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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Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9681
Category
Banking
City
Los Altos
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Construction Loan Specialist: - Must be able to  analyze / underwrite / cash flow mortgage loans. - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained and the highest possible level. - Review set-up loan files for completeness and identify and missing documentation or potential problems. - Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented. - Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance. - Prepare pre-qualification and/or commitment letters for loan officer review. - Cross trains other team members, when applicable. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9679
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Mobile Technical Lead: - Establish and maintain strong partnership with the business owners/product owners. - Work with Business Owners/Product Owners and system leads (including vendor solutions) to logically design and negotiate solutions and participate in the long-term planning for products. - Ensures commitments are met while providing high quality and cost effective systems that meet customer’s expectations. - Full stack hand-on mobile development for native mobile app design and implementation (iOS and Android), including system analysis, test driven application development, test automation, code review and application maintenance support. - Adapt Digital Agile approach and work with mobile vendor to implement the mobile solution. - Drive the architecture and technology choices that enable a world-class user experience. - Code and ship complex new mobile features and apps at high velocity and high quality with well-structured code. - Keeping up-to-date on new technology, standards, protocols and tools in areas relevant to rapid changing digital environment. - Work with the application support team and external vendors to ensure all applications are supported according to their SLAs. - Troubleshoot debug, and fix issues in production and non-production environments. - Hands on development experience and full understanding of mobile app development pipeline and process including development of applications that interface with hardware accessories. - Lead and mentor junior mobile developer. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9670
Category
Information Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The QA Specialist position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits QA Specialist: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA Management to ensure proper protocol is followed in a timely manner. - Review and clear pending exceptions in a timely manner.  Work with Assistant Manager, when necessary, to resolve any outstanding items. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with Bankers and Client Services staff to have a well-rounded understanding of the bank’s deposit products and related transactions to provide back-up assistance as needed, including having a clear grasp of BSA/AML/KYC policies and procedures. - Provide oversight to ensure compliance with BGB and regulatory requirements on (a) Deposit Documentation (New Accounts, Supersedes, and Miscellaneous) (b) Regulatory Documentation (KYC, disclosures, review) (c) Ensure documents imaged are uploaded with quality (d) Identify any rejects/issues with Imaging/FP and escalate to QA Supervisor (e) Other tasks related to account documentation as assigned to support the team. - Additional 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.  - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  A bachelor's degree in addition to at least 2-4 years’ experience in banking or an equivalent industry is preferred. Complete knowledge of banking platforms used by the bank – OSI/Total Plus, Flightpath, OnBase, Ephesoft Scanning, Outlook, Adobe Acrobat, MS Office, etc.
Job ID
2020-9669
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
The Integration Specialist is a key member of the Private Wealth Management (PWM) Onboarding and Transition Management Team. The role will engage with all aspects of PWM and provides excellent exposure to cross-functional department business partners and to Executive Management. This role covers the onboarding cycle including recruiting, onboarding, and integration of new teams into PWM while working directly with our Client Service and Transition Management Team to support the growth of our business.    What you’ll do as an Advisor Onboarding Integration Specialist: - Drive all training related activities necessary to ensure new hires are proficient with core systems, policies and procedures. - Manage and present core system demos with incoming teams throughout the recruiting cycle. - Provide direct onsite and remote training support on certain systems, policies, and procedures. - Lead and facilitate training status meetings with designated training partners to assess knowledge gaps and how to address where applicable. - Coordinate introductions to both PWM and Bank stakeholders to ensure new hires are versed on who their key contacts are across all lines of business. - Collaborate with business partners to create quick reference guides, desktop procedures, and other miscellaneous reference materials. - Develop a deep understanding of the PWM business and processes as well as technology applications used in the front and back office in order to deliver training and provide consulting and best practice advice to wealth management teams. - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided. - Conduct a comprehensive regulatory review and approval of new accounts to include both brokerage and advisory services. - Attend standing meetings with Client Service and Operations to stay current with internal policy and procedures, regulatory requirements, and technology changes impacting how we support the business. Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2020-9661
