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 10 of 28

What you'll do as an Administrative Assistant: - Manage loan approval/file flow with the Executive Loan Committee Admins; including routing loan files for approval, entering approvals into the systems, managing a shared email inbox and prioritizing and completing all inbox requests in a timely manner. - Schedule appointments and maintain calendar for ELC including travel arrangements, incoming mail and phone calls. - Provide additional administrative support to the Executive Loan Committee. - Coordinate and set up meetings including gathering and preparing agenda, materials and arranging logistics (e.g., conference room reservation, audio and video connection, ordering refreshments, preparing or creating presentation materials, etc.). - Perform general clerical duties including, but not limited to, photocopying, faxing, scanning, mailing, filing, uploading documentation to proper sources including shared networks and/or programs. Utilize FedEx; UPS; and US Postal Service as appropriate. - Perform duties & responsibilities specific to department functions & activities and 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
2022-15839
City
New York
State
NY
Position Type
Regular Employee (REG)
The Supervisor, Consumer Services will be responsible for providing high quality client customer service through the daily management of employees, including, but not limited to, monitoring the workflow and call volume, as well as, team member hiring, motivating, coaching, and training. Handling escalated issues from agents or as they are reported and ensuring that cases are managed properly and in a timely manner. Primary focus on ensuring that our standard of high quality customer service is delivered by the team and ensuring Service Levels are met and Call Quality scores are exceeding expectations as set by management.   What you'll be doing as Supervisor, Consumer Services: - Successful delivery of service level standards. - Responsible for troubleshooting service complaints and coordinating with various bank departments in the identification and resolution of operational problems and elevating these problems, correcting and documenting them as necessary, to avoid repeated issues. - Interprets, applies and enforces company and departmental policies, guidelines and procedures across all operations activities and ensures that staff follows them. - Ensures compliance with operational policies and procedures to minimize risk exposure.  Monitors and audits policy exceptions related to risk management issues.  Communicates with management regarding the control and management of risk within a specific team or the department. - Identifies situations impacting established quality service level standards to determine solutions in a timely manner.  Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers. Keeps management informed if additional resources may be needed. - Create and maintain high quality work environment so team members are motivated to perform at their highest level. - Delivers performance reviews and provide statistical and performance feedback, coaching, counseling, direction and resolution on a regular basis to each team member. - Use appropriate judgment in upward communication regarding department or employee concerns.  Participates in internal and external meetings. - Insure employees have appropriate training and other resources to perform their jobs by identifying and obtaining required training for team members as needed to support clients. - Manage any issues that may arise between team members and other departments in the bank. Address disciplinary and/or performance problems according to company policy. Prepare warnings and communicate effectively with employees on warnings and make effective/appropriate decisions relative to corrective action as required. - Assist with the development, analyses and implementation of staffing, training, scheduling, and reward/recognition programs. - Work as a member/leader of special or on-going projects that are important to area/process improvement. - 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. - Thorough knowledge of operational policies, procedures and practices. - Ability to react and respond to critical demands of the department, prioritizing and performing multiple tasks on a regular basis. - Ability to interface within various levels of the group. - Excellent verbal and written communication skills.
Job ID
2022-15836
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Digital Specialist provides sales support for the Digital Channels products the Bank offers. Those in the position are tasked with mastering all digital banking platforms, including but not limited to: Personal Online Banking, Corporate Online Banking, Mobile Banking, and Brokerage Online Banking.   The primary responsibilities of the Digital Specialist are partnering with sales teams to acquire new clients, onboarding and training new and existing clients to First Republic’s digital platforms, increasing digital adoption, and expanding digital engagement. Digital Specialists will partner closely with local Relationship Management and Preferred Banking teams, filling the role of subject matter expert on the bank’s technology products. The Digital Specialist learns the prospective client’s needs, tailoring digital solutions based on what will serve the client best. When new clients decide to bank with First Republic, the Digital Specialist will work closely with that individual or business to help facilitate a seamless transition, providing training and a direct line of support. Digital Specialists will also work with existing clients, identifying banking needs and sharing solutions with them that will ensure a richer banking experience. Through proactive engagement, the Digital Specialist works to ensure the company delivers the same extraordinary service through the digital channels as our clients expect face-to-face. As their region’s main partner for digital banking solutions, the Digital Specialist will work closely with all First Republic Bank lines of business, gaining a deeper understanding of the financial industry. A successful candidate will build and maintain relationships across all departments, both with front line sales staff, as well as our back-office support teams. Digital Specialists will also partner with the product development teams, leveraging client feedback to shape the development of future product offerings.
