First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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Search Results Page 9 of 28

The Portfolio Analytics Team provides data and analytics on First Republic Bank’s loan portfolio to regulators, auditors and senior management across departments.  The Portfolio Analytics Manager leads the team to produce quality and timely recurring reports, risk metrics, and regulatory/audit requests.    The ideal candidate is a leader who is organized, pays close attention to detail, and motivates a team to accomplish consistent objectives in a timely manner. The ideal candidate will be adept at working with partners across departments to accomplish shared objectives.      Success is defined by: managing processes in a timely and efficient manner with appropriate controls, identifying trends and nuances within the data, working with end users to maximize the value of solutions delivered and maintaining strong partnerships with other departments.   What you'll be doing as Manager, Portfolio, Analytics: - Successfully manage and lead the team to produce accurate reports with consistent methodology while meeting deadlines - Review and sign off on results produced by the analysts - Identify insights within reports, and catch potential issues before they reach end users - Own and update the Inventory of Reports - Understand data sources and business logic - Understand end user goals in order to provide optimal solutions - Work with the Development Team to automate processes with Snowflake, SSRS, and Tableau - Manage processes independently, providing timely status updates to key stakeholders - Drive process improvements to strengthen controls, improve data quality, and reduce production time
Job ID
2022-15901
Category
Credit Administration and Approval
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Training & Instructional Design Manager is responsible for the functional oversight of the Job Skills training programs for staff in the Lending Services department, as well as the development of online and self-paced learning content. The Manager will guide the centralized training team on their daily functions to ensure efficient and effective execution and performance. To successfully achieve our production goals, the Manager will partner closely with our Loan Closing/Funding and Servicing teams to understand the business in-depth, assess the critical training needs and provide successful solutions. In addition, the Manager will utilize strong working knowledge of instructional design platforms such as Articulate, Camtasia, and other relevant systems to partner with the training team as well as the Lending Services lines of business to identify, create, and deploy training content to augment existing classroom/on-the-job instruction. The Training & ID Manager will also be responsible for various administrative functions such as vacation scheduling/tracking, attendance monitoring, and other performance related issues. The Manager must be able to partner effectively with the People Development Director to make sound decisions and communicate effectively with the People Development team, other departments, and senior management. The Program Manager will also coach, develop and otherwise supervise a Learning and Development staff of at least 2.   What you’ll do as a Training & Instructional Design Manager, People Development: - Identify functional training needs and guide centralized trainers to develop training programs to meet both individual and department goals. Including, but not limited to, the creation and updating of training materials. - Coach staff toward building effective functional training programs for key production areas within Lending Services: - Consult on optimal structure of training programs to ensure key concepts and processes are clearly and consistently delivered to all new hires. - Monitor training program efficacy by assessing new hire retention and learning progress. - Conduct frequent and continual check ins with new hires and production managers to ensure programs are augmented and improved as needed. - Partner with People Development team members and lines of business to create and deploy self-paced/e-learning content. - Provide continual learning opportunities to the centralized training team and People Development as a whole in order to build instructional design knowledge and skill - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-15900
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As an Administrative Assistant and Business Banking team member at First Republic, you will work directly with clients and internal colleagues to provide administrative support to the Business Banking team while planning client and team events, servicing client requests and coordinating marketing efforts. The administrative assistant must exhibit extraordinary client service and leadership skills. Must be able to lead by example, take the initiative and go above and beyond. The administrative assistant is expected to collaborate with other administrative assistants in and outside of the department to support the broader needs of the team and the Bank. What you’ll do as an Administrative Assistant: - Provide extraordinary client service - Provide administrative support to the Business Banking team for seven Business Bankers - Manage and maintain calendaring for Business Bankers, including scheduling, sending invitations and arranging meeting logistics using problem-solving skills. The ideal candidate will need to exercise judgement within narrowly defined timeframes - Coordinate logistics for internal and external meetings; drafting correspondence to clients and internal colleagues; ensuring every calendar invite has all the necessary meeting materials, attachments, call-in number or video links - Anticipate needs of colleagues and clients while providing general administrative support such as: managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense reports, ordering supplies, scheduling appointments, reserving guest offices and conference rooms and distributing mail - Partner with each Business Bankers to support business development efforts; act as lead coordinator for marketing efforts and client events - Handle confidential Bank and Client information in a discrete manner. Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Assist in ordering and mailing client and prospect gifts; must exercise creativity and thoughtfulness when selecting client / prospect gifts - Partner with Senior Administrative Assistant to coordinate team events - Assist team with document preparation, including editing, formatting and distribution of documents. - Support PQA and Credit analysts on quarterly reporting items occasionally, as needed. - Greet clients, prospects and visitors in the office and provide First Republic Bank level of service and hospitality - Other duties and responsibilities may be assigned.
