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.
Duties and Responsibilities
What you’ll be doing as a PBO Senior Preferred Banker:
Exhibits in-depth knowledge of all branch operations and banking policies and procedures
– Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
– Processes customer transactions according to branch policies and procedures
– Files and maintains bank records in compliance with branch policies and procedures
– Prepares and balances daily work, bank deposits, ATM and Night Depository
– Participates in maintenance of the branch office to represent the office in a positive manner
Exhibits in-depth understanding of all banking products and customer needs
– Promotes and introduces new banking products and services to customers
– Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
– Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition
– Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals
– Actively participate in branch sales promotions
Qualifications
You could be a great fit if you have:
– College degree preferred
– 5+ years proven relationship banking experience
– Successful and proven sales track record
– Ability to work well under pressure
– High level of attention to detail
– Strong verbal and written communication skills
– Organizational and time management skills
– Computer 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 now
Are you willing to take initiative and make decisions?
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.
Come join us!
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.
We’re always on the lookout for top talent and are adding new jobs every week.
First Republic Bank is committed to a policy of equal employment opportunity for all employees and applicants for employment, without regard to race, color, religion, sex, pregnancy, childbirth, sexual orientation, gender identification, national origin, ancestry, age, marital status, physical or mental disability, medical condition, genetic information, citizenship status, veteran status or any other legally protected category, in accordance with applicable federal, state and local law.
Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender
Investment Advisory services are provided by First Republic Investment Management, Inc.
Trust services are provided by First Republic Trust Company and First Republic Trust Company of Delaware LLC.
Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA / SIPC .
Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728.
Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.