Job ID
2022-15833
Category
Digital Channels
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Manager, Recruitment Marketing and Branding is responsible recruitment marketing and employment branding strategies. Through collaboration with Talent Acquisition, marketing and corporate communications, this role establishes a planned effort to target an inclusive group of potential candidate populations through a combination of media vehicles, social, digital, paid advertisements, professional associations, and other candidate pipeline opportunities. This individual will have a constant pulse on industry best practices and market shifts within the Financial Services industry. What you’ll do as a Manager, Recruitment Branding and Marketing: - Create and implement best in class recruitment marketing strategies to generate applications and deliver results while optimizing marketing performance. Develop, define, and convey the employer brand and value proposition for First Republic and help uncover and promote the differentiating factors that make First Republic an employer of choice - In partnership with Talent Acquisition Leadership and DEI champions, focus on, and contribute to, branding and media efforts to enhance overall reach of First Republic candidate demographic resulting in a more diverse workforce - Research, evaluate, and present new ideas, processes, technology to improve talent branding efforts. - Serve as a partner and SME in career site enhancements and maintenance, CRM maintenance, ensuring optimal candidate experience - Execute on Recruitment marketing campaigns, strategies and performance objectives as defined by Talent Operations Leadership - Own and execute on all media objectives related to holiday or annual events or during peak hiring seasons - Provide ideas and execute on creation and implementation of department specific initiatives to best support the recruiting team to use to drive external market awareness in high growth areas demanding increased hiring - Partner with internal Talent Sourcing team to best define, and execute on event advertising strategies and pipeline management - Partner with Campus Recruiting team to promote campus related events and initiatives to spotlight First Republic’s internship and FT programs - Partner with Marketing and Corporate Communications teams to leverage candidate-facing communications, social media and video to convey the corporate culture and employee experience, while driving a consistent message, look and feel across all channels, and staying First Republic’s branding guidelines - Monitor and measure the impact and effectiveness of marketing and employer branding activities, generate performance reports on a timely basis, and ensure maximum impact through click rates and continuous improvement of branding and sourcing efforts
Job ID
2022-15831
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
- Responsible for provisioning/de-provisioning of access to applications, infrastructure and operating systems as per established Policy, Standards and procedures. - Responsible for updating and resolving request tickets and ensuring timely settlement of assigned user requests and issues as outlined by Service Level Agreements. - Well versed with following processes: New Hire On-Boarding, Employee Off-Boarding, Department Transfers, Access Remediation, and Privileged Access. - Assist with troubleshooting and problem analysis by working with other teams, vendors or users in diagnosing and resolving users access issues. - Assist with unique/complex security access requests including internal and external audit and disaster recovery testing.
Job ID
2022-15826
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
Common goals, uncommon potential 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
2022-15822
Category
Lending
City
Boston
State
MA
Position Type
Regular Employee (REG)
The Process Integration Developer is responsible for developing and implementing end to end solutions to support Banker and Client requests and information reporting, assisting in developing automation processes for the Bank's Transactions Processing infrastructure, building and supporting processing related systems, providing support and services, and other Duties as assigned. The individual will work in a fast-paced environment to talk through processes, design a solution, and then execute development for issues related to processing data, and internal/external processing system integrations.   What you’ll do as a Process Integration Developer: - Work with Deposit Services, Digital Channels, Information Services, Bankers, and Clients to develop end to end (conception, development, maintenance, and evolution) functions for reporting, processing systems, automation processes and work to enhance services and products the Bank offers  - Develop and support micro services, API's, file transmissions, and other interchanges of data for processing systems and databases. Data Analytics - Constantly work to improve operational processes via the development of software solutions with Python, API's, and other technology method such as SQL - Support production systems and assist with inquiries from bankers, clients, and vendors  - Work closely with management to ensure SLAs for the department are met - Perform other duties as required or assigned by leaders. - Adhere to and comply with all applicable federal and state laws, regulations and guidance, including those related to anti-money laundering (for example, Bank Secrecy Act, USA PATRIOT Act, etc.); adhere to Bank policies and procedures; complete all required training; identify and report potential suspicious activity to the Bank Secrecy Act / Anti-Money Laundering Officer; and know and verify the identity of clients entering into a relationship with the Bank.   
