PBO Preferred Banker


Contacts:

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

Common goals, uncommon potential
As a Preferred Banking Office Banker (Preferred Banker), you will be responsible for providing quality customer service, cross-servicing banking products and maintaining banking operations.. You will build professional relationships with our clients to establish repeat and referral business, which is our number one source of new business.

What you’ll do as a Preferred Banker:

Advise clients on a full range of banking services using in-depth knowledge to articulate how our products and services can support their needs.
Provide a high level of customer service to current and potential clients to exceed client expectations.
Provide support by processing client transactions according to Bank policies; preparing daily work, bank deposits, ATM and Night Depository, and filing bank records.
Be involved with local organizations and participate in local community events to introduce and expand First Republic’s relationships and reputation.
Minimize organizational risk by adhering to all applicable federal and state laws and ensuring compliance with internal control procedures, department policies, and regulatory banking requirements.
Assist other office locations as needed.

Qualifications

You could be a great fit if you have:

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

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.

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.

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