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An encouraging culture that invests in you.
Senior Corporate Recruiters are responsible for end-to-end recruiting activities including the creative development and execution of sourcing strategies and recruiting plans. The Recruiter ensures First Republic Bank attracts and hires the best talent while maintaining a pipeline of qualified talent.
Primary objectives include screening resumes, conducting interviews, making recommendations to hiring managers and guiding the hiring managers through the recruiting process. The Recruiter will establish solid relationships with hiring managers and candidates and build strong networks internally and externally.
What you’ll do as a Senior Recruiter:
- Collaborate with Hiring Managers to understand position requirements, and advise them on policies, processes, recruiting initiatives and compliance.
- Provide consultative solutions to hiring managers.
- Partner with agencies to align requirements, expectations and ensure timely delivery of qualified candidates.
- Conduct recruiting strategy meetings to set expectations, and maintain communications throughout the recruiting process.
- Provide a high level of service to both candidates and hiring managers.
- Network and build strong relationships with hiring managers by providing strategic guidance and advice.
- Full cycle recruiting including; Review internal and external candidate resumes and assess their qualifications and fit. Conduct phone screens, provide candidate assessments, and recommend viable candidates to hiring manager for further consideration.
- Successfully sourcing candidates through referrals, proactive efforts, research and networking. Must be able to design and execute a creative sourcing strategy to pipeline a diverse, high quality candidate pool.
- Lead candidate interview feedback sessions and provide follow up on interviews.
- Manage all candidate communications and information to ensure a positive candidate experience throughout the recruiting process.
- Meet department goals including project contributions
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See service from a higher perspective
As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.
What you’ll do as a Relationship Manager:
- Develop new and manage existing client relationships, providing exceptional service that exceeds expectations.
- Network with real estate brokers, build relationships and strengthen First Republic’s reputation.
- Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals.
- Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
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See service from a higher perspective
As a Relationship Manager, you will be responsible for developing private client relationships and providing a full complement of banking and financial services, including residential mortgages, other credit facilities, deposits and investment management for our clients. You will acquire clients, network with real estate brokers to build relationships, and provide superior service to help clients achieve their financial objectives. You will have the opportunity to take initiative, act entrepreneurially and grow the Bank’s business in a team environment.
What you’ll do as a Relationship Manager:
- Develop new and manage existing client relationships, providing exceptional service that exceeds expectations.
- Network with real estate brokers, build relationships and strengthen First Republic’s reputation.
- Acquire well-qualified clients and advise them on the Bank’s full range of products and services, creating personalized solutions to help them achieve their financial goals.
- Develop full banking and wealth advisory relationships with your clients, incorporating, for example, our broad wealth management platform (which includes excellent experienced portfolio managers as well as an open architecture program for clients who wish to select outside managers), full-service and online brokerage, and robust trust business.
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- Deliver integrated solutions to enable Digital Marketing initiatives. Perform this by creating acceptance test cases with business partners, configuring systems and/or developing custom modules to complete the program, creating documentation for on-going operation needs & future maintenance, and handing over program to business partners. Development work will be completed in Microsoft (ASP .NET, C#, MVC, REST API, etc) and front-end (HTML5, JavaScript, jQuery, Ajax, CSS, etc) technology stack. Both front-end and back-end unit tests are required as part of delivery.
Take ownership and perform as the subject matter expert on various Digital Marketing systems and processes assigned. Inclusive of this is gathering a deep understanding of implementation strategy for said system(s), how to configure system features & capabilities, business users & use cases, processes supported by the system(s), and integration points & specs with up/downstream systems.
- Support delivered solutions through hand-over sessions with business, triage calls during incidents, and answering on-going clarification questions regarding implementation.
- 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
- Perform duties & responsibilities specific to department functions & activities.
- Performs other duties & responsibilities as required or assigned by supervisor.
- Responsibilities include the following:
- 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.
- Team player
- Provides extraordinary service
- Furthers the First Republic Bank culture and values
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.
