Jobs at CalPrivate Bank

Serves as a trusted banking contact for high-net-worth and professional clients. Provides high-touch service, opens and maintains accounts, processes documentation and wires, identifies fraud risks, cross-sells relevant banking solutions, supports compliance, manages vault and cash controls, performs notary services, and travels to client locations for document signing. Requires strong knowledge of banking regulations, entity documentation, due diligence, and operational procedures.

Manages and analyzes an assigned commercial loan portfolio, including underwriting, annual reviews, renewals, covenant compliance, risk ratings, financial monitoring, SBA servicing, reporting, and credit file documentation. Identifies emerging credit risks, maintains regulatory compliance, supports audits and examinations, and collaborates with borrowers, Relationship Managers, Credit Administration, SBA teams, and Loan Operations. The role also assists with process improvements, portfolio reporting, and timely resolution of servicing and documentation requirements.

Leads commercial credit administration across CRE, C&I, and SBA lending. Oversees underwriting, loan structuring, approvals, risk assessment, collateralization, portfolio monitoring, and credit quality. Manages and develops credit managers, underwriters, lenders, and analysts through training and coaching. Partners with senior leadership, loan operations, and client services while improving credit workflows, reporting, automation, policies, and regulatory readiness. Supports loan growth, collections, CECL reporting, audits, and complex transaction resolution.

Develops and manages relationships with high-net-worth individuals, privately held businesses, real estate investors, and professional service firms. Provides tailored credit, deposit, and treasury solutions; grows portfolios; identifies cross-sell opportunities; oversees credit quality and risk; structures loans; and coordinates with internal teams to deliver client solutions. The role also supports business development, regulatory compliance, client service, mentorship, and strategic growth.

Develops and expands relationships with high-net-worth clients, privately held businesses, real estate investors, and professional firms. Provides tailored credit, deposit, and treasury solutions; structures loans; manages portfolio health and credit risk; identifies business development and cross-selling opportunities; and coordinates with credit, operations, compliance, and product teams. The role also supports regulatory compliance, client service, mentorship, and strategic growth while requiring 50% travel.

Build and deploy production AI, generative AI, machine learning, data engineering, and advanced analytics solutions for a regulated bank. Develop Snowflake-centered pipelines and Azure integrations, implement LLM, RAG, agent, and automation capabilities, and establish testing, monitoring, documentation, governance, security, and responsible AI practices. Partner with business, technology, risk, compliance, and legal teams to identify valuable use cases, evaluate emerging technologies, and scale reliable AI capabilities.

Owns payroll administration, reconciliations, reporting, audits, and controls while supporting employee relations, onboarding, offboarding, benefits, HRIS records, compliance, and employee experience. Provides guidance to employees and managers, coordinates personnel transitions, supports facilities administration and access management, and follows banking BSA/AML requirements. Requires strong payroll expertise, California employment-law knowledge, confidentiality, sound judgment, and experience with ADP Workforce Now preferred.

Develops and expands relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. Provides tailored credit, deposit, and treasury solutions; manages portfolio health, credit quality, onboarding, and risk; structures loans with internal teams; identifies business development and cross-sell opportunities; and delivers consultative client service. The role also supports compliance with BSA/AML policies, mentors colleagues, and contributes to strategic growth initiatives.

Provides advanced client service and banking operations support, including new account opening, account documentation, teller and ATM functions, wire input, cash and vault custody, customer issue resolution, and compliance with BSA/AML policies. Serves as an escalation point and liaison among clients, relationship managers, and internal teams. Guides colleagues, supports workflow prioritization, maintains procedures, identifies cross-sell opportunities, and helps ensure accurate, personalized service delivery.

Leads commercial, CRE, C&I, and SBA credit management, including loan underwriting, approval, structuring, risk grading, portfolio oversight, collections, and problem-loan resolution. Oversees credit quality, policy compliance, reporting, regulatory examinations, process optimization, and technology adoption. Partners with lenders and department leaders to support prudent loan growth, trains credit teams, and manages assigned staff while maintaining consistent credit standards and operational efficiency.

Develops and expands relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. Provides tailored credit, deposit, and treasury solutions; drives new business and cross-selling; oversees portfolio health, credit quality, onboarding, and risk management; structures loans with lenders and underwriters; and coordinates with internal banking teams. The role also supports regulatory compliance, client service, mentorship, and strategic growth while requiring 50% travel.

Manages a commercial lending portfolio as the primary post-origination credit steward. Responsibilities include monitoring credit performance, risk ratings, financial results, covenants, borrower reporting, and emerging risks; supporting renewals, modifications, restructures, and maturity management; performing financial analysis and cash flow modeling; preparing credit approval packages; and ensuring compliance with credit policy, regulatory expectations, and BSA/AML requirements.