PBO Preferred Banker
Company: First Republic
Posted on: June 6, 2021
PBO Preferred Banker
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
Duties and 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
* 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
* Assist other office locations as needed.
You could be a great fit if you have:
* A bachelor's degree or equivalent work experience
* Previous banking or retail service experience (with a strong
emphasis on sales, customer service, new accounts and computer
* Strong interpersonal, verbal and written communication skills in
order to effectively interact with clients and bank colleagues at
* 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
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
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.
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.
Keywords: First Republic, Oakland , PBO Preferred Banker, Other , Oakland, California
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