First Republic Bank specializes in private banking and real estate lending, and First Republic affiliates offer wealth management services, with growing operations in California and New York. We offer excellent compensation and benefits. First Republic Bank and its affiliates are Equal Opportunity Employers.

 

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An encouraging culture that invests in you.  This position plays a key role in delivering extraordinary service to our HR colleagues and in turn, our colleagues throughout the bank. This critical role will provide operational and administrative support to Human Resources, including coordinating and assisting with projects, events and communications. This individual will work closely with the HR Senior Leadership Team consisting of SVP Total Rewards, SVP HR Business Partners and SVP Tech Ops.   What you’ll do as a Senior Administrative Assistant: - Schedule appointments and maintain meeting calendar for HR Senior Leadership team. Organize travel arrangements including airline and hotel as needed - Coordinate HR Team meetings and events, including catering, preparation of meeting materials, setup video conference, conference call, etc. - Provide administrative support for HR Department including supply orders, shipping packages, mass mailings, HR mail distribution and calendaring for HR meetings - Keep the HR work site organized, clean and presentable - Assist with HR New Colleague setup, collaborating closely with HR Specialists, HR Business Partners and IT - Handle rollover phone calls and provide backup to the Executive Assistant to the Chief People Officer - Maintain invoice files and monitor Purchasing Card expenditures and reconcile monthly. Submit expense reports for HR Senior Leadership team. Ensure invoices are reviewed and approved for delivery to Accounts Payable for payment. - Partner with HR Communications Director to prepare, edit and proof HR Team Communications, including maintaining the Intranet HR pages and other projects as assigned. Update the HR Department site as a co-Community Manager - Reserve conference rooms for HR team, schedule meetings for HR Team members as needed
Job ID
2020-9960
Category
Administrative
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential     As a PBO Senior Preferred Banker, you will be responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. You will be responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. In this position you will be expected to develop client relationships through positive customer experiences.   What you'll do as a PBO Senior Preferred Banker: - Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience. - 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. - Promotes and introduces 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 and minimize customer attrition. - Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals. - Actively participate in branch sales promotions.
Job ID
2020-9920
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective As a Registered Client Service Associate, you will be the first point of contact for clients or prospects, providing a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or other teams.   What you’ll do as a Registered Client Service Associate: - Provide sales and service support for current clients and prospects. - Research and respond to inquiries of high net worth clients; escalate issues as appropriate. - Oversee client interaction — act as a conduit between client and Private Wealth Management operations; create business plans geared toward client growth; build relationships with clients by initiating contact and making frequent office visits; introduce technology and services to clients as appropriate; cross sell products, services and/or technology; monitor client investing and understand their rationale, intentions and goals. - Assist with phone calls to prospects and clients, manage meeting logistics, submit business expense requests, schedule appointments and distribute mail. - Place equity, mutual fund and fixed income trades for brokerage clients; as necessary, utilize custodial websites, CRM client database and APX portfolio management system. - Assist with completion and transmission of transaction documents and communicate with operations/billing/internal departments/First Republic Securities Company and other custodians regarding transaction processing follow-up.
Job ID
2020-9915
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Director, Facilities Accounting will serve as a partner to First Republic Bank’s Chief Accounting Officer, accounting team leadership and Bank’s management and will provide solid business council to the Facilities accounting team. The individual will have responsibility for various aspects of financial close and monthly and quarterly reporting as it relates to Facilities, including Leases and Fixed Assets (collectively, “Facilities”); maintaining the accounting structure, procedures and controls; and application of appropriate technical accounting and regulatory rules for the areas of responsibility. The individual must thrive in a deadline-oriented and fast-pace environment, enjoy coaching and developing others, and have a passion for continuous improvement.    What you’ll do as a Director, Facilities Accounting: - Provide oversight of Facilities accounting operations - Lead monthly and quarterly close processes for Facilities. - Ensure timeliness, accuracy and usefulness of reporting as it relates to Facilities; oversee the preparation and communication of monthly, quarterly and year-end internal financial reports for the areas of responsibility - Analyze and ensure compliance with ASC 842 Leases and ASU 2018-15 Cloud Computing Arrangements - Prepare various analyses and forecasts provided to the Accounting and executive leadership - Analyze complex contracts and ensure proper accounting treatment - Work closely with IS, Project Management, Procurement teams to analyze the accounting treatment and timely recording of the assets relating to the projects - Take a leadership role on the strategic roll-out of the procure-to-pay solution as it relates to Facilities - Lead process improvements, operational effectiveness and automation initiatives related to Facilities area - Participate and play a leading role in other Accounting department-wide automation and technology-based initiatives and system implementations - Support other special projects - Ensure maintenance of effective internal controls and appropriate accounting procedures for the areas of responsibility, including evaluation of processes and controls for compliance with SOX. - Key liaison with external and internal auditors, as well as regulators for their audits and examinations of the Facilities area. - Provide leadership, strategic direction and oversight to the Facilities accounting team - Lead, manage and develop a strong, performance-oriented team, capable of actively and effectively engaging and growing with the business.
