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Careers

Job Openings

Applying for a position

CalPrivate Bank values the strong relationships our employees build with our clients. Joining our team, will create opportunities for your personal and professional growth.  We currently have job opportunities available in the banking and support positions as listed below.

 

Interested individuals should submit a cover letter and resume to via email, indicating the position of interest.  We appreciate your interest in employment with CalPrivate Bank!

Available Positions

Controller

Controller
Location:  La Jolla/UTC
Status:  Full Time

Reports To: Chief Financial Officer
Salary Range: TBD
FSLA Status: Exempt

 

Job Summary:

 

Oversees the Bank’s accounting functions and prepares financial, management and regulatory reports. Develops plans, and recommends practices and procedures for the proper financial control for the Bank. Acts as accounting liaison to other areas of the bank.  Supervises accounting staff.

 

Duties & Responsibilities:

 

  • Maintains the Bank’s accounting   Creates monthly financial reporting.   Supervises monthly accruals including payroll, investments, fixed assets and other accounting functions.
  • Prepares or supervises regulatory reports including Call Report, FR-2900, Summary of Deposits, Local Public Agency and
  • Supervises Accounts Payable function – processing invoices, cutting checks, distributing checks, maintaining vendor files, collecting Form W-9 data.
  • Sending annual 1099-Misc forms.
  • Coordinates stock activity and issuance of stock options and restricted
  • Creates accounting and reporting for Bank’s holding
  • Participates in examination and audit responses related to accounting and finance. Helps create materials for annual shareholders
  • Supervises payroll accounting entries.

 

Qualifications:

 

  • A Bachelor’s Degree in accounting or finance preferred or equivalent experience or training. Experience in a banking professional role a plus.
  • Thorough knowledge of accounting and finance principles.
  • Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or regulations.
  • Ability to write reports, business correspondence and procedures.
  • Ability to effectively present information and respond to questions from other employees, managers, clients, customers and vendors.
  • Ability to work with mathematical concepts in order to accurately process invoices and general ledger transactions.
  • Ability to apply concepts such as fractions, percentages, ratios and proportions to practical situations.

 

BSA/AML Compliance Responsibilities:

 

This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.

 

Core Competencies:

 

Management & Leadership Skills

 

  • Demonstrates passion and enthusiasm for an organization’s vision and motivates, leads and empowers others to achieve organizational goals;
  • Demonstrates an intellectual and professional leadership style that supports the attainment of mutual respect.
  • Ability to establish and encourage positive working relationships with key stakeholders;
  • Ability to influence or persuade others to gain acceptance or agreement of ideas and approaches.
  • Ability to train, motivate, reward and coach accounting employees.

 

Problem solving

 

  • Identifies and resolves problems in a timely
  • Gathers and analyzes financial information effectively.

 

Technical Skills

 

  • Pursues training and development opportunities in field of expertise
  • Strives to continuously build knowledge and skills
  • Shares expertise with others.

 

Judgment

 

  • Includes appropriate people in decision-making. Makes timely decisions
  • Exhibits sound and accurate judgement

 

Oral Communication

  • Speaks clearly and listens and gets clarification
  • Responds well to questions and relays answers

 

Team Work

 

  • Gives and welcomes feedback
  • Contributes to building a positive team spirit
  • Balances team and individual responsibilities
  • Supports everyone’s efforts to succeed
  • Recognizes accomplishments of staff members

 

Quality Management

 

  • Strives for accuracy, attention to detail and follow-through
  • Looks for ways to improve processes and quality of work

 

Organizational Support

 

  • Administers and follows policies and procedures
  • Supports Bank’s mission, goals and values
  • Strives to benefit bank through effective management practices.
  • Excellent planning and organizing skills.
  • Prioritizes and plan work
  • Uses time effectively and efficiently.
Relationship Manager/Senior Relationship Manager

Relationship Manager/Senior Relationship Manager
Location:  San Diego, Newport Beach, Beverly Hills
Status:  Full Time

 

Job Summary:

 

Develops and manages a portfolio of Bank clients in market area.  Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers.  Represents the Bank in a professional courteous manner at all times.  The Senior Relationship Manager position is responsible for developing and managing more complex banking relationships.

 

Duties & Responsibilities:

 

  • Develops and manages a portfolio of clients ranging from credits to deposit only relationships.
  • Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships.
  • Provides financial advice to clients and identifies and sells appropriate bank products and services as needed.
  • Builds strong relationships with referral sources, centers of influence, etc.
  • Works with business development staff, lenders and underwriters to structure loans.
  • Responds to client inquires in professional and knowledgeable manner.

 

Qualifications:

 

A minimum five years of banking experience including business development and relationship management skills.  Knowledge of Bank policies and procedures and regulatory compliance.  Ability to effectively sell bank products and services.  Possesses credibility and professionalism when working clients.  Ability to close business.

 

Core Competencies:

 

  • Sales Effectiveness, Persuasive Skills, Client Focus, Technical Skills, Problem Solving, Planning/Organizing, Judgment, Team Work, Composure, Strong Verbal and Written Communication Skills, Quality and Accuracy of Work