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- Design integrated solutions to enable Digital Marketing initiatives. Perform this by working with business partners to understand requirements for overall solution. Then collaborate with supporting system owners to understand capabilities of each system, come up with integration points through use of business process diagrams, systems/process/data flow diagrams, solution design documents, technical specifications, mapping documents, sample API calls, etc. and actionable project plan & tasks. Ensure downstream/upstream systems are identified and brought along during decision making process.
- Lead project teams to deliver solutions. Partner closely with technical teams supporting data movement, application development, configuration, 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.
- Propose and drive initiatives to improve integration technologies and processes.
- Perform as the subject matter expert on the various Digital Marketing 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
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- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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Putting you First
As a Preferred Banking Offices Manager, you’ll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republic’s sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.
What you’ll do as a Preferred Banking Offices Manager:
Office Operations
- Take profit-and-loss responsibility for the office.
- Audit input and maintenance of all office transactions according to the office’s policies and procedures.
- Check the office balances daily.
- Ensure compliance with all the Bank’s policies and procedures.
- Participate in weekly Asset/Liability meetings.
- Review the office’s operating procedures and practices in order to identify potential improvements.
- Work with Marketing to advertise and implement the Bank’s products.
- Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures.
- Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers’ Compensation and Employee Assistance Program referrals, etc.).
- Manage ATM and kiosk ATM installation and implementation as needed.
- Travel as necessary to participate in meetings, training sessions, client events, etc.
Sales, Business Development & Customer Service
- Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty.
- Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services.
- Deliver a strong individual sales performance, including conducting outside sales efforts.
- Draw on all available resources to provide solutions that are tailored to clients’ individual needs and that will exceed client expectations.
- Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate.
- Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the office’s sales goals.
- Work with your team members to increase the office’s productivity, grow deposits, boost customer retention and encourage new referrals.
- Actively participate in and develop office sales promotions.
Management
- Lead a team of sales and service professionals, inspiring them to meet and exceed the office’s sales and client satisfaction goals.
- Foster a team environment in which all colleagues can perform to their full potential.
- Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines.
- Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people.
- Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues.
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- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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- Offer to our clients a full range of Bank’s products through in-depth knowledge, and consistently provide service and products based on client needs
- Establish and maintain professional relationships with customers to ensure repeat and referral business
- Provide high-level customer service to current and potential customers
Branch Support
- Process customer transactions according to branch policies and procedures
- Prepare and balance daily work, bank deposits, ATM and Night Depository
- File and maintain bank records in compliance with branch policies and procedures
- May provide assistance to other branches as needed
Compliance
- 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
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- Build and maintain code related to our core product.
- Identify and establish expertise in an area of the codebase that provides value to the team—team members are encouraged to specialize and take ownership.
- Collaborate with team members to arrive at processes and standards that adhere to industry best practices.
- Assist with the support of the application.
- Leverage your experience in helping us improve the product.
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Branch Operations
- Audits input and maintenance of all branch transactions according to branch policies and procedures
- Ensures branch balances daily
- Works with Compliance department to ensure compliance with FRB’s policies and procedures
- Participates in weekly Asset/Liability meetings
- Proactively reviews operating procedures and practices in order to identify possible deficiencies and improve efficiency
- Works with the Marketing department to ensure successful advertisement and implementation of new and existing bank products
- Works with Risk Management, Facilities and Deposit Operations to ensure the safety and security of branch premises, property and assets (including cash on hand, ATM machines, alarms, etc.) and to implement loss prevention measures.
- Works with Facilities and Human Resources to provide a safe and healthy work environment (i.e., equip branch with first aid items, ergonomic support, Workers’
- Compensation and Employee Assistance Program referrals, etc.).
- Responsible for managing the P & L of the branch
- Manages ATM and kiosk ATM installation and implementation as needed
- Travels as necessary to attend meetings, training sessions, client events, etc.
Sales, Business Development & Customer Service
- Establishes a Total Banking Relationship (both business and personal) by cross-selling: direct deposit, internet banking, overdraft protection, multiple deposit products, Investment and Trust Services.
