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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Responsible for processing incoming and outgoing wire transfer payments for the Bank.  Research and respond to any wire related inquiries received from other banks or financial institutions. Follow loss prevention procedures for all incoming and outgoing wires.   What you’ll do as a Wire Transfer Specialist I: - Responsible for reviewing wire documentation for completeness and accuracy. Ensuring all wires have been properly authorized. - Responsibilities include working with other departments to authenticate wires with the originator. Closely monitoring all outgoing wires for potential fraud. Follow Bank policies and procedures regarding Risk analysis of wires received through the Remote queue (Browser, Online platforms). - All outgoing wires are processed within the established SLA following the bank’s procedures and controls. - Handle all wire tracers and investigations received from other banks or internally from branches or other departments within the bank.  Cases may vary from responding to tracers requesting confirmation of payment to the beneficiary, cancellation of payment or amendments to the original wire instructions. - Responsible for monitoring unclaimed wires ensuring timely resolution and correction.  - Responsibilities include daily reconciliation of all wire systems, ensure accuracy of balances and posting of wires. - Responsibility includes flexible working schedules to meet the banks goals and daily business requirements - Perform duties and responsibilities specific to department functions and activities.  Perform other duties and responsibilities as required or assigned by your supervisor.  - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-16862
City
Boston
State
MA
Position Type
Regular Employee (REG)
The position that we seek to fill is responsible for assisting and reporting to the Managing Director with day to day-to-day activities that include a variety of analytical, administrative and client oriented tasks.  The position represents a liaison between the Relationship Management Team and Private Banking Officers, lending personnel and clients.   The ideal candidate will be able to assist in research, a basic understanding of financial services, attention to detail, the ability to work under tight deadlines and the ability to work within the team dynamic.  Additional activities pertaining to the client outreach engagement may include, events planning/client follow-up, as well as financial tracking of client development and market trending for demand generation insight.   What you’ll do as a Client Relations Manager: - Build relationships with and learn from MD, CRM and supporting teammates who help make First Republic one of the most highly respected Banks in the Country. - Attain foundational skill-sets to begin a career in the financial industry: Three examples are the following (1) Initial visibility into underwriting facilities, which entails application of a finance, accounting or economics degree to verify a client’s ability to qualify for financing; (2) Observing how teammates handle client relationship management, or sustaining professional connections with First Republic’s borrowers by utilizing both written and verbal skills; and (3) Problem-solving and effective communication, that is, analyzing an issue and articulating it via email with respective team members to resolve. - Assist in supporting the team in closing new deals - Maintain existing loans and keep borrowers up-to-date; assist with client queries and loan servicing matters related to interest charges, account statements and compliance items. - Role model First Republic’s fast-paced and inclusive culture with timely responses to requests, collaboration with the team and intentions to add value to the brand. - Assist with financial reporting covenant monitoring which includes scanning/saving financial information, loading files into OnBase, organizing files on the local shared drives. - Assist with research/audit requests by locating and reporting files and other financial information. - Occasionally joining Team at offsite events, client calls and property inspections. - Assist with championing Google searches and other research which will be utilized in arriving at Start up and Tech prospect opportunities. - Identifying events with which to partner and then managing and executing these events - Acting as the liaison with Marketing Department and assist the team with maintaining invitation lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing campaigns and promotions. - Assist the team on ad hoc projects related to process improvement, technological advancements and ongoing sales support. - Assist with the monitoring of the loan maturity and loan delinquency reports and alerting DRM and team of upcoming maturities - Develop the ability to eventually spread business financial statements, personal financial statements, and individual tax returns. - Local Manager may require additional duties unique to a Team’s Geography, industry niche and other responsibilities which best utilize the candidate’s skill sets. - Participate in the development of department policies and/or procedures and assist with client specific projects as assigned. - Responsibilities include the following: 1) Adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) Adhering to Bank policies and procedures, 3) Completing required training, 4) Identifying and reporting suspicious activity to the AML Officer, and 5) Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16861
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As an Administrative Assistant, you’ll have the opportunity to help increase our efficiency by providing effective administrative support, including interacting with various departments to assist with developing and executing training sessions and meetings.   What you’ll do as an Administrative Assistant: - Prepare and present data to various levels of staff, including senior and C-level management. - Prepare emails, powerpoints, reports and other documents for internal and external distribution. - Coordinate meetings, including gathering and preparing agendas and other materials, arranging communications logistics (remote or otherwise), and taking minutes related to RM trainings and meetings. - Schedule appointments and maintain a calendar for the manager, including making travel and hotel arrangements. - Copy, file, organize and distribute various reports and documents. - Submit expense reports, sponsorship requests and check requisitions. - Manage vendor relationships and contracts for training sessions. - Create and maintain list of RMs that graduated from RM Development Program. - Maintain list of RMs and trainings that they have attended. - Make catering arrangements for team and RM trainings. - Order office and marketing supplies as needed. - Lead and manage special projects on behalf of the manager. - Navigate the organizational infrastructure to solve problems. - Provide input and suggestions for process improvements.  - Assist with the recruiting and integration of new hires.
