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 15

The Business Operations Analysis Associate will be a member of the Private Wealth Management (“PWM”) business administration team assisting with business results reporting and compensation management, research and analysis and issue resolution. The Business Analysis Associate will analyze process flow and work with various functional groups to implement process improvements and achieve automation. The Business Analysis Associate will also be responsible for preparing recurring and ad-hoc reports, creating and maintaining appropriate supporting documentation, responding to audit and regulatory inquiries.   The position will interact with Executive Management, PWM Business Administration Team, PWM Operations Teams, Wealth Management professionals, HR and Compensation Teams, Accounting and other functional groups.   The position will be trained to fill in as needed for a variety of additional functions.   What you will do as Associate, Business Operations Analysis: - Develop a detailed understanding of products and services offered by PWM, as well as billing and compensation processes and systems. - Perform analysis of business results and compensation programs; research and drive resolution of questions and issues. - Assume ownership of questions and drive towards their resolution. -  Lead or assist with special reporting projects as assigned. -  Lead tracking and results reporting for incentive programs. -  Recommend and develop new/enhanced reporting methods and documentation. Drive process improvements to strengthen controls, enhance data integrity and reduce production time. Work to automate recurring reports and streamline existing processes. - Create and maintain department procedure documentation; gather information and respond to internal and external audit requests. - Work with wealth management professionals, bankers, Client Service Associates, HR Compensation Team, Accounting and Executive Management on compensation-related projects. - Assist with requests for information and financial analysis for PWM compensation and other initiatives. - Assist with creation of any review/updated for PWM business plan. -  Assist with financial diligence for onboarding of new investment professionals. -  Perform duties & responsibilities specific to department functions & activities. -  Perform other duties & responsibilities as required or assigned by supervisor. -  Responsibilities include the following:  1) adhering to and complying with 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
2020-9626
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential We will need a temporary individual for a period of a minimum of 3 months to 6 months to assist in responding to loan sales’ credit/underwriting conditions.  We’re anticipating on facilitating/executing two major loan sales in the first two Quarters of 2020 which will total approximately 1,000 loans.   What you'll do as a Due Diligence Loan Sales - Credit/Underwriting (Contract): - Assist in due diligence process by reviewing investor conditions/findings and provide any missing documentation and/or respond to any credit deficiencies (income, assets, employment history, etc.) - Reach out to loan teams (Loan Specialist, RM’s and ELC for missing and/or incomplete documentation - Review documentation provided by the loan teams to ensure data will satisfy loan conditions - Review/evaluate loan files with income calculation and debt-to-income discrepancies; provide responses to the investors to cure the issues or rebut using alternative documentation if possible. - Ability to work closely with investor counterparts to clear conditions and manage outstanding pipeline assigned to them
Job ID
2020-9623
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
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
2020-9621
Category
Sales
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Zelle Operations Specialist is responsible for executing daily functions for Zelle and other payments related services.   These responsibilities include but not limited to daily reconcilement of Zelle transactions, process REG E claims and disputes, resolve escalated operational issues, handle inquiries related to Zelle and other payment services.   What you’ll do as a Zelle Operations Specialist: - Work with Deposit Services, Digital Channels, Information Services, Accounting, Fraud, BSA/AML, Bankers, Vendors and Clients to resolve any reconcilement discrepancies, and REG E disputes. - Reconcile General Ledger accounts - Assist in department functions as needed - Ability to conduct complex research, and resolve all requests timely - Must have excellent Customer Service and interpersonal skills to interact with Internal and External Clients - Must have excellent phone etiquette - Assist in creating and maintaining department procedures - Assist management with month end reporting - Constantly work to improve operational efficiencies - Support the team in meeting daily, and monthly deadlines - Support department trainings - Work closely with management to ensure SLAs for the department are met - Perform routine responsibilities with limited supervision - Must be a self-starter and have good sense of urgency - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by supervisor. - 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.) - Adhering to Bank policies and procedures - Completing required training - Identifying and reporting potential suspicious activity to the BSA/AML Officer - Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9620
Category
Deposit 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)
  What you’ll do as a Security Specialist Intern:   - Work with Auditors and Regulators to ensure that reviews of user access are performed according to policy, in efforts to make certain only relevant people have access to corporate applications.  - Collaborate with all departments of First Republic, to advocate for, educate, and ensure the departments perform the required User Access reviews according to Policy.  - Further provides recommendations based on findings.  - Helps to ensure that access control policies outlines the various controls (Discretionary, Mandatory, and Role-Based) placed on both physical access to the computer system (that is, having locked access to where the system is stored) and to the software in order to limit access to computer networks and data.