Job ID
2022-15898
Category
Banking
City
Boston
State
MA
Position Type
Regular Employee (REG)
This position would be part of the technology team that supports a Salesforce Cloud instance. This role is expected to work with our business partners, to identify and develop new functionalities which add business value on the Salesforce platform. The Senior Salesforce developer NAO will work on the assigned tasks including configurations and customizations to the Salesforce platform in order to meet the business requirements. The Senior developer will also work on designing and developing Salesforce integrations and data loading process. Knowledge or experience with FSC is extremely desirable.   What you’ll do as a Senior Salesforce Developer: - Develop Salesforce code as per specifications using Force.com Apex Classes, Apex triggers, Batch Apex, Lightning Web Components (LWC), Visual Force (VF Pages), Integration (REST, SOAP, Change Data Capture, Platform Events), Force.com API, SOQL and SOSL. - Develop custom Salesforce applications that are elegant and useful solutions to solve complex business problems by working across various teams, understanding the needs of our customers. Position receives direction provided by Technical Architect and Solution Analyst to delivery functionality requested by the Product Owner teams. - Identify enhancements through customer interaction and work directly with them to provide solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that scale and are flexible to meet the future needs of the organization. - Maintain and enhance workflows and functionality within Salesforce Lightning - Perform ongoing customizations to product features and integrations with other Systems
Job ID
2022-15896
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Commercial Appraisal Reviewer (Hybrid): - Perform detailed technical and compliance reviews on commercial real estate appraisals. - Ensure that valuations are reasonably supported, credible and compliant with federal and state regulations; the Uniform Standards of Professional Appraisal Practice; the Financial Institutions Reform, Recovery, and Enforcement Act of 1989; bank policies and guidelines; and industry standards. - Communicate with appraisers regarding any report corrections and/or revisions. - Evaluate the quality of appraisers’ work and provide feedback for the maintenance of the Bank’s appraisal panel. - Engage in regular communications and serve as an advisor to Relationship Managers and the Executive Loan Committee on appraisal topics in the Bank’s core markets. - Provide support to all areas of real estate lending as needed, demonstrating superior client service to appraisers and employees. - Attend ongoing training on real estate appraisal and real estate appraisal reviews.
