Client Relationship Manager (Hybrid)
Company: First Republic Bank
Location: Palo Alto
Posted on: June 21, 2022
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Job Description:
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 dayRelationship Managers at First Republic
are credit-trained lenders who work with both private and
commercial clients to meet their needs for residential mortgages,
construction loans or other credit facilities. As a Relationship
Manager at First Republic you will work directly with clients to
identify their banking needs and financial goals in order to
deliver tailored private banking solutions to clients alongside
their wealth management, business banking, and deposit-focused
partners.As a Client Relations Manager, you'll assist the
Relationship Manager with a variety business development/marketing,
credit and client management tasks. You'll have the opportunity to
be a liaison to cultivate and deepen existing and new client
relationships in the professional services with a focus on early
and growth stage startups, founders, VC/PE.What you'll do as a
-Client Relationship Manager:Assist with Marketing & Sales
Efforts:Assist with the management of the Relationship Manager's
client portfolio Develop strong relationships with key clients and
stakeholdersAnalyze and manage internal and external data sources
to identify top clients and prospects, potential cross-sell
opportunitiesFacilitate new client onboarding journey through
client serviceHelp support client engagement and outreachSupport
the loan process:Apply knowledge of First Republic's mortgage
products, practices and tools while providing credit underwriting
support to the Relationship ManagerUnderwrite credit proposals and
analyze personal financial statements, tax returns and credit
reports with a high appreciation for attention to detail. Develop
knowledge that will allow effective basic underwriting skills for
high net worth individuals who are synergistic to our business
model - - - - - - - - - - - Take personal ownership of assignments
and activities, pro-actively communicating decisions and results to
internal partners. -Deliver quality work and solutions within
accepted service level agreement / deadlinesValue the importance of
teamwork with ability to work cooperatively towards shared goals.
Actively participate in -team meetings by sharing information,
knowledge, and experiences openly. Demonstrate open, friendly,
accepting, and supportive -behaviors -with peers and colleagues.
-You could be a great fit if you have:Strong interpersonal and
communication skillsCredit acuman preferredExcellent computer
skillsInitiative to provide extraordinary service and further the
First Republic Bank culture and valuesAbility to prioritize tasks
with effective time management in a fast-paced environmentAble to
work in a team environment and comfortable working
independentlyAnalytical and comfortable making data-informed
decisionsCandidate should have a strong interest in the start-up,
innovation & tech community with a desire to understand -market
dynamics and trendsStrong working knowledge of MS Word / MS Outlook
/ MS PowerPoint/ MS ExcelRequired: -Bachelor's DegreeJob 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
nowAre 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.We believe that a diverse range of backgrounds and
ideas has and will continue to be fundamental to the future success
of First Republic.If you are curious to learn more about this
opportunity, we'd love to hear from you.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.For New York City-based roles: Mayor
Bill de Blasio -announced -that, -effective December -27, 2021,
-all -private sector employers?in New York City will be required to
ensure that their employees are vaccinated against COVID-19 -to
-attend -work in the office. Reasonable -Medical or Religious
Accommodations may be requested if applicable to you. -Please view
New York's -Guidance on Accommodations for Workers -for more
information.Job SummaryID: 2022-16096Job Locations: US-CA-Palo
Alto
Keywords: First Republic Bank, Palo Alto , Client Relationship Manager (Hybrid), Executive , Palo Alto, California
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