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
The Customer Service team provides operational support to First Republic clients, both external and internal.
We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency.
As ambassadors of First Republic’s high standard of extraordinary service, we are key drivers of the long-term relationships we build with our colleagues and clients.
Duties and Responsibilities
The Contingent Associate I, Consumer Services will provide technical support by troubleshooting and problem solving for clients experiencing difficulties using all retail applications available on First Republic’s Website.
They are responsible for providing excellent client service to both external and internal clients via phone, e-mail, or onsite.
What you’ll do as an Contingent Associate I, Consumer Services:
– Assist clients by initiating payment investigations, maintenance requests, fulfillment requests, research request, and fee reversal requests received by phone and e-mail.
– Consistently deliver an exceptional client experience on every client contact.
– Make outbound calls to clients to provide resolutions for Online Banking and research requests.
– Ability to effectively to multi task on a regular basis.
– Ability to work a variety of work schedules based on business needs.
– Ability to work over-times as needed.
– Work collaboratively as part of a team to achieve service goals.
– Ability to adapt to a fluctuating work pace environment.
– Displays accuracy and thoroughness, while completing work assignments in a timely manner.
– Adhering to and complying with the applicable, federal and state laws, regulations and guidance.
– Ability to function in a PC windows or MAC environment.
– Must be willing to submit to an extensive background check and credit history.
Perform duties and responsibilities specific to department functions and activities.
– Performs other duties and responsibilities as required or assigned by supervisor.
– Responsibilities include the following: 1) adhering to and complying with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e.
Bank Secrecy Act, USA PATRIOT Act, etc.), 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting potential suspicious activity to the BSA/AML Officer, and 5) knowing and verifying the identity of any clients(s) that enters into a relationship with the Bank.
– Critical features of this job are described under the items above.
They may be subject to change at any time due to reasonable accommodation or other reasons.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Qualifications
You could be a great fit if you have:
– Excellent verbal and written communication skills.
– Speak clearly and persuasively, and exhibit excellent customer service by actively listening, expressing a willingness and displaying empathy, courtesy, and sensitivity.
– Some college or equivalent work experience.
– Requires basic knowledge of Microsoft Windows Operating Systems or MAC, Internet and Internet browsers applications.
– Possess strong interpersonal skills and maintain composure while dealing with difficult situations.
– Must be able to work independently and efficiently.
– Must be flexible with work schedule, including weekends and nights.
– Team player.
– Provides extraordinary service.
– Must be dependable.
– Furthers 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 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.