Job ID
2022-15892
Category
Lending
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
We are looking for an experienced, driven and talented Stock Plan Administrator to assist with the administration of First Republic Bank’s equity and deferred compensation programs.  You will serve as a relationship manager to your internal colleagues, as a trusted advisor to Compensation and Total Rewards leadership and as a functional expert for key stakeholders on all equity-related programs and projects.  You will be responsible for the identification and implementation of equity solutions supporting the Bank’s strategic priorities.  This position requires a keen focus on employee engagement and the ability to effectively communicate with and influence all levels of the organization, including executive management.   What you’ll do as the Stock Plan Administrator: - Provide operational and administrative support for the Bank’s restricted stock, ESPP and deferred compensation programs - Serve as a primary point of contact for equity questions and troubleshoot issues - Act as a liaison between employees, brokers and transfer agent - Assist in the preparation required for the Annual Report, annual Proxy, 10K, internal and external audits - Work with the Office of the General Counsel to maintain opening and closing of the insider trading windows and Section 16 officer trade restrictions in the equity system - Assist with program communication and education efforts, including the preparation of materials and delivery of employee training - Maintain the Shareworks platform for stock-based plans - Create reports to satisfy ad hoc requests
Job ID
2022-15889
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Director, HR Operational Excellence & Experience is an integral member of the HR Shared Service Operations organization and plays a key role as a thought leader utilizing innovative thinking and operation excellence to drive initiatives that will improve the Colleague Experience across HR functions.  As the catalyst for HR process, policy, and systems transformation, you are a highly visible collaborator and thought leader within HR, working with a wide-range of cross-functional partners to ensure HR continues to provide exceptional service to our colleagues across the Bank and improve the HR function as a whole. This leader will: - Develop a team that performs diverse roles as strategists, project leaders, change managers, process optimizers and connectors. - With an in-depth knowledge of processes, policies, and systems across HR, partner with leaders across the organization to implement actions that will improve the overall colleague experience. - Use deep HR domain fluency, agility, and excellent management skills to advise leaders, guide projects, and ensure operational readiness for change across the Bank. - Drive a continuous improvement culture by using problem-solving, communications, and stakeholder engagement coupled with a programmatic approach to drive continuous improvement activities and consistency in processes & services aligned to Corporate/Local policies to exceed performance expectations.   What you’ll do as a Director,HR Operational Excellence and Experience: - Process Improvement – With the colleague experience in mind, evaluate opportunities to improve the HR experience across HR Centers of Excellences around process, systems, communications, and policies. Gather feedback across organization, investigate potential solutions and conduct root cause analysis to aide in the continuous improvement of processes. Identifying action plans; drive process improvement and future investment to drive efficiency and improved Colleague experience. - Transformation - Contribute to the adoption of HR shared services, platforms, and tools; drive operational process alignment that improves and operationalizes end-to-end service delivery model; research and develop new strategic approaches to drive continuous improvement of systems, processes, and policies. - Stakeholder Outreach – Build trust-driven relationships and engage with peer groups and leaders across the organization to seek out feedback and new requirements to facilitate the troubleshooting of delivery issues, refinement of current processes/policies, development of new operating models, all with the goal of increasing levels of customer service over time. - Change Management - Utilize effective program management and communication skills to drive strategy and decision making across the organization; engage with cross-functional stakeholders to align on execution process and goals; and follow-up to gather feedback and assess/mitigate potential risks. - Knowledge Management – Develop solutions to ensure the effective management of process documentation, desktop procedures, and all other policy documents in an easy to access, search, and user-friendly interface.
Job ID
2022-15888
