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.
The PBO Preferred Banker is responsible for providing quality customer service, cross-servicing banking products, and maintaining branch operations along with the Assistant Branch Manager.
What you'll be doing as a PBO Preferred Banker:
Offer to our clients a full range of Bank?s products through in-depth knowledge, and consistently provide service and products based on client needs
Establish and maintain professional relationships with customers to ensure repeat and referral business
Provide high-level customer service to current and potential customers
Process customer transactions according to branch policies and procedures?
Prepare and balance daily work, bank deposits, ATM and Night Depository
File and maintain bank records in compliance with branch policies and procedures
May provide assistance to other branches as needed
Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
What skills you will use:
College degree preferred
Previous banking or retail service experience with a strong emphasis on sales, customer service, new accounts, and computer skills
Existing client portfolio desired
Vision must be sufficient to read data reports, manuals and computer screens
Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
Speech must be coherent and articulate to clearly convey and exchange information
Position involves sitting most of the time, but may involve walking or standing for brief periods of time
Must be able to travel in a limited capacity
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.???
Associated topics: banker, collection analyst, commercial loan, customer, loan review, loan servicing officer, loan underwriter, mortgage loan originator, personal banker iii, sale
* The salary listed in the header is an estimate based on salary data for similar jobs in the same area. Salary or compensation data found in the job description is accurate.