bank’s compliance management program, and key to ensuring the Bank successfully complies with consumer protection laws and regulations.   What you’ll do as a Compliance Testing Associate: - Identifying and utilizing various internal (e.g. compliance team members, shared drive, intranet) and external resources (e.g. training seminars, regulatory/examiner websites and publications) to understand the requirements of applicable regulations. - Applying the knowledge and understanding of regulatory requirements to ensure internal testing procedures are comprehensive and up-to-date. - Reviewing business unit policies and procedures to determine whether they adequately address compliance requirements, and identifying enhancements, as appropriate. - Working with applicable stakeholders to identify appropriate and reliable sources of data for transaction testing. - Selecting appropriate samples for transaction testing, using regulatory and internal guidelines. - Completing detailed regulatory compliance reviews through transaction testing, completion of testing work papers, and any other necessary methods to compare sample data with regulatory and procedural requirements. - Using judgment and insight to identify exceptions and anomalies. - Identifying potential process improvements aimed at improving business unit’s regulatory compliance. - Presenting and clearly explaining findings to stakeholders, both in writing and in-person, by summarizing the context and basis for conclusions. - Drafting clear and concise written reports summarizing key findings, observations, and overall conclusions for each regulatory compliance review. - Ensuring that conclusions are well-supported and appropriately documented in work papers. - Tracking and validating business unit’s corrective action/remediation efforts. - Participating in remediation/validation projects, as needed, to support the Bank’s compliance management program. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, 2) adhering to Bank policies and procedures, 3) completing required training.
Job ID
2022-16893
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Business Banking team member at First Republic, you will work directly with clients to identify their banking needs and financial goals in order to deliver tailored solutions for their businesses, as well as their personal banking and wealth management needs. You will work within a dynamic team environment with Business Bankers and the Business Banking Department in evaluating, underwriting, monitoring and maintaining the overall credit quality of new and existing loan facilities.   What you’ll do as a Senior Credit Analyst: - Underwrite high-quality credit narratives in support of new and existing loans, which includes analyzing multi-year trends and ratios from financial information, understanding cash flow, performing collateral analysis, running credit reports and analyzing KYC information. - Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. - Research industry trends and risks. - Create, maintain and monitor all loan and credit files at the highest quality, which entails monitoring existing credit facilities for financial and reporting covenant compliance, detecting early warning signs that could lead to a potential default, monitoring underperforming loans and evaluating proper loan risk ratings. - Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service.  - Identify cross-sell opportunities. - Lead special projects as needed.   #LI-HYBRID
Job ID
2022-16892
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Wealth Advisor Associate is responsible for assisting the Wealth Advisor in strategically identifying potential client opportunities from the Wealth Advisor’s extensive networks, generating new leads and uncovering high-value opportunities.   The Wealth Advisor Associate will also support the Wealth Advisor in all aspects of the sales cycle, including scheduling follow-up meetings, managing administrative elements, and overseeing the pipelines of completed meetings to ensure all prospective clients are being connnected with the Wealth Advisor. The overall goal is to increase assets under management and deposit balances at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships.   The desired candidate will have a strong understanding of the broad range of service offerings available at First Republic, relationship management skills, as well as quantitative and strategic skills. He or she will champion the firm’s private wealth management services both internally and to prospects and clients.   What you'll do as a Wealth Advisor Associate: - Provide support for Wealth Advisor on client engagement and tracking - Research and gather business intelligence about prospective clients and trends in opportunities - Prepare and send strategic emails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team - Engage in networking events and client events to develop prospecting skills and opportunities - Interact with prospective clients, supporting all aspects of their servicing needs related to the management of their relationship,researching client inquiries and managing follow up communication and materials - Participate in client meetings to learn the business and add value as the Associate acquires client-facing skills
Job ID
2022-16882
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Sales Quantitative Analyst: - Independently partner and work with sales, teammates, other analytics teams across the bank, and other cross functional teams to identify opportunities and implement innovative solutions and operational enhancements to increase sales performance, drive revenue, and enhance customer experience. - Working and consulting with lending, investment management, and deposits customer facing and sales teams and using advanced analytics, analyze portfolio performance and characteristics to identify business opportunities and increase sales and customer support efficiencies by: - Brainstorming data mining strategies; extracting and analyzing credit, and retail and investment banking data; building dashboards, alerts and tools; and coding and producing other tools and solutions. - Conducting hands-on data analysis and validation, designing, developing, and deploying self-service reports, scorecards, predictive models and dashboards based on internal and external data. - Rapidly develop, execute and implement custom and accessible solutions to fit the sales team’s book of business, or identify and manage resources and partners delivering solutions. - Work closely with stakeholders to solve problems quickly and implement something that works “now” while collaborating with team leadership on how to scale solutions for wider adoption. - Research, explore, and enable new quantitative techniques and technologies in data science. - Educate, mentor, and support junior staff in technical, consulting, and delivery skills. - Drive thought leadership and embrace emerging industry innovation and best practices. - Create documentation and maintain version control for all deliverables - Additional responsibilities may be assigned based on department needs.