Job ID
2020-9617
Category
Information Security
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
  What you'll do as an Information Security Intern :   Information Security Data and Reporting: - Produce Information Security trend reports, dashboards, and scorecards, based on communicated requirements. - Document data sources. - Produce visual display of data for consumption by Information Security personnel.   Information Security Test Tracking: - Compile and track security testing activities. - Document and archive test results. - Coordinate with multiple groups to ensure testing communication.   Information Security Documentation: - Track Information Security documentation updates. - Update Information Security process documents as instructed.
Job ID
2020-9615
Category
Information Security
City
San Francisco
State
CA
Position Type
Temporary Employee (TMP)
The Alternative Investment Operations team (First Republic Investment Management) is seeking a highly motivated professional to join our team as a Senior Associate, Eagle Alternatives Operations with a strong working knowledge of GAAP accounting. The role will focus on activities surrounding the core operations of our alternative investment business and fund processing.   What you’ll do as a Senior Associate, Eagle Alternatives Operations: - Assist with the preparation and review of private funds’ financial statements and complete Net Asset Value packages as required each month or quarter to ensure that client reporting is carried out accurately and efficiently. - Coordinate and collaborate with the Financial Statement Auditors working with the private funds. - Assist in the Treasury functions of the private funds, including cash management and use and maintenance of lines of credit. - Participate in the review and reconciliation of investor subscriptions and redemptions in the funds. - Work closely with third-party fund administrators to oversee and monitor their operation. - Communicate with the client servicing team and the fund administrators about any questions or issues that may arise. - Review and reconcile investor records. - Communicate with underlying fund managers. - Help manage and enforce the team’s policies and procedures, and assist in the assessment, review and improvement of these policies and procedures.
Job ID
2020-9614
City
Los Angeles
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Digital Banking Associate II, you’ll provide support for the Bank’s client-facing digital products. In this position, you’ll have the opportunity to master the relevant cash management platforms: Banking Online, Corporate Online, Mobile Banking, Remote Deposit Capture, Lockbox and Automated Clearing House.   What you’ll do as a Digital Banking Associate II: - Work with our sales teams to ensure a smooth onboarding process for new clients. - Learn prospective clients’ needs and tailor digital solutions based on what will serve them best. - Work with existing clients, identifying their banking needs and introducing solutions to them that will ensure a richer banking experience. Through proactive engagement, work to ensure that the company delivers the same extraordinary service through the digital channels as our clients expect face to face. - Working closely with our Preferred Banking and Relationship Management teams, gain exposure to First Republic’s unique relationship-driven culture. - Partner with the Bank’s product development teams, using client feedback when making decisions about future product offerings. - Take time to be mentored and learn about First Republic’s private banking, lending and wealth management products. - Manage your own schedule and work on ad hoc projects with various departments across the Bank. - Develop a network within the Bank. This often leads to full-time employment after completion of the Associate Program.
