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.
Position responsibilities include processing/maintaining fixed assets, prepaid accounts, responsible for executing a variety of financial procedures, including month-end and year-end closing, general ledger reviews, account reconciliations, assisting with quarterly regulatory reporting, backup accounts payable, support liquidity management, Bank audits and other accounting related support as needed. The Senior Accountant is also responsible for assisting other department staff in contributing to these procedures and analyses.
CLIENT SERVICES SPECIALIST
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.
Responsibilities for this position include managing fixed assets, prepaid, accounts payable, financial statement review and analysis, reviewing and certifying general ledger accounts, assisting with quarterly regulatory reporting, accrual review, assisting with tax reporting, audits and other accounting related analysis as needed.
ASSISTANT BSA OFFICER
Responsible for assisting the BSA Officer in the administration, monitoring and ongoing improvement of the Bank’s BSA/AML/OFAC Program to ensure compliance with BSA, AML, CTF and OFAC requirements in all areas of the Bank. Works in conjunction with BSA Analysts to monitor and investigate suspicious activity. Collaborates with BSA Officer with enhancements to CalPrivate Bank’s BSA system of internal controls to ensure ongoing compliance, including monitoring, documenting, obtaining a satisfactory audit and exam results.
Responsible for administering, monitoring and supporting all aspects of the Bank’s Compliance Management Program and Community Reinvestment Act Compliance Program at the direction of Bank’s Risk Manager. Establishes, participates and maintains relationships with community based, charitable, and non-profit organizations. Administers and monitors program to ensure the Bank meets the needs of the community and attains CRA compliance goals.