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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

OPERATIONS & PRODUCT SUPPORT OFFICER – TREASURY MANAGEMENT

Job Summary:

Responsible for client and branch support in an E-Banking and Treasury Management (TM) environment. Sustain client retention by promoting high-quality customer service and offering technical assistance and training to both commercial and retail clients. Primary for E Banking & RDC report generation and daily audit review to ensure adherence to policy and procedures.

 

Duties and Responsibilities:

  • Provide technical assistance to new & existing E-Banking & TM clients
  • Troubleshoot and resolve issues in a timely manner while maintaining a high level of customer service.
  • Perform operational duties and system and/or account maintenance for all TM products.
  • New or existing client training on various bank system platforms and services including but not limited to online banking, bill pay, remote deposit capture and positive pay.
  • As TM services expand, participate in testing and supporting new processes & workflows. Work with Senior Treasury Mgmt. Officer and other team members to ensure clean audits by following set procedures in areas of E-Banking, Remote Deposit Capture & TM products implementation.
  • Manage service request system to ensure all requests are completed within department SLA
  • Review client documentation for accuracy & completeness. Perform system maintenance and/or callback for quality assurance
  • Report review as required for system auditing.
  • Effectively resolve problems or issues and escalate in a timely manner to optimize the customer experience.
  • Participate in dept. projects by following test scripts, data validation, working closely and under the direction of the Senior Treasury Mgmt. Officer.

 

Qualifications:

  • High school diploma or equivalent. College coursework desired.
  • Minimum of 5 years of branch operations and/or bank operations experience in a customer service environment.
  • Minimum of 2 years of knowledge in bank processing platforms such as online banking, bill payment system, remote deposit capture and bank core processing.
  • Proficient in Spanish preferred.

 

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 the 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.

 

Competencies:

  • Exceptional customer services skills
  • Ability to work independently in servicing treasury management clients and problem-solving TM issues.
  • Intermediate knowledge of treasury management products and services.
  • Can-do attitude
  • Excellent organizational and time management skills
  • Proficient PC skills to include Microsoft Excel and Word
  • Strong ability to exercise and demonstrate good judgment and sound decision making
  • Completes work thoroughly and with a high degree of accuracy
  • Strong problem-solving skills
  • Ability to coordinate and work collaboratively with internal and external contacts on a daily basis
  • Knowledge and experience to anticipate, identify and resolve problems
  • Self-motivated
  • Excellent written/verbal communication and presentation skills
SENIOR TREASURY MANAGEMENT OFFICER

Job Summary:

Responsible for generating deposit growth and fee income by assisting in the development of new business relationships and expansion of existing relationships through a professional and consultative sales approach.  Attain the highest level of client satisfaction, revenue and profitability; stay abreast of current products, policies, technology, industry trends and pricing.

 

Duties and Responsibilities:

  • Work with sales teams by participating in client/prospect calls and/or working directly with clients/prospects to present TM products and services as well as pricing terms. Identify client needs and recommend treasury services to meet those needs.
  • Support client-facing teams to troubleshoot and answer TM-related inquiries.
  • Analyze complex treasury operations; develop, propose, and professionally present comprehensive cash management solutions in response to that analysis.
  • Keep abreast of industry offerings and pricing trends; utilize that knowledge to add value to the Bank’s TM pricing strategies.
  • Educate client-facing teams in the knowledge and use of treasury services.
  • Assist in developing new training courses when new products are introduced.
  • Participate in the client implementation process ensuring accuracy in client documentation and quality of service.
  • Oversee and participate in phone and in field client training;
  • Provide technical assistance to new and existing E-Banking and/or TM clients in all E-Banking platforms & TM services.
  • Work with others within TM dept. in establishing project timelines, system requirements, procedural changes & training of new products or services
  • Participate in testing new products and services and provide timely feedback on gaps, performance findings and overall user experience.
  • Perform all other duties as assigned including but not limited to client/bank presentations, operations responsibilities, conversions, implementations, etc.

 

Qualifications:

  • High school diploma or equivalent. College coursework desired.
  • Minimum of 3-5 years of direct experience in Treasury Management Sales and Operations including online banking, bill payment system, remote deposit capture, ACH Origination, positive pay, completing proformas, account analysis functionality and bank core processing.
  • Superior problem solving, researching and decision-making skills.
  • Strong ability, desire and enjoyment in working with others as part of a diverse team as well as work independently. Desire to serve and act in the best interest of the customer and effectively manage customer relationships.
  • Must possess excellent communication skills and customer service skills with a high level of professionalism, whether over the phone, in person, or in writing.
  • Must possess excellent judgment, and the ability to accept responsibility and handle confidential information.
  • Strong keyboarding and computer skills. MS Office experience including MS Word, Excel and PowerPoint required.
  • Ability to work independently, set priorities and handle multiple tasks. Must be dependable in completing tasks with strong attention to detail and accuracy.
  • Ability to utilize your own vehicle to drive to/from client or other meetings;
  • Must be willing to be mobile including use of a laptop and email on personal mobile device while working from other locations;

 

BSA/AML/Compliance:

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 and has a minimum of 5 years Bank compliance exposure.

