Preferred Banker Associate Know Your Client

First Republic Bank - New York, NY3.9

First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.

We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.

The Preferred Banker Associate position is responsible for assisting the Preferred Banking team and Relationship Managers in developing client relationships, transitioning them over to the Bank, and maintaining existing relationships using the full range of Bank’s deposit products and services. The position is expected to maintain a professional relationship to encourage and recognize opportunities for additional business from existing clients. The position is also expected to support the Preferred Bankers on documentation, new client follow-up, compliance logs and some administrative duties. The position will provide ongoing exceptional client service using ingenuity to solve problems or enhance the banking relationship. Knowledge of banking operations is highly suggested. Organization skills, ability to multi-task, computer proficiency and professional appearance are required.

Providing on-going exceptional client service on the phone and occasionally in person
Supporting the Preferred Banking team in day to day responsibilities
Assistance in obtaining and organizing all required documentation and filing
Maintaining new account logs, Eagle reports, Alco reports, client/product reports and transaction logs
Maintain customer relationships
Acquire knowledge of existing bank products, specifically the deposit side, but with a small focus on the Trust, Wealth Management and Loan products as well
Keep up to date with new Bank product offerings and services
Maintaining marketing and brochure supply for Preferred Bankers
Provide back-up support in Preferred Bankers absence
Opening of new accounts
May participate in business development calls with Relationship Managers and/or Preferred Bankers
Perform duties & responsibilities specific to department functions & activities
Performs other duties & responsibilities as required or assigned by supervisor
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.
Adhering to Bank policies and procedures
Identifying and reporting suspicious activity to the AML Officer
Knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank
College degree
1-2 years experience in a professional services role
Excellent verbal and written communication skills
Strong time management and organziational skills
Collaborative team player