PBO Assistant Manager

2 days ago


Walnut Creek, California, United States First Republic Full time
PBO Assistant Manager Job Description

At First Republic, we value our people and strive to provide extraordinary client service in private banking, private business banking, and private wealth management. Our success is driven by the relationships we form with our colleagues and clients, and we empower our team members to perform to their full potential.

Key Responsibilities:
  • Support sales and business development to ensure top-quality client service.
  • Co-manage office operations, acting as manager when the Preferred Banking Offices Manager is absent.
  • Oversee the efficient operation of the office, ensuring team members perform operational functions correctly and completely.
  • Draw on available resources to provide the best solution for each client and create a memorable client experience.
  • Coach team members to maintain focus on providing exceptional client service.
  • Assist Personal Bankers with policies, procedures, products, systems, and banking transactions.
  • Regularly review office operating procedures and practices to identify opportunities for improvement.
  • Audit office transactions according to office policies and procedures.
Requirements:
  • Three years of relationship banking experience.
  • College degree preferred.
  • Prior supervisory experience preferred.
  • Interest in sales.
  • Enthusiastic and professional attitude.
  • Ability to coach and mentor team members to perform above expectations.
  • High level of attention to detail.
  • Strong verbal and written communication skills.
  • Organizational and time management skills.
  • Computer skills.

First Republic is an equal opportunity employer and makes reasonable accommodations for qualified applicants and employees with disabilities. We are subject to federal laws that restrict the employment of individuals with certain types of criminal histories.


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