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As the Learning and Development Specialist, you will work in a team providing program support to initiatives including manager and leadership training, soft skills training, colleague communities, vendor management, credit training, and professional development programs for the Business Banking department. You will collaborate with internal stakeholders to develop and execute learning programs to enhance the knowledge, skills, and engagement of a fast-growing department within the bank. You will have the opportunity to lead your own Learning and Development initiatives, create content and support instructor-led courses. A successful team member will have the ability to juggle multiple priorities while remaining positive and flexible and is capable of thriving in a fast-paced and dynamic service-based environment.   What you’ll do as a Learning and Development Specialist: - Collaborate with the Business Banking Learning and Development team on the design, identification, execution, and management of in-house and external learning solutions for the Business Banking department - Provide program support to initiatives including manager and leadership training, soft skills training, colleague communities, DEI training, and professional development programs - Support the Credit Training Program manager with programming and logistics - Work closely with vendors to either create or license e-Learning options to augment our internal curriculum - Maintain and enhance current training materials, including guides, activities, self-study modules, databases, and reports to track L&D within Business Banking - Monitor participants' knowledge before and after training and provide additional coaching and feedback to management - Support event planning needs such as materials development, venue research, logistics (virtual and in-person) - Manage invitations, tracking, reservations, scheduling and other required logistics for in-person trainings and events - Review and evaluate existing training programs and recommend appropriate changes to improve the learning process - Continually work to find process improvements to maximize the team’s efficiency - Inspire commitment to learning and development through communicating vision, engaging people in continuous learning initiatives, and encouraging a culture of feedback
Job ID
2022-15880
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Financial Intelligence Investigator ("FININT") will conduct meticulous analyses of assigned alerts within the production and rule development environments. The FININT may support varying teams and tasks within FIU.  A high level summary of the requirements for this job includes, but is not limited, to the following.   What you'll do as a Financial Intelligence Unit Investigator: - Conduct investigative/intelligence research of alerted client account activity originating from a transaction monitoring system and review for potential money laundering, terrorist financing, and other financial crime activities. - Conduct investigative/intelligence analysis of collected information derived from varying sources such as, internal bank records/KYC documentation, banker contact, external search engines and open source websites. - Ability to investigate and understand varying types of client profiles related to First Republic Bank’s product offerings. (i.e. Alternative investments, hedge funds, PE/VC firms, among others). - Draft assessment summaries and other written investigative/intelligence products to support decisions and recommendations. - Work effectively across varying groups and teams within the AML Operations environment as well as the AML Solutions & Analytics environment. - Meet key team performance standards while additionally setting personal performance goals in a production environment. - Participate in key trainings and learning opportunities and seek additional knowledge acquisition proactively. - Performs duties & responsibilities specific to department functions & activities as well as other projects assigned by the Manager. - Additional responsibilities include:  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, USA PATRIOT Act, etc.) and the Office of Foreign Assets Control Economic Sanctions Enforcement Guidelines 2) adhering to Bank policies and procedures, 3) completing required training, 4) other duties as assigned. 
Job ID
2022-15879
Category
Compliance
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Vice President, First Line Technology Risk and Operations will be focused on identifying and managing risk in the first line of defense through risk assessment, control evaluation, and reporting.   Specifically, this position will provide risk support for the Information Services department, reporting to the Deputy CIO.   It will also support the Information Services organization in helping manage its daily operations to ensure goals are achieved, including governance, change management and communication, learning and development and reporting for the Information Services department.   As a member of First Republic’s first line of defense, this role will be pivotal in upholding the Bank’s long-standing culture of robust risk management. It will aid in evaluating policy efficacy and compliance, coordinate and drive risk management activities, evaluate controls and escalate risk events.  Also, the role shall promote a healthy risk culture throughout the organization, consistent with the expectations and standards developed by Enterprise Risk Management (ERM).   A key part of the role will include developing a strong partnership with key stakeholders such as the Information Systems, Information Security, Vendor Management, Enterprise Risk Management and Internal Audit groups.   This position requires excellent communication and writing skills, and the ability to quickly develop a working knowledge of First Republic Bank’s technology, processes, policies and procedures, the ability to interact with all levels of staff including senior and executive management.  It will also need to have a strong understanding of capturing operational data, aggregating, and developing a regular reporting cadence.   