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Specialist, Corporate Services
First Republic Bank
San Francisco, CA, United States
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Overview
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.
Deliver extraordinary service by coordinating the implementation of Cash Management services, including those with file transmissions such as BAI2, NACHA, MT940, etc. Collaborate with various areas of the bank as well as vendors and client contacts to ensure a smooth and timely onboarding process that meets the client’s needs.
Responsibilities
• Drive new setups to completion by coordinating with vendors and various departments within First Republic.
• Assist the sales team by gathering requirements and speaking with authority about First Republic’s Cash Management capabilities and processes.
• Coordinate testing of transmissions and resolve issues related to file formats and/or transmission protocols.
• Complete both simple and complex setup requests related to Cash Management services
• Provide extraordinary support for clients using Cash Management services through either phone or email by utilizing vendor and internal systems to conduct research and track issues.
Qualifications
• Passion for delivering extraordinary service.
• Strong customer service background required, preferably with 1-3 years of experience in banking or helpdesk.
• Working knowledge of FTP systems and Linux webservers.
• Working knowledge of common networking and encryption protocols.
• Basic knowledge of Microsoft Windows and Mac Operating Systems, Personal Financial Management software, Quicken, QuickBooks, etc. Internet and Internet browsers applications.
• Excellent written and verbal communication skills and ability to communicate technical concepts in a way that’s easy to understand.
• Must be able to work independently, efficiently, and possess good organization and prioritization skills.
• Ability to handle multiple tasks within strict time constraints.
• Possess strong interpersonal skills and maintain composure while dealing with difficult customers.
• Position typically requires some college or equivalent work experience.
• Must be flexible with work schedule.
Physical Demands
• 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 to clearly convey or exchange information, including the giving and receiving of assignments and/or directions.
• 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.