City
New York
State
NY
Position Type
Regular Employee (REG)
As a member of our Internal Audit team, the Senior Auditor – Finance/Operations will work closely with the Bank’s finance, accounting, compliance, wealth management, and other lines of business to ensure appropriate control design and test control effectiveness across organizational processes.    The Senior Auditor is responsible for assisting with the planning and execution of financial, operational, and regulatory compliance based audits as well as providing control consultation on risks and controls throughout the Bank and its subsidiaries.    What you’ll do as a Senior Auditor - Finance/Operations:   - Assist in the planning stages for key segments of audits by reviewing available information and data, assessing both risk and regulatory requirements, and designing audit programs. - Administer and execute financial and operational audits including, but not limited to, (a) audit team planning, (b) scheduling and leading meetings, (c) general administration such as coordinating with Audit Administrator for workspace, badges, and logistics, (d) performing audit fieldwork using appropriate auditing methodologies and data analysis, (e) effectively lead resources assigned to audit project, (f) monitoring inflow and review of audit requests and workpapers for quality and adherence to standards within the audit management tool (TeamMate), (g) setting-up and administering weekly audit status meetings, (h) assisting in report writing, (i) ensuring timely issuance of report, and (j) validating the remediation of audit findings. - Provide assistance to external auditors by responding to general audit questions, supporting their efforts to rely on Internal Audit work, assisting in the annual confirmation process, and as needed. - Develop draft audit reports by identifying and gathering support for potential issues, ensuring findings are appropriately documented, and recommending value-added solutions. - Ensure the overall quality, consistency, risk management and adherence to department and professional standards and identify opportunities for audit process improvement. - Establish and maintain strong relationships with business unit management. - Remain current and increase knowledge of regulatory requirements that impact the organization, as well as in the areas of internal control, accounting, business, company products and company information. - Support management initiatives and perform administrative responsibilities as needed. - Assist in special projects and non-finance and operations related audit projects as needed; perform other duties as assigned. - Perform duties & responsibilities specific to department functions & activities. - Perform 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) who enters into a relationship with the Bank is known and verified.   Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2020-9660
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Responsible for reviewing new commercial loans, renewals and modifications to ensure key aspects of approval conform with the loan documents, the loan accounting system (ASFIII), and the covenant tracking system LoanVantage (LV). Issues requiring resolution—e.g., discrepancies, errors, and missing or defective documentation are entered into the Observation Tracking Log and the responsible parties notified. Covenants and due date ticklers are entered into or confirmed using the LoanVantage system.   Key requirements of the position include: a strong knowledge of loan documents; quickly developing proficiency with AFSIII, OnBase, and LoanVantage; excellent attention to detail; strong interpersonal skills; a desire to learn; plus the ability to effectively manage time and changing priorities.   What you’ll do as a Credit Administration Analyst -  Validations: - Validations - New commercial loans, renewals and modifications are reviewed timely, accurately and appropriately according to written procedures and guidelines to confirm key aspects of approval conform with the loan documents, AFS III, and LV. - Pursue clarifying or corrective action in a timely and effective manner while providing quality service to all parties. - Apprise management of substantive non-compliance issues and adverse trends. - Tickler Set Up - Review loan documents to accurately assess Tickler requirements and dates. - Set up Ticklers in adherence with applicable Bank standards and tracking system requirements. - Identify issues and pursue resolution in a timely and effective manner. - LoanVantage - Increase level of LV proficiency in all core job functions with existing functionality. - Readily develop proficiency with any new functionality. - Productivity - While placing quality of work as first priority and volume as second, complete assigned work according to expectations. - Validation Team Support and Development - Identify areas for increased efficiencies in processes and higher quality internal service, and make recommendations accordingly. - Assist with training new colleagues and cross-training existing ones. - Perform other duties and responsibilities as assigned by manager. - Assist with assigned projects and special requests.