Job ID
2020-9836
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Senior Loan Analyst, you will have the opportunity to process and underwrite single-family residential mortgage loans while providing an exceptional client experience. You will analyze complex tax returns and financial statements and assist in completing the loan process from start to finish. After you’ve developed a strong comfort level with the residential loan process, you’ll have the opportunity to learn apartment and commercial property loan analysis and processing.   What you’ll do as a Senior Loan Analyst: - Communicate with clients, providing excellent customer service and ensuring that the client relationship is maintained at the highest possible level. - Analyze and process each loan file, ensuring that the Loan Approval Worksheet, loan narrative (if applicable), appraisal, application, preliminary title report and verifications meet secondary market and First Republic loan program criteria and are accurately documented and complete. - Underwrite the income sources, collateral and credit quality of residential loan applications. This includes analysis of personal and business income tax returns, tax schedules and financial statements. - Prepare loan files for funding by reviewing the analysis for accuracy. - Complete the Request for Documents form to ensure that all regulatory information and loan terms are accurately entered into the computer system to meet compliance requirements. - Complete Know Your Client regulatory data for all loan types. - Follow the lending guidelines from the Federal National Mortgage Association and nonconforming secondary market investors, along with other industry regulations. - Prepare prequalification and/or commitment letters for loan officer review. - Learn the Bank’s loan pricing matrix and become comfortable engaging with clients to confirm and discuss our loan programs.
Job ID
2020-9824
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Overview: Responsible for supporting activities that advance the sales, business development and strategic goals of the team. Ensures timely and effective completion of projects and sales initiatives. Supports leaders to drive team engagement and serves as a champion during periods of change.   Responsibilities: - Manage programs to expand the First Republic network and drive new household acquisition from emerging referral sources (ex: Google/TriNet). - Support leadership in identifying and pursuing new business opportunities. Help define the strategy, size-up the opportunity, and build the go-to-market approach for each. - Partner with Marketing and Digital Channels to drive sales growth in new business opportunities. - Identify, strategize, and implement cross-functional process improvement initiatives to reduce friction and increase efficiency in the sales and client onboarding processes. - Ensure that changes/enhancements to company systems are consistent with team’s business needs. - Develop best practices that align sales processes with company initiatives. - Work with leadership to understand current and future workforce needs. - Plan, develop, and direct the recruitment process for the team. - Evaluate team KPIs, revisit metrics regularly, and analyze progress against them. - Drive solutions to challenges in meeting team KPIs. - Manage metrics/analytics program to help team leaders make data-backed business decisions.