Job ID
2022-16860
City
New York
State
NY
Position Type
Regular Employee (REG)
What you’ll do as a Client Engagement Marketing Director: - Responsible for coordinating and overseeing all aspects of planning and execution for corporate business and client events throughout the calendar year - Working closely with Head of Client Engagement and Senior director to develop event marketing plans and goals that support company-wide business objectives/marketing strategies - Sourcing, negotiating and managing all event contracts and vendors - Event financial management, including the following: Budget maintenance and reporting, direct billing where needed and post-event reconciliation, final financial reporting and cost analysis - Determine invitees and process, generate invitee lists and manage status reporting to the business units as required - Work with client engagement team and creative team to map out a consistent digital and print plan - specifically, creating and designing event/conference collateral, including invitation, speaker booklets, agenda and any other marketing material - Ensuring compliance guidelines are followed - On-site support for events/conferences requiring regular travel 
Job ID
2022-16859
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Private Wealth Management Banking team is focused on integrating clients across the franchise. This team manages programs and supports initiatives that encourage Private Wealth Management clients to begin or expand relationships with First Republic Bank.   The PWM Banking team is seeking a highly motivated professional to join us as a Senior Associate. The role will focus on deposit program tracking and data analysis, with regular ad-hoc projects that contribute to the growth of Private Wealth Banking. This position offers an excellent opportunity to provide new insights, support management with the development of incentive programs, and improve reporting efficiencies.   The Senior Associate is responsible for maintaining the current reporting structure, preparing data analysis to drive department business decisions, assisting with new marketing materials to expand the core business, and providing regular operational support with management oversight. The desired candidate must demonstrate strong excel, reporting, and data analytics skills.   What you’ll do as a SeniorAssociate, PWM Banking: - Correspond with new and existing producers and Senior Management on deposit questions and related inquiries.   - Review issues that arise from PWM teams or their clients that relate to deposits or deposit related compensation. Work with manager to assess the priority of the issues and agree on path to resolution. - Maintain PWM Banking data by merging and synthesizing relevant data from multiple databases and streamline methods of accessing and reporting data. - Audit data regularly. Recognize and investigate data inconsistencies, providing explanation and potential solutions to maintain data integrity. - Act as co-owner of recurring deposit reports including weekly reports to Senior Executive team members and periodic reporting to PWM producers. - Manage existing colleague and client compensation and incentive programs. Assist with reporting and tracking, educate producers, and assist with scaling. - Create and disseminate new reporting to increase visibility and trust between Private Wealth Management and Bankers to encourage cross-selling and more effective targeting of clients. - Assist with marketing and ad-hoc projects for team members and Senior Executives. - Manage team and program specific email inboxes. Responsible for assisting in monitoring and responding to all incoming messages. - Perform duties & responsibilities specific to department functions & activities or as 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
2022-16857
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Director of Technology Banking:   Sales & Pipeline - Work with Tech banking team to create operational systems for engaging and streamlining prospecting sales strategy - Support the team with inbound and sales funnel - Create & lead tech banking team’s CRM process leading up to handoff to preferred banker - Create structure (e.g. cadence, metrics, goals) for tech banking team to drive effectiveness and efficiency of sales engagement   Special Projects & Strategic Planning - Design & manage special projects related to sales, pilots, and deposit/partnership initiatives - In partnership with the Deputy Regional Managing Director and tech banking team, create the group’s annual and quarterly strategic plans. Support the leadership to ensure the strategic vision is articulated and shared effectively.   Partnerships Strategy - Work with Tech banking team to create operational systems for engaging and streamlining partners - Create engagement cadence and work directly with partners to maximize referrals - Create & lead tech banking team’s CRM process - Create structure (e.g. cadence, metrics, goals) for startup banking team to drive effectiveness and efficiency of partnerships   Reporting and Analytics - Work with data analytics team to download monthly new client data and share monthly portfolio metrics with tech banking - Measure ROI and key metrics for general practice, pilots and special projects and share reports for transparency   Client Engagement - Ensure white glove service level is maintained between client and all various support groups within the bank - Develop internal relationships within the bank to ensure client requests are satisfied efficiently - Mine Tech banking team’s book of business for opportunities for deposits, lending and investment management
