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PBO Manager

Company: First Republic Bank
Location: Palo Alto
Posted on: November 21, 2022

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. Youll always feel empowered and valued here. - Incredible teams doing exceptional work, every dayOur teams goal is to support our clients banking needs and develop long-term relationships through exceptional, personalized service. As the Banks deposit experts, we offer deposit solutions for our clients and their businesses through our high-touch service model. -Putting you First As a Preferred Banking Offices Manager, youll contribute to the success through outstanding sales, business development, customer service, office operations and management. You will focus closely on customer relations and promote First Republics sales and service culture by coaching, guiding and mentoring your colleagues. You will achieve your individual and office sales goals by pursuing new business, seeking referrals and strengthening existing client relationships.What youll do as a Preferred Banking Offices Manager: -Office Operations

  • Take profit-and-loss responsibility for the office.
  • Audit input and maintenance of all office transactions according to the offices policies and procedures.
  • Check the office balances daily.
  • Ensure compliance with all the Banks policies and procedures.
  • Participate in weekly Asset/Liability meetings.
  • Review the offices operating procedures and practices in order to identify potential improvements.
  • Work with Marketing to advertise and implement the Banks products.
  • Work with Risk Management, Facilities and Deposit Operations to ensure the safety and security of the office premises, property and assets (including cash on hand, ATMs, alarms, etc.) and implement loss-prevention measures.
  • Work with Facilities and Human Resources to ensure a safe and healthy work environment for all team members (e.g., equip the office with first aid items, ergonomic support, Workers Compensation and Employee Assistance Program referrals, etc.).
  • Manage ATM and kiosk ATM installation and implementation as needed.
  • Travel as necessary to participate in meetings, training sessions, client events, etc.Sales, Business Development & Customer Service
    • Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty.
    • Establish Total Banking Relationships (for both business and personal banking) by encouraging clients to use the Bank as a one-stop shop for direct deposit, internet banking, overdraft protection, multiple deposit products, and investment and trust services.
    • Deliver a strong individual sales performance, including conducting outside sales efforts.
    • Draw on all available resources to provide solutions that are tailored to clients individual needs and that will exceed client expectations.
    • Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate.
    • Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your own individual sales goals and the offices sales goals.
    • Work with your team members to increase the offices productivity, grow deposits, boost customer retention and encourage new referrals.
    • Actively participate in and develop office sales promotions.Management
      • Lead a team of sales and service professionals, inspiring them to meet and exceed the offices sales and client satisfaction goals.
      • Foster a team environment in which all colleagues can perform to their full potential.
      • Supervise and coach your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Banks service expectations and understand compliance guidelines.
      • Lead by example, modeling the teamwork, cooperation and respect that First Republic expects from all its people.
      • Take the lead in hiring, training, supervising and evaluating office employees, and provide recommendations on bonus payments and other compensation issues. -What skills you will use:
        • Seven or more years of relationship banking experience
        • Three or more years of supervisory experience
        • A college degree or equivalent preferred
        • A successful sales track record
        • The ability to work independently and take initiative and ownership
        • An enthusiastic and professional attitude
        • The ability to coach and mentor team members to perform above expectations
        • A high level of attention to detail
        • Strong verbal and written communication skills
        • Organizational and time management skills -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.
          • Must be able to travel as position requires.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. Youll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stability thats 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 Yorks -Guidance on Accommodations for Workers -for more information.

Keywords: First Republic Bank, Palo Alto , PBO Manager, Executive , Palo Alto, California

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