First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients' needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals our number one source of new business.
We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.
Responsibilities may span multiple projects. This portion of the role performs in-depth business process analyses focused on documenting as is and to be states. Additional responsibilities include project infrastructure set-up and reporting. A successful candidate will be analytical, well-organized, detail-oriented, timeline sensitive. Example, of tools utilized includes for this role are Microsoft Project, Excel, Word, PowerPoint, Visio, SQL, Jira and SharePoint.
Work with business partners to identify data reporting, systems or processing improvements.
Provide project support by documenting business requirements.
Identify business needs.
Analyze workflows and existing processes/systems.
Perform business analysis such as documenting business requirements, create use-cases and functional specifications and spearhead the effort required to develop those documents.
Document assumptions, dependencies, issues, and risks.
Design, execute, and document application testing.
Document results for communication to affected areas.
Represent the Department by serving as a key contact for the business unit, technical vendor(s), and other Subject Matter Experts on the project team.
Develop data reports, extracts, and analyses.
Support ad-hoc requests
Create reusable/refreshable queries using MS Excel, MS Access, or MS Query
Develop moderately-complex queries requiring data transformation and normalization.
The ability to manipulate Excel, CSV, and other types of data.
Assist in creating mapping documentation from vendor files into the company's system of record.
Assist management to evaluate vendor data that may require mapping of vendor pricing data
Manipulate data utilizing CSV, and Excel formats, utilizing pivot tables and other excel
Recommend solution options with clear and concise language appropriate for each audience
Provide regular, clear, and concise status updates to business partners and management
Perform duties & responsibilities specific to department functions & 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.
Required: Bachelors' Degree and 7-10 years of experience in business analysis or project management
Preferred: 3-5 years in the commercial product.
Provides extraordinary service
Furthers the First Republic Bank culture and values
Proactive individual able to operate efficiently in a fast paced environment.
Creative and critical thinking skills
Excellent verbal and written communication skills.
Demonstrated skills in organization and strong attention to detail.
Proven track record of the ability to identify and interpret business needs.
Quick learner and ability to manage multiple priorities
Strong attention to detail
Able to deal with ambiguous situations
Ability to work some evenings and weekends
Ability to scale the complexity of the business communications based on the level of understanding of the target audience.
Proven ability to articulate complex application requirements and functionality, as well as complex business objectives with various business units.
Self-directed, adaptable, flexible, detail-oriented, with a professional upbeat attitude making interaction with senior staff and stakeholders productive and efficient.
Can summarize meeting discussions, capture relevant details, implement and track next steps.
Identifies and documents system and/or process deficiencies and recommends solutions.
Excellent and highly reliable communication, deadline-awareness and problem solving skills.
Ability to create reports and complete moderately-complex analyses in MS Excel and MS Access.
Ability to manipulate other file types such as CSV, into a workable format for use.
Working knowledge of MS Word / MS Outlook / MS Visio / MS PowerPoint
A working knowledge of Account Analysis is highly desired
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 as position requires.