Job ID
2022-16856
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
The Marketing team works with clients and internal colleagues to tell the story of extraordinary service at First Republic. The Senior Marketing Manager will drive localized marketing strategy and support for the Preferred Banking Offices (PBOs) in the San Francisco market. They will work closely with their counterparts based on both West and East Coasts to ensure the implementation of not only bank-wide deposit goals, but also marketing plans at the local level to support business growth in San Francisco. This is a partnership role with a high priority on effective communication, analytics, driving marketing strategy and planning for each region in-line with business priorities, delivering new marketing initiatives and collateral, and responding to inquiries from bankers and regional stakeholders.   What you’ll do as a Senior Marketing Manager - Preferred Banking Offices: - Develop partnerships with retail locations in assigned region, making frequent visits to the offices and building close working relationships to gain a better understanding of how to better support their marketing needs - Work closely with the dedicated business unit to develop strategic marketing plans and goals that support their business objectives/marketing strategies. Coordinate the implementation of those plans in collaboration with other members of regional marketing team - Coordinate and project manage campaigns with a particular focus on ROI - Conduct post project follow up/analysis to identify opportunities and to refine strategy - Act as a brand advocate in assigned markets and activate the brand experience through local marketing campaigns and event marketing - Assist in the creation of sales resources (collateral, presentations) and the execution of events and sponsorships – create invitations, pre- and post-event banker communications, sponsorship ads and submit materials for compliance approval - Partner with the other Marketing Managers to create programs, collateral and campaigns that attract and engage hard-to-reach prospects and clients - Manage major risks and issues through effective contingency plans and proper escalation - Partner with media vendor and business unit to create and execute deposit-related print advertisements
Job ID
2022-16854
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a PBO District Banker, you will provide quality client service, cross sell bank products and maintain operations at our Preferred Banking Offices (i.e., bank branches). We’ll look to you to demonstrate First Republic’s core values and offer an extraordinary client experience.    What you’ll do as a PBO District Banker: - Demonstrate thorough knowledge of all Preferred Banking Office operations and banking policies and procedures. - Create a memorable client experience; establish and maintain professional relationships with clients to ensure repeat and referral business. - Demonstrate thorough understanding of all banking products and client need - Handle daily activities of the bank, such as processing transactions; maintaining bank records; and preparing and balancing daily work, bank deposits, ATM and night depository. - Participate in maintenance of the office to represent the office in a positive manner. - Promote and cross sell new banking products and services to clients as well as understand their needs to refer them to Relationship Managers, Preferred Bankers and Trust Officers. - Actively contribute to attaining individual and office sales goals.
Job ID
2022-16852
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
As a Preferred Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. In this role, you will encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. You will use your exceptional client service skills and ingenuity to solve problems and enhance relationships with our clients.   What you’ll do as a Preferred Banker Associate: - Provide ongoing exceptional client service on the phone and occasionally in person. - Support the Preferred Banking team in day-to-day responsibilities and provide backup support in the Preferred Bankers’ absence. - Assist with obtaining and organizing all required documentation and filing. - Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs. - Maintain client relationships and open new accounts. - Acquire knowledge of existing Bank products, specifically on the deposit side, but with a small focus on the Trust, Wealth Management and Loan products. - Keep up-to-date with new Bank product offerings and services. - Maintain the marketing and brochure supply for Preferred Bankers. - Participate in business development calls with Relationship Managers and/or Preferred Bankers. - Adhere to and comply with 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. - Verify the identity of clients that enter into a relationship with the Bank.