- Accountable for the branch's productivity, deposit growth, customer retention and new referrals
- Accountable for delivering strong individual sales performance, including conducting outside sales efforts
- Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
- Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
- Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition
- Proactively seeks ways to develop and expand customer relationships in order to build book of business and contribute towards meeting individual and branch sales goals
- Actively participates and develops branch sales promotions
Management
- Accountable for leading a team of sales and service professionals to meet and exceed sales goals and customer satisfaction goals
- Fosters a team environment in which all employees can perform to their full potential
- Supervises and coaches teams on professionalism, sales techniques, service expectations and compliance guidelines
- Ensures teamwork, cooperation and respect among branch office
- Leads the selection, training, supervision, and evaluation of branch staff, provides recommendations to bonus payments and other compensation actions
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What you will do as a ECO Business Analyst, Contingent:
- Collaborate with Product Management, business and technology partners to jointly identify business needs required to deliver the next generation of wealth management technology solutions.
- Conduct interviews with a broad audience to define business requirements and translate into technical epics and stories in a clear manner that is comprehensible to developers and the larger project team
- Develop and communicate process changes, enhancements, and modifications – verbally and through written documentation – to management, peers, staff, and other employees so that issues and solutions are understood.
- Write and execute data quality checks to:
- Ensure that all and only the expected records appear.
- Ensure that calculated values are correct.
- Ensure that abnormal/edge causes are handled as expected.
- Ensure that all values fall within expected range.
- Check null value handling, etc.
- Communicate standard calculation logic and business term definition
- Establish best practices and data quality rules benefiting all aspects of the business.
- Work closely with technology and vendor partners to debug data issues
- Actively engage with the agile team/s to help determine the best technical implementation.
- Communicate results and insights with project teams and stakeholders (e.g., through live presentations and ongoing analysis/reports)
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Demonstrates thorough knowledge of all branch operations and banking policies and procedures
- Processes customer transactions according to branch policies and procedures
- Files and maintains bank records in compliance with branch policies and procedures
- Prepares and balances daily work, bank deposits, ATM and Night Depository
- Participates in maintenance of the branch office to represent the office in a positive manner
- Creates a memorable customer experience for current and potential customers
Demonstrates thorough understanding of all banking products and customer needs
- Promotes and cross-sells new banking products and services to customers
- Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
- Establishes and maintains professional relationships with customers to ensure repeat and referral business
- Actively contributes to the attainment of individual and branch sales goals
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RESPONSIBILITIES AND DUTIES
- Underwriting and Analysis: Underwrite high quality credit narratives in support of new and existing loans. This responsibility requires the following skills:
- Spreading business financial statements and tax returns using Moody’s software
- Analyzing multi-year trends and ratios from financial information
- Understanding cash flow from operations, which includes identifying recurring and non-recurring sources of cash flow
- Researching industry trends and risks
- Performing collateral analysis including accounts receivable, inventory, real estate and investments
- Running credit reports and gathering/analyzing KYC information
- Spreading personal financial statements and tax returns for individual guarantors, developing borrower and guarantor global cash flow analysis
- Presenting to Executive Loan Committee with the Business Banker for loan approvals.
- Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. This process includes:
- Ordering loan documents, either in-house or using outside counsel
- Reviewing documentation for consistency and accuracy with credit approvals
- Ordering and reviewing formation documents & UCC searches for clients
- Ensuring loan terms have been detailed accurately on the Bank’s loan system, post-closing.
- Portfolio Management: Create, maintain, and monitor all loan and credit files at the highest quality. This process involves:
- Monitoring existing credit facilities for financial and reporting covenant compliance
- Reviewing the covenant compliance log to ensure updated financial information and covenant compliance and communicating with clients to receive required reporting information
- Detecting early warning signs that could lead to a potential default
- Identifying defaults immediately to the Business Banker and Executive Loan Committee
- Monitoring underperforming loans
- Evaluating proper loan risk ratings
- Corresponding with Executive Loan Committee and Credit on waivers, amendments, renewals, reviews and modifications
- Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service. This process includes:
- Receiving and funding loan advances and payments
- Collecting loan and legal fees
- Calling on delinquencies
- Assisting clients with various loan and deposit related inquiries
- Remedying or submitting client requests to the proper departments and following up to ensure timely execution
- Identifying cross-sell opportunities.