Job ID
2020-9659
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Under minimal supervision, the Senior Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Senior Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as an Accountant: - Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger Accounts within deadlines. - Provide detailed support to Accounting Management on financial reports and schedules and regulatory reporting such as the 10Q & 10K and the Call Report. - Identify, research, investigate, and problem-solve GL account and/or internal control issues. Under some circumstances, contact other departments to resolve outstanding issues. - Support the accounting team in meeting month end closing deadlines. - Assist management on responding to inquiries from internal and external auditors. Organize and maintain updated accounting procedures respective to assigned tasks.  - Assist in various projects as needed. - Review standard journal entries for accuracy and completeness. - Perform detailed analysis and ad hoc reports of various financial data to include but not limited to general ledger account, P & L line trend and other financial statement reports. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and 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. - DISCLAIMER Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2020-9655
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Associate I, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website. They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.   What you’ll do as an Associate I, Consumer Services: - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail. - Consistently deliver an exceptional client experience on every client contact. - Make outbound calls to clients to provide resolutions for Online Banking and research requests. - Ability to effectively to multi task on a regular basis. - Ability to work a variety of work schedules based on business needs. - Ability to work over-times as needed. - Work collaboratively as part of a team to achieve service goals. - Ability to adapt to a fluctuating work pace environment. - Displays accuracy and thoroughness, while completing work assignments in a timely manner. - Adhering to and complying with the applicable, federal and state laws, regulations and guidance. - Ability to function in a PC windows or MAC environment. - Must be willing to submit to an extensive background check and credit history. Perform duties and responsibilities specific to department functions and activities. - Performs other duties and 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 clients(s) that enters into a relationship with the Bank. - Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Job ID
2020-9648
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Director of Paid Media will report into the Vice President, Director of Marketing Campaign Strategy will work cross functionally across teams, partners, and stakeholders on developing and executing integrated brand campaigns across Paid Media channels. This includes developing media plans across digital, print, radio channels, working closely with creative producers and vendors on execution. S/he will work closely with marketing and brand managers to understand business objectives, look to optimize the paid media mix and deliver tangible results, as well as oversee the Paid Media budget and forecasting.   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 a Director of Paid Media: - Relationship owner of our offline and digital agencies, leading the day to day management of campaign execution. Manage development, execution and stewardship of paid media plans. - Strong and ongoing relationship management, ensuring media plans are aligned to goals across several stakeholders including product and regional marketing managers. - Will manage a small in-house team to ensure media plans are executed on time, lead creative requirements with in-house and external creative partners, and provide monthly reviews of performance to stakeholders. - Support Agency new business efforts with innovative media plans and tactics. Support a test-and-learn environment and develop a program that measures key performance metrics across paid media channels, in order to continually evaluate and adjust to optimize results. - Work in close coordination with department leaders in brand and marketing technology strategy, in order to integrate efforts across owned and paid media channels, as well as with partners in the Digital Channels and Eagle Lending teams, in order to integrate efforts across channels and products. - Strong account management of agency and internal stakeholders, assuring quality control of all media planning and implementation
Job ID
2020-9647
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an Associate, Contract Management   - Coordinate and contribute to all stages of contract lifecycle including RFP preparation, contract review, negotiation, maintenance and termination - Manage contractual and business relationships with vendors - Develop, structure and negotiate legal and business terms and conditions including price negotiations - Comfortable advocating on behalf of the business and subject matter experts and negotiating with counsel - Manage contract terms within contract management platform and report status on an ongoing basis - Establish and develop close working relationships across lines of business and with technical, audit, compliance, security and legal teams as necessary - Familiar with key terms and conditions that are common to various types of vendor agreements including but not limited to SaaS, software, hardware, and professional services agreements - Work in a self-directed, collaborative, and constructive manner with team members, the business unit, and our internal stakeholders - Understand the requirements of working in a regulated environment and the controls that are necessary to be successful in the financial services industry
Job ID
2020-9645
Category
Shared Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects,  providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-9643
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Treasury Analyst works directly with the Finance Management team to perform various administrative and clerical duties necessary to run the department efficiently.  Ability to prioritize workload and adapt to rapidly changing priorities is essential.  The right candidate must be a team player who is motivated to take on projects and tasks that require initiative and close attention to detail.   What you’ll do as a Treasury Analyst: - Monitor bank liquidity position, intraday and funding activity. - Develop automated analytical tools and dashboards covering liquidity position and funding profile. - Perform daily cash rebalancing. - Generate and process treasury related wires. - Support execution of funding strategy through, e.g., administration of CD issuance and maturities. - Create and implement infrastructure and procedures for new funding channels. - Identify and remediate areas of risk for all treasury activities. - Run and distribute daily treasury reports and cash flow forecast. - Complete ad hoc projects for senior and executive management. - Work closely with senior and executive management to meet short, medium, and long term funding goals. - Work with other functional groups in the Bank to complete treasury projects. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-9640