Job ID
2022-16851
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated residential lending professional with a passion for Learning & Development to join the Lending Services team.  As the Learning & Development Analyst, Residential Loan Closing, you will have an exciting opportunity to design, build, implement, and deliver a cohesive and comprehensive job skills training program for our new colleagues on the Residential Loan Closing team. Utilizing your in-depth knowledge of residential/mortgage products and closing practices, you will build strong relationships throughout the Lending Services business groups in order to continuously and consistently assess Residential Closing L&D needs, identify gaps, and provide/deploy effective and engaging training solutions. You will also collaborate with fellow L&D colleagues, as well as work with a variety of other areas within the Bank, to identify Bank-wide trainings and opportunities for the ongoing development and engagement of our Residential closing staff.  You may also have the opportunity to broaden the job skills training program to other areas of Lending Services as the need arises.   What you’ll do as a Learning and Development Analyst, Residential Loan Closing: - Identify opportunities to optimize and improve Residential Closing training platforms and delivery strategies in order to best meet end-user needs. - Maintain strong understanding of Residential Loan Closing products and processes in order to keep training materials and content current and accurate. - Develop and implement similar training programs for other production areas such as Loan Servicing, as need arises. - Build and maintain effective relationships with key Lending Services staff to ensure universal standards of training and content delivery with other Learning & Development stakeholders. - Develop and provide systems training as appropriate to Residential Loan Closing colleagues. - 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
2022-16847
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a talented, motivated Commercial lending professional with a passion for Learning & Development to join the Lending Services team. As the Learning & Development Analyst, Commercial Loan Servicing, you will have an exciting opportunity to design, build, implement, and deliver a cohesive and comprehensive job skills training program for our new colleagues on the Commercial Loan Servicing team. Utilizing your in-depth knowledge of commercial products and servicing practices, you will build strong relationships throughout the Lending Services business groups in order to continuously and consistently assess Commercial Servicing L&D needs, identify gaps, and provide/deploy effective and engaging training solutions. You will also collaborate with fellow L&D colleagues, as well as work with a variety of other areas within the Bank, to identify Bank-wide trainings and opportunities for the ongoing development and engagement of our Commercial Servicing staff.  You may also have the opportunity to broaden the job skills training program to other areas of Lending Services as the need arises.   What you’ll do as a Learning & Development Analyst, Commercial Loan Servicing: - Identify opportunities to optimize and improve Commercial Servicing training platforms and delivery strategies in order to best meet end-user needs. - Maintain strong understanding of Commercial Loan Servicing products and processes in order to keep training materials and content current and accurate. - Develop and implement similar training programs for other production areas such as Loan Closing, as need arises. - Build and maintain effective relationships with key Lending Services staff to ensure universal standards of training and content delivery with other Learning & Development stakeholders. - Develop and provide systems training as appropriate to Commercial Loan Servicing colleagues. - 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
2022-16846
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position would be part of the PWM technology team that supports Salesforce feature and function development using Salesforce Cloud instance. This role is expected to provide design leadership in large or complex Salesforce development projects involving application development, system integrations, data migrations, enhancements to existing applications. This role will work closely with our business partners, to identify and develop new functionalities leveraging Salesforce. The individual will manage a team of Salesforce developers in support of the business goals. In addition, the establish best practices for coding, deployments processes and mentor a team of Salesforce developers. This position requires understanding of Salesforce data model and integration best practices.   What you’ll do as a Manager Salesforce CRM, PWM Technology: - Manage a team of Salesforce Developers and Leads in support of delivering outlined business goals - Hold the development teams accountable for quality of code, achieving committed work within a sprint or by project deadlines - Provide design leadership in large or complex development projects involving application development, migrations, integrations, enhancements to existing Salesforce applications - Oversee customizations to the Salesforce application including modules for developing new modules for financial Services Cloud enhancements - Analyze cross-functional business processes, identify alternative solutions, assess feasibility, and recommend new approaches via Salesforce enablement. - Help build reusable assets for use, work on Gap Analysis & Salesforce.com Road Map creation - Build and run custom demonstrations and deliver Proof of Concepts (POC) using Salesforce - Develop and author technical business solutions, product presentations, and demonstrations. - Develop detailed technical requirements and user stories based on the functional requirements - Ensure the Salesforce.com technical design aligns to overall enterprise architecture and scales well. - Produce Architecture/ high level design documents and other artifact - Provide technical leadership and mentoring to a team of developers
Job ID
2022-16845
