Preferred Banking Client Services Banker
Company: First Republic Bank
Location: Palo Alto
Posted on: August 3, 2022
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Job Description:
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 day
Our team's goal is to support our clients' banking needs and
develop long-term relationships through exceptional, personalized
service. As the Bank's deposit experts, we offer deposit solutions
for our clients and their businesses through our high-touch service
model. Responsibilities See service from a higher perspective.
As the Preferred Banking Client Services Banker, you will manage
and monitor the workflow of walk-in clients provide prompt,
accurate and courteous responses to internal and external Preferred
Banking client inquiries. You will ensure clients' needs are met by
proactively asking questions to understand their full banking needs
and interacting with various banking departments. In addition, you
will have the opportunity to demonstrate versatility within the
client services role and be able to identify valuable First
Republic Bank clients, their banking patterns and the principals on
the accounts. What you'll do as a Preferred Banking Client Services
Banker:
- Manage daily workflow and mailbox flow by delegating specific
tasks to supervisors, assistant managers and CSAs depending on
their knowledge, expertise and ability, while minimizing risk to
the bank and client.
- Supervise the client-facing CSA and provide ongoing support with
daily transactions, while proactively engaging in problem-solving
as needed.
- Manage and monitor the workflow of wire transfers, including
approving and releasing outgoing wires; following up on wire
tracers and cancellations; and researching and resolving issues
with rejected wires due to NSF, invalid account numbers or
missing/incomplete information; escalate when necessary.
- Coordinate efforts to ensure all departmental functions are
completed, including approving transactions that are over the CSA
limits, answering phones promptly and ensuring CSAs are providing
client-oriented customer care for quality and training
purposes.
- Approve monthly/quarterly branch certifications and monitor
department time and duties.
- Seek and share knowledge in all areas of client services and the
CSA job functions; provide cross training and staff development to
ensure staff understands bank processes and procedures.
- Step into any role within the PBCS department when needed,
including that of Documentation Compliance when necessary.
- Adhere to the applicable federal and state laws, regulations and
guidance, including those related to anti-money laundering (e.g.,
Bank Secrecy Act, US PATRIOT Act, etc.), as well as Bank policies
and procedures.
- Identify and report suspicious activity to the Anti-Money
Laundering Officer.
- Know and verify the identity of any client who enters into a
relationship with the Bank Qualifications You could be a great fit
if you have:
- A minimum of five years of banking experience and knowledge of
client services operations
- Proficiency in Microsoft Office, Total Plus, BISYS, OnBase and
other bank software
- Strong organizational skills and the ability to multi-task and
prioritize workloads
- Effective written and verbal communication skills
- The ability to work effectively with team members of all levels
to maximize the customer experience and to resolve client needs
- The ability to negotiate and resolve conflicts as needed
- An orientation toward being a team player and providing
extraordinary service while furthering the First Republic Bank
culture and values
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.
Own your work and your career - apply now
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. 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 Blasioannouncedthat,effective
December27, 2021,allprivate sector employers?in New York City will
be required to ensure that their employees are vaccinated against
COVID-19toattendwork in the office. ReasonableMedical or Religious
Accommodations may be requested if applicable to you.Please view
New York'sGuidance on Accommodations for Workersfor more
information.
Keywords: First Republic Bank, Palo Alto , Preferred Banking Client Services Banker, Other , Palo Alto, California
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