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PBO Assistant Manager

2 months ago


Bellevue, Washington, 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.

We are seeking a highly skilled PBO Assistant Manager to support our sales and business development efforts, enabling the office to provide top-quality client service. As a key member of our team, you will have the opportunity to co-manage office operations, serving as acting manager when the Preferred Banking Offices Manager is absent.

Key Responsibilities:
  • Support the Preferred Banking Offices Manager in overseeing the efficient operation of the office and ensuring that team members are performing all operational functions correctly and completely.
  • Draw on all available resources to provide the best solution for each client and create a memorable client experience.
  • Keep a close eye on service quality levels and coach team members as needed to maintain 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.
  • 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.

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