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as an HR Business Partner:   Leadership: - Act as a member of First Republic’s HRBP Leadership Team (HRBPLT) and exemplify our HRBP Model, ways of working, and have a deep understanding of our overarching people and culture strategies, objectives and offerings Act as a member of the assigned business unit’s Leadership Team; having a key “seat at the table,” contributing to business strategy and plans, and coaching and guiding on the strategic direction of people and culture Where applicable, attract, engage, develop and retain your direct reports; including providing expert guidance and coaching to enable them to best meet their client group needs and excel as an HRBP People and Culture Strategy: - Develop and maintain in-depth understanding of the assigned business unit’s annual and long-range business strategies, plans, objectives, and people and culture needs - Act as a people and culture champion and change agent - Develop and cultivate relationships and synergies across our HR Centers of Excellence to design, develop, implement, communicate and execute core FRB and customized business unit people and culture strategies and programs - Communicate needs proactively with our HR Centers of Excellence and business leaders and ensure that leaders and teams in your client groups are aware of our HR strategies and plans early to contribute to the direction of these - Play a lead role in helping your client groups assimilate, implement and execute key people and culture strategies, practices and programs; including ensuring that appropriate people, communication, education and change management are in place to support people and culture strategy and program delivery Strategic Business Partnering: - Continually provide our HR Centers of Excellence with feedback and guidance; provide strategic HR partnering and coordination, and appropriate use of HR operational resources, such as Employee Relations, Benefits, Payroll and HR Administration - Act as a trusted adviser, coach and consultant to leaders and management in your client groups to improve their leadership capability, team effectiveness, strategic insights and business performance - Leverage analytics to help your business unit(s) grow, engage, develop and retain talent - Identify and inform HR Technology & Operations of recurring and/or ad hoc business unit needs for HR analytics, reporting, technology or other HR operational requirements - With your manager and other HRBP colleagues, determine and deliver a routine and reliable cadence of HR analytics and insights that help your business unit(s) stay ahead of internal/external people and culture trends and dynamics - Build and cultivate internal and external relationships to bring value-added insights and services to business leaders, teams and First Republic overall Talent, Engagement and Inclusion: - Lead workforce planning for your assigned business unit(s) to create a robust, specific and scalable approach to growing our people and our business - Work closely with Talent Acquisition & Development, Total Rewards and business leaders to advocate the Talent agenda; help First Republic remain at a competitive edge; build and promote knowledge and networks of talent across your business unit(s) and more broadly - Lead or co-lead Talent Management and Succession Planning in your business unit(s); help us ensure a strong pipeline of talent and to address any talent gaps in a timely manner - Proactively partner with your manager, other HRBP colleagues, and our HR Centers of Excellence to identify, define and lead initiatives that reinforce and strengthen our values and culture, and our ability to attract, engage, develop and retain diverse top talent
Job ID
2020-9638
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Overview We are looking for an individual who can help us evolve a technology-enabled workforce and drive deeper collaboration amongst our colleagues by using innovative processes and technology. The Senior Director of HR Shared Service Operations will be process oriented with understanding of technology landscape to improve quality and efficiency.  The ideal candidate has the opportunity to build out HR shared service operations at scale and deliver exceptional service.  You will be a core member of the HR Tech & Ops team reporting directly to the SVP, HR Technology & Operations and help the team execute on their mission to enable best in class employee experiences by leveraging technology, continued process improvements and data to enable informed decision making. As we continue to grow and evolve our Human Resources function, we are looking for a leader to transition shared service operations to the next level of maturity. This is an exciting role to build for scale, and grow with the organization.   What you’ll do as the Senior Director of HR Shared Service Opearations (HR Tech & Ops): Leadership: - Execution focused leader who takes time to understand the context - Experience managing a team with a player-coach mindset - Collaboration and negotiation with business partners and stakeholders HR Shared Services: - Direct operational delivery by establishing priorities with the leadership team and delegating work, and ensuring optimal allocation of resources across the team - Drive execution through an effective framework for processes and technology solutions that will deliver high quality service across the colleague lifecycle - Serve as a point of escalation for significant operational issues (status changes, terminations, hiring, onboarding, offboarding) from Ops team and others stakeholders and lead resolution - Drive case analysis and issue trends, find opportunities for both process improvement and enhancement of services - Leverage and implement new technologies to reinforce service delivery in collaboration with HR Business Partners and other Centers of Excellence - Lead process improvement to maximize efficiency, optimize service delivery and ensure a high-quality experience for candidates and colleagues - Provide oversight on risk and compliance for HR process and policies - Manage and motivate the Operations team, provide coaching and guidance to support team building and to ensure a culture of excellence, execution and accountability
Job ID
2020-9636
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Payroll Analyst works directly for Payroll Director and is responsible for all elements of processing and reporting relating to biweekly multi state payroll as well as provide project support for payroll initiatives.  This role requires strong technical and communication skills and the ability to simultaneously manage tasks to meet established standards and deadlines. Successful candidates will be highly organized, detail-oriented and show a strong aptitude towards critical thinking and problem-solving. Ability to prioritize workload and adapt to rapidly changing priorities is essential.  The right candidate must be a team player who is motivated to take on projects and tasks that require initiative and close attention to detail.   What you'll do as a Senior Payroll Analyst:  - Manage workflow to ensure all payroll transactions are processed accurately and timely - Reconcile payroll prior to transmission and validate confirmed reports - Understand proper taxation of employer paid benefits - Execute payroll processing while ensuring timely processing of payroll checks, direct deposits and supplemental payrolls as required - Ensuring timely and accurate tax payments - Execute time and attendance processing and interface with payroll - Provide support to employees and managers with time and attendance system - Investigate and respond to employee payroll related questions - Process manual checks as required. - Ability to trace and reconstruct transactions to resolve issues and streamline processes. - Provide assistance with special projects in payroll and human resources as needed.  - Reconcile and Process accurate and timely year-end reporting (W-2, W-2c, etc.) - Assist with Workers Comp estimate and audit, Census Reporting and other benefit related analysis. - Develop ad hoc financial and operational reporting as needed using Cognos BI.