 

Competencies:

  • Analytical Skills
  • Customer Service
  • Communications
  • Problem Solving
  • Planning & Organization
  • Dependability
  • Adaptability
  • Innovation
  • Initiative
  • Delegation
  • Directing Others
  • Use of Technology
  • Business Ethics
  • Strategic Agility
  • Approachability
  • Cooperation
CENTRAL OPERATIONS SPECIALIST

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 and 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
  • Other duties 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

 

BSA/AML/Compliance:

This position includes indirect interaction with customers 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 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.

 

Competencies:

  • Approachability
    • Builds Rapport well
    • Is easy to approach and talk to
  • Cooperation
    • Offers assistance and support to co-workers
    • Displays a positive outlook and pleasant manner
  • Customer Service
    • Displays courtesy and sensitivity
    • Responds promptly to customer needs
  • Initiative
    • Seeks increased responsibilities
    • Undertakes self-development activities
  • Judgment
    • Strong ability to exercise/demonstrate good judgment and sound decision making
    • Includes appropriate people in decision-making
  • Problem Solving
    • Identify and resolve problems in a timely manner
    • Gather and analyze information prior to completing a task
  • Quality
    • Demonstrates accuracy and thoroughness
    • Monitors own work to ensure quality
  • Quantity
    • Completes work in a timely manner
    • Work quickly and accurately
  • Teamwork
    • Actively contributes to building a positive team spirit
    • Balances team and individual responsibilities

 

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
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
RELATIONSHIP SUPPORT LIAISON - SAN DIEGO

Job Summary:

Effectively perform a wide range of tasks in support of the CBO-South ranging from client support to internal reporting, projects, and follow-up. Represent the CBO’s office by liaising with the clients as well as other branches and business units to ensure needs are met and the client service experience remains at the highest level. Assist with marketing efforts and initiatives where directed. Significant interaction with client base and prospective clients.

 

Duties and Responsibilities:

  • Significant participant and contributor to the “Your Bankers” team” in its goal of providing a creative, service-driven, solutions-oriented experience to clients at all times.
  • Responsible for monitoring ticklers, conducting client reach out, and follow-up to ensure timely receipt of data required to clear. Work with clients to gather documents needed in support of loan origination and servicing.
  • Exceed client service expectations. Build superior client relationships.
  • Sit in on CBO client meetings as needed, both prospect and existing. Efficiently document and track items discussed at the meetings. Follow up to ensure applicable items are actioned by the Your Bankers team.
  • Maintain an organized action and follow-up system to ensure client and CBO needs are met and exceeded. Collect information for deposit and loan applications.
  • Conduct wire call backs as needed
  • Assist with preparing and deploying marketing materials; work with the marketing department for distribution of materials to branches in the south.
  • Be willing to do what it takes in support of Your Bankers’ growth and objectives.
  • Assist in building and maintaining a service-driven upbeat bank culture. Understand and drive the Banks vision. Demonstrate all of the Bank’s Service Standards.
  • Clients are our priority. Working overtime may be required. Driving your own vehicle to events and/or client offices for business is required.

 

Qualifications:

  • Minimum 5 years of banking and administrative experience
  • Excellent client relationship skills
  • Strong ability to work with clients, peers, and other team members to gain trust and results.

 

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 the 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.

 

Competencies:

 

Organizational Skills

• Be reliable; keep on top of client and internal requests from ask to completion. The status of a request should always be current and at-hand.
• Be very organized, take articulate notes, have a very strong ability to follow and track activities.

 

Communication

• Possess very strong communication skills both verbal and written by handling clients in a professional, courteous, upbeat yet humble manner.
• Effectively present information and respond to questions from other employees, managers, clients, customers and vendors.
• Respond well to questions and relays answers clearly.

 

Teamwork

• Actively contribute to building a positive team spirit
• Balance team and individual responsibilities
• Support everyone’s efforts to succeed
Quality Management
• Strong ability to multi-task and manage shifting priorities and accomplish tasks accurately and in a timely manner.
• Understand and apply the appropriate level of urgency to job/tasks; meet tight deadlines.

 

Self-Management

• Ask if you don’t know; be driven; take direction well.
• Does not need close supervision; has the ability to take instruction and execute; be resourceful and self-directed.
• Strive to continuously build knowledge and skills.


Competencies:

  • Customer Focus
  • Technical Skills
  • Problem Solving
  • Motivating Others
  • Planning/Organizing
  • Training and Development Skills
  • Supervisory Skills
  • Judgment
  • Teamwork
  • 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
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.

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