Job ID
2020-9613
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This individual will co-manage a team of colleagues that are subject matter experts, technologists, and business analysts who share the objective of enhancing the quality of our card products. The position requires thoughtful and capable leadership focused on being a steward of Bank culture, advising the business with strategic and impactful solutions, and ongoing communications on change management to the enterprise. This role will also focus on maintaining high team morale, reinforcing clarity of mission, strategy and approach, and understanding, shaping and meeting career goals/objectives of team members.    This is a perfect opportunity to make a tremendous difference in a dynamic, fast-paced, growing organization that is committed to leveraging technology and workflow solutions across the enterprise in order to continue to deliver extraordinary service to our clients and to each other.   What you'll do as Vice President, Card & ATM Product Strategy:   - Define and implement an innovative strategic roadmap for debit cards and ATMs that integrates client service and enterprise strategy along with emerging trends and technologies. Establish product delivery objectives and timelines in close collaboration with business partners. - Understand client needs, key metrics, and the competitive landscape through market research and data driven insights to continuously improve the client experience. - Identify and prioritize opportunities and initiatives while maintaining focus on exceptional client experience and value for our cardholders. - Prepare business case analysis for investments in product/functionality and act as a senior advisor to business and executive leaders - Develop training plans for support teams, bankers and clients and maintain collateral material as well as procedures and policies for the product - Monitor and report on performance results to executive management using both qualitative and quantitative analysis - Provide direction and support through cross-functional relationships with both front and back office teams as well as external partnerships - Perform duties & responsibilities specific to department functions & activities. - Perform other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering or 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
2020-9612
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. The primary function of the Client Service Specialist is to provide a wide range of sales, service, administrative and relationship management support to assigned Relationship Managers. Acting as the liaison between the clients, Relationship Managers and the Operations team this position requires strong relationship management skills in order to build strong, successful partnerships between all parties. Client Service Specialist will support high producing Originator(s) in the preparation, review and processing of complex loans. This position also involves submitting files, requesting loan conditions, as well as communicating with clients and realtors. Handles customer inquiries, researches, and ensures appropriate and timely resolution while meeting all regulatory compliance and achieving a high level of customer service.   What you’ll do as a Client Service Specialist: - Provides support to our Relationship Managers as well as building a relationship with the borrower. - Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process. - Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking. - Directs customers through the loan process, often working with complex loans. - Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items. - Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues. - Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc. - Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served. - Acts as a main point of contact on daily operational questions for processing team. - Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team. - Assists with additional duties as assigned. - Complies with all related Federal, State and Industry laws and regulations pertaining to Banking. - Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis. - Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information - Attend any and all branch/team meetings as requested. - Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects. - Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate. - Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events - Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.
Job ID
2020-9611
Category
Customer Service/Support
City
Manhattan Beach
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential: The Administrative Assistant works directly with the Finance Management team to perform various administrative and clerical duties necessary to run the department efficiently.  Ability to prioritize workload and adapt to rapidly changing priorities is essential.  The right candidate must be a team player who is motivated to take on projects and tasks that require initiative and close attention to detail.   What you’ll do as an Administrative Assistant: - Overall team support for the Finance Department and support Finance management team as needed - Arranges internal and external meetings and conference calls including gathering and preparing agenda/materials/printing/binding and arranging logistics (conference room, bridge line, ordering snacks/lunch) - Keeps the Finance work site organized and ensures area is clean and well stocked, including the kitchen and loading and unloading the dishwasher, also supports space planning and coordination - Maintain invoice files and centralized vendor files. Ensure invoices are reviewed and approved by management and keep organized in the shared drive. - Arranges meals for employees during peak periods - Seamlessly owns supply ordering, package shipping, mail distribution, printer paper stocking, and courier requests - Prepare memos, letters, and other documents/reports for internal and external distribution as requested and provides clerical support including scanning, filing, and indexing - Assists in booking travel and hotel arrangements - Assists with onboarding new department employees, including collaborating closely with HR, Facilities, IT, etc. to ensure new employees are set up for immediate success - Assists in various other duties and special projects as they arise - Prepares and submits expense reports - Support department record management and retention - Leads the resolution of technical issues in the conference rooms and ensures rooms are fully functional - Coordinates floor safety (fire drills, floor wardens, times of evacuations, etc.) - Coordinates the onboarding and off boarding of professional services consultants - Supports the planning and execution of team events and meetings (e.g. town halls, holiday parties, volunteer events, etc.) - Manages department Collaborate site and department calendar (includes posting of birthdays, anniversaries) - Assist with floor seating plan and any move or logistical arrangements - Directly interfaces with all levels of internal clients and team members - Ensure the Finance Business Continuity Plan and Business Impact Analysis Report is up to date. Work closely with the BCP coordinator and Finance Team leaders on a routine basis to receive updates and feedback. - Maintain the Finance Department SharePoint site and ensure all folders stay organized.
