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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See service from a higher perspective As a Digital Solutions Architect, you’ll execute our digital channel strategy by partnering closely with the Digital Channels team to provide technology solutions that support an integrated financial service experience, incorporating services that include banking, brokerage, wealth management and trust. You’ll work closely with internal and external teams to create world-class digital solutions that support online consumer and business banking, diving deep into the details while providing strategic inputs and enabling the business to operate at a fast pace.   What you’ll do as a contingent Digital Solutions Architect: - Lead end-to-end implementation of digital banking solutions — including conception, development, maintenance and evolution. - Create and maintain a strong working relationship with multiple business teams, technology teams and key external partners as you work to identify problems and define solutions.  - Lead and educate internal teams on common practices and trends for digital initiatives, including explaining technical issues and IT solution strategies. - Provide integrated solutions across internal systems, as well as external third-party-hosted systems and create design artifacts following standards set by the Federal Reserve Board. - Lead and participate in new development projects through the entire SDLC, including requirements, design, development, testing, release, delivery/launch and maintenance. - Collaborate with business teams to provide robust, scalable and extensible technical solutions by understanding business changes and needs. - Review proposals of external partners to ensure that quality inputs are delivered cost effectively. - Ensure compliance to solution architectural design in implementing projects.
Job ID
2020-10408
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Putting you First As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.   Office Operations - Take profit-and-loss responsibility for the office. - Audit input and maintenance of all office transactions according to the office’s policies and procedures. - Check the office balances daily. - Ensure compliance with all the Bank’s policies and procedures. - Participate in weekly Asset/Liability meetings. - Review the office’s operating procedures and practices in order to identify potential improvements. - Work with Marketing to advertise and implement the Bank’s products. - Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures. - Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.). - Manage ATM and kiosk ATM installation and implementation as needed. - Travel as necessary to participate in meetings, training sessions, client events, etc.   Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services. - Deliver a strong individual sales performance, including conducting outside sales efforts. - Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations. - Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate. - Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals. - Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals. - Actively participate in and develop office sales promotions. Management - Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals. - Foster a team environment in which all colleagues can perform to their full potential. - Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people. - Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
Job ID
2020-10405
City
Pleasanton
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As the Training and Development Specialist, you will facilitate training for service and operational teams within Deposit Services. You will work in a team to produce and facilitate new hire curriculum, technical systems training and development programs as needed, and will be responsible for devising, monitoring and reviewing individual and classroom learning plans and producing training materials for in-house sessions. You will be able to demonstrate an understanding of e-learning techniques, and where relevant, be involved in the creation and/or delivery of e-learning modules.   What you’ll do as a Training and Development Specialist: - Facilitate classroom-style training on critical client service, processing, soft skills and system enhancement topics. - Develop and maintain current training materials, including guides, activities, self-study modules, databases and reports. - Observe in-class performance and manage post-training certification for all participants; review trainee knowledge to determine readiness and/or whether additional training is needed. - Monitor participants' knowledge before and after training and provide additional coaching and feedback to management. - Work closely with management to address any identified opportunities for improvement. - 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
2020-10399
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, Uncommon potential Responsible for ensuring that all SFR and CRE lines/loans are set up in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities primarily focus on customer care and loan team support.   What you’ll do as a Junior Loan Specialist: - Review new loan submissions for completeness and accuracy, identify missing or incorrect information. - Input loan data into processing system, order all third party requirements, flood, appraisal, credit reports and fees. - Complete KYC Flightpath compliance for all loan types - Issue initial Loan Estimates - Cross train other team members, when applicable - 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
2020-10394
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Advisor Onboarding Associate 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  Associate: - Serve as a key point of contact to new wealth management teams throughout their transition and integration into First Republic - Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results - Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition - Provide direct onsite and remote training support on certain systems, policies, and procedures - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, Provide backup coverage to Client Services when not assigned to a new team onboarding
Job ID
2020-10384
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective Deliver extraordinary service by providing technical and transaction support, including troubleshooting and problem solving for clients using First Republic’s Cash Management products. Resolve issues involving Microsoft and Mac Operating systems, Quicken, QuickBooks, etc. Provide excellent customer service to both external and internal clients via phone, e-mail, and fax. Speak clearly and persuasively, and deliver excellent customer service by actively listening, expressing a willingness to help, probing for and identifying customer needs, giving correct information, and displaying empathy, courtesy, and sensitivity.   What you’ll do as a Corporate Services Specialist (Cash Management): - Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research requests, and fee reversal requests received by phone and e-mail. - Meets work standards by following production, productivity, quality, and customer-service standards as set by FRB management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Make outbound calls to clients to provide resolutions for Corporate Services and research requests. - Meet all Service Level Standards established for Corporate Services.