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Closing team. As a Commercial Loan Closing Generalist, you will assist the Bank’s loan teams in originating each commercial loan by ensuring that the loan is documentable and serviceable by the Bank, creating loan files, performing due diligence by obtaining all required client information to support the loan transaction, and consistently updating the commercial loan origination database. You will also review, perform the necessary due diligence on, and capture information to accurately generate and analyze loan and real estate documentation as well as fund and board the loans to the Bank’s accounting system.    What you’ll do as a Commercial Loan Closing Generalist:   - Assist the Securities Based Lending and Relationship Managers’ Support team members with managing their workflow, questions regarding products, functionality, etc., providing options and escalating issues when appropriate. - Determine internal vs. external loan documents processing path for each loan documentation package. Accurately generate all required loan documentation within the expected service level. This includes working with third parties such as title companies, legal counsel, etc. - Validate the full and proper execution of loan documentation, close and fund the loans. - Generate and obtain documentation related to the collateral and file all appropriate liens/holds, etc. to secure collateral. - Ensure complete and accurate imaged files are maintained in the enterprise document management system, OnBase for records management. - 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
2022-16843
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Lending Services is looking for a skilled lending professional to join our Commercial Loan Closing team. As a Commercial Loan Closing Generalist, you will assist the Bank’s loan teams in originating each commercial loan by ensuring that the loan is documentable and serviceable by the Bank, creating loan files, performing due diligence by obtaining all required client information to support the loan transaction, and consistently updating the commercial loan origination database. You will also review, perform the necessary due diligence on, and capture information to accurately generate and analyze loan and real estate documentation as well as fund and board the loans to the Bank’s accounting system.    What you’ll do as a Commercial Loan Closing Generalist:   - Assist the Securities Based Lending and Relationship Managers’ Support team members with managing their workflow, questions regarding products, functionality, etc., providing options and escalating issues when appropriate. - Determine internal vs. external loan documents processing path for each loan documentation package. Accurately generate all required loan documentation within the expected service level. This includes working with third parties such as title companies, legal counsel, etc. - Validate the full and proper execution of loan documentation, close and fund the loans. - Generate and obtain documentation related to the collateral and file all appropriate liens/holds, etc. to secure collateral. - Ensure complete and accurate imaged files are maintained in the enterprise document management system, OnBase for records management. - 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
2022-16842
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.   What you’ll do as a PBO 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
2022-16839
City
Palm Beach Gardens
State
FL
Position Type
Regular Employee (REG)
Common goals, uncommon potential.  The Specialist I, FX Operations is responsible for confirmation and settlement processing of all foreign exchange products.  The Specialists I researches and responds to any FX settlement related inquiries received from other banks, clients, or financial institutions and must follow loss prevention procedures for all incoming and outgoing wires.   Responsible for the following critical functions:  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. 6) Completing several reporting reports to internal management.   What you’ll do as a Specialist I, FX Operationscolleague:   Other Key Responsibilities - Responsible for all activities associated with processing and settling all foreign exchange transactions for the bank. Must pay close attention to detail on instructions provided by clients, PBOs, and FX Sales. - Maintain lines of communication with Correspondent Banks where nostros and settlement occurs. - Ability to document procedures as well as work well with a team. This is a fast-paced environment with aggressive growth targets. - Phone confirmation, SWIFT confirmation, or on online confirmation of all FX trades. - Closely monitoring all outgoing wires for potential fraud. - Follow bank policies and procedures regarding Risk analysis of trades/wires Including OFAC and Dodd Frank regulations. - Ensure all trades and wires are processed within the established SLA following the bank’s procedures and controls. - Ability to interact effectively with salespersons, client service/preferred bankers offices, counterparts, and clients or amendments to the original settlement/wire instructions. - Monitor all incoming foreign funds, unclaimed funds or unable to be applied ensuring timely resolution and correction. - Maintain knowledge in all aspects related to FX Operations, understands regulatory guidelines, and keeps informed of trends and changes. - Provide back-up support for all job functions within the department as needed. - Escalate issues, resolve problems effectively and determine when it is necessary to involve management. - Work collaboratively to resolve complex issues and/or errors that impact customers or place the bank at risk if not appropriately resolved. - Review of the daily reconciliation for all FX trades and FX wire exceptions, ensure accuracy of balances and posting of FX trades and wires. - Ability to work a flexible work schedule to meet the bank’s goals and daily business requirements. - Monitor and deliver SWIFT messages for the entire bank. - Ability to multi-task and deliver a high-quality product meeting established deadlines in a fast-paced environment.  - Provide a high level of customer service to both internal and external clients. - Create daily and on-demand reports including the daily metrics, and Nostro Balance reports. - Provide written communication to First Republic Bank employees, internal and external clients, and other banks. - Perform other duties & responsibilities as required or assigned by supervisor.