Job ID
2020-9609
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Service Associate, you’ll serve as the first point of contact for clients or prospects. You’ll be called upon to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across our teams.   What you’ll do as a Client Service Associate: - Oversee client interaction, participate in client meetings, manage communication through telephone and email, prepare presentations for clients, process transactions and provide product and marketing support. - Research and respond to inquiries for our high net worth clients; escalate issues as appropriate. - Act as the liaison between the investment professional and client and the Private Wealth Management middle office functions, such as client services, trading, portfolio management, billing and fee support, performance and trust. - Handle administrative tasks, assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system.  - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction-processing follow-up.
Job ID
2020-9607
City
Walnut Creek
State
CA
Position Type
Regular Employee (REG)
The Compliance Processing Specialist will support the Deposit Services Compliance Processing team by providing professional and knowledgeable assistance to banking offices, contact center, and client support via phone and email communications. The individual will be responsible for the daily processing of key functions within Compliance Processing, including, but not limited to the following: Regulation D Monitoring, Non-Resident Alien (NRA), Year-End processing of IRS tax form corrections, Individual Retirement Accounts (IRA), Interest on Lawyers Trust Accounts (IOLTA), Unclaimed Property, and processing of Legal Orders (Levy) and Garnishments.   What you'll do as Compliance Processing Specialist: - Processes and/or assists in account levies. Reviews legal orders from various agencies, handle the team's mailbox, opening matter files. Research and resolve issues and matters, which may involve substantial legal or factual complexity, and thorough detailed research. -  Review dormant accounts that have been reactivated from a dormant status. - Processes and/or assists in escheat activities related to the annual escheat filing. - Review Non-Resident Alien(NRA) - W8 forms review, process B-Notices, ensure back-up withholding is applied, where applicable, and correct year end IRS client forms, i.e., 1099-INT, 1099-DIV, 1042/1042S, etc., as needed. Validation of IRS form W8/W9 provided by client, updating various systems to ensure FATCA compliance. - Responsible for ensuring Deposit IRA accounts are opened accurately and transactions are processed correctly. Ensure proper IRA forms are obtained and IRA client tax forms and/or statements are generated accurately and timely. - Process IRA transactions, monthly, quarterly, and annual RMDs, completes IRA forms, assist colleagues in IRA related matters, completes IRA tax reporting and verifies IRA distributions. - Perform quality control on IRA accounts to ensure they are onboarded correctly in the system and proper forms are completed. Identify errors, missing IRA documentation, and follow-up with business partners and/or clients. - Process the Regulation D exceptions for monitoring of excess activity. - Perform daily monitoring of overdrafts on Legal Trust Accounts. Monthly reporting and remittance of interest to applicable state bar association. - Partner with other teams, i.e., Call Center, Bankers helpline, Item Processing, Core Support, Accounting, etc., as needed. - 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
2020-9604
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you'll do as Vendor Management Associate: - Manage the Bank’s vendor lifecycle phases from on-boarding, periodic monitoring, risk assessments, and termination - Collaborate with business owners and other internal stakeholders to ensure vendor risks are properly identified and controls are in place to mitigate risk and minimize financial, regulatory, and reputational exposure. - Effectively communicate and collaborate with business owners and support their third party strategic initiatives. - Liaise with cross-functional Subject Matter Experts, such as Legal and Compliance, Information Security, Finance, and Sourcing, among others, to ensure vendor engagements are compliant with Bank policies and regulatory guidance. - Analyze vendor risk assessment questionnaires, support vendor on-boarding, manage due diligence document collection, assist with contract negotiations, and manage all required ongoing monitoring efforts. - Host numerous vendor related meetings with business owners, stakeholders and vendors. - Engage with business owners and other stakeholders to review vendor performance metrics and vendor scorecards.
