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.
The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.
Offer to our clients a full range of Bank's products through in-depth knowledge, and consistently provide service and products based on client needs
Establish and maintain professional relationships with customers to ensure repeat and referral business
Provide high-level customer service to current and potential customers
Process customer transactions according to branch policies and procedures
Prepare and balance daily work, bank deposits, ATM and Night Depository
File and maintain bank records in compliance with branch policies and procedures
May provide assistance to other branches as needed
Ideal candidate should have:
College degree preferred
Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills
Existing client portfolio desired
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 and articulate to clearly convey and exchange information
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