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.

 

Here are our current job openings. Please click on the job title for more information, and apply from that page if you are interested.

E-Verify Participation Poster


Right to Work Poster

Use this form to perform another job search

The system cannot access your location for 1 of 2 reasons:
  1. Permission to access your location has been denied. Please reload the page and allow the browser to access your location information.
  2. Your location information has yet to be received. Please wait a moment then hit [Search] again.
Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com
Click column header to sort

Search Results Page 9 of 10

Discover the independence to grow and drive change. The Cloud Security Engineer provides security oversight to First Republic Bank’s cloud computing environment.    Oversight is achieved by ensuring appropriate security controls are deployed and operational throughout the cloud environment in compliance with company policy and standards.   In this position, you’ll have the opportunity to work closely with other Cloud Security Engineers and Information Services colleagues to ensure that logging and monitoring is integrated with the various networks, systems and database architectures and that security policies are being effectively employed.   What you’ll do as a Cloud Security Engineer: - Responsible for identifying, defining and documenting appropriate security controls for the bank’s cloud applications. - Responsible for engineering cloud security solutions to include Security Incident and Event Monitoring (SIEM) system, vulnerability scanning, web application testing, network monitoring, and Database Activity Monitoring. - Responsible for identifying, defining, documenting, prioritizing and building security control use cases across the cloud landscape. - Responsible for ensuring policies, standards and other supporting documentation such as CAT controls appropriately reflect the bank’s cloud applications. - Responsible for disseminating and reporting data to other teams as appropriate - Project Consulting: Provide security consulting services, as needed, to various projects. Provide input and guidance to the Information Security Architect in the design of security solutions. - Provide assistance to the Network Security team in the engineering of cloud security controls.
Job ID
2020-10166
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Information Security Specialist provides security assessments for FRB clients.              The Information Security Specialist will be responsible for scheduling and visiting our FRB clients and business managers to perform desktop and/or laptop security assessments. The Information Security Specialist will perform a security assessment of the target computing system and provide immediate feedback to the business manager or client with recommendations, if any, for improving the security posture of the target computing environment.   The position will work closely with Internet Services, Relationship Management, Preferred Banking, and First Republic clients.   What you'll do as an Information Security Specialist: - Provide desktop and laptop security assessment by: Scheduling through the appropriate channels user desktop / laptop security assessment. Manage schedule and must be punctual to ensure that users receive the assessment in a timely manner. Arrange schedule to ensure that any travel is minimized. Review OS level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings) Review application security settings (e.g. Browser based security settings, e-mail client settings) - Review network security settings (e.g. wireless network configuration). - Provide security awareness / best practices training to sales force, preferred bankers, relationship managers, and clients: Provide instruction on desktop / laptop best practices (e.g. keeping patches current, running regular antivirus checks, setting up system restore points). Advise end users on current security incident trends and effective methods of counteracting (e.g. phishing attempts, untrusted web sites). - Provide documentation of security assessment engagement: Prioritize and document findings and recommended changes. Continually research and recommend best security practices for end user / desktop interaction. Follow up with user to ensure that service was satisfactory (documents survey results to be used for metrics to assess the effectiveness of the assessment). - Update the assessment as required. Stay current on malware trends, especially in the financial industry and adjusts the assessment accordingly to reflect the latest trends. Stay current on wireless network technologies and encryption methodologies. Continually review latest hacking techniques and adjust the assessment accordingly to reflect the latest trends. - Assist in marketing of the security assessment program. Make recommendations to modify advertisement based upon updates to the security assessment. Work with internal groups to develop marketing strategies. - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor.
Job ID
2020-10165
Category
Information Services
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, etc. 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
2020-10090
City
New York
State
NY
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, etc. 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
2020-10087
City
New York
State
NY
Position Type
Regular Employee (REG)
Overview You’ll have the opportunity to be a strategic and trusted advisor to assigned business units, executing people and culture strategies, objectives and plans. You will play a lead role, working closely with the SVP, HR Business Partner Team Lead and HR Centers of Excellence (Total Rewards, Talent Acquisition & Development and HR Technology & Operations). As an HR Business Partner, you’ll develop and maintain in-depth understanding of how your internal client groups operate, their strategies, business and resource plans and needs, including the business unit’s financial position, midrange plans and competition. You will expertly align business objectives and needs with people and culture strategies and resources.  You will also play a key role in helping ensure First Republic continually enhances our position as a great place to work.   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 advisor, 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
2020-10084
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As an Associate with Eagle Lending, you’ll have the opportunity to build a career in financial services, work with clients to help them achieve their financial goals and learn more about business development and credit. You’ll support our Account Executives (AEs) as they develop their clients’ plans using our suite of lending products. Your responsibilities will include monitoring new and existing loans in the pipeline, advising on additional lending opportunities, creating reports, and ensuring that loan packages are complete for underwriting. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank. We’ll provide you with the guidance, encouragement and training you need to help you be successful in this position.   What you’ll do as an Associate: - Provide support for AEs and their books of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit services, lending products, and wealth management products and services. - Discuss individuals’ financial concerns and needs and explain how our suite of products and services can present potential solutions. - Assist in managing AEs’ pipeline of client transactions in process, vet and complete the initial analysis of new applicants, and respond to ad hoc client requests. - Assist the Directors with the relationship management and cross-selling of Professional Loan Program clients. - Create and maintain client interaction reports. - Develop your professional skills and knowledge.