What you'll be doing as Vice President, First Line Technology Risk and Operations - Lead, manage and embed risk management practices across IS: - Provide input into BIA and BCPs and coordinate BCP and CMT tests with central BCP office - VDDR and contracts - Onsite Vendor Reviews of Critical Vendors - Aid in contract management, due diligence, and exit process - Risk identification, control design and effectiveness, control monitoring and testing - Risk appetite and Key Risk Indicators (KRIs) - Risk and Control Self Assessments execution (RCSAs) - Aid in regulatory, SOX, internal audits and other risk assessment activities (i.e. Information Security ISERA, FFIEC, etc.) - Management of ITRT and Audit findings - Internal Control First Line Testing - Policy and Exception Management Process - Business Continuity Planning - Manage Vendor Risk across the IS Organization - Information Services first line risk management program development, support and maintenance: - Develop and maintain IS Risk Management Framework and Program - Own and maintain GRC module of ServiceNow - Own and maintain interface with IS Risk and Controls in Archer - Lead special projects as they arise related to Risk (i.e. implementation of new RC Modules, controls frameworks, etc. - Governance Support: Secretary: - Aid in IT Steering Committee Charter Maintenance, Tracking, Agenda Setting - Meeting Minutes and Action Items - Playbook and logistics - Learning and Development: - IS focused courses for both internal IS employees and key stakeholders across the Bank including but not limited to courses such as Change Management, Incident Management, Secure Coding Practices, etc. - Development and execution, and maintenance of training of program, tools and content for IS - Other responsibilities include: - Drive risk management practices within the Information Services organization - Build strong partnerships with first line business and risk colleagues as well as Business, Compliance, Risk, Audit, and Legal partners - Drive strategic cross-functional Information Services risk related initiatives, projects, and commitments most important to the leadership team
Job ID
2022-15877
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Model Risk Analyst: 1. Identify and manage model risk across the model lifecycle including model development, implementation, and utilization. This includes: - Prepare written analysis of validation work. - Perform validation and provide effective challenge to model components throughout the model lifecycle, including modelling data and input, model methodology and performance, model implementation and ongoing monitoring, model assumptions and limitation, and model governance and documentation. - Manage interaction with model owners and developers during the model lifecycle. - Present model validation results, including findings and model ratings, to model owners, users, senior management and, when requested, regulators and internal audit. - Review and monitor the remedial actions taken by model owners and developers to ensure the findings are properly and timely addressed. - Prepare materials for MRM Working Group 2. Assist in model governance activities such as model inventory, model documentation library, and validation calendar. 3. Support the execution of various reporting projects in compliance to model risk management policy and procedures. 4. Contribute to strategic, cross-functional initiatives within ERM.
Job ID
2022-15876
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll be doing as a Product Manager: - Engage with stakeholders and end users to capture requirements for sophisticated client-side applications for the web and mobile web - Collaborate with UI/UX designers, other Product Managers, analysts, engineers and data scientists to launch new products, document enhancement requests for existing products, and build a great user experience - Work in Agile development environment and interact with multiple stakeholders to deliver the quality product in a timely manner - Write clear, complete epics and user stories and create test documentation for automated QA - Participate in design discussions and capture end user feedback - Create and execute User Acceptance testing criteria - Produce training materials and conduct training sessions with end users - Support the Client Relationship Browser application, including L1 support, escalation of issues and requests for enhancements via the support function. - Produce ad hoc sql based queries for stakeholders as needed.
Job ID
2022-15871
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Credit Analyst III, Residential you will support the underwriting needs of Eagle Lending's Home Equity Line of Credit (HELOC) product. This person will be a key member of the HELOC Credit Team and will focus on processing, evaluating and completing financial analysis on home equity line requests. The Credit Analyst III, Residential will partner closely with the Eagle Lending Account Executive team, as well as First Republic's Executive Loan Closing Committee (ELC) to monitor and maintain the overall credit quality of existing Eagle loan facilities.    What you'll do as a Credit Analyst III, Residential: - Support the underwriting needs for Eagle Lending's Home Equity Line of Credit (HELOC) product by focusing on processing, evaluating, and completing financial analysis on individual loan requests ensuring turnaround time requirements are met. Verify accuracy and completeness of loan application file. - Process and communicate adverse action decisions with the sales team and prepare notices and mailings as required. - Cultivate strong and positive working relationships with partner teams: Sales, Closing, Executive Loan Committee, Loan Servicing, Product etc. - Ensure quality credit and avert any potential signs of default throughout underwriting process and loan life cycle. - Actively participate in continuous improvements by generating suggestions and participating in problem solving activities.