Job ID
2020-9780
Category
Banking
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
What you’ll do as a Loan Closing Manager, Residential Lending: - Manage closing functions to ensure loan documentation and funding are handled accurately, efficiently and within Department service level agreements. - Monitor workflow for funders/closers and manage the pipeline for all fundings/closings. - Assist with doc prep file QC and provide results as feedback to closers. - Deliver funding/closing report to finance and other departments to ensure that all funds are available at the required time. - Act as a mentor and subject matter trainer to staff; encourage associate development and advancement. - Assess current workflow and processes in order to create and implement strategies designed to maximize efficiency and accuracy of the loan closing/funding group. - Ensure consistent and effective methods of communication are in place to ensure the seamless operation of the group. - Provide training, conduct performance reviews and complete any other supervisory activities. - Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.); 2) adhering to Bank policies and procedures; 3) completing required training; 4) identifying and reporting potential suspicious activity to the BSA/AML Officer; and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9728
City
New York
State
NY
Position Type
Regular Employee (REG)
The Deposits Quality Assurance Specialist position is responsible for all first-level review of new accounts and account changes which involves reviewing documentation, all applicable Bank systems and KYC to ensure all accounts are in line with policy and Bank procedures.  Additional responsibilities include properly maintaining findings within the QA workflow application for assigned accounts. A proficient understanding of deposit documentation requirements, KYC and business structures are preferred for this position.   What you’ll be doing as a Deposits Quality Assurance Specialist: - Review new accounts as well as change requests as assigned by the Assistant Manager and update the respective account reviews with exceptions as applicable.  Properly communicate all outstanding issues with Bankers. - Review KYC for completeness and quality of content.  Identify and escalate any issues or hard stops to QA 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. - Answer questions raised by Bankers regarding Deposit Procedures - Assist Senior QA Specialists with the analysis of any applicable requests for Management approval. - Familiarize and review all policy and procedure (P&Ps) updates on Bank policy, internal QA procedures, and BSA/AML KYC policies on Bank intranet as frequently as necessary in order to proactively identify opportunities to improve the quality of reviews. - Assist with research on various reports and projects as needed. - Perform duties & responsibilities specific to department functions & activities, and other duties & responsibilities as required or assigned by Management. - Cross-train with 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, 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 QA Supervisor (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. - The successful candidate will be someone who can demonstrate the ability to manage time efficiently, coordinate multiple priorities, successfully resolve complex matters, easily understand processes/workflows, identify risks, and effectively tailor their communication (written/verbal) to their audience in a clear and concise manner.  A bachelor's degree in addition to at least 2-4 years’ experience in banking or an equivalent industry is preferred. Complete knowledge of banking platforms used by the bank – OSI/Total Plus, Flightpath, OnBase, Ephesoft Scanning, Outlook, Adobe Acrobat, MS Office, etc.
Job ID
2020-9726
Category
Banking
City
Palo Alto
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As an Alternative Investments Associate-Contingent, you are responsible for the reconciliation of equity and fixed income accounts. This responsibility includes but is not limited to resolving breaks and exceptions between FRIM’s account system Advent APX and the holdings reported by the various custodians, on a daily basis.  This reconciliation must be performed accurately to prevent possible risk related to trading and corporate actions.  The individual must be a team player, able to work under pressure and meet deadlines.   What you’ll do as a Alternative Investments Associate- Contingent: - Analysis and organization of corporate action announcement data received from data vendors, custodian banks, trustees, information agents, exchanges, and regulatory agencies Creation and follow-up of corporate action event notifications distributed internally across the firm (Portfolio Managers, Traders, Analysts, Operation groups) - Processing the direct AI capital calls and communicating the activity and status with the reassigned WM’s - Maintain system by accurately tracking pricing, security master and system quality control. - Respond to inquiries and requests from internal teams across the organization. - Preparation of weekly and monthly reports. - Ensure department is audit ready and assist in both internal and external audits pertaining to accounts maintained on APX system. - Performs other duties and responsibilities as required or assigned by department managers and/or senior associates.
Job ID
2020-9691
City
San Francisco
State
CA
Position Type
Contingent Worker (CON)
What you’ll do as an Associate, Contract Management   - Coordinate and contribute to all stages of contract lifecycle including RFP preparation, contract review, negotiation, maintenance and termination - Manage contractual and business relationships with vendors - Develop, structure and negotiate legal and business terms and conditions including price negotiations - Comfortable advocating on behalf of the business and subject matter experts and negotiating with counsel - Manage contract terms within contract management platform and report status on an ongoing basis - Establish and develop close working relationships across lines of business and with technical, audit, compliance, security and legal teams as necessary - Familiar with key terms and conditions that are common to various types of vendor agreements including but not limited to SaaS, software, hardware, and professional services agreements - Work in a self-directed, collaborative, and constructive manner with team members, the business unit, and our internal stakeholders - Understand the requirements of working in a regulated environment and the controls that are necessary to be successful in the financial services industry
Job ID
2020-9645
Category
Shared Services
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential As a Security Risk and Compliance Specialist, you’ll play a key role in supporting the information security risk management process within the Bank. You’ll also be responsible for assessing the adequacy of the security and business continuity / disaster recovery controls of First Republic’s vendors and recommending mitigating controls. In this role, you’ll have the opportunity to handle compliance reviews of information technology policy and procedures, the tracking of remediation items, security risk reporting and tracking, and information technology audit preparation and responses. You’ll have the opportunity to be a self-starter who proactively seeks solutions to difficult problems.    What you’ll do as a Security Risk and Compliance Specialist: - Review the security and business continuity controls of the Bank’s vendor-based solutions for compliance with First Republic’s policy and procedures on an ongoing basis. - Identify and communicate recommended security and business continuity controls and control deficiencies to the Bank’s various business units. - Document and monitor the implementation of controls for technology and business project plans. - Review and analyze vendor contracts for compliance with Bank security, business continuity and disaster recovery requirements and propose revisions as necessary. - Maintain a broad knowledge of best practices and trends in the field of IT controls, information security and business continuity.