Job ID
2020-10382
Category
Deposit Services
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Digital Specialist, you’ll provide support for the Bank’s client-facing digital products. In this position, you’ll have the opportunity to master the relevant cash management platforms: Banking Online, Corporate Online, Mobile Banking, Remote Deposit Capture, Lockbox and Automated Clearing House.   What you’ll do as a Digital Specialist: - Work with our sales teams to ensure a smooth onboarding process for new clients. - Learn prospective clients’ needs and tailor digital solutions based on what will serve them best. - Work with existing clients, identifying their banking needs and introducing solutions to them that will ensure a richer banking experience. Through proactive engagement, work to ensure that the company delivers the same extraordinary service through the digital channels as our clients expect face to face. - Working closely with our Preferred Banking and Relationship Management teams, gain exposure to First Republic’s unique relationship-driven culture. - Partner with the Bank’s product development teams, using client feedback when making decisions about future product offerings. - Take time to be mentored and learn about First Republic’s private banking, lending and wealth management products. - Manage your own schedule and work on ad hoc projects with various departments across the Bank. - Develop a network within the Bank. This often leads to full-time employment after completion of the Associate Program.
Job ID
2020-10374
City
Palm Beach Gardens
State
FL
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
2020-10373
Category
Information Services
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
The Collateral Valuations Regional Manager, one of three Regional Managers reporting to the Deputy Chief Appraiser, is essential to the operations management of the CV Department.   What you'll do as a Collateral Valuations Regional Manager: - Operations Management: oversee one of three regional teams responsible for ordering and reviewing commercial and residential real estate valuations - Mentoring: develop individuals with varying experience and professional backgrounds into a cohesive, high-performing team - Strategy: partner with the Deputy Chief Appraiser and other Regional Managers to develop solutions to enhance performance, customer service and compliance for the entire CV Department - Expertise: serve as an escalation point and subject matter expert to assist CV Department members and internal Loan Team, Executive Loan Committee and Business Banking partners - Problem Solving: work collaboratively to provide solutions to complex valuations issues - All other duties as required by the Chief Appraiser and Deputy Chief Appraiser
Job ID
2020-10369
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Alternative Investments Associate-Contingent, you are responsible for the reconciliation of equity and fixed income accounts. This responsibility includes but is not limited to resolving breaks and exceptions between FRIM’s account system Advent APX and the holdings reported by the various custodians, on a daily basis.  This reconciliation must be performed accurately to prevent possible risk related to trading and corporate actions.  The individual must be a team player, able to work under pressure and meet deadlines.   What you’ll do as a Alternative Investments Associate-Contingent: - Analysis and organization of corporate action announcement data received from data vendors, custodian banks, trustees, information agents, exchanges, and regulatory agencies Creation and follow-up of corporate action event notifications distributed internally across the firm (Portfolio Managers, Traders, Analysts, Operation groups) - Processing the direct AI capital calls and communicating the activity and status with the reassigned WM’s - Maintain system by accurately tracking pricing, security master and system quality control. - Respond to inquiries and requests from internal teams across the organization. - Preparation of weekly and monthly reports. - Ensure department is audit ready and assist in both internal and external audits pertaining to accounts maintained on APX system. - Performs other duties and responsibilities as required or assigned by department managers and/or senior associates.
Job ID
2020-10366
Category
Wealth Management
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential As the Senior Analytics Engineer on the Data & Client Insights team you will be responsible for increasing the productivity and throughput of our analytics team at a large scale. This will include driving increases in repeatability, uniformity and the speed with which analytics is possible. We’re looking for someone who will bring software engineering best practices to the way we curate data for our team’s work. This is a highly collaborative and fast paced role with significant exposure to senior leadership. You will support analytics and data science teams and collaborate with data engineering peers. Also, you will interact cross-functionally with stakeholders throughout the organization to understand how best to use data to drive business outcomes.   What you’ll do as a Senior Analytics Engineer: - Continually grow the set of topics we can analyze quickly and effectively by: - Finding the relevant data in our data lake - Cleaning and making sense of it, working with other internal teams as necessary - Projecting the data into a view that is useful, consistent, well-defined, reliable, maintainable, and well-documented - Build and prototype data marts and pipelines that collect, centralize, and curate data to support analyses - Manage and monitor data pipelines and execute unit/regression test plans - Manage, design, and implement process improvements such as automating manual processes, optimizing data delivery, validating/tuning/modifying data models - Maintain data documentation and definitions - Actively work on data governance, including standardization, reference data set efforts, and data lineage - Perform regular data quality checks and more general QA including tracking, troubleshooting, and resolving issues - Participate in performance tuning and technical problem solving of queries, databases and related tooling - Liaise with and support the Data Engineering team in feeding our discoveries and prototypes into their backlog for eventual incorporation in firm-wide data marts
Job ID
2020-10357
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or 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 requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10353
Category
Banking
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
You would be responsible for ensuring that all single and multi-family residential and commercial lines/loans are set up, processed & underwritten in a timely manner while meeting all regulatory compliance and achieving a high level of customer service. Responsibilities focus on successfully analyzing tax returns and financials ranging from complex to simple for various types of borrowers.  Individual must have a thorough understanding of SFR processing, documentation and underwriting.    What you’ll do as a Loan Specialist: - Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level. - Review set-up loan files for completeness and identify missing documentation and/or 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 requirements - Complete KYC Flightpath compliance for all loan types - Utilize and apply FNMA lending guidelines and other industry compliance regulations - Prepare pre-qualification and/or commitment letters for loan officer review.
