-
- 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, 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.
- Place equity, mutual fund and fixed income trades for brokerage clients, process money market movements or account maintenance at custodian and in CRM system. As necessary, utilize custodial websites, CRM client database and APX portfolio management system. Produce reports upon request.
- Create and maintain client files in CRM and other systems or hard-copies (then pass on to Operations team). Assist with completion and transmission of transaction documents including: preparing transaction documents, reviewing completed/signed transaction documents to ensure compliance and accuracy, establishing and maintaining file folders, maintaining document copies, processing investment/bank transactions, and communicating with operations/billing/internal departments/First Republic Securities Company and other custodians with regard to transaction processing follow-up
- Client interaction: act as conduit between client and PWM operations, create business plans geared toward client growth, build relationships with clients, initiate daily contact with clients and make frequent office visits, introduce technology and services to client as appropriate, cross sell PWM’s products, services and/or technology, monitor client investing and understand their rationale or intentions/goals.
- Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
- 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.
-
- Prepare journal entries with proper documentation, reconcile, analyze and certify various General Ledger accounts within deadlines.
- Identify, research, investigate, and problem-solve GL account and/or internal control issues. Under some circumstances, contact other departments to resolve outstanding issues.
- Support the accounting team in meeting month end closing deadlines.
- Assist management on responding to inquiries from internal and external auditors.
- Assist in providing detailed support to Accounting Management on financial reports, schedules and regulatory reporting.
- Organize and maintain updated accounting procedures respective to assigned tasks.
- Assist in various projects as needed.
- 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.
-
Duties and Responsibilities
- Build and maintain tools and programs to operate, deploy and monitor our distributed platform.
- Assist the dev team in implementing best practices for software build and deployment.
- Assist with environment setup, automation, and streamlining the standup and scale-out of infrastructure.
- Develop and improve our monitoring and alerting systems.
- Assist with organization wide security considerations.
- Assist with capacity planning and load testing of our applications.
- Automate the deployment of our platform and all the systems it depends on.
-
1) Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level.
2) Review set-up loan files for completeness and identify missing documentation and/or problems.
3) Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented.
4) Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements.
5) Prepare pre-qualification and/or commitment letters for loan officer review.
6) Cross train other team members, when applicable.
7) Perform duties & responsibilities specific to department functions & activities.
8) Performs other duties & responsibilities as required or assigned by supervisor.
9) 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.
-
- Choosing the appropriate appraiser for an assignment
- Getting bids from appraisers
- Ordering appraisals
- Providing appraisers and Loan Teams with updates on the assignments
- Clearing all issues with appraisers and Loan Teams
- Processing the receipt of appraisals and invoices
- Communicating deficiencies of appraisals to the Loan Teams and Appraisers
- Set up and update appraiser accounts
- Manage database of appraisers
- Performing duties & responsibilities specific to department functions & activities and as assigned by Department heads.
- 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.
-
- Manage reporting and data analysis projects/requests for business unit
- Provide support during trading hours, starting no later than 5:30 am Pacific time.
- Responsible for NetX360 system maintenance.
- Build and maintain a Business Continuity Plan (BCP) that is consistent with FRB requirements. Testing and documentation are required.
- Provide the monthly Pershing NetX360 user certification and proper level of system access for all NetX360 users.
- Develop/maintain system documentation – cross-train users for backup roles
- Interface with FRB IS resources to manage system integration projects
- Ability to troubleshoot with sensitivity to timely situations.
- Assist in various projects strategic and tactical as assigned by management.
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Monitor and evaluate day-to-day operations of Pershing systems deployed within FRSC
- Respond to unexpected Pershing system outages and trading disruptions; serve as technical liaison and escalation point for FRB IS and Pershing support services for troubleshooting and resolution. Responsibility includes communication to business users.
- 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.
-
- Create, manage and execute project plan for each implementation which can include hot fix releases, new feature releases, and platform upgrades.
- Oversee and ensure the successful execution of all implementation phases which includes defining scope, identifying roles & responsibilities, mapping release time-line, managing risk register, preparing communications, facilitating quality assurance testing and deployment planning.