Job ID
2022-16874
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Administrative Assistant, you will report to the Regional Business Leader and Market Leader (Business Leaders) for the Tri-State region.  You will have the opportunity to work in a fast-paced, team-based environment and utilize your "can-do" positive attitude, and on occasion handle ad-hoc projects and shifting priorities.   What you'll do as an Administrative Assistant: - Managing an extremely active calendar, completing expense reports, composing and preparing correspondence, arranging complex and detailed travel plans, itineraries, agendas and compiling documents for travel-related meetings and or events. - Plan, coordinate and ensure the schedule is followed and respected. - Communicates directly, and on behalf of the Business Leaders with staff, customers, vendors, and others. - Researches, prioritizes, and follows up on incoming issues and concerns addressed to the Business Leaders, including those of a sensitive and or confidential matter. Determines appropriate course of action, referral or response. Have a sense for the issues taking place in the environment and keeping the Business Leader updated. - Successfully completes critical aspects of deliverables with a hands-on approach, including drafting acknowledgement letters, personal correspondence and other tasks that facilitate the Business Leader’s ability to effectively lead their region. - Responsible for answering phones, taking messages, and directing calls or responding accordingly. - Prioritizes conflicting needs, handles matters expeditiously, proactively and follows through on projects to successful completion often with deadline pressures. - Assist in scheduling meetings, preparing agendas, managing meeting logistics, support speaker requirements and attending some meetings for note taking. - Effectively engages with Executive Management. - Follows up on contacts made by the Business Leader and supports the cultivation of ongoing relationships. - Write, proofread, and edit a wide variety of communications, such as letters, memos, and other documents. - Coordinate meetings, including gathering and preparing the agenda and supporting materials, and arranging logistics. - Lead and manage special projects as they arise. - Participate in developing department policies and/or procedures. - 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. - Have a strong risk mind-set and diligently manage risk, escalating any items of concern. 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. - Assist and provides support as assigned and needed.
Job ID
2022-16873
City
New York
State
NY
Position Type
Regular Employee (REG)
The Head of Treasury Management Products and Services will lead a diverse team of colleagues who are responsible for our Treasury Management Products and Services, as well as TM business support functions (e.g., Account Analysis).  The Vice President will be responsible for scaling these functions, ensuring they continue to evolve and that our product offerings expand to meet the emerging Treasury Management needs of our clients as the bank continues to experience substantial year over year growth.  The leader will partner closely with business and technology stakeholders to develop, prioritize, and execute the Treasury Management product roadmap.    What you’ll do as a Head of Treasury Management Products and Services: - Manage and implement a robust Treasury Management product strategy which provides capabilities to deepen client relationships and attract new business - Partner with business leaders to ensure targeting of strategic client segments which First Republic can service effectively - Lead and develop colleagues to achieve business and professional development goals.  Create an agile, dynamic, and engaging work environment consistent with the FRB values.  - Analyze market conditions and competition to inform the TM product roadmap - Drive innovation and improvement of the Bank’s TM products to meet evolving client needs - Manage TM product pricing and profitability - Collaborate with Marketing and Sales on the TM Product marketing strategy and materials - Develop and implement operational strategies to consistently deliver on First Republic’s service promise - Lead the team to implement and mature changes that improve servicing effectiveness and scalability - Assess and address manual processes that create inconsistent client and banker experience or represent risk to the Bank - Partner with the business and technology to support growth, evolving client needs, and industry developments - Create and deliver executive level communication; serve as a point of escalation for leaders and partners - Leverage the Bank’s Data & Analytics team to pivot the operations team into a metrics-driven organization and becoming more proactive in responding to key drivers - Own all 3rd party relationships related to Treasury Management, ensuring appropriate third-party risk management practices are in place and partners are delivering on contractual commitments
Job ID
2022-16872
City
Newport Beach
State
CA
Position Type
Regular Employee (REG)