Job ID
2020-10352
Category
Banking
City
Los Angeles
State
CA
Position Type
Contingent Worker (CON)
The First Republic Bank’s Client Lifecycle Management (CLM) Platform Director is responsible for defining and owning end-to-end CRM platform and experiences in support of enabling various LOB teams to build on the platform. This role reports into the VP of Enterprise Platforms. The candidate will partner with First Republic Bank’s various LOB technology teams to deliver a seamless end-to-end experience for FRB Clients.   Candidate must demonstrate a proven history of designing and managing a strategic Customer Relationship Management (CRM) platform, preferably using Salesforce as a platform of choice. Oversees and manages a global team of Salesforce Platform resources to rapidly deliver effective platform to meet the growing needs of the business. Initially focus will be to deliver scalable platform to onboard various LOBs, with an opportunity to define and contribute towards firm wide efforts. The candidate in this role will be involved from inception of ideas till execution and delivery, and in this capacity will work with the tech teams in guiding them through best technology practices.   This individual must possess excellent analytical and communication skills with the ability to reach senior business and technology colleagues. Must be able to influence project direction and make pragmatic decisions to optimize the balance between strategic value, time to market, cost and risk. Maximize leverage by identifying shared services, overlapping capabilities and convergence to standards in order to improve efficiency and quality, and reduce time to value. The candidate will have a broad background in application, data and business aligned delivery experiences delivered via a strategic CRM platform. The candidate would be expected to work independently to solve complex problems, and still be technical to possess the soft skills work with a variety of business & tech partners.   In the capacity of Client Lifecycle Management (CLM) Platform Director, the candidate should: - Lead development of the platform roadmap, establish common platform capabilities - Establish Governance and delivery framework on Salesforce FSC for FRB - Ensure adequate oversight on common objects and quality control for the platform - Manage coordinated release cycles across the enterprise - Partner with all bank LOB representatives and Transformation Leads to co-develop end-to-end CRM (Salesforce) solutions in alignment with the platform roadmap. - Provides leadership to ensure delivery of solutions are in alignment with the overall agile & TDD methodology on Force.com platform. - Help gain consensus on business and technical decisions and ensure that appropriate resources are employed to deliver high quality and rapid results. - Focus on maximizing Salesforce configurations and minimizing custom development - Provide leadership and guidance to FRB Salesforce technologists. - Work with business and transformation partners to make effective decisions by assessing quality vs time-to-market tradeoffs. - Ensure solutions work for FRB to deliver ONE FRB solution by aligning various LOB teams. - Align with various enterprise initiatives to align the Salesfoce platform to conform to various regulatory and audit obligations. - Interact with executive management, business operations, business product management, and multiple technical teams to own and deliver end-to-end CRM solutions. - Align enterprise platform roadmap with business roadmaps. - Foster teamwork, communication, collaboration while managing competing priorities. Coach and mentor others helping them develop their careers. Key Responsibilities: - Evangelize platform and its capabilities across the enterprise - Build deep and trusted relationships with lob groups, enterprise teams and data programs - Cultivate an open environment that encourages lobs to share their needs/concerns and provide input or challenge decisions - Lead the FRB enterprise Salesforce Tech team that enables Salesforce Financial Cloud Services and Lightning UI implementation for all lines of businesses - Organize design discussions with users, technical and functional stakeholders to analyze Salesforce functional, technical and integration needs - Be adept at decomposing high-level business needs into Salesforce Platform capabilities for anything that is cross cutting - Ownership of all technical aspects of Salesforce (FSC) solutions including data storage, data migrations, data quality, system integration, 3rd party applications, products and custom code for anything that is cross cutting - Build & execute the right transparency and governance model to share progress, successes and challenges - Review investment spend to ensure alignment with target state and roadmaps. - Mediate conflicting priorities to drive optimal solutions. - Identify duplication of efforts, functional and technical redundancy, and opportunities for shared services.