- Lead special projects as needed.
- Be or become proficient in Microsoft Office, Bisys, AFS Level III, and Moody’s.
- Perform duties and responsibilities specific to department functions and activities.
- Performs other duties and responsibilities as required or assigned by supervisor.
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RESPONSIBILITIES AND DUTIES
- Underwriting and Analysis: Underwrite high quality credit narratives in support of new and existing loans. This responsibility requires the following skills:
- Spreading business financial statements and tax returns using Moody’s software
- Analyzing multi-year trends and ratios from financial information
- Understanding cash flow from operations, which includes identifying recurring and non-recurring sources of cash flow
- Researching industry trends and risks
- Performing collateral analysis including accounts receivable, inventory, real estate and investments
- Running credit reports and gathering/analyzing KYC information
- Spreading personal financial statements and tax returns for individual guarantors, developing borrower and guarantor global cash flow analysis
- Presenting to Executive Loan Committee with the Business Banker for loan approvals.
- Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. This process includes:
- Ordering loan documents, either in-house or using outside counsel
- Reviewing documentation for consistency and accuracy with credit approvals
- Ordering and reviewing formation documents & UCC searches for clients
- Ensuring loan terms have been detailed accurately on the Bank’s loan system, post-closing.
- Portfolio Management: Create, maintain, and monitor all loan and credit files at the highest quality. This process involves:
- Monitoring existing credit facilities for financial and reporting covenant compliance
- Reviewing the covenant compliance log to ensure updated financial information and covenant compliance and communicating with clients to receive required reporting information
- Detecting early warning signs that could lead to a potential default
- Identifying defaults immediately to the Business Banker and Executive Loan Committee
- Monitoring underperforming loans
- Evaluating proper loan risk ratings
- Corresponding with Executive Loan Committee and Credit on waivers, amendments, renewals, reviews and modifications
- Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service. This process includes:
- Receiving and funding loan advances and payments
- Collecting loan and legal fees
- Calling on delinquencies
- Assisting clients with various loan and deposit related inquiries
- Remedying or submitting client requests to the proper departments and following up to ensure timely execution
- Identifying cross-sell opportunities.
- Lead special projects as needed.
- Be or become proficient in Microsoft Office, Bisys, AFS Level III, and Moody’s.
- Perform duties and responsibilities specific to department functions and activities.
- Performs other duties and responsibilities as required or assigned by supervisor.
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RESPONSIBILITIES AND DUTIES
- Underwriting and Analysis: Underwrite high quality credit narratives in support of new and existing loans. This responsibility requires the following skills:
- Spreading business financial statements and tax returns using Moody’s software
- Analyzing multi-year trends and ratios from financial information
- Understanding cash flow from operations, which includes identifying recurring and non-recurring sources of cash flow
- Researching industry trends and risks
- Performing collateral analysis including accounts receivable, inventory, real estate and investments
- Running credit reports and gathering/analyzing KYC information
- Spreading personal financial statements and tax returns for individual guarantors, developing borrower and guarantor global cash flow analysis
- Presenting to Executive Loan Committee with the Business Banker for loan approvals.
- Loan Closing: Work closely with Business Bankers, Commercial Loan Operations, Outside Counsel and the client to document and close loans thoroughly and swiftly. This process includes:
- Ordering loan documents, either in-house or using outside counsel
- Reviewing documentation for consistency and accuracy with credit approvals
- Ordering and reviewing formation documents & UCC searches for clients
- Ensuring loan terms have been detailed accurately on the Bank’s loan system, post-closing.
- Portfolio Management: Create, maintain, and monitor all loan and credit files at the highest quality. This process involves:
- Monitoring existing credit facilities for financial and reporting covenant compliance
- Reviewing the covenant compliance log to ensure updated financial information and covenant compliance and communicating with clients to receive required reporting information
- Detecting early warning signs that could lead to a potential default
- Identifying defaults immediately to the Business Banker and Executive Loan Committee
- Monitoring underperforming loans
- Evaluating proper loan risk ratings
- Corresponding with Executive Loan Committee and Credit on waivers, amendments, renewals, reviews and modifications
- Client Service: Assist the Business Banker on all levels of the business banking relationship to ensure the client receives exceptional service. This process includes:
- Receiving and funding loan advances and payments
- Collecting loan and legal fees
- Calling on delinquencies
- Assisting clients with various loan and deposit related inquiries
- Remedying or submitting client requests to the proper departments and following up to ensure timely execution
- Identifying cross-sell opportunities.