First Republic Wealth Advisors market and sell First Republic’s wealth management services to prospects, many of whom are existing clients of the bank’s deposit and lending products and services. Relationship Managers and Business Bankers at First Republic have formed strong relationships with a wide range of high net worth individuals and leading businesses by meeting their deposit and lending needs with an extraordinary level of service. First Republic Wealth Advisors work with these bankers as well our Preferred Banking Offices to identify investment management prospects, help identify client’s financial needs and objectives, and recommend appropriate wealth management solutions. While the Wealth Advisor’s principal responsibility is to focus on bankers and generate wealth management business from existing clients, the Wealth Advisor will also be expected to generate their own business and source new clients.   The goal of the Wealth Advisor is to increase assets under management at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships. Because of the wide range of investment alternatives available to clients, the Wealth Advisor is able to offer clients independent and sound investment advice, offer attractive investment alternatives, and deliver a high level of service.  First Republic believes in an “open architecture” philosophy with regard to its products and services. We can provide customized portfolio management services for particular investment strategies, tax considerations or liquidity goals of clients, as well as access outside funds and managers to best represent asset styles in a client’s asset allocation strategy. The role of Wealth Advisor is to effectively represent all of the platform’s products and services to best meet client objectives. A summary of these offerings are shown below:   Entity Offering: - First Republic Investment Management - Customized Portfolio Management - First Republic Securities Company - Full-service brokerage and online self-directed services - First Republic Trust Company - Able to act as a trustee, successor trustee, custodian, and escrow agent - Financial Planning - Deliver full range of financial planning services, including life insurance - Insurance Services - A full range of insurance products and services, including annuities - Foreign Exchange - A wide range of foreign exchange services The team that works with our clients generally consists of: - The Relationship Manager (or other banker) that manages the overall bank relationship with the client; - The Wealth Advisor, who initially helps determine the appropriate investment solutions for the client and serves as an ongoing resource to clients; - a Portfolio Manager (at First Republic Investment Management or First Republic Securities Company) that acts as the day-to-day manager of the client’s investment assets - A Financial Planner for certain clients - An Insurance Specialist for certain clients - A Trust Officer in instance where we deliver trust services to the client Successful candidates will champion the firm’s private wealth management services both internally and to clients. The objective of this position is to gain the confidence of the First Republic bankers in an effort to collaborate with them to grow assets under management from existing clients and prospects. The Bank has multiple wealth management alternatives available to prospects and the Wealth Advisor should take on a flexible, strategic approach to determining the most appropriate solution for each client opportunity. While most of the new wealth management business generated by the Wealth Advisor will originate from banker referrals, the Wealth Advisor will also be expected to conduct their own business development efforts and source their own new clients.   Specific responsibilities include: - Establish credibility and build confidence as a trusted investment advisor with relationship managers, other bankers, and - Collaborate with relationship managers to identify and prioritize prospects for private wealth management - Generate new assets under management through the bank’s existing lending relationships and the initiation of new relationships. - Serve as the primary contact for wealth management - Evaluate clients’ portfolios to assist Portfolio Managers develop asset allocation recommendations and investment strategies. - Manage client interaction with other First Republic related investment - Keep abreast of trends and strategies in wealth
Job ID
2022-16871
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate, PWM Sweep & Money Fund Administration: - Daily processing of disbursement transactions including outgoing wires, checks, and journals. - Daily processing of deposits. - Account maintenance such as fee reversals, processing account changes, set up online access, statement linking, document scanning. - Answering client service help lines, answering routine questions, and escalating issues to management. - Ensuring compliance with both internal and regulatory policy. - Performs other duties and responsibilities as required or assigned by supervisor which may include special projects.