Job ID
2022-16838
City
Boston
State
MA
Position Type
Regular Employee (REG)
Common goals, uncommon potential.  The Team, FX Operations is responsible for final review over processing of all foreign exchange products.  Research and respond to any FX settlement related inquiries received from other banks, clients, or financial institutions. Follow loss prevention procedures for all incoming and outgoing wires. Provides strong support to the FX sales and trading team with guidance from FX leaders.   Responsible for and oversees the following critical functions:  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. 6) Completing several reporting reports to internal management.   What you’ll do as a Team Lead, FX Operations colleague:   Other Key Responsibilities - Responsible for all activities associated with approving and releasing all foreign exchange transactions for the bank. Provide feedback to the team regarding errors. Must pay close attention to detail on instructions provided by clients, PBOs, and FX Sales. - Identify training opportunities to address repetitive situations and propose to management. - Handle escalated issues, resolve problems effectively and determines when it is necessary to involve management. - Perform and ensure all End of Day checks are done nightly, with the support of the Team Supervisor - Monitor queues to ensure SWIFT payments are processed within the established SLA following the bank’s procedures and controls, which requires knowledge of currency deadlines and requirements. - Work directly with team Supervisor to coordinate task assignments and coverage needs for a team of 6 – 8 people in FX Operations. -  Ability to initiate procedure updates and document procedures as well as work well with a team. This is a fast-paced environment with aggressive growth targets - Maintain lines of communication with Correspondent Banks where nostros and settlement occurs. Participates in projects as requested - Provide backup coverage for phone confirmation, SWIFT confirmation, or on online confirmation of all FX trades. Closely monitor all outgoing wires for potential fraud. - Follow Bank policies and procedures regarding Risk analysis of trades/wires Including OFAC and Dodd Frank regulations. - Ability to interact effectively with salespersons, client service/preferred bankers offices, counterparts, and clients or amendments to the original settlement/wire instructions. - Help oversee the monitoring all incoming foreign funds, unclaimed funds or unable to be applied ensuring timely resolution and correction.  - Maintains knowledge in all aspects related to FX Operations, understands regulatory guidelines, and keeps informed of trends and changes and ensures the team does the same - Act as a resource for entry level Reps. Provides back-up support for all job functions within the department as needed. - Work collaboratively to resolve complex issues and/or errors that impact customers or place the bank at risk if not appropriately resolved. - Ability to work a flexible schedule to meet the bank’s goals and daily business requirements. - Ability to multi-task and deliver a high-quality product meeting established deadlines in a fast-paced environment. - Provide a high level of customer service to both internal and external clients and ensure the team does the same. - Create daily and on-demand reports including the daily metrics, Treasury Reports, FCA statements, and Nostro Balance reports. - Perform other duties & responsibilities as required or assigned by supervisor.
