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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

Central Operations Specialist

Central Operations Specialist
Location:  La Jolla/UTC
Status:  Full Time

 

Job Summary:

 

The Central Operations Specialist is responsible for performing most back office operations while taking a proactive approach toward problem resolution.  Serves as a resource and contact to other bank employees and vendors in most areas of central operations.  May be required to edit and maintain exiting procedures.

 

Duties & Responsibilities:

 

  • Performs daily functions of Central Operations.
  • Process all legal processes for the Bank.
  • Performs all functions for back office wire processing.
  • Daily Risk Review reports.
  • Assist in record retention for back office and branches.
  • Special projects as assigned.

 

Qualifications:

 

  • 3-5 years banking operations experience.
  • Strong knowledge of Bank policies and procedures and regulatory compliance.
  • Strong computer skills, including Word, Excel and PowerPoint.
  • Strong verbal and written skills.


Core Competencies
:

 

Approachability, Cooperation, Customer Service, Initiative, Judgment, Problem Solving, Accuracy, Productivity and Teamwork.

Accounting Manager

Accounting Manager
Location:  La Jolla/UTC
Status:  Full Time

 

Job Summary:

 

Responsibilities for this position will include managing the Vendor process for the Bank, reviewing financials for general ledger close, certifying general ledger accounts, assisting with quarterly regulatory reporting and preparing other ad hoc reports. Manages Senior Accountant and Accounting Assistant.

 

Duties & Responsibilities:

 

  • Manage, coordinate, monitor day-to-day Accounting Department functions; coach and motivate staff members.
  • Complete/review portions of the quarterly Call Report.
  • Review final month end GL report for accuracy and possible accruals.
  • Calculate various incentives for deposit and loan production officers.
  • Prepare batch entries to complete the month-end close process for the Bank and the Holding Company.
  • Assist in preparation of month-end certification of GL accounts.
  • Prepare/provide information to Internal and external auditors throughout the year.
  • Assist in completion of the Bank’s Annual Report.
  • Train as back-up for Accounting Assistant position; including Accounts Payable, Fixed Asset/Prepaid Amortization, FR2900 Reporting, year-end 1099-M filing for vendors, and daily due from account reconciliations.

 

Qualifications:

 

  • 5+ years Bank Accounting Experience, including supervisory experience.
  • Bachelor’s degree in Accounting or Finance preferred or equivalent experience.

Core Competencies:

 

Supervision & Management skills, Problem Solving, Technical Skills, Judgment, Communication Skills,  Planning and Organizational Skills, Quality Management and Teamwork,

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
Client Services Representative

Client Service Representative

Location: Coronado

Status:  Full Time

 

Job Summary:

Accurately and efficiently process and record routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promote and advise on the Bank’s products and services. Perform to standards that meet or exceed the Bank’s objectives and fulfill the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times.

 

Duties & Responsibilities:

  • Maintain a high level of service to Bank Customers.
  • Conduct all Teller functions as necessary following all related policies and procedures.
  • Accept cash and checks for deposit/withdrawal, identify customers, check accuracy, verify signatures are correct, written and numerical amounts agree and accounts have sufficient funds.
  • Perform specialized tasks such as preparing cashier’s checks, foreign currency orders, client transfers, cash advances, safe deposit, process loan payments, etc.
  • Record all transactions promptly, accurately and in compliance with bank procedures.
  • Process mail, courier, ATM, corrections and or night drop deposits as assigned.
  • Balance teller cash drawer at the end of each shift, run branch capture as assigned.
  • Assist customers with problem resolution in order to maintain a high level of customer satisfaction. Act as the initial escalation point for problem resolution.
  • Act as dual custodian for vault, cash, keys and/or combos as necessary.
  • Perform clerical tasks such as filling, copying, scanning.
  • Answer general phone line, resolve customer inquiries and or forward calls as appropriate.
  • Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts.
  • Responsible for identifying cross sell opportunities and acting on them as appropriate.
  • 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 customer service experience.
  • Cash handling experience required.
  • Banking experience is highly desirable.

 

Core Competencies:

  • Quality/Accuracy of Work
  • Approachability
  • Communication Skills
  • Customer Focus
  • Technical Skills
  • Problem Solving
  • Planning/Organizing
  • Judgment
  • Team Work
  • Composure

 

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.