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 IQA Specialist is responsible for the daily processing of key functions within Support Services. The individual must be detailed oriented, able to multi-task, and to prioritize work load. Work under general supervision and ability to demonstrate good judgment in reviewing forms and that work is processed accurately & timely in accordance with department procedures and Federal Regulations/Guidelines. The Specialist must be able to make sound decisions and communicate effectively with team members, other departments, and bankers. This is an individual contributor role responsible for identifying and resolving issues of moderate complexity.
Communicate with internal clients, providing excellent client service and ensuring client relationship is maintained at the highest possible level.
Provide ongoing feedback to improve and efficiency of Support Service's functions.
Exceptional problem solving proficiency.
Proven ability to handle pressure, multi-task, and prioritize work at all times.
Contribute to ongoing evolution of risk management policies and procedures.
Perform duties and responsibilities specific to department functions and activities.
Performs other duties and responsibilities required or assigned by Manager.
Responsibilities include the following:
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.).
Adhering to Bank policies and procedures.
Completing required training.
Identifying and reporting suspicious activity to the AML Officer.
Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.
Able to demonstrate the ability to coordinate multiple priorities, successfully resolve complex matters, quickly understand processes/workflows, identify risks, and effectively tailor communication (written/verbal) to their audience in a clear and concise manner.
Must be able to identify opportunities for process enhancements while supporting existing standards with focus toward providing excellent service to our clients.
The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly.
Vision must be sufficient to read data reports, manuals and computer screens.
Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person.
Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
Position involves sitting most of the time, but may involve walking or standing for brief periods of time.
Must be able to travel in a limited capacity.
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.