- Serve as focal point between business and technical teams to ensure on time delivery and completion of each project phase. This will include ownership and active leadership of project kickoff sessions, daily project stand-ups, stakeholder check ins and lessons learned discussion.
- Create weekly status reports to leadership team highlighting latest progress, identified risks and issues.
- Contribute to the long-term product road-map planning
- 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.
Disclaimer: 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.
-
As a Quantitative Analyst, this person will work on a number of initiatives to improve and develop the analytics infrastructure in all areas of the bank. This person will work on cross divisional project teams with members of EDCI, Enterprise Risk, Treasury, Financial Planning & Analysis teams, Information Services, and Data Management teams. Possible projects include deriving customer insights through predictive modeling; addressing business needs and recommend solutions; determining the most effective means of meeting our risk, regulatory reporting and financial planning requirements; determining quantitative strategies for social media and marketing.
Key Responsibilities include assisting the Chief Data Officer and Head of Analytics in envisioning, designing, planning, building and deploying (release, maintenance, monitoring) information and analytics solutions. From time to time, the analyst will participate in related activities including various data governance and data profiling initiatives, application development and vendor evaluation, Executive Management Reports and other analytic activities as needed.
A few example projects relevant to the position are:
- Develop predictive models leveraging a range of regressions and machine learning tools and techniques
- Translate business problems into statistical problems, and develop statistical models to support business needs, such as Net Promoter Score, pricing policy, cross-sell targeting, Consumer Credit Risk Modeling, Portfolio Risk Modeling, scoring, scorecard building, Credit Risk Analysis
- Extract credit and retail banking transaction data, conduct exploratory data analysis, and address common data issues like missing and extreme values
- Derive customer insights through predictive modeling to address business needs, and recommend solutions
- Design data-driven marketing initiatives to manage customer relationship, drive sales, enhance executions, and increase productivity
- Assist or drive the full project lifecycle including requirements gathering, functional design, installation, user acceptance testing, issue resolution and production implementation
- Analyze source systems and provide source to target mapping for the data warehouse
- Analyze business requirements for new predictive models and reports to be developed
- Document analysis processes and results, summarize data insights, and present key findings to CDO office and other stakeholders
- Use advanced analytics to assess portfolio performance, identify business opportunities, and drive critical business decisions
- Design, development and deployment of self service reports, scorecards and dashboards based on analytical data
-
Release and Deployment Coordinator to support releases and deployments for the Business and Infrastructure Applications team. This position requires previous Release and Deployment Coordinator experience, strong technical skills, and excellent written and verbal communication skills.
Core responsibilities of this position are to assist with coordinating releases and deployments among varying technical groups, lines of business, and the BIA team. Essential duties of this job include generating and maintaining release plans, release strategies, playbooks and runbooks, updating the release calendars, maintaining the deployment intake forms, submitting service requests to technical parties for execution of work, managing communications to interested parties to keep them apprised of request statuses, overseeing deployments in both non-Production and Production environments, ensuring all deliverables are present prior to processing each release and deployment request. In addition, the onshore Release and Deployment Coordinator will ensure the Release and Change policies are being upheld, identifying and reporting any gaps or inconsistencies to the Release and Deployment Manager.
Work will occur during and outside of regular business hours to ensure appropriate levels of support, knowledge, and information are communicated to project team members. The Release and Deployment Coordinator will work closely with other team members to create automated tests beds for build qualification in non-Production environments, and ensuring staff are completing and delivering runbooks and playbooks throughout the lifecycle of each phase of a release.
Responsibilities:
- Coordinate Releases and Deployments
- Ensure application of Release and Deployment processes are consistent with FRB Release and Change Management policies
- Oversee and monitor communications with technical partners, supported lines of business, and staff, as appropriate
- Coordinate between Release and Deployment and project team members
- Coordinate work with offshore teams supporting releases and deployments
- Work with platform validation team to create and maintain automated test suites for qualifying builds in non-Production environments
- 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.