Job ID
2022-15821
Category
Deposit Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
An encouraging culture that invests in you As a Client Service Associate I 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. This is a highly collaborative and cross-functional role, and you will interact with many different levels and departments across the Bank.   What you’ll do as a Client ServiceAssociate I: - Provide support for Account Executives (AEs) and their book of clients by helping families, individuals and businesses plan their financial futures and meet their financial goals through the Bank’s deposit, lending, and wealth management products and services. - Assist in managing Account Executives (AEs) pipeline of client transactions in process, vet and complete the initial analysis of new applicants, ensure loan packages are complete for underwriting and respond to ad hoc client requests. - Manage variety of reports to support Account Executive’s book of clients, such as pipeline, maturities and client interaction reports - Provide sales enablement for Account Executives through Marketing and prospect outreach efforts.
Job ID
2022-15820
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
As an Administrative Assistant you will be responsible for directly supporting the day-to-day time management and administrative needs of multiple Bank Operations, Deposit Services and Client Care leaders and indirectly supporting the needs of the department. Routine duties include phone and email support, organization of meetings and events, assist in travel arrangements and expense reporting, coordination of calendar, meeting minute taking, and preparation of presentation/meeting materials.  You will help prepare presentation and work on projects for the leaders and department.     What you’ll do as an Administrative Assistant: - Proactively manage calendars, prioritize meetings, provide ample time to review meeting materials, and visibility to any cancellations or rescheduling. - Perform administrative duties such as answering phones, taking messages, mailings, photocopying, planning meetings, ordering office supplies. - Performs diverse, advanced and confidential administrative support functions including composing, signing and releasing routine but somewhat complex correspondence - Ensure workspace readiness for new team members with a lead role in onboarding new employees to the department. Coordinate ongoing premises and office supply needs. - Coordinate technology/communication needs for large and small meetings with internal IT team. - Arrange travel to maximize efficiency of schedules. Create and submit expense reports in a timely manner. Ensure all expenses captured. - Prepare or edit memos and presentations. Create and submit materials based on input from leaders and other executives. - Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor. - Participate in the development of department procedures and assist with specific projects as assigned. - Responsibilities include the following:  1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. 
Job ID
2022-15819
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as a Senior Product Manager: - Work alongside senior management and key stakeholders to define the vision, scope, and technical roadmap for the Information Security offerings. - Effectively execute against the roadmap and provide on-going support to the Information Security offerings. - Meet with internal and external clients and integrate user feedback into the Information Security offerings. - Provide day-to-day oversight, management, reporting, and troubleshooting of products under management.  Drive products and intitiaves to completion while also ensuring compliance with Bank policy and standards. - Monitor competitive trends, evaluate relative product positioning, benchmark Bank relative to key competitors, and target areas for differentiation.  Leverage this data to influence the roadmap. - Optimize the services of our partnered vendors by effectively managing the relationships and their deliverables. - Champion Information Security offerings to key enterprise partners and senior management across bank. - Working in a hands-on way, successfully manage and deliver large and complex projects. Provide leadership on major initiatives, including vendor solution contracts, implementations and integrations, new product development, etc. - Keep abreast of regulatory, legal and industry best practices to maintain compliance and an appropriate level of risk, particularly related to internet security. Partner closely with leadership of Internal Audit, Enterprise Risk Management, Information Systems, Information Security and Compliance/ Legal to develop and recommend related risk management activities. - Provide day-to-day oversight, management, reporting, and troubleshooting of products under management. - Translate product strategy into detailed requirements. - Serves as lead project manager on a company-wide, complex Information Security Projects as well as small-to-medium inter-related programs; defines and manages all aspects of project planning including scope, budget, financial forecasting and scheduling. - As the lead project manager, create and execute a company-wide communications and training plan, in partnership with appropriate stakeholders, to ensure solution adoption and effective organizational change management. - Determines resource requirements and procures resources; manages contract project and/or program resources. - Facilitates impact analyses of current/existing technologies on the project and/or program.  - Supports management in data gathering for regulatory and third-party reviews.
