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Careers

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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.

Available Positions

CLIENT SERVICES SPECIALIST - LA JOLLA

Job Summary:

Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s particular needs and requirements. Accurately and efficiently opens and cross-sells new accounts and bank products. Processes teller transactions as necessary. 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.

Learn more & apply here

CLIENT SERVICES OFFICER - LA JOLLA

Job Summary:

 

Ensure the efficient operation of the branch office by coordinating the operational functions and the staff of a small or full service branch office in a manner which achieves the customer service objectives set by the bank. Responsible for ensuring proper controls and procedures are followed. Assist in the coordination of the operational activities of branch staff while ensuring superior customer service is provided. Assist in staff training and development.

 

Duties and Responsibilities:

  • Assist in directing all activities of the staff and branch operations area in compliance with bank and regulatory policies.
  • Maintain a high level of service to Bank Customers.
  • Ensure the Bank’s safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets
  • Approve transactions within delegated approval authority.
  • Proficient in all teller, new account, safe deposit, ATM balancing and all related systems platforms.
  • Assist in opening new account in the absence of a client service specialist.
  • Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices.
  • May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc.
  • Assist in the conducting performance appraisals for non-exempt operations staff in the banking office.
  • Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention.
  • Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
  • Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors.
  • Responsible for identifying cross sell opportunities and acting on them as appropriate.
  • Serves as backup in a variety of operations functions.
  • Perform other duties as assigned or needed.

 

BSA/AML/Compliance:

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.

 

Qualifications:

  • Minimum 3-5 years banking experience.
  • Minimum 2 years lead or supervisory experience.
  • Strong knowledge of Bank policies and procedures and regulatory compliance.
  • Cash handling experience required.

 

Competencies:

  • Customer Focus
  • Quality/Accuracy
  • Approachability
  • Technical Skills
  • Problem Solving
  • Motivating Others
  • Planning/Organizing
  • Judgment
  • Team Work
  • Process Management

 

Physical Demands:

  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally between banking offices

Learn more & apply here

RELATIONSHIP OFFICER - LA JOLLA

Job Summary:

 

Interviews and determines customer’s banking needs. Aides in selecting accounts and services best suited for the customer’s particular needs and requirements. Accurately and efficiently opens new accounts and cross sells need-based bank products. Responsible for responding to customer inquiries, resolving issues relative to deposit accounts, services and treasury management. 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.

 

Duties and Responsibilities:

  • Maintain a high level of service to Bank Customers; anticipate client needs; exceed customer expectations always.Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
  • Responsible for identifying need-based cross sell opportunities and acting on them as appropriate.
  • Open new accounts utilizing Bank’s new account platform.
  • Accurately produce signature cards and other documents, disclosures timely and efficiently.
  • Thoroughly understand legal documentation requirements for all account types including legal entity due diligence involving multiple entity ownerships and/or subsidiaries and identification of beneficial ownership.
  • Responsible for wire input, approval and/or call back as assigned. This includes full knowledge of wire transaction and ability to detect/resolve fraud red flags.
  • Act as dual custodian for vault, cash, keys, etc. as applicable
  • Perform other tasks and duties as assigned
  • Notary Public

 

BSA/AML/Compliance:

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 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.

 

Qualifications:

  • Minimum 3-5 years banking experience in a branch or other client facing role
  • New account documentation and opening experience required
  • Understands Banking policies and procedures regulatory compliance.
  • Proven ability to cross sell need-based products and services
  • Ability to travel to client locations; perform docs signing as needed 

 

Competencies:

  • Customer Focus
  • Technical Skills
  • Problem Solving
  • Process flow oriented
  • Planning/Organizing
  • Judgment
  • Teamwork
  • Composure
  • Strong Verbal and Written Communication Skills
  • Quality and Accuracy of Work

 

Physical Demands:

  • Regularly required to talk or listen
  • Frequently required to use hands and fingers to handle or feel, reach with hands or arms.
  • Required to sit for long periods of time
  • Occasionally required to stand and walk
  • Occasionally required to lift up to 25 pounds
  • Specific vision abilities required by this position include close vision and the ability to focus.
  • Employee may be required to travel occasionally between banking offices

Learn more & apply here

SR. COMMERCIAL LOAN ADMINISTRATOR

Job Summary:

 

Process, document, and close commercial real estate, business, and line of credit loan transactions. Search and perfect all types of real estate and UCC collateral. Utilize document drafting software efficiently and effectively. Work closely with BDO’s and Loan Officers to manage pipelines and close transactions within required deadlines. Provide all necessary support to the Lending department to originate and manage the existing portfolio.

 

Duties and Responsibilities:

  • Primary loan support for Underwriters, Loan Officers and Credit Administration

  • Work with brokers, borrowers, escrow and Loan Officer to ensure smooth closing

  • Work with Borrower and/or Broker to obtain a complete application including financials, collateral and vesting data, collateral searches, etc.

  • Review and address title exceptions

  • Monitor for reg B compliance, send out denial letters

  • Ensure up front RESPA/GFE disclosures are correct (as applicable)

  • Maintain current pipeline at all times

  • Responsible for adherence to all loan related compliance laws and regulations; cooperation with compliance related reporting and regulator exam related follow up

  • Prepare loan documents, coordinate signing and recording

  • Scan and maintain all pre-closing loan file data

  • Review all entity due diligence information, ensure due authority

  • Timely and thorough administration of loans

  • Follow up for receipt and completion of all information in a timely manner

  • Special projects as assigned

  • Work with Loan Servicing Department for the accurate and timely booking of new loans

  • Accurately calculate and collect all funds to close loans

  • Accurate collateral review and perfection

 

Qualifications:
Must have 3+ years’ direct commercial and/or multifamily real estate loan processing experience with at least 2 years LaserPro documentation experience. Computer skills required include good working knowledge of word processing and spreadsheet applications.

BSA/AML/Compliance:

Complete required documentation for new accounts including a collection of required customer documentation, identification and information as required by the Bank’s CIP program. This position includes direct interaction with customers and prospects and therefore includes responsibilities relating to BSA/AML. 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.


Skills Needed:

  • Good mathematics, reasoning, oral comprehension skills
  • Excellent organizational and time management skills
  • Excellent oral and written communications skills
  • Active listener
  • Occasionally required to lift up to 25 pounds
  • Must consistently provide the highest level of customer service
  • Must possess a positive, can-do attitude
SENIOR RELATIONSHIP MANAGER - SAN DIEGO

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. Senior Relationship Manager responsible for developing and managing more complex banking relationships.

Learn more & apply here