From refinancing your student loan debt to buying your first home, our team is leading the way for innovation at First Republic.
The objective of this position is to both help the team self-source new business and gain the confidence of the First Republic bankers in an effort to collaborate with them to grow wealth management relationships from their clients and prospects.
Ensure that all borrowers are aware of how First Republic deposit services, lending products, and wealth management services and products can help them achieve their financial goals.
Once a client has been approved for a PLOC, introduce the client to a full-service Relationship Manager who can assist the client with any other banking needs and ensure a smooth transition to First Republic.
A successful individual will be a representative of the ATM and Card Services Department and a resource for bankers for all cash services for the region in which they support.
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