Job ID
2020-10012
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
The Eagle Intelligence Product Engineering team is looking for talented software developers to grow its product suite. Help accelerate the growth of one of the world’s largest companies by generating and delivering valuable insights to our internal clients. We support First Republic’s employees and clients through the acquisition, integration and management of the Bank’s information technology systems and services. We drive innovation and explore emerging technologies so our people can be productive and focus on what matters most – providing extraordinary service. You’ll be part of a small team that manages a suite of internal applications that bankers use to serve their clients. Our team is passionate about adding business value by means of delivering high quality technical solutions and offering exceptional support to their business partners. The ideal candidate will have experience applying critical reasoning to sophisticated problems while working in: Stack: - js - React - C# - Python - SQL/NoSQL - Jenkins What you'll be doing as the Senior Full Stack Engineer: - Work with the team to design, develop, and support scalable applications/product features - Review, test, and deploy source code multiple times per day - Create web APIs and services to provide access to data and critical features - Come up with creative solutions to challenging problems - Collaborate closely with quant and data science teams - Work in a fast-paced environment and be a part of the bank’s rapid growth
Job ID
2020-9998
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you will do as a Site Reliability Engineer: - Responsible for developing proactive monitoring, maintenance, troubleshooting, repair and upgrades of servers, network infrastructure, base software services, power distribution, environmental systems for the distributed internal network as well as monitoring of connectivity to 3rd party vendors, partners and subsidiaries. - Single point for technical issues that require advanced skill, knowledge and troubleshooting. - Responsible for identification, development of automation and self-healing systems for triage, rapid recovery and service restoration. - Responsible for critical business data transfers end to end from development to monitoring. - Participates in disaster recovery, business continuity test by performing documented recovery procedures and troubleshooting issues that may be encountered. - 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 Security 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
2020-9986
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you.  This position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout the bank. This critical role will provide operational and administrative support to Human Resources, including coordinating and assisting with projects, events and communications. This individual will work closely with the HR Senior Leadership Team consisting of SVP Total Rewards, SVP HR Business Partners and SVP Tech Ops.   What you’ll do as a Senior Administrative Assistant: - Schedule appointments and maintain meeting calendar for HR Senior Leadership team. Organize travel arrangements including airline and hotel as needed - Coordinate HR Team meetings and events, including catering, preparation of meeting materials, setup video conference, conference call, etc. - Provide administrative support for HR Department including supply orders, shipping packages, mass mailings, HR mail distribution and calendaring for HR meetings - Keep the HR work site organized, clean and presentable - Assist with HR New Colleague setup, collaborating closely with HR Specialists, HR Business Partners and IT - Handle rollover phone calls and provide backup to the Executive Assistant to the Chief People Officer - Maintain invoice files and monitor Purchasing Card expenditures and reconcile monthly. Submit expense reports for HR Senior Leadership team. Ensure invoices are reviewed and approved for delivery to Accounts Payable for payment. - Partner with HR Communications Director to prepare, edit and proof HR Team Communications, including maintaining the Intranet HR pages and other projects as assigned. Update the HR Department site as a co-Community Manager - Reserve conference rooms for HR team, schedule meetings for HR Team members as needed
Job ID
2020-9960
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential     As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - Processes customer transactions according to branch policies and procedures. - Files and maintains bank records in compliance with branch policies and procedures. - Prepares and balances daily work, bank deposits, ATM and Night Depository. - Participates in maintenance of the branch office to represent the office in a positive manner. - Promotes and introduces new banking products and services to customers. - Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers. - Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2020-9920
Category
Banking
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
2020-9915
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Director, Facilities Accounting will serve as a partner to First Republic Bank’s Chief Accounting Officer, accounting team leadership and Bank’s management and will provide solid business council to the Facilities accounting team. The individual will have responsibility for various aspects of financial close and monthly and quarterly reporting as it relates to Facilities, including Leases and Fixed Assets (collectively, “Facilities”); maintaining the accounting structure, procedures and controls; and application of appropriate technical accounting and regulatory rules for the areas of responsibility. The individual must thrive in a deadline-oriented and fast-pace environment, enjoy coaching and developing others, and have a passion for continuous improvement.    What you’ll do as a Director, Facilities Accounting: - Provide oversight of Facilities accounting operations - Lead monthly and quarterly close processes for Facilities. - Ensure timeliness, accuracy and usefulness of reporting as it relates to Facilities; oversee the preparation and communication of monthly, quarterly and year-end internal financial reports for the areas of responsibility - Analyze and ensure compliance with ASC 842 Leases and ASU 2018-15 Cloud Computing Arrangements - Prepare various analyses and forecasts provided to the Accounting and executive leadership - Analyze complex contracts and ensure proper accounting treatment - Work closely with IS, Project Management, Procurement teams to analyze the accounting treatment and timely recording of the assets relating to the projects - Take a leadership role on the strategic roll-out of the procure-to-pay solution as it relates to Facilities - Lead process improvements, operational effectiveness and automation initiatives related to Facilities area - Participate and play a leading role in other Accounting department-wide automation and technology-based initiatives and system implementations - Support other special projects - Ensure maintenance of effective internal controls and appropriate accounting procedures for the areas of responsibility, including evaluation of processes and controls for compliance with SOX. - Key liaison with external and internal auditors, as well as regulators for their audits and examinations of the Facilities area. - Provide leadership, strategic direction and oversight to the Facilities accounting team - Lead, manage and develop a strong, performance-oriented team, capable of actively and effectively engaging and growing with the business.