Job ID
2022-15817
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Digital Platform Support team is responsible for ensuring that all client facing applications are available 24x7 to our clients. These applications support activities such as Online Banking, Digital Account boarding and FRB marketing efforts. Responsibilities includes continuous monitoring, incident response and system restoration. We are seeking a Director, Digital Platform Support to lead this team. They will own the support process and oversee operations required to keep these client facing applications available 24x7x365. With continuous change in application features, technology and environments, the candidate in this position will understand the challenges of keeping the applications running while adapting to changes in the platforms. This individual will lead the team to effectively execute the documented support process, be responsible for effective communications to all stakeholders internal and external, and help deliver exceptional digital service to our clients.   What you'll be doing as a Director, Digital Platform Support:   This position will oversee 15 support engineers who are located onshore and offshore, providing 24x7 coverage for multiple applications. The team works hand in hand with other support, development, and vendor teams to respond to incidents, identify issues, restore service while providing clear and prompt communications.  The ideal candidate will lead the team to: - Maintain the existing excellent operational process - Support Service Level Agreements on incident response and restoration - Implement efficient and effective monitoring and triage tools - Communicate status of incidents in a timely fashion - Collaborate with development teams to transition new features to production ready status - Adapt to changes in technology and functionality while maintaining service standards - Review process, training, and tools to support continuous improvement  
Job ID
2022-15815
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Specialist I, Corporate Services: - Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues. - Provide first-level technical support for Corporate Online and related systems. - Drive both simple and complex Cash Management requests to completion by coordinating with vendors and various departments within First Republic. - Meets work standards by following production, productivity, quality, and customer-service standards as set by First Republic management. - Complies with federal, security, and legal requirements by following adherence to requirements; advising management on needed actions and completing all regulatory testing. - Produce quality work, displaying accuracy and thoroughness, while completing work assignments in a timely manner and within disclosed time parameters. - Compose quality written responses for service related e-mail. Communicate frequently with internal departments for e-mail resolution, consistently following-up with various departments to ensure customer satisfaction.
Job ID
2022-15814
City
Boston
State
MA
Position Type
Regular Employee (REG)
What you’ll do as the Director, Enterprise Testing: You will create a testing strategy for the whole development cycle that can be adopted by our lines of business. You’ll be responsible for strategies, policies, procedures, and a testing framework for the Requirements Testing Competency Center (RTCC). You will initiate and manage continuous improvement efforts for the RTCC and demonstrate an aptitude for identifying and solving problems. You will be consulting with teams on their requirements, specifications, and technical design documents to provide timely and meaningful feedback for their testing needs. Produce documentation for improved test strategy and procedures to implement improved test processes. This includes functional, regression, performance, security, and other methodologies, and guide QA in making improved test plans. Liaise with the lines of business (e.g. developers and product managers) to consult and guide on testing best practices. Define, Track, and Report on quality assurance metrics. Stay up to date with new testing tools and test strategies.   How success is defined: Success will be achieved by continued development of standards and practices for the RTCC. You will garner buy in and adoption from the lines of business. Success will be measured by adoption by the lines of business and the continued refinement of the framework based on feedback and industry best practices.
Job ID
2022-15804
Category
Information Services
City
New York
State
NY
Position Type
Regular Employee (REG)
We are seeking a Project Manager to help operate and expand our innovative services, in partnership with First Republic teams and departments.   Duties & Responsibilities - Manage end-to-end delivery of services and provide timely responses for bankers, clients, prospects - Collaborate and problem solve with colleagues across departments to ensure operational procedures and technology adhere with the bank’s requirements - Manage, operate, and improve the technology infrastructure for all innovation service offerings - Design and build new features and processes, including managing developers to drive product development sprints - Design and execute tracking and reporting for key performance indicators - Create clear and concise presentations for internal reporting and marketing
Job ID
2022-15803
City
New York
State
NY
Position Type
Regular Employee (REG)
The Senior Analyst, HR Operations position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank. This role will provide operational and administrative support to the HR Operations Team, including coordinating and assisting with projects, communications, and HR Processing. The Senior Analyst, HR Operations will oversee the day-to-day activities to ensure the below responsibilities and goals are met. What you’ll do as a Senior Analyst, HR Operations: - Administer processes, provide training, and ensure the HR Operations Team are utilizing Standard Operating Procedures - Manage inbox, triaging cases, assign cases to Specialists, and responding to general HR questions from colleagues across the Bank - Step in to lead, give direction and provide feedback to HR Operations team members as required - Provide support on case management: reviews, investigations, delinquencies, and processing across all of our workstreams - Support Service Level Agreements adherence and Accuracy improvements - Assist in the implementation and testing of new software and enhancements - Communicate with various departments and colleagues to provide guidance and assistance regarding hiring, transfers, employment, and personnel records - Manage the various HR Operations reports and assure appropriate and timely actions are taken - Identifies and diagnoses issues proactively and develops, recommends, and implements root cause solutions that provide a positive colleague experience and business results in a timely manner - Review background checks and/or fingerprinting reports and provide HR Specialists with approval for clearance as needed. This may include speaking with candidates directly about their personal history - Provide support to Business Partners for HR Operations processes
Job ID
2022-15802