Job ID
2020-9619
Category
Information Security
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential Under general supervision, the Staff Accountant will perform a variety of routine duties in the Accounting Department which includes, but is not limited to daily and monthly reconciliation, analysis and certification of various General Ledger accounts and research of outstanding items and adjustments. In addition, the Staff Accountant will be responsible for inputting journal entries and maintaining accounting records.   What you'll do as a Staff Accountant - Cash Team:  - Prepare journal entries from internal and external sources with proper documentation. - Reconcile and certify various General Ledger accounts within daily, monthly and quarterly deadlines. - Analyze data for daily reconciliations, complete ad hoc reports with analytical components, and prepare trend analysis and write-ups for senior management. - Identify, research, and problem-solve GL account outages and/or internal control issues. Contact business partners to resolve outstanding issues when necessary. - Support the accounting team in meeting month end closing deadlines. - Assist management on fulfilling audit requests and responding to any related 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. - Responsible for the physical and electronic record retention for all assigned tasks. - Support the team during periodic desk rotation and vacation coverage. - Perform duties & responsibilities specific to department functions & activities. - Performs other duties & responsibilities as required or assigned by supervisor. - Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9543
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The Professional Loan Program (PLP) Loan Administrator - Team Lead will master the process and preparation of individual approved loans for booking and funding, in addition to assisting the PLP Loan Administrator team, Credit Analysts and Eagle Lending Relationship Managers in the ongoing support of borrower-level loans. The ideal candidate will be the primary contact for sales teams, managers, and other departments for day to day tasks. Due to the complexity of the role, prompt action and attention to detail are important.    What you'll do as a Loan Administrator - Team Lead: - Review drafted loan documents, reports, and email responses; and provide proper feedback - Ensure team member actions follow procedure and protocol - Assign workload equally among team members, including yourself - Meet with team members for status updates, and to provide advice/support - Review and approve loan transactions, such as advances and pay downs - Monitor timeliness of all tasks and coordinate with PLP managers to ensure all deadlines are met - Speak with internal and external clients on their needs and respond accordingly - Escalate issues and provide feedback/solutions to immediate manager - Support and guide team member of the Loan Specialist, PLP Departures role - Assist with the Eagle loan portfolio by ensuring loan files are complete, accurate, and prepared for booking - Assist team with creating loan addendums and firm/guaranty confirmation emails - Assist team with initial advances, transfers, wires, and payoffs - Assist team lead with due diligence for departure and other types of modifications - Field questions from the professional loan program inbox; and ensure all emails are responded to in an accurate and timely manner - Produce monthly and quarterly balance reports - Ensure that all documentation required for the file is obtained and file is complete.  Process adverse action decisions by contacting the referring officer, which may also include communication with a client, preparing notices and mailing as required - Communicate with the sales force (Eagle RMs, Relationship Managers, Preferred Bankers, and Preferred Banking Offices), Credit, Credit Administration, Commercial Loan Operations, Legal and Deposits on new requests and existing facilities - Assist in identifying any improvements or changes we can make to the Eagle loan process to establish a best practice and make the processes we have in place more efficient - Perform duties & responsibilities specific to department functions & activities - Performs other duties & responsibilities as required or assigned by supervisor
Job ID
2020-9514
Category
Lending
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - 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 the Operations team).  - Assist with the 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 and responsibilities specific to department functions/activities or as assigned by the 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. 