-
The Treasury Management Product Manager will be responsible for all aspects of their assigned product or sets of products. This role involves being a key driver for the future landscape/expansion or reconfiguration of the product(s) to ensure value to our Commercial Clients. In this role, you will be responsible for providing product management leadership and expertise while partnering with other teams within the bank. You will utilize your leadership, product management, strategy, analysis, competitive research, creativity and collaboration skills to effectively work with all teams that your product effects. You will drive forward product vison and strategy, and articulate this strategy to various levels within the organization.
- Be an expert on your product(s) and thoroughly understand the competitive landscape, past, present and future and bring forward that understanding to make specific product recommendations
- Understand the statistics surrounding your product, numbers and dollar volume, type of client usage/industry verticals and identify opportunities and gaps
- Assist in contract negotiations, vendor analysis, SLA tracking and RFP’s
- Ensure that all support/sales groups are adhering to the most up to date regulatory requirements
- Understand all applicable laws and regulations as they apply to the product. Participate in Risk assessments and external regulatory audits.
- Own product training as both a SME and trainer. Ensure that all appropriate areas have the most up to date training and product and procedure documents
- Drive strategic business and customer analysis to identify areas of opportunity and use the results to resolve problems and improve the customer experience
- Work closely with Cash Management Product Specialists, bankers and clients to ensure the product(s) are meeting client needs
- Deep knowledge of and experience with Treasury Management Receivables products. Specific knowledge of Remote Deposit Capture, Image Cash Letter, Electronic Bill Payment and Presentment and Integrated Receivables required
-
- Performs detailed fair lending monitoring and testing of residential mortgage to assess the Bank’s compliance with policies and procedures, and with applicable laws and regulations.
- Conducts frequent Pricing and Underwriting disparity analysis utilizing Fair Lending Wiz software and performing comparative file reviews according to the results of such analysis.
- Reports results of Fair Lending reviews and recommendations to the Fair Lending Manager.
- Identifies, analyzes, and interprets trends or patterns in HMDA loan data to ensure data consistency and integrity and reports results to the Fair Lending Manager.
- Analyzes, designs and produces monthly summary and detailed performance reporting. Utilizes advanced Excel and PowerPoint skills for monitoring and reporting.
- Maintains an active working knowledge and understanding of applicable fair lending laws and regulations.
- Participates in any additional special projects or other assignments, as needed, to support the Fair and Responsible Banking Department.
- 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.
-
- Review new accounts as well as change requests assigned by QC Assistant Manager and update the QC Documentation 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.
- Review and clear pending exceptions in a timely manner. Work with Assistant Manager, when necessary, to resolve any outstanding items.
- Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QC procedures on the team SharePoint site, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews.
- 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
(a) Deposit Documentation (New Accounts, Supersedes, Multivesting, and Miscellaneous)
(b) Regulatory Documentation (KYC, disclosures, review)
(c) Ensure documents imaged are uploaded with quality
(d) Identify any rejects/issues with Imaging/FP and escalate to QC Assistant Manager
(e) Other tasks related to account documentation as assigned to support the team.
Additional responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
- Critical features of this job are described under the items above. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
-
- Serves as lead project manager on complex Corporate Projects and/or small-to-medium inter-related programs; defines and manages all aspects of project planning including scope, budget, financial forecasting and scheduling.
- Leads and manages all aspects of project planning within and across related projects including scope, budget, financial forecasting, and scheduling.
- Represents the PMO in rationalizing a set of projects into a program on behalf of business and/or technical units.
- Determines resource requirements and procures resources; manages contract project and/or program resources.
- Facilitates impact analyses of current/existing technologies on the program.
- Remains informed of job-related issues through networking, training programs, seminars and trade publications
- May contribute and/or lead vendor relationship management for project-related vendors; supports enterprise vendor management standards and coordinates initial contracts, contract renewals, and addenda to contracts with key project vendors.
- Supports management in data gathering for regulatory and third party reviews.
- Complies with enterprise project management standards and contributes to their incremental improvement.
- Monitors project and/or program execution and escalates project issues as necessary.
- Maintains project and/or program website and database, and issue and risk tracking logs.
- Documents project decisions and project meetings.
- Maintains a flexible work schedule
- Perform other duties when assigned
-
- Must have 5+ years of management/consulting experience
- Investment Management/Banking experience is a required
- Experience with analytics
- Experience with Python, Java, etc.