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Senior Analyst, HR Operations position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout The Bank. This role will provide operational and administrative support to the HR Operations Team, including coordinating and assisting with projects, communications, and HR Processing. The Senior Analyst, HR Operations will oversee the day-to-day activities to ensure the below responsibilities and goals are met. What you’ll do as a Senior Analyst, HR Operations: - Administer processes, provide training, and ensure the HR Operations Team are utilizing Standard Operating Procedures - Manage inbox, triaging cases, assign cases to Specialists, and responding to general HR questions from colleagues across the Bank - Step in to lead, give direction and provide feedback to HR Operations team members as required - Provide support on case management: reviews, investigations, delinquencies, and processing across all of our workstreams - Support Service Level Agreements adherence and Accuracy improvements - Assist in the implementation and testing of new software and enhancements - Communicate with various departments and colleagues to provide guidance and assistance regarding hiring, transfers, employment, and personnel records - Manage the various HR Operations reports and assure appropriate and timely actions are taken - Identifies and diagnoses issues proactively and develops, recommends, and implements root cause solutions that provide a positive colleague experience and business results in a timely manner - Review background checks and/or fingerprinting reports and provide HR Specialists with approval for clearance as needed. This may include speaking with candidates directly about their personal history - Provide support to Business Partners for HR Operations processes
Job ID
2022-15801
Category
Human Resources
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
This position reports to the Principal Solutions Architect and supports development and implementation of Wealth Management’s technology roadmap. This role has a key responsibility within First Republic to ensure that our client experience within Wealth Management maintains the highest standards of the Bank.  He/she must be a highly motivated, quality driven engineering architect for the team. The Solution Architect - Applications will consistently deliver solutions meeting the highest standards. While strategic thinking and coordination are important elements of this role, this individual will be required to take a very hands-on role with requirements, design, development, testing, deliverable preparation, and other related activities across various IS groups.   Duties and Responsibilities:   What you’ll do as a Solutions Architect  - Lead end-to-end (conception, development, maintenance, and evolution) implementation of wealth management technology solutions.  Includes working as an effective liaison between the front office, business units, operations, and other technology groups to ensure that client needs are addressed. - Drive technical excellence and implementation of best engineering practices. - Provide guidance and inspiration to deliver engaging, innovative, and client-centric wealth management technology solutions. - Define systems architecture, design techniques and development standards to support cross-functional, multi-system solutions that can scale and are flexible to meet the future needs of the organization. - Integrate with other enterprise applications and other cloud applications - Effectively communicate architecture design to various stakeholders at many levels - Follow best Domain practices in integration - 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. - Hands on experience to perform proof of concept for proposed solutions. - Create and maintain an open and transparent environment that values speed and innovation.
Job ID
2022-15800
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
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 Sales and Service 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.
Job ID
2022-15799
Category
Banking
City
Palm Beach
State
FL
Position Type
Regular Employee (REG)
The Supervisor, Consumer Services will be responsible for providing high quality client customer service through the daily management of employees, including, but not limited to, monitoring the workflow and call volume, as well as, team member hiring, motivating, coaching, and training. Handling escalated issues from agents or as they are reported and ensuring that cases are managed properly and in a timely manner. Primary focus on ensuring that our standard of high quality customer service is delivered by the team and ensuring Service Levels are met and Call Quality scores are exceeding expectations as set by management.   What you'll be doing as Supervisor, Consumer Services: - Successful delivery of service level standards. - Responsible for troubleshooting service complaints and coordinating with various bank departments in the identification and resolution of operational problems and elevating these problems, correcting and documenting them as necessary, to avoid repeated issues. - Interprets, applies and enforces company and departmental policies, guidelines and procedures across all operations activities and ensures that staff follows them. - Ensures compliance with operational policies and procedures to minimize risk exposure.  Monitors and audits policy exceptions related to risk management issues.  Communicates with management regarding the control and management of risk within a specific team or the department. - Identifies situations impacting established quality service level standards to determine solutions in a timely manner.  Responsible for suggesting methods to improve area operations, efficiency and service to both internal and external customers. Keeps management informed if additional resources may be needed. - Create and maintain high quality work environment so team members are motivated to perform at their highest level. - Delivers performance reviews and provide statistical and performance feedback, coaching, counseling, direction and resolution on a regular basis to each team member. - Use appropriate judgment in upward communication regarding department or employee concerns.  Participates in internal and external meetings. - Insure employees have appropriate training and other resources to perform their jobs by identifying and obtaining required training for team members as needed to support clients. - Manage any issues that may arise between team members and other departments in the bank. Address disciplinary and/or performance problems according to company policy. Prepare warnings and communicate effectively with employees on warnings and make effective/appropriate decisions relative to corrective action as required. - Assist with the development, analyses and implementation of staffing, training, scheduling, and reward/recognition programs. - Work as a member/leader of special or on-going projects that are important to area/process improvement. - 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. - Thorough knowledge of operational policies, procedures and practices. - Ability to react and respond to critical demands of the department, prioritizing and performing multiple tasks on a regular basis. - Ability to interface within various levels of the group. - Excellent verbal and written communication skills.
