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Contingent Deposits Operations Generalist

Company: First Republic Bank
Location: Los Angeles
Posted on: April 9, 2021

Job Description:

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. Careers - First Republic Bank - Contingent Deposits Operations Generalist in San Francisco, California - Careers at One Front Street Skip to Main Content Please Enable Cookies to Continue Please enable cookies in your browser to experience all the personalized features of this site, including the ability to apply for a job. Welcome page Returning Candidate? Log back in! Contingent Deposits Operations Generalist ID 2021-12151 Job Locations US-CA-San Francisco 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. What you'll be doing as a Contingent--Deposits Operations Generalist:

  • Identify business needs.
  • Analyze workflows and existing processes/systems.
  • Perform business analysis such as documenting business requirements, create use-cases and functional specifications and spearhead the effort required to develop those documents.
  • Document assumptions, dependencies, issues, and risks.
  • Design, execute, and document application testing.
  • Document results for communication to affected areas.
  • Represent the Department by serving as a key contact for the business unit, technical vendor(s), and other Subject Matter Experts on the project team.
  • Support ad-hoc requests
  • Create reusable/refreshable queries using MS Excel, MS Access, or MS Query
  • Develop moderately-complex queries requiring data transformation and normalization.--
  • The ability to manipulate Excel, CSV, and other types of data.
  • Identify business partner urgent and long-term needs.
  • Advocate for business partners during prioritization processes.
  • Maintain up-to-date priority and planning decisions in department tracking application.
  • Work with the project team to document needed testing for all scope items
  • Create test scripts for all process and system enhancements.
  • Work with testers to coordinate reporting of identified issues and document/report retesting results
  • Coordinate testing efforts with QA
  • Work with the vendor to report testing results, and coordinate retesting as needed once new code is put into place.
  • Assist in creating mapping documentation from vendor files into the company's system of record.
  • Assist management to evaluate vendor data that may require mapping of vendor pricing data
  • Manipulate data utilizing CSV, and Excel formats, utilizing pivot tables and other excel functions. 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 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.-- You could be a great fit if you have:
    • Provides extraordinary service
    • Furthers the First Republic Bank culture and values
    • Proactive individual able to operate efficiently in a fast-paced environment.
    • Creative and critical thinking skills--
    • Demonstrated skills in organization and strong attention to detail.
    • Proven track record of the ability to identify and interpret business needs.--
    • Quick learner and ability to manage multiple priorities
    • Strong attention to detail
    • Deadline Oriented
    • Able to deal with ambiguous situations
    • Ability to work some evenings and weekends
    • Ability to scale the complexity of the business communications based on the level of understanding of the target audience.
    • Proven ability to articulate complex application requirements and functionality, as well as complex business objectives with various business units.
    • Self-directed, adaptable, flexible, detail-oriented, with a professional upbeat attitude making interaction with senior staff and stakeholders productive and efficient.
    • Can summarize meeting discussions, capture relevant details, implement and track next steps.
    • Excellent and highly reliable communication, deadline-awareness and problem solving skills.
    • In-depth knowledge of Software Development Life Cycle (SDLC)
    • Emphasis in conducting requirements review sessions with end-users, subject matter experts and stakeholders--
    • Proficient in writing Use Cases; Use Case Activity Diagrams in particular
    • Experience modeling processes and creating training material
    • Experience in preparing and documenting the User Acceptance test (UAT) plans and test cases
    • Demonstrated leadership ability to perform analysis, resolve issues, drive requirements, and meet deadlines
    • A track record of excellent interpersonal, written and verbal communication skills, including the ability to relate to and understand others, with a reputation of approachability--
    • Symbolic thinker/communicator with strong MS Visio skills
    • Demonstrated keen sense of accuracy and attention to detail
    • A reputation of a commitment to continuous learning, with the ability to grasp new concepts quickly
    • Bachelor's Degree or higher in technology-related field or relevant experience in implementing software for a financial institution
    • Experience with Agile methodology and/or Jira is preferred
    • Experience in Banking systems is a plus 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. Options Apply for this job online Apply Share Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Loading... Need help finding the right job? We can recommend jobs specifically for you!Click here to get started. Please be advised that First Republic Bank will not ask you to provide personal information, including driver's licenses, social security numbers, and passports during the interview process. If you receive a request of this type, please report it to Fraud@firstrepublic.com

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Keywords: First Republic Bank, Los Angeles , Contingent Deposits Operations Generalist, Other , Los Angeles, California

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