Job ID
2022-15867
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you. As a Human Resources Technology Specialist , you will provide support to the Human Resources Technology team. Your focus will be to manage and coordinate the requests/inquiries that come through email and ticketing system (ServiceNow).  You will work with the requestor to better understand the needs of the request and then assign it to the appropriate HR Technology team member.   What you’ll do as a Human Resources Technology Specialist : - Manage the inquiries and requests that come through the team's shared mailbox/ticketing system (ServiceNow) and assign them to appropriate team member - Work with the stakeholders to analyze requests, business needs, and gather functional requirements. - Identify learning gaps from stakeholders and assist in resolving these gaps - Support extended applications such as Service Now, Smartsheets, Qualtrics etc. - Perform detailed data analysis to troubleshoot and resolve identified issues and maintain data integrity - Provide end user support and maintain SLA targets set for the team - Provide support to team with special projects and duties as needed
Job ID
2022-15863
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Eagle Lending is looking for an exceptional Analyst Team Manager to support and lead our Small Business Credit Analyst Team. We're looking for a self-starter who is eager to leverage his/her leadership and management skills to drive production, credit quality and the development and growth of the team. Based in San Francisco, this role will guide the Analyst Team as they focus on underwriting business loan requests and monitoring and maintaining the overall credit quality of existing Eagle loan facilities.   What you’ll do as a Credit Analyst Manager: - Responsible for the acquisition, retention, and development of analyst talent. Formally manages, guides, mentors, and coaches analysts in both technical and professional skills. Performs quality check-ins and performance reviews. - Oversee underwriting credit quality and take initiative to develop and lead credit training and resources for the benefit of analysts and sales team. Serve as an advisor or as a point of escalation for analysts and sales partners on credit and process topics. - Manage underwriting pipeline and underwriting process flows. Recommend and support initiatives to improve quality and productivity. Participate in the underwriting workflow as needed. - Cultivate strong and positive working relationships with cross functional and adjacent teams: Sales, Closing, Executive Loan Committee, Loan Servicing, Legal, etc. - Collaborate with Analyst Management Team to create an environment of empowerment, trust, learning, and fun. - Ensure compliance with all external regulatory requirements and internal policies/procedures. Support audits as needed.
Job ID
2022-15861
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This person will primarily assist designated Trust Officer (s) in the daily administration of all types of accounts. This includes daily review of all transactions and cash reports, preparation of all necessary paperwork for cash receipts and disbursements. Fielding routine inquiries and requests from clients and business partners.   What you’ll do as a Trust Associate: - Daily review of transaction journals and cash - Where applicable, manage cash activities for - Answer clients' - Review overdraft reports and remedy overdrafts where applicable - Review fee maps and authorize the release and postings, including preparing manual fee postings spreadsheet for submission to Operations - Conduct research work in order to answer clients' - Prepare drafts of annual account reviews for both fiduciary and non-fiduciary accounts for the trust - Prepare trade tickets for trades to be executed by client with - Prepare trade tickets for mutual fund trades to be executed by - With Trust Officer approval, prepare tickets/entries to move cash to/from accounts and ledgers to cover overdrafts - Reprint statements as - Prepare same-day or future disbursement entries pursuant to requests and - Where necessary, send out confirmation letters on disbursement requests via - Conductdisbursementcallbacksonfed wires. - Where necessary, update the account synoptic and account - Where necessary, update name and address - Where necessary, update investment manager Excel - As required, maintain and print ticklers for trust Process required tasks outlined on ticklers in consultation with trust officers. - Serve as liaison between Administration and Operations including securities related - Administer accounts with minimum supervision from the Trust Officer(s). Sole responsibility for designated Business Escrow, Custody accounts and Trust accounts as - Assist in the opening process for new - Prepare drafts of annual account reviews for both fiduciary and non-fiduciary accounts for the trust - Perform duties & responsibilities specific to department functions & - Performs other duties &responsibilities as required or assigned by - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, ) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-15858