Job ID
2022-16868
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Insurance Associate role is to provide a wide range of relationship management and administrative support to the Estate and Business Planning Specialists.   This position requires strong relationship management skills in order to build successful partnerships between all parties. The ideal candidate must be able to work successfully with colleagues to provide support to senior wealth management professionals in insurance offerings.   Dedication to excellence, desire to do the right thing, strong work ethics, and a positive attitude are key to success.   What you’ll do as an Associate, Insurance Group: - Support Business Planning Specialists and their collaboration with other senior wealth management professionals in planning and insurance offerings through day-to-day sales and service of the First Republic life insurance business line - Manage business utilizing Smart Office agency management system - Prepare memos, letters, documents, and reports for internal and external distribution by translating conceptual direction into succinct communications - Work closely with Compliance and Operations on requested approvals or reviews - Manage calendaring and department wide - Track commission and revenue generated by the Estate and Business Planning Specialist - Manage client opportunity list and client insurance underwriting file - Provide general administrative support such as email and calendar management, logistics and event management, preparation of marketing materials and - 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
2022-16867
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Fraud Investigator, you will be responsible for enterprise-level fraud risk management including analysis, detection, identification, prevention, resolution and investigations. You will review new and existing accounts and unusual client/banker transactions, as well as analyze and investigate check and deposit fraud, debit card fraud, online fraud and identified loan-related documentation. Your scope will include both internal- and external-facing fraud-related activities, and you will have significant interaction with business partners across the Bank and its subsidiaries, as well as with law enforcement agencies and industry associations.   What you’ll be doing as a Fraud Investigator: - Investigate all related fraud cases referred by business partners and outside parties. - Make sound subjective decisions to identify any accounts demonstrating high-risk behavior which should be considered for closure, heightened monitoring or similar actions. - Identify risks and prevent losses related to fraudulent activities or high-risk behaviors and suggest prevention solutions. - Maintain detailed records of all cases and investigations and update case management toolsets as appropriate. - Conduct initial and follow-up interviews with customers, victims, financial institutions and merchants to compile accurate and pertinent data for each investigation. - Act as a liaison with law enforcement at federal, state and local levels, along with social services agencies, to pursue relevant investigation information and prosecution or restitution, as appropriate. - Compile an Incident Case Review to identify and implement lessons learned for each fraud case, as appropriate. - Understand and comply with regulations such as Regulation E and the FACT Act; be able to recognize elder abuse and file Suspicious Activity Reports (SARs) as needed. - Partner closely with Internal Audit, BSA/AML, Legal and other corporate functions to advance departmental and business goals. - 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
2022-16865
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Deposit Marketing team is focused on promoting and driving deposit growth for the bank.  The position will have the day-to-day responsibility in developing strategic opportunities to further awareness of the suite of deposit products for both client and prospect audiences.  This will include partnering with internal teams to develop new and enhance existing efforts through evergreen efforts in owned and 3rd party channels.  Own and manage all aspects printed and electronic deposit related collateral used by bankers in client conversations. Design strategies and working with partners in Deposit Services to enhance product features/benefits, ensure consistency/alignment of product descriptions and appropriate deposit related disclosures are kept up to date in all marketing related client facing touchpoints and channels.   What you’ll do as a Marketing Director, Deposit Marketing: - Work closely with the broad marketing team as a strategic thought leader with strong project management skills, driving projects from inception through execution - Coordinate and manage Deposit marketing projects and with the focus on providing best in class client journeys - Act as a brand advocate in ensuring Deposit related client journeys effectively convey the brand promise and corporate values - Ensure Deposit products are effectively represented across all client touchpoints including partnering with creative partners for all client facing channels including but not limited to website, digital, email, print collateral, and other. - Partner with Deposit Services (backend operations and support) to ensure alignment across Deposit product initiatives - Conduct post project follow up/analysis to identify opportunities and to refine strategy - Manage major risks and issues through effective contingency plans and proper escalation
Job ID
2022-16864
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Responsible for processing incoming and outgoing wire transfer payments for the Bank.  Research and respond to any wire related inquiries received from other banks or financial institutions. Follow loss prevention procedures for all incoming and outgoing wires.   What you’ll do as a Wire Transfer Specialist I: - Responsible for reviewing wire documentation for completeness and accuracy. Ensuring all wires have been properly authorized. - Responsibilities include working with other departments to authenticate wires with the originator. Closely monitoring all outgoing wires for potential fraud. Follow Bank policies and procedures regarding Risk analysis of wires received through the Remote queue (Browser, Online platforms). - All outgoing wires are processed within the established SLA following the bank’s procedures and controls. - Handle all wire tracers and investigations received from other banks or internally from branches or other departments within the bank.  Cases may vary from responding to tracers requesting confirmation of payment to the beneficiary, cancellation of payment or amendments to the original wire instructions. - Responsible for monitoring unclaimed wires ensuring timely resolution and correction.  - Responsibilities include daily reconciliation of all wire systems, ensure accuracy of balances and posting of wires. - Responsibility includes flexible working schedules to meet the banks goals and daily business requirements - Perform duties and responsibilities specific to department functions and activities.  Perform other duties and responsibilities as required or assigned by your supervisor.  - 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
2022-16863
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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