09 Mar Data Steward
Job Title: Data StewardDuration: 12 Months with possible extension or conversionJob Type: W2Location: San Francisco, CAJob Description: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 dayFirst Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction.We recognize that our competitive advantage starts with our people and our culture. At First Republic, we work hard and move quickly as a very coordinated team. If you are looking for an opportunity to grow and contribute in a fun, fast-paced environment, First Republic is the place for you. We have exceptional people focused on providing extraordinary service.Working in a professional team environment, the Junior Data Steward will be responsible for identifying and resolving client data quality items. This person will help to research, investigate, and remediate data quality cases. The Junior Data Steward will work to both ensure that systems are updated as needed or processes are identified and implemented to ensure high-quality client data.The position requires a strong work ethic, flexibility, and the ability to remain accurate and focused while performing complex, yet repetitive data analysis and entry. This is a high-volume, accuracy-oriented environment working under strict time constraints. Primary duties include maintaining high-quality work standards and meeting productivity goals in a fast-paced environment.What you’ll do as a Data Steward:• Manage the identification and resolution of client data quality issues on a daily basis.• Work with internal operations teams to identify most accurate and consistent data standards, and ensure these standards are followed in data entry.• Identify and report common data quality trends and identify processes to improve overall data quality.• Lead the ongoing management and development of client data quality identification and workflow tools.• Use internal systems to research client data and enter accurate data into various data entry screens and systems of record.• Work with internal client-facing teams to gather complete client data profiles• Work with data in Excel and other tools to identify common data trends and potential data enhancements.• Perform light database reporting and analysis using SQL or other tools.• Meet internal/external service level standards (i.e. queue processing SLAs, quality/accuracy & productivity goals, etc.).• Perform other duties and responsibilities as required or assigned by supervisor.• Communicate effectively using different media at multiple levels of the organization and across organizational boundaries.• Responsibilities include: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.Skill/Experience/EducationMandatory SkillsYou could be a great fit if you have: • Must have a minimum of 2 years banking experience, preferably opening or auditing new accounts • Ability to work independently and be self-directed while being a strong team player • Strong analytical skills with the ability to organize and analyze significant amounts of information with attention to detail and accuracy • Strong Excel data analysis skills • Working knowledge of MS Word and Outlook • End user working knowledge of OnBase, and/or Total+ is a plus • Adept at queries, report writing and presenting findings is a plus • Proven high level of accuracy in data entry • Excellent written and oral communications skills and the ability to clearly define projects, objectives, goals, schedules and assignments. • Ability to work effectively with business personnel at all levels. • Must exercise a reasonable amount of independent judgment under a minimum of supervision. • Requires strong interpersonal and organizational skills, including the ability to meet deadlines, follow written policies and procedures, and maintain superior customer service at all times with all users. Ability to diplomatically advocate for data management best practices and standards.
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