- SQL and experience with relational databases
- Experience building real-time data pipelines and DW's
- Designing for the present and future
- Design and implement data modeling
- Develop solutions for real world, enterprise wide problems that impact the business and customer
- Interact with various business groups and a variety of people across the bank to identify opportunities
- Partner with leadership and stakeholders to develop and execute various reporting packages and ad hoc requests
- Experience in Machine Learning and/or Artificial Intelligence
- Work with stakeholders throughout the organization to identify opportunities for leveraging company data to drive business solutions
- Use predictive modeling to increase and optimize customer experiences, revenue generation, ad targeting, and other business outcomes
-
- Communicate with customers, providing excellent customer service and ensuring the customer relationship is maintained at the highest possible level.
- Analyze and process loan files for completeness and identify missing documentation and/or problems.
- Analyze each loan file, ensuring the Loan Approval Worksheet, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and First Republic Bank loan program criteria and are accurately documented.
- Underwrite income source(s), collateral, and credit quality of residential loan applications. This is includes analysis of personal & business income tax returns, tax schedules, and financial statements.
- Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements.
- Complete Know Your Client regulatory data for all loan types.
- Utilize lending guidelines from FNMA and non-conforming secondary market investors, along with other industry compliance regulations.
- Prepare pre-qualification and/or commitment letters for loan officer review.
- Learn the Bank's loan pricing matrix and develop comfort level engaging with clients to confirm and discuss loan programs.
- Cross train other team members, when applicable
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank (KYC), knowledge of The Dodd-Frank Act, Reg B., HMDA
-
The Information Security Specialist will be responsible for scheduling and visiting FRB clients and business managers to perform desktop and/or laptop security assessments. The Information Security Specialist will perform a security assessment of the target computing system and provide immediate feedback to the business manager or client with recommendations, if any, for improving the security posture of the target computing environment.
Additional responsibilities include information security event monitoring and incident response.
- Provides desktop and laptop security assessments for FRB clients by: scheduling through the appropriate channels client desktop / laptop security assessments.
- Manages schedule and must be punctual to ensure that FRB client assessments are performed at the scheduled time and within the allocated time.
- Arranges schedule to ensure that any travel is minimized and cost effective.
- Reviewing and adjusting (with the client’s authorization) Operating System (OS) level security settings (e.g. firewall settings, antivirus settings, patch and OS update settings), application security settings (e.g. Browser based security settings, e-mail client settings), and network security settings (e.g. wireless router configurations).
- Assists in marketing of the security assessment program.
- Makes recommendations to modify marketing of the program based upon feedback received from bankers and the clients.
- Provides eDiscovery and forensics services in support of the FRB eDiscovery and forensics program.
- This includes acquiring data from custodians in a forensically sound manner, documenting all steps involved in the search and retrieval of electronically stored information (ESI).
- Monitors the Security Incident and Event Monitoring (SIEM) system and responding to, documenting, and resolving information security incidents as defined in the Incident Response Standards and Procedures.
- Provides support for the FRB Access Review Program, which is a process whereby application user rights are reviewed on a regular schedule with the business owner.
-
- Elicit, analyze, validate and manage technical requirements definition, flows and deliverables for projects. Perform this by working with business partners to understand work effort requirements and then translate into IT actionable tasks.
- Working closely with the IT team to deliver solution design documents and requirements. Partner closely with technical teams supporting data movement, application development and testing. Diligently support and lead where needed various activities between the teams to ensure the business and technical requirements and objectives are met. Ensure appropriate project documentation is compiled and proper review and approvals from respective teams as gathered and collated.
- Contribute to the the overall system(s) design. Evaluate current processes and procedures to ensure relevance and accuracy. Make recommendations for changes and keep documentation current.
- Perform as the subject matter expert on the various consumer banking systems and processes assigned. Inclusive of this is gathering a deep understanding of the data within the systems and business processes supported by the system(s).
- Build critical working relationships with the business and users communities through gathering a thorough understanding of the business models and processes employed.
- Specify and fully document application customizations that would bear scrutiny by an internal audit or external regulators
- Expert level understanding of REST/SOAP paradigm and sync vs Async integration design and architecture.
