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Preferred Banking Office Senior Preferred Banker

Company: First Republic
Location: New York
Posted on: June 12, 2021

Job Description:

Preferred Banking Office Senior Preferred Banker

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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.

Duties and Responsibilities

The Senior Preferred Banker position is responsible for growing a personal portfolio of business by developing and maintaining customers by offering a full range of First Republic products and services. This position is responsible for understanding the customers financial needs, recommending the right products and services and resolving customer issues as they arise. This position is expected to develop client relationships through positive customer experiences.

What you'll be doing as a PBO Senior Preferred Banker:

Exhibits in-depth knowledge of all branch operations and banking policies and procedures

  • Utilizes all available resources to provide the best solution to ultimately enrich and create a memorable customer experience
  • Processes customer transactions according to branch policies and procedures
  • Files and maintains bank records in compliance with branch policies and procedures
  • Prepares and balances daily work, bank deposits, ATM and Night Depository
  • Participates in maintenance of the branch office to represent the office in a positive manner

Exhibits in-depth understanding of all banking products and customer needs

  • Promotes and introduces new banking products and services to customers
  • Understands customer needs to refer them to Relationship Managers, Preferred Bankers, and Trust Officers
  • Establishes and maintains professional relationships with customers to ensure repeat and referral business and minimize customer attrition
  • Proactively seeks ways to develop and expand customer relationships in order to build a book of business and contribute towards meeting individual and branch sales goals
  • Actively participate in branch sales promotions


You could be a great fit if you have:

  • College degree preferred
  • 5+ years proven relationship banking experience
  • Successful and proven sales track record
  • Ability to work well under pressure
  • High level of attention to detail
  • Strong verbal and written communication skills
  • Organizational and time management skills
  • Computer skills

Own your work and your career - apply now

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.

Keywords: First Republic, New York , Preferred Banking Office Senior Preferred Banker, Other , New York, New York

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