Teams at California Bank of Commerce, N.A.

Supports treasury services sales, implementation, documentation, client servicing, troubleshooting, training, and product management. Acts as a treasury products expert, resolves client and internal inquiries, performs remote deposit installations and site visits, reviews operational reports, supports audits, and ensures compliance with banking, AML, information security, and suspicious activity requirements.

Manages commercial loan and deposit relationships, retains and expands existing accounts, prospects and closes new business, recommends loans, oversees portfolio credit quality, and cross-sells banking products. Develops calling and prospecting strategies, manages customer profitability, resolves issues, supports compliance with banking regulations, and participates in community activities.

Manages commercial real estate loan and deposit relationships, including portfolio oversight, credit risk assessment, underwriting, credit recommendations, lending origination, client business development, and cross-selling. Provides financial counsel to clients, prepares credit presentations, collaborates across banking teams, and supervises and develops direct reports while supporting organizational goals and community engagement.