Startup Banking - Tech & Venture Capital

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. You’ll always feel empowered and valued here.
 
Incredible teams doing exceptional work, every day
In Relationship Management Team Support, we document, process and underwrite both residential and commercial loans. We provide exceptional client service to internal and external partners. We support our Relationship Managers in all aspects of the loan process to ensure that we are delivering a seamless lending experience to our clients.

Duties and Responsibilities

What you’ll do as a Director of Tech & VC Banking:
 
Portfolio Management (50%)
- Servicing a portfolio management of existing clientele while managing inbound referrals from partners (COI’s, etc.).
- Assessing opportunities to participate in industry networking events to build knowledge and relationships in the space.
- Providing general support and leadership for team projects. 
- Relationships managed by placing customer needs at the forefront of all that the role holder does, setting world class standards.
- Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position First Republic as the market leader.
- Collaborating with product partners (FX, Fixed Income, Preferred Banking) to identify and match customer needs with relevant expertise.
- Ensure a quality service for all customers by owning customer engagement, ensuring service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with FRB.
Partnerships (25%)
- Work with tech banking team to create operational systems for engaging and streamlining partners.
- Create engagement cadence and work directly with partners to maximize referrals.
- Create & lead tech banking team's CRM process.
- Create structure (e.g. cadence, metrics, goals) for tech banking team to drive effectiveness and efficiency of partnerships.
Sales (25%)
- Identification and development of business opportunities with venture capital backed companies.
- Winning new long-term relationships with the customers we want to bank.
Leadership & Teamwork
- Act as a team player, supporting development of a positive, collaborative culture consistent with Group Values.
- Lead, inspire and motivate teammates to ensure a seamless relationship management service is delivered.
- Exercise effective portfolio stewardship and control, ensuring adherence to all relevant Risk policies, Audit and Compliance standards.
- Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk.

Qualifications

You could be a great fit if you have:
- Bachelor's degree in Finance or a related field is required
- Strong familiarity with the VC community and tech startup business environment
- Familiarity with mortgages, including commercial, residential and construction
- Familiarity with banking innovation and IT trends
- Solid team player, as you will need to work across FRB with different teams
- Proven ability in identifying and meeting customer needs through matching a broad range of products and services
- Ability to perform while working remotely with the core of the team on the West Coast
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
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.
 
We believe that a diverse range of backgrounds and ideas has and will continue to be fundamental to the future success of First Republic.
 
If you are curious to learn more about this opportunity, we'd love to hear from you.
 
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.
 
For New York City-based roles: Mayor Bill de Blasio announced that, effective December 27, 2021, all private sector employers?in New York City will be required to ensure that their employees are vaccinated against COVID-19 to attend work in the office. Reasonable Medical or Religious Accommodations may be requested if applicable to you. Please view New York’s Guidance on Accommodations for Workers for more information.

Let's stay in touch

We’re always on the lookout for top talent and are adding new jobs every week.
Connect with us