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Cloud Engineering & Enterprise Development   The mission of the Cloud Engineering & Enterprise Development team at First Republic is to enable and craft the cloud platform that supports cross-functional teams in all lines of business (LOBs) of the bank. This encompasses not only the foundational architecture cloud work which enable deployments into the cloud amongst our federated internal development partners, but also development in support of facilitating migration to the cloud.   Within Cloud Engineering & Enterprise Development, we are seeking a cloud services expert to help drive and deliver on our ambitious cloud platform strategy. You will be engineering our next generation of infrastructure using major Public Cloud Providers (e.g. AWS, GCP, Azure, etc.) in a secure, compliant, and efficient manner. Working in a small team empowered to move rapidly to meet objectives, you will be leveraging Infrastructure as Code and automation in all deployments.   What you’ll do as a SeniorCloud Engineer: - Meaningfully individually contribute to the efforts of the team - Work in a cross-functional team to design and engineer solutions to complicated problems, - Migrate applications from an internal virtualized environment to our Public Cloud - Utilize Infrastructure as Code Tools to automate deployments of new applications
Job ID
2022-15853
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Counsel will primarily be responsible for handling First Republic Bank’s corporate legal matters, including public company reporting and capital markets matters. Reporting to the SVP, Deputy General Counsel, the Counsel will also work closely with the Bank’s executive and management team on important strategic matters including Bank investments, investor relations and regulatory developments and assist the General Counsel and Deputy General Counsel in providing corporate governance support to the Board of Directors and its committees. The Counsel will also build and maintain relationships with internal and external stakeholders with significant exposure to the executive and management team. We are looking for someone with exceptional attention to detail, strong communication and analytical skills, and the intellectual curiosity and passionate to strive for continuous improvement.   What you’ll be doing as Counsel:  - Regulatory reporting, including drafting and/or review of Forms 10-K, 10-Q, proxy statements, 8-Ks and Section 16 reports, as well as stock exchange (NYSE) filings. - Capital markets and Bank investment transaction support. - Corporate governance support, including review and maintenance of certain corporate policies, charters and procedures. - Support of the Board of Directors and Corporate Secretary, including meeting content preparation, resolution drafting and maintenance of minutes. - Oversight of corporate entity management and filings. - Provide practical and sound legal advice and counsel in a variety of securities, compliance, corporate governance and transactional matters. - Stay abreast of emerging trends and developments in securities law, corporate law, and governance, and coordinating internal and external resources to provide education and training. - Assist with governance matters and investor relations activities, including formal and informal reporting on the Company’s narratives, progress and results across relevant environmental, social and governance (ESG) topic areas. - Support the continuous improvement of process and procedures. - Implement and maintain written procedures in each area of responsibility. - Perform other duties specific to department functions and/or supporting broader corporate needs as appropriate.
Job ID
2022-15851
Category
Legal
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The Deposits Quality Assurance Specialist position is responsible for all second-level review of existing 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 QCM's Databases and Logs for assigned accounts; answering questions raised by Preferred Bankers regarding Deposit Procedures; administrative duties such imaging documents; pull and review reports and manage research queries for Managers. Lastly, a Specialist should have an advanced understanding of both Deposits documentation requirements and business entity setups in addition to basic knowledge of more complex account/entity structures.   What you'll be doing as a Deposits Quality Assurance Specialist: - Review existing accounts as well as change requests as assigned by QC Assistant Manager and update the QC database with exceptions as applicable. Properly communicate outstanding KYC issues with Preferred Bankers. - Review KYC for completeness and quality of content. Escalate any issues or hard stops to QC Management to ensure proper protocol is followed in a timely manner. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, 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 Preferred 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 - Deposit Documentation (Account change requests, KYC requests from BSA/ AML) - Regulatory Documentation (KYC, disclosures, review) - Ensure documents imaged are uploaded with quality - Identify any rejects/issues with Imaging/FP and escalate to QC Supervisor - 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.
Job ID
2022-15848
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
  What You’ll Be Doing: - Partner with various TA verticals to best document specific, sitation based scenarios including process and offers (Campus Recruiting, Private Wealth, Corporate & Technology, Lending, Sourcing Team etc.) - Assist with End to End testing and documentation of enhancements and/or errors - Create role based user guides and other documents that will enable TA Operations, Recruiters and TA Leadership to best interpret and execute roles and responsibilities - Translate process maps into clear operational hand-offs and train Talent Acquisition Verticals on those hand-offs (Sourcing Team to Recruiting Team to Coordinator Team) - Develop lower-level documentation (e.g., desktop procedures, FAQs, others)
Job ID
2022-15840
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)

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