- Have strong experience in enterprise application integration including SOA, BPM, APIs, Web Services (SOAP/RESTful), Micro Services, Containerization (Open Shift Containers, Kubernetes and etc.)
- Strong analytical, problem solving and data analysis skills
- 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.
DISCLAIMER: 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.
-
- Create and maintain a strong working relationship with multiple business teams, technology teams and key vendors.
- Lead and educate internal teams on common practices and trends for digital initiatives. Explain technical issues and IT solution strategies to stakeholders and other IT professionals
- Lead end-to-end (conception, development, maintenance and evolution) implementation of Digital banking solutions. Work with business and IS teams to identify problems and define solutions.
- Provide integrated solutions across internal systems as well as external 3rd pary hosted systems and create design artifacts following FRB standards.
- Lead and participate in new development projects through the entire SDLC, inclduing requirements, design, development, testing, release, delivery/launch and maintenenace.
- Understand business changes and needs. Partner and collaborate with business teams to provide robust, scalable and extensible technical solutions.
- Review the proposal of vendors and suppliers to ensure that quality inputs are delivered at the least possible cost
- Ensure compliance to solution architectural design in the implementation of projects
- 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.
-
- Will lead and participate in design, development and implementation of Regulatory Compliance System based technology platform(s) to satisfy internal and external regulatory requirements.
- Provide ongoing support and maintenance for the day to day technical operations of the Regulatory Compliance Technology systems once deployed.
- Work with Business Partners to develop and meet Service Level Agreements.
- Ensure appropriate alerting protocols are implemented to ensure ecosystem stability (balance and control, job failure, environment health, etc.)
- Perform as the primary technical liaison to the Business Unit and both internal and external IT groups in support of the Regulatory Compliance Technology systems.
- Ensure work demand is articulated, understood and prioritized within the Regulatory Compliance Technology systems enhancements queue.
- Data Architecture, Modeling and Lineage practice and knowledge for data movement and sufficiency.
- Information Technology Architecture and System and Data Integration knowledge and practices.
- Supports the process of translating business needs into formal deliverables.
- Ensure adherence for data quality and accuracy by developing a detailed understanding of the data and information movement practices utilized by the Regulatory Compliance Technology systems itself and the ecosystem supporting it (upstream/downstream dependencies).
- Manage all technical documentation for the Regulatory Compliance Technology ecosystem. Ensure timely completion of files, adherence to guidelines, and the accuracy of provided documentation.
- Performing technical maintenance and analyzing and supporting vendor developed applications and products to include debugging and troubleshooting the production environment.
- Expertise in innovation and the ability to think strategically about how to advance business-led solutions
- Proven ability to build strong, cohesive partnerships with internal and external stakeholders
- Strong sense of prioritization and execution against critical deliverables, coupled with a sense of personal ownership for key projects / issue resolution
- A track record demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
- Ability to learn newer technologies as the need arises and willing to step out of their core comfort zone
- Team player
- Provides extraordinary service
- Furthers the First Republic Bank culture and values.
-
Work with engineering, data team, QA and stakeholders to create enterprise-grade, well tested BPM applications. Code should be well written and maintainable; always considering the next developer. The engineer will help to define architecture and frameworks which will be used long term. They will assist in building out SDLC processes in order to provide rapid iterations and feedback loops.
- Serve as Appain matter expert for the new account opening team working primarily on design and development tasks associated with Appian.
- Design, develop, deploy and troubleshoot our enterprise Appian solutions, and will work in close coordination with other Appain platform team, developers and Architects to implement specific Appian solutions.
- Familiarity with Software Development LifeCycle (SDLC) best practices.
Review other developers’ solutions and assure adherence to the highest quality standards.
- Oversee the design, scoping, implementation, and testing in short agile release cycles of in-house development and vendor implementations end-to-end.
- Support the technical project manager on various efforts between various IT and business groups.
- Observance and enforcer of proven industry-standard processes.
- Assisting with change management activities and ensuring appropriate users and technical teams are aware of upcoming changes.
- 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
- Act as tertiary level support for Technical Support when necessary.
