PBO Assistant Manager

2 weeks ago

Pleasanton, California, United States First Republic Full time

**PBO Assistant Manager**

**Overview**

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. Youll always feel empowered and valued here.

Incredible teams doing exceptional work, every day

Our teams goal is to support our clients banking needs and develop long-term relationships through exceptional, personalized service. As the Banks deposit experts, we offer deposit solutions for our clients and their businesses through our high-touch service model.

**Duties and Responsibilities**

See service from a higher perspective

As Assistant Manager, youll support sales and business development, enabling the office to always provide top-quality client service. You will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.

What youll do as a PBO Assistant Manager:

Office Operations

Support the Preferred Banking Offices Manager by overseeing the efficient operation of the office and ensuring that team members are performing all the operational functions correctly and completely.

Draw on all available resources to provide the best solution for each client and ultimately create a memorable client experience.

Keep a close eye on service quality levels and coach team members as needed to make sure the office maintains its focus on providing exceptional client service.

Assist the Personal Bankers with policies, procedures, products, systems and banking

Regularly review the offices operating procedures and practices in order to identify possible opportunities for improvement.

Audit office transactions according to the offices policies and procedures.

Sales, Business Development & Customer Service

Build professional relationships with clients to establish repeat and referral business and strengthen client loyalty.

Take responsibility for checking account and deposit growth.

Introduce banking products and services to clients and explain how these new offerings can meet their needs.

Develop a strong understanding of client needs and refer clients to Relationship Managers, Preferred Bankers and Trust Officers as appropriate.

Actively look for ways to develop and expand customer relationships in order to build a book of business and contribute toward meeting your individual sales goals and the offices sales goals.

Actively participate in office sales promotions.

Management

Assist the Preferred Banking Offices Manager in leading a team of sales and service professionals, supporting their efforts to meet and exceed the offices sales and client satisfaction goals.

Organize the daily workflow of the office and work with the Personal Bankers to ensure high client service levels.

Support the Preferred Banking Offices Manager in fostering a team environment where all colleagues can perform to their full potential.

Assist the Preferred Banking Offices Manager in supervising and coaching your teams to help them enhance their professionalism, strengthen their sales techniques, embrace the Banks service expectations and understand compliance guidelines.

Support the Preferred Banking Offices Manager in hiring, training, supervising and evaluating office employees, and provide input on bonus payments and other compensation issues.

**Qualifications**

You could be a great fit if you have:

Three years of relationship banking experience

A college degree preferred

Prior supervisory experience preferred

An interest in sales

An enthusiastic and professional attitude

The ability to coach and mentor team members to perform above expectations

A high level of attention to detail

Strong verbal and written communication skills

Organizational and time management skills

Computer skills

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

We want hard working team players. Youll have the independence to learn, lead and drive change. A culture of extraordinary service, empowerment and stabilitythats 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.

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