Job ID
2020-10349
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Onboarding Advisor Associate 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 Onboarding Advisor Associate: - Serve as a key point of contact to new wealth management teams throughout their transition and integration into First Republic - Drive the end-to-end client onboarding process to include but not limited to; pre-fill and review new account paperwork, initiate and submit new account and account transfer requests, complete post account setup requirements, conduct a thorough final sign-off to ensure timely and accurate results - Provide disbursement and account maintenance client servicing support to new wealth management teams throughout their transition - Provide direct onsite and remote training support on certain systems, policies, and procedures - Research and respond to daily servicing, operational, and wealth management related inquiries to ensure timely, accurate and detailed responses are provided - Coordinate pre-arrival setup logistics to include but not limited to; order/confirm office supplies and marketing materials are stocked and current; check scanners and time stamps are available, order business and announcement cards, entry badges and parking passes are prepared, office and technology setup is complete, Provide backup coverage to Client Services when not assigned to a new team onboarding - 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
2020-10348
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Professional Loan Program (PLP) Loan Administrator will process and prepare individual approved loans for booking and funding, in addition to assisting the Credit Analysts and Eagle Lending Account Executives in the ongoing support of borrower-level loans. The ideal candidate will have one to two years of banking/lending experience. Due to the complexity of the transactions, attention to detail is important.    What you'll do as a Loan Administrator: - Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking - Assist team with creating loan addendums and firm/guaranty confirmation emails - Assist team with initial advances, transfers, wires, and payoffs - Assist team lead with due diligence for departure and other types of modifications - Field questions from the Professional Loan Program inbox - Produce monthly and quarterly balance reports - Ensure that all documentation required for the file is obtained and file is complete - Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required - Communicate with the sales force (Eagle AEs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities - Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2020-10346
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Director, Business Strategy & Operations will work directly with the Deputy Chief Operating Officer (Dy. COO) & Chief Data Officer (CDO), and will be responsible for key strategy and planning initiatives. Qualified candidates will have experience crafting a narrative and translating it to white papers, PowerPoint slides and other forms of communication.   What you’ll do as a Director, Business Strategy & Operations: - Organize and facilitate key Departmental priorities - Perform quantitative and qualitative analysis, including mining and analyzing data, setting-up financial models, and performing market and competitive research - Communicate and summarize of Bank’s Data Analytics and Operations strategy - Provide regular project updates and briefing materials for Executive Leadership - Keynote addresses at Sales Conferences, Leadership Academy, Training Programs, etc. - Presentation decks for Board & Committees, recurring strategic analytics projects, and various studies - Narrative drafting, exhibit creation for Bank’s annual business plan - Preparation for Bank’s quarterly earnings calls - Coordination and execution of special projects: Lead the execution of various projects on behalf of the Dy. COO & CDO as they arise, and translate his goals into actionable business priorities and work streams for the team to execute. - Perform other duties & responsibilities as required or assigned Position will work closely with the following: - Enterprise Data - Continuous Process Improvement - Operations Groups - Loan - Deposit - Wealth Management - Information Services - Digital Channels 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
2020-10344
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-10341
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The bank seeks a Quantitative Analytics Manager with excellent communication, statistical modelling and R and SQL programming skills to join the Finance team. The ideal candidate should have at least 3 years of work experience in statistical modeling (e.g., generalized linear models) and have a strong desire to summarize insights for stakeholders and senior management.   What you’ll do as a Manager of Quantitative Analytics: - Translate business problems into statistical problems, and develop statistical models to support business needs. - Manage, develop and document statistical models to forecast credit losses, loan prepayments, mortgage rate spreads, and funding costs. - Apply statistical and programming knowledge, using R, SQL and GitHub environment, for the purpose of credit loss forecasting: including data collection and scrubbing, writing code, estimating model parameters, testing & diagnostics, sensitivity analysis and working with the model validation team. - Summarize insights and present key findings to business stakeholders and senior management. - Fully document the model development process, model tests performed, model assumptions, and processes for controls and governance. - Respond to model scrutiny and inquiries from both internal and external validators as well as federal regulators to ensure conceptual soundness, prediction accuracy, and robustness. - Proactively identify opportunities to improve processes and to adopt leading industry practices. - Assure management of the completeness and accuracy of model documentation, data analyses, R and SQL programs, reports, conclusions, and presentations. - Perform ad-hoc data analysis including business intelligence, exploratory data analysis, data visualization, and management reporting.
Job ID
2020-10338
City
New York
State
NY
Position Type
Regular Employee (REG)
The Operational Risk Associate will have the opportunity to learn all aspects of the Private Wealth Management (“PWM”) business by working with the PWM Risk Manager to identify operational risk across key business areas of PWM and performing first-line control testing.   What you’ll do as an Operational Risk Associate: - Perform end-to-end testing activities, including scoping, controls documentation, walkthroughs, control design evaluation and effectiveness testing, remediation and reporting. - Assist the PWM Risk Manager with the execution of Risk & Control Self-Assessments. - Create workflows for new product offerings/processes. - Participate in special projects as assigned
Job ID
2020-10337
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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