Job ID
2020-9461
Category
Wealth Management
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
See service from a higher perspective. As a Client Service Specialist, you'll assist Relationship Managers and Loan Specialists with a variety of day-to-day analytical and customer service activities. In this position, you'll have the opportunity to act as a liaison between Relationship Managers, Private Banking Officers, Portfolio Managers, and lending team members and clients.   What you’ll do as a Client Service Specialist: - Support the loan process by issuing preapproval letters, preparing client files,gathering loan documentation,sending loan applications to clients, and assisting with loan processingand some general loan analysis. - Provideexcellent customer service as you follow up with delinquent clients, homeowners insurance,delinquent property taxes,mail out loan applications and respond to incoming calls. - Assist with special marketing projects by coordinating the distribution of marketing mailers,contacting customers to explain new marketing campaigns and preparing rate sheets for broker open houses. - Support RM with construction draw follow up.
Job ID
2020-9452
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9445
Category
Banking
City
Millbrae
State
CA
Position Type
Regular Employee (REG)
The Business Analyst is responsible for detailed analysis, use case definition, requirements gathering, test planning and execution, process design, and professionally presenting findings (high-quality materials and communication). Concentrating on the systems that will be replaced as part of the bank’s technology transformation, and more importantly the surrounding processes, dependencies and impacts. As a result, this individual will work cross-functionally with multiple project teams, front line producers, technology, operations and vendors.   What you'll be doing as a Business Analyst: - Develop a detailed end-to-end understanding of the applicable products and services offered by the bank, and related technical and process infrastructure. Includes the understanding and development of detailed use cases and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy. - Complete high-quality analysis and detailed documentation to facilitate effective decision making, client/ Banker communication, and consistent project execution and delivery. Provide business partners, vendors and projects with guidance and high quality documentation/ resources to better design, test, deliver and effectively manage change and risk. - Develop deep understanding of clients and employee uses/ interactions – direct or indirect. Document general and variance/ exception use cases, requirements and associated communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” and “voice of the banker” where required. - Ability to plan and work independently with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment. - Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties. - Perform duties and responsibilities specific to department functions and activities. - Performs other duties and responsibilities as required or assigned by manager. - Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Job ID
2020-9430
City
San Francisco
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential  The primary function of the Client Service Associate is to provide a wide range of sales, service, administrative and relationship management support to assigned wealth advisors and investment professionals across Registered Investment (RIA), Broker-Dealer and Trust or team of same and to be the first point of contact for clients or prospects.   Acting as the liaison between the investment professional/client and the PWM middle office functions/operations (i.e., client services, trading, portfolio management, billing and fee support, performance and trust), this position requires strong relationship management skills in order to build strong, successful partnerships between all parties.   What you will do as a Client Service Associate:   - 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 the Operations team).  - Assist with the 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 and responsibilities specific to department functions/activities or as assigned by the 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. 
Job ID
2020-9410
Category
Wealth Management
City
Menlo Park
State
CA
Position Type
Regular Employee (REG)
Common goals, uncommon potential   As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.   What you’ll do as a Preferred Banker: - Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs. - Provide a high level of customer service to current and potential clients to exceed client expectations. - Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records. - Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation. - Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements. - Assist other office locations as needed.
Job ID
2020-9382
Category
Banking
City
New York
State
NY
Position Type
Regular Employee (REG)
See service from a higher perspective As Assistant Manager, you’ll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.   What you’ll do as a Preferred Banking Offices Assistant Manager:   Office Operations - Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely. - Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience. - Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.  - Assist the Personal Bankers with policies, procedures, products, systems and banking  transactions. - Regularly review the office’s operating procedures and practices in order to identify possible opportunities for improvement. - Audit office transactions according to the office’s policies and procedures. Sales, Business Development & Customer Service - Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty. - Take responsibility for checking account and deposit growth. - Introduce banking products and services to clients and explain how these new offerings can meet their needs. - 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 individual sales goals and the office’s sales goals. - Actively participate in office sales promotions. Management - Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the office’s sales and client satisfaction goals. - Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels. - Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential. - Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Bank’s service expectations and understand compliance guidelines. - Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.
Job ID
2019-9359
Category
Banking
City
Portland
State
OR
Position Type
Regular Employee (REG)

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