Job ID
2020-9836
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Senior Loan Analyst, you will have the opportunity to process and underwrite single-family residential mortgage loans while providing an exceptional client experience. You will analyze complex tax returns and financial statements and assist in completing the loan process from start to finish. After you’ve developed a strong comfort level with the residential loan process, you’ll have the opportunity to learn apartment and commercial property loan analysis and processing.   What you’ll do as a Senior Loan Analyst: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze and process each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Underwrite the income sources, collateral and credit quality of residential loan applications. This includes analysis of personal and business income tax returns, tax schedules and financial statements. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Complete Know Your Client regulatory data for all loan types. - Follow the lending guidelines from the Federal National Mortgage Association and nonconforming secondary market investors, along with other industry regulations. - Prepare prequalification and/or commitment letters for loan officer review. - Learn the Bank’s loan pricing matrix and become comfortable engaging with clients to confirm and discuss our loan programs.
Job ID
2020-9824
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Overview: Responsible for supporting activities that advance the sales, business development and strategic goals of the team. Ensures timely and effective completion of projects and sales initiatives. Supports leaders to drive team engagement and serves as a champion during periods of change.   Responsibilities: - Manage programs to expand the First Republic network and drive new household acquisition from emerging referral sources (ex: Google/TriNet). - Support leadership in identifying and pursuing new business opportunities. Help define the strategy, size-up the opportunity, and build the go-to-market approach for each. - Partner with Marketing and Digital Channels to drive sales growth in new business opportunities. - Identify, strategize, and implement cross-functional process improvement initiatives to reduce friction and increase efficiency in the sales and client onboarding processes. - Ensure that changes/enhancements to company systems are consistent with team’s business needs. - Develop best practices that align sales processes with company initiatives. - Work with leadership to understand current and future workforce needs. - Plan, develop, and direct the recruitment process for the team. - Evaluate team KPIs, revisit metrics regularly, and analyze progress against them. - Drive solutions to challenges in meeting team KPIs. - Manage metrics/analytics program to help team leaders make data-backed business decisions.
Job ID
2020-9780
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Loan Closing Manager, Residential Lending: - Manage closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Assist with doc prep file QC and provide results as feedback to closers. - Deliver funding/closing report to finance and other departments to ensure that all funds are available at the required time. - Act as a mentor and subject matter trainer to staff; encourage associate development and advancement. - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the group. - Provide training, conduct performance reviews and complete any other supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2) adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9728
City
New York
State
NY
Position Type
Regular Employee (REG)
The Deposits Quality Assurance 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 Quality Assurance 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
2020-9726
Category
Banking
City
Palo Alto
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
2020-9691
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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)
Common goals, uncommon potential As a Security Risk and Compliance Specialist, you’ll play a key role in supporting the information security risk management process within the Bank. You’ll also be responsible for assessing the adequacy of the security and business continuity / disaster recovery controls of First Republic’s vendors and recommending mitigating controls. In this role, you’ll have the opportunity to handle compliance reviews of information technology policy and procedures, the tracking of remediation items, security risk reporting and tracking, and information technology audit preparation and responses. You’ll have the opportunity to be a self-starter who proactively seeks solutions to difficult problems.    What you’ll do as a Security Risk and Compliance Specialist: - Review the security and business continuity controls of the Bank’s vendor-based solutions for compliance with First Republic’s policy and procedures on an ongoing basis. - Identify and communicate recommended security and business continuity controls and control deficiencies to the Bank’s various business units. - Document and monitor the implementation of controls for technology and business project plans. - Review and analyze vendor contracts for compliance with Bank security, business continuity and disaster recovery requirements and propose revisions as necessary. - Maintain a broad knowledge of best practices and trends in the field of IT controls, information security and business continuity.
Job ID
2020-9619
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Under general supervision, the Staff Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Staff Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as a Staff Accountant - Cash Team:  - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis and write-ups for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any related inquiries from internal and external auditors. - Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting. - Organize and maintain updated accounting procedures respective to assigned tasks. - Assist in various projects as needed. - Responsible for the physical and electronic record retention for all assigned tasks. - Support the team during periodic desk rotation and vacation coverage. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9543
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

Need help finding the right job?

We can recommend jobs specifically for you! Click here to get started.