At First Republic, we care about our people. Founded in 1985, we offer extraordinary client service in private banking, private business banking and private wealth management. We believe that personal connections are everything and our success is driven by the relationships we form with our colleagues and clients. You'll always feel empowered and valued here.
Incredible teams doing exceptional work, every day
The Customer Service team provides operational support to First Republic clients, both external and internal. We move quickly to serve our clients' needs so that their financial transactions are handled with ease and efficiency. As ambassadors of First Republic's high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.
Corporate Services is responsible for the set-up, maintenance and ongoing support to both Corporate and Small Business Clients utilizing Treasury products and services. This role resides in Corporate Services and interacts with both internal and external Clients on more complex products and solutions requiring significant coordination and communication, and project management skills. Providing exceptional Client support to both internal and external Clients is fundamental to both the company values, but is also key to the success of First Republic Bank.
Duties and Responsibilities:
Provide extraordinary service via phone and email to First Republic clients and internal partners
Manage multiple client implementations projects involving document completion and review, building client profiles, coordinating across different functions within the bank, and initial client training.
Use information from forms and bank systems to create/modify client profiles
Communicate clearly and professionally with all levels of bank and client personnel
Work under minimal supervision and work well under pressure
Must be able to work a flexible schedule
PC knowledge of various Window applications; internet savvy
Excellent Organizational skills and attention to detail are required
Financial Services experience preferred
Excellent verbal and written communication skills
Strong reasoning and analytical skills
Strong attention to detail
Ability to perform thorough review of documentation to ensure adherence to requirements
Ability to quickly and accurately enter information into bank systems
Demonstrated working knowledge of ACH
Demonstrated working knowledge of anti-virus security software
Solid understanding of web collaboration software (WebEx and Zoom)
Familiarity with banking products and processes
Possess strong interpersonal skills and maintain composure while dealing with difficult customers
Must be able to work independently, efficiently, and possess good organization, time management and prioritization skills
Strong interpersonal and communication skills and must be able to communicate effectively via telephone and in person and communicate technical concepts in a way that's easy to understand
Must be able to review and analyze data reports and manuals; must be computer proficient.
Must be able to communicate effectively via telephone and in person.
Own your work and your career - apply now
Are you willing to take initiative and make decisions? Are you willing to go the extra mile because you love what you do and how you can contribute as a team? Do you want the freedom to grow and the opportunity to take charge of your own career? If so, then come join us.
We want hard working team players. You'll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability-that's the First Republic way. Come join us!
This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization. The Company is an equal opportunity employer. In this regard, the Company makes reasonable accommodations for qualified applicants and employees with disabilities in order to enable them to perform all essential job functions, unless doing so creates an undue hardship.
First Republic is subject to federal laws that restrict the employment of individuals with certain types of criminal histories, including FDIA Section 19 and FINRA. To the extent not inconsistent with our obligations under those federal laws and regulations, First Republic will consider qualified candidates with criminal histories in a manner consistent with the Los Angeles and San Francisco ban-the-box laws.