Contingent ACH Positive Pay Specialist

First Republic San Francisco , CA 94118

Posted 2 months ago

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

Qualifications:

  • 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

Job Demands:

  • 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.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Contingent ACH Specialist

First Republic

Posted 2 months ago

VIEW JOBS 2/25/2020 12:00:00 AM 2020-05-25T00:00 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. The Contingent-ACH Specialist is responsible for providing support to the ACH Operations Team with primary focus on ACH Origination, ACH Processing, and Totalmatic . These responsibilities include but not limited to ACH Block, ACH Filter and ACH Positive Pay set up, ACH Origination profile set up, facilitate ACH Annual Review documentation, ACH dispute processing, research request, and more. What you'll do as a Contingent-ACH Specialist: * Process high volume of ACH Processing requests within required deadline * Assist management with month end reporting * Provide excellent Customer Service Support to Internal and External Clients * Must have excellent phone etiquette * Work closely with management to ensure SLAs for the department are met  * Perform routine responsibilities with limited supervision * Must be a self-starter and have good sense of urgency * Perform duties and responsibilities specific to department functions and activities. * Performs other duties and responsibilities as required or assigned by supervisor. * Adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, USA PATRIOT Act, etc.) * Adhering to Bank policies and procedures * Completing required training * Identifying and reporting potential suspicious activity to the BSA/AML Officer * Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank. You could be a good fit if you have: * Experience in banking, particularly in the Payments Channel * Experience in Payments Channel or Cash Management * Strong Accounting background is a plus * Ability to work in a fast paced environment * Strong time management skills and ability to prioritize tasks * Ability to learn and comprehend new system processes * Reliability, flexibility, professional etiquette and sound judgement are important * Willingness to attain product knowledge * Proven ability to work cooperatively but also assume administrative responsibilities * Team player * Provides extraordinary service * Furthers the First Republic Bank culture and values Job Demands: * 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. First Republic San Francisco CA

Contingent ACH Positive Pay Specialist

First Republic