Job ID
2020-9592
Category
Shared Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential First Republic’s Digital Channels team seeks a creative Digital Campaigns Designer with experience creating engaging, cohesive multi-channel campaigns. The Digital Channels team is a high-performing group of experienced, dedicated professionals. As such, you’ll be rewarded and recognized for your performance in an environment that will challenge you and provide a means to create portfolio-worthy projects.   What you’ll do as a Digital Campaigns Designer (Contract): - Build campaigns aimed at driving client interest and engagement with key digital capabilities. - Partner with campaign managers, writers, analytics teams and others to deliver impactful campaigns aimed at driving specific KPIs - Conceptualize, design and execute multi-channel creative assets that are engaging, have a consistent look and feel that adhere to brand guidelines. - Produce material for a variety of touchpoints – including banners for mobile native apps and desktop, landing pages, print/PDFs, images formatting, and email. - Projects range from quick type edits and screen shot corrections to end-to-end designs for campaigns - Have ownership of materials from original ideation sessions to final production delivery and archiving - Work with central marketing design team to deliver on-brand assets that require limited changes from that team
Job ID
2020-9585
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
What you’ll do as a Data Engineer for the Actimize team:   You will support and create the ETL solutions for the BSA/AML group. This includes, transforming business requirements into data solutions via technical tools and gathering domain knowledge about the BSA/AML supported ETL jobs and data sets. Eventually, you will be a Subject Matter Expert on the data and BSA/AML related applications and systems.
Job ID
2020-9583
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a 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 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 needs. - 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
2020-9582
Category
Banking
City
Los Gatos
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Client Relationship Analyst, ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for research, diligence, experience in project management and impeccable organizational skills.   What you’ll do as a Client Relationship Analyst: - Strategically identify potential client opportunities from the Wealth Managers’ extensive networks, generating new leads and uncovering high-value opportunities. This process includes, but is not limited to, the valuation of deal sizes based on revenues and multiples, pulling from an extensive list of resources, and qualifying the individual to determine how much they individually are receiving from the transaction. Research and gather business intelligence about prospective clients and trends in investment opportunities. Participate in weekly research calls. - Prepare and send e-mails to prospective clients specific to their financial needs, with the purpose of generating interest in working with the team. Support Practice Management in all aspects of the sales cycle and oversee the potential client pipeline list. - Articulate customized asset allocation strategies and investment solutions for clients. Independently complete asset allocation studies and domestic/international equity and fixed income manager style analyses. Must be able to propose and implement asset allocation and changes to clients without supervision. - Work with Portfolio Managers to develop Investment Policy Statements for clients. - Prepare ad-hoc market environment and investment research. Establish and maintain the new business outreach process. Determine the most efficient research vessels, and work with the Portfolio Managers to implement them into the New Business strategy. Participate in internal research projects and special client assignments as needed. - Maintain the New Business process on a daily basis, using the host of research tools that they determine most useful to their position (Insideview, Wealth Monitor, Linkedin, Guidestar, D&B Credit analysis, Hoovers, CRB, FRB contacts, IB contacts - Execute trades in client accounts - Attend meetings and review portfolio activity and performance reports with clients. - Research and reconcile performance returns posted in internal systems which are not in line with benchmarks - Interact with clients to address or best direct questions and inquiries. Responsible for client retention and day-to-day client satisfaction - Perform internal business analytics to support financial advisors in the growth of their business. Analyze and interpret portfolio performance reviews and make recommendations to financial advisors. - Proactively construct and implement recommendations and projects that will enhance operations, optimize automation, and increase the number of new meetings with prospective clients as well as improve team efficiency in day to day functions. - Partner with Wealth Managers and have the flexibility and creativity to respond proactively to the individualized needs of their assigned Wealth Manager and clients. Must be able to react to time pressure and difficult situations appropriately. - Assist the Wealth Managers in completing Requests For Proposals, including gathering data and working closely with the research, marketing and compliance teams for a timely delivery. Prepare targeted presentations that effectively communicate the team’s relevant experience and articulate our added value. Ability to understand marketing materials and differentiate between what is appropriate for the client needs. - Responsible for various reporting including weekly (cash balance, performance, asset allocation), quarterly (Client Statements, Performance, IPS), annual, and ad-hoc requests. - Collaborate with Portfolio 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
2020-9581
City
New York
State
NY
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9574
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)

Need help finding the right job?

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