Job ID
2022-16837
City
Boston
State
MA
Position Type
Regular Employee (REG)
The primary focus of this job is to plan, design, develop, implement and support ongoing development and support of the OnBase Document Management System and Ephesoft Intelligent Document Classification system. The functions in this job include IT Applications Development, Maintenance, IT Architecture, IT Engineering, and other IT Infrastructure support functions. This level typically works under general supervision and exercises judgment. Knows and effectively uses fundamental concepts, practices, and procedures. This resource may work on projects or tasks that are fairly complex and varied.   This position will be involved in the development, maintenance, and enhancements of OnBase & Ephesoft applications. General responsibilities include In-depth knowledge in analysis, design, prototyping, testing, developing/enhancing applications, production support, problem solving, including requirements gathering, estimating effort and documentation.   OnBase administration and development including workflow development, Ephesoft configuration and development of release scripts, strong knowledge of BI/DW development practices and principles.   The developers will be working with the IS resources, internal business users, and external vendors to enhance and implement the necessary changes to the existing application based on the requirements from the business users.     What you’ll do as a OnBase Developer: - Responsible for working with ECMS team, various business groups and project lead to assist in gathering business requirements necessary for implementing enhancements or additional new features to the existing application. Interact with customers/ users to support software acceptance process and act as a liaison between development and user community. - Responsible for translating business requirements into cost-effective solutions, provide feedback to the requirements gathering process, designing and developing solutions with minimal supervision, and troubleshooting and supporting production systems. - This position will also participate in the ongoing effort to modernize the platform and keep abreast of current best practices. - Investigation and root cause analysis of software and system defects; resolve issues with production systems. - Development of documentation and training materials to ensure full understanding and use of the application for the business users. - Work with vendor to handle application upgrades and implement complex document management solutions. Provide 2nd tier, off-hours remote support as needed. - Strong written, communication and interpersonal skills working in a cross-functional team environment. - Strong knowledge of document management software and workflow is recommended. - Experience with OnBase or any equivalent document management tool strongly preferred. - Good organization skills with strong attention to detail. - Familiarity with project management and application development principles. - Experience working in a team development environment, should be a team player.
Job ID
2022-16836
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential: As an Investment Specialist, ideal candidates would have a passion for investment management, be willing and able to effectively research, and form opinions on stocks of all sectors, market cap, and style. A preference for a core or value driven approach to equity analysis is also desirable. A candidate will be client facing and will be analyzing clients’ holdings, assessing risk and presenting recommendations. A candidate will be able to prioritize and manage multiple responsibilities under pressure while demonstrating sound judgment and ability to reason. What you'll be doing as Vice President, Investment Specialist: - Follow economic data and developments from markets around the world, understand FRIM’s strategic asset allocation guidelines. - Construct and rebalance client portfolios. Must be able to propose and implement asset allocation and changes to clients without supervision. Create and implement strategies to reduce the risk associated with concentrated restricted positions. - Partner with clients’ tax advisors to create plans for minimizing the tax implications associated with low basis equities. - Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. - Assist Wealth Manager in completing and presenting proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. - Participate in weekly research calls to understand trends and identify investment opportunities. - Prepare ad-hoc market environment and investment research. - Participate in internal research projects and special client assignments as needed. - Manage and take ownership of excel-based templates including historical performance tables, comp tables, attribution analysis, and holdings-based analysis. - Research and reconcile performance returns not in line with benchmarks. - Attend and present in client meetings to review portfolio activity and performance reports. - Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Research and gather business intelligence to identify prospective clients and focus opportunities. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Wealth Managers and the Client Service team on ad-hoc projects. - Perform duties and responsibilities specific to department functions & activities. - Performs other duties and responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2022-16830
City
New York
State
NY
Position Type
Regular Employee (REG)
As a Senior Talent Management Specialist, you will help grow our newly created Talent Management pillar in Human Resources as we implement job architecture and Workday, touching all colleagues across the organization and multiple facets of Human Resources. This is truly a special opportunity at a top tier bank and Fortune 500 company. Our dynamic environment provides a great space for growth and the ability to make a direct impact.  What you’ll do as a Senior Talent Management Specialist: - Lead the development, maintenance, and enforcement of processes and practices related to performance reviews/colleague assessments and the administration of Workday. - Support the implementation of Workday Talent module and work with HR Technology team to provide configuration requirements for dashboards, reports, enhancements, updates, and management status reports, etc. - Provide high-touch internal customer service to our internal partners and colleagues. - Support other business leaders during the colleague assessment processes. - Prepare and present to various leaders on topics related to performance/talent.
Job ID
2022-16827
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)

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