- Lead special projects as needed.
- Be or become proficient in Microsoft Office, Bisys, AFS Level III, and Moody’s.
- Perform duties and responsibilities specific to department functions and activities.
- Performs other duties and responsibilities as required or assigned by supervisor.
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RESPONSIBILITIES AND DUTIES
- Associate will be expected to lead portfolio management efforts, including analyst activities critical towards effective portfolio management. This includes accurate and timely analysis of business financial statements and/or tax returns (using Moody’s or similar program), demonstrating an understanding of cash flow reports, financial ratios, trends, etc., and timely monitoring of existing credit facilities for financial and reporting covenant compliance. Ensure accurate loan grading and early detection of potential problems. Correspond with Borrowers, Business Bankers, and Credit Administration on waivers, amendments, and problem loans . Serve as mentor to other Credit Analysts.
- Independently underwrite credit narratives for new loans, renewals, modifications and short-term extensions. This includes financial and risk analysis, FRB strategy, purpose of loan, repayment sources, collateral, financial & reporting covenants, and company summary. Associate must have experience and be able to successfully underwrite business banking credits ranging from simple to complex, including being able to successfully present cross-sold new and renewal credits to the Business Banker, Credit Administration and/or Sr. Management. Responsibilities may include review of Credit Analysts’ work and mentoring.
- Experience with underwriting commercial real estate loans is strongly desired, including a thorough knowledge of the process including review of appraisals, environmental reports and title policies.
- Must be able to identify the requisite formation documents for different business entities (c-corp, limited partnerships, general partnerships, trusts) and be able to review such documents for proper loan documentation.
- Final review loan documents for consistency and accuracy with approved Credit Narratives. This requires working with Commercial Loan Operations, and in some instances, outside legal counsel. Associate will be expected to negotiate key documentation points with Borrowers.
- Independently manage a portfolio of loans and cross sell deposits and other bank services. Understand all bank product groups and involve appropriate people to maximize business opportunities. The Associate should solicit guidance from the Business Bankers, Relationship Managers and Product Group Reps as appropriate.
- Must be able to stand-in for Business Banker, providing outstanding client support and quality service.
- Be proficient in Microsoft Office, Bisys, PowerLender, OnBase, CLO, AFS Level III, and Moody’s and Bukers Tax Analysis.
- 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 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.
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See service from a higher perspective
As a Preferred Banker you will have the opportunity to work in both sales and support. In this role you are the deposit expert for the Relationship Managers’ client base in addition to having your own self-sourced sales goals. The role encompasses sales presentations, cash management expertise, account opening, compliance and documentation, and transitioning the client to First Republic. You will have the opportunity to assist Relationship Managers in developing and maintaining client relationships by selling the full range of First Republic’s products and services as well as develop a personal portfolio of business. You’ll maintain a professional relationship to encourage additional business from existing clients in addition to obtaining referral business. You will use your excellent customer service skills and ingenuity to solve problems or enhance the banking relationship.
What you’ll do as a Preferred Banker:
- Conduct outside business development calls with Relationship Managers.
- Place new business development calls for a self-sourced portfolio and open new accounts.
- Develop cash management presentations and demonstrations.
- Provide a detailed analysis and comparison of current banking relationships.
- Transition clients to the Bank, ensuring a smooth process.
- Obtain all required documentation.
- Provide ongoing excellent customer service, including paying close attention to the top 10% of the Relationship Managers’ client base.
- Maintain and deepen existing client relationships, increasing current products per client.
- Develop a thorough knowledge of existing Bank products and stay up to date on new products and services.
- 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.
- Know and verify the identity of any client that enters into a relationship with the Bank.
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See service from a higher perspective
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.
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See service from a higher perspective
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.