Job ID
2020-9632
Category
Accounting/Finance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Administrator Associate, ideal candidates will act as a liaison between the Wealth Managers, the clients, and Private Wealth Management middle office and operations teams.  This position requires strong relationship management skills, acute attention to detail, strong analytical skills, and a client centric mindset to provide outstanding service to both internal and external clients.  As a member of a multi-person team, the ability to work well within the team and communicate openly is of particular value.   What you'll be doing as a Administrator Associate: - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Schedule all client-related appointments, coordinate client mailings/invitations to company events. - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail. - Perform duties and responsibilities specific to department functions & activities. - Perform other duties and 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, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9631
City
New York
State
NY
Position Type
Temporary Employee (TMP)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2020-9629
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Working with the Relationship Managers on the Construction Lending Group, Credit Analysts are responsible for analyzing and underwriting credit requests for commercial and construction loans on single family residential, multi-family residential, commercial, mixed-use, and other types of real properties.  This position interacts with Relationship Managers, clients, internal and outside legal counsel, environmental consultants, title companies, FRB appraisal department staff, and Executive Loan Committee.   What you’ll do as a Credit Analyst / Underwriter:   Loan underwriting: - Coordinate the collection of client financial information, and prepare “needs-lists” for any missing items.  Organize the information received from clients so that it can be easily identified by subsequent users. - Communicate with clients to set their expectations reasonably, and then deliver to those expectations to ensure client satisfaction. - Work with Relationship Managers to properly size and structure loans. - Prepare prequalification worksheets to be used to obtain support from members of Executive Loan Committee (“ELC”). - Prepare commitment letters. - Prepare written loan narratives that provide in-depth analysis of property performance and guarantor financial support.   - Present loans to ELC for final approval. - Coordinate flow of information between Bank and borrower’s counsel during the documentation process.  Renewals, extensions, and modifications of existing loans: - Work with team members and clients to ensure that loans are extended or repaid prior to maturity. - Collect updated financial information needed to complete extension or modification. - Prepare credit memoranda for submission to ELC. - Coordinate for receipt of any required appraisal, title, legal or environmental services. Other projects: - Gather market data on favored property types within FRB’s market area. - Provide assistance as required by Relationship Managers to enhance client relationships. - Interact directly with clients to ensure that their expectations are met, or exceeded. Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2020-9628
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Responsible for day to day operations in Item Processing.  Duties within the department include VOD, FED adjustments, collections, research, daily balancing of in clearings, processing of return deposit items, bank by mail, brinks posting, BofA third party depository posting, support for branch image capture, mobile and ATM Deposit processing, signature verification and general support for preferred banking offices.   What you’ll do as an Item Processing Specialist: - Primary Duties: Be able to cross train and back-up a variety of functions within the department such as VODs, FED adjustments, in clearings, Brinks/Loomis posting, RDI's and legal processes. - Provide general telephone and email support for preferred banking offices. - Completion of research requests, subpoenas for records and bank by mail processing.  - Daily tasks includes: Prepping and posting of bank by mail.  Monitoring and updating of the research request log and completion and forwarding of research requests and subpoenas for records. - Responsibilities include the following: 1) Adhering to and complying with the applicable federal and state laws, regulations and guidelines, including but not limited to the Bank Secrecy Act, US Patriot Act, etc.  2) Adhering to Bank policies and procedures 3) Completing required training and certifications 4) identifying and reporting suspicious activity to the AML 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, etc.) 2) adhering to Bank policies and procedures, 3) completing required training,  4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2020-9627
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)

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