Job ID
2022-15794
City
Boston
State
MA
Position Type
Regular Employee (REG)
First Republic Wealth Advisors market and sell First Republic’s wealth management services to prospects, many of whom are existing clients of the bank’s deposit and lending products and services. Relationship Managers and Business Bankers at First Republic have formed strong relationships with a wide range of high net worth individuals and leading businesses by meeting their deposit and lending needs with an extraordinary level of service. First Republic Wealth Advisors work with these bankers as well our Preferred Banking Offices to identify investment management prospects, help identify client’s financial needs and objectives, and recommend appropriate wealth management solutions. While the Wealth Advisor’s principal responsibility is to focus on bankers and generate wealth management business from existing clients, the Wealth Advisor will also be expected to generate their own business and source new clients.   The goal of the Wealth Advisor is to increase assets under management at First Republic Bank by marketing wealth management products and services to meet client needs, becoming our client’s trusted wealth advisor, and maintaining strong client relationships. Because of the wide range of investment alternatives available to clients, the Wealth Advisor is able to offer clients independent and sound investment advice, offer attractive investment alternatives, and deliver a high level of service.  First Republic believes in an “open architecture” philosophy with regard to its products and services. We can provide customized portfolio management services for particular investment strategies, tax considerations or liquidity goals of clients, as well as access outside funds and managers to best represent asset styles in a client’s asset allocation strategy. The role of Wealth Advisor is to effectively represent all of the platform’s products and services to best meet client objectives. A summary of these offerings are shown below:   Entity Offering: - First Republic Investment Management - Customized Portfolio Management - First Republic Securities Company - Full-service brokerage and online self-directed services - First Republic Trust Company - Able to act as a trustee, successor trustee, custodian, and escrow agent - Financial Planning - Deliver full range of financial planning services, including life insurance - Insurance Services - A full range of insurance products and services, including annuities - Foreign Exchange - A wide range of foreign exchange services The team that works with our clients generally consists of: - The Relationship Manager (or other banker) that manages the overall bank relationship with the client; - The Wealth Advisor, who initially helps determine the appropriate investment solutions for the client and serves as an ongoing resource to clients; - a Portfolio Manager (at First Republic Investment Management or First Republic Securities Company) that acts as the day-to-day manager of the client’s investment assets - A Financial Planner for certain clients - An Insurance Specialist for certain clients - A Trust Officer in instance where we deliver trust services to the client Successful candidates will champion the firm’s private wealth management services both internally and to clients. The objective of this position is to gain the confidence of the First Republic bankers in an effort to collaborate with them to grow assets under management from existing clients and prospects. The Bank has multiple wealth management alternatives available to prospects and the Wealth Advisor should take on a flexible, strategic approach to determining the most appropriate solution for each client opportunity. While most of the new wealth management business generated by the Wealth Advisor will originate from banker referrals, the Wealth Advisor will also be expected to conduct their own business development efforts and source their own new clients.   Specific responsibilities include: - Establish credibility and build confidence as a trusted investment advisor with relationship managers, other bankers, and - Collaborate with relationship managers to identify and prioritize prospects for private wealth management - Generate new assets under management through the bank’s existing lending relationships and the initiation of new relationships. - Serve as the primary contact for wealth management - Evaluate clients’ portfolios to assist Portfolio Managers develop asset allocation recommendations and investment strategies. - Manage client interaction with other First Republic related investment - Keep abreast of trends and strategies in wealth
Job ID
2022-15792
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.