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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

Senior Loan Processor

Client Services Officer
Location:  Senior Loan Processor
Department:  Credit Administration

Reports To: Loan Administration Manager
Salary Range: TBD
FSLA Status: Non-Exempt

 

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 pipeline and close transactions within required deadlines. Provide all necessary support to Lending department to originate and manage existing portfolio.

 

Duties & 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

 

BSA/AML/Compliance Responsibilities:

Complete required documentation for new accounts including 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.

 

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.

Skills Needed:

 

  • Good mathematics, reasoning, oral comprehension skills
  • Excellent organizational and time management skills
  • Excellent oral and written communications skills
  • Active listener
  • Must consistently provide the highest level of customer service
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
Senior Treasury Management Officer

Senior Treasury Management Officer
Location: 
Beverly Hills
Department:
Treasury Management
Reports to:  Director of Treasury Management
Salary Range: TBD
FSLA Status: TBD

 

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 & Responsibilities:
        • Conduct sales calls individually or participate in sales calls with BDO’s to present TM products and services to prospects or existing clients. (Travel required)
        • Consult with prospects and clients to identify needs and to recommend treasury services to meet those needs. Prepare banking proposals including pricing.
        • Support BDO’s with TM related inquiries.
        • Analyze complex treasury operations; develop, propose, and professionally present comprehensive cash management solutions in response to that analysis.
        • Educate BDO’s 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 insuring 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.

     


    BSA/AML/Compliance Responsibilities:

     

    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.

     

    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;
        • Travel to other bank offices may be required
Client Services Representative

Client Services Representative

Location: Beverly Hills, Coronado

Department: Operations
Reports to:  Sr. Client Service Officer/Client Service Manager/Sr. Client Service Manager
Salary Range: TBD
FSLA Status: Non-Exempt

 

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 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.

 

Qualifications:

 

    • Minimum 3-5 years customer service experience.
    • Cash handling experience required.
    • Banking experience is highly desirable.

 

Competencies:

 

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

 

Physical Demands:

 

    • 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.