Home › Companies › A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 › Relationship Manager
Relationship Manager
A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 · Beverly Hills, CA, US, Beverly Hills, CA · Active · $128,000–$161,000 / year · ADP Workforce Now Recruiting
Job facts
| Field | Value |
|---|---|
| Company | A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 |
| Title | Relationship Manager |
| Normalized title | - |
| Department / team | - |
| Location | Beverly Hills, CA, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | $128,000–$161,000 / year |
| Status | active |
| ATS provider | ADP Workforce Now Recruiting |
| Posted / first seen | 2026-05-28 / 2026-05-31 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through ADP Workforce Now Recruiting. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Beverly Hills. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 |
| Source | 83e6fded-ac5a-46a1-aa79-fce6df37aa80 |
| ATS provider | ADP Workforce Now Recruiting |
Description
The Role: Relationship Manager
The Location: Beverly Hills, California
Reports To: Market Leader
Make a Difference Where It Matters Most
At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.
We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you.
Your Opportunity: Relationship Manager
The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives.
By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services.
What You’ll Do
Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success. Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals. Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio. Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs. Works with business development staff, lenders and underwriters to structure loans. Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed. Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision. AML/CFT/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 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.
Who You Are
Experience & Expertise
5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales. Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients. Ability to close business. Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution. Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments. Proven success in reinforcing a disciplined, performance-driven credit culture. Bachelor’s degree in Business, Finance, or related field preferred. Mindset & Values
You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands
Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects. Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus
Why CalPrivate Bank?
This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do.
If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?
Full job record
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| Org ID | 3fc94dd7-1bb9-41f0-a6e7-4fa32d2da630 |
| Source ID | 83e6fded-ac5a-46a1-aa79-fce6df37aa80 |
| Board ID | 83e6fded-ac5a-46a1-aa79-fce6df37aa80 |
| Provider | adp_workforcenow |
| Provider Job Key | 584740 |
| Title | Relationship Manager |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Beverly Hills, CA, US, Beverly Hills, CA |
| Department | — |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | CA |
| City | Beverly Hills |
| Salary Raw | 128000.00 To 161000.00 (USD) Annually |
| Salary Min | 128,000 |
| Salary Max | 161,000 |
| Salary Currency | USD |
| Salary Period | year |
| Source URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=a929e1bc-abab-4b3c-8606-9c48f1a10926&ccId=19000101_000001&lang=en_US&type=JS&jobId=584740&jwId=9201660661297_1 |
| Apply URL | https://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=a929e1bc-abab-4b3c-8606-9c48f1a10926&ccId=19000101_000001&lang=en_US&type=JS&jobId=584740&jwId=9201660661297_1 |
| First Seen At | 2026-05-31 18:40:30Z |
| Last Seen At | 2026-06-06 13:16:24Z |
| Last Checked At | 2026-06-06 13:16:24Z |
| Last Changed At | 2026-06-06 13:16:24Z |
| Inactive At | — |
| Source Posted At | 2026-05-28 17:23:00Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=a929e1bc-abab-4b3c-8606-9c48f1a10926|19000101_000001/date=2026-06-06/2026-06-06T13-16-23-857Z-f1f89423396ddab362c034bf23e479fb2b5475f1d641e050a3baee6ebd495ad8.json |
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"requisitionDescription": "<div><div><p><br></p><p><img src=\"https://static.workforcenow.adp.com/cccustom/Client/Recruitment/calprivatebank_logofinalfinal%20500x188_77e0be7c-2aa8-489f-ae00-260e6ae9eac6.jpg\" style=\"width: 300px;\" class=\"fr-fic fr-dib\"></p><p><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;' data-pasted=\"true\"><span style=\"font-size:13px;color:#0E2841;\">The Role: Relationship Manager </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-size:13px;color:#0E2841;\">The Location: Beverly Hills, California </span></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:normal;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style=\"font-size:13px;color:#0E2841;\">Reports To: Market Leader</span></p><p><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"611\" style=\"width:458.0pt;margin-left:4.5pt;border-collapse:collapse;border:none;\" data-pasted=\"true\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border-width: 1pt 1pt 2.25pt; border-style: none none solid; border-color: rgb(219, 219, 219) rgb(219, 219, 219) rgb(0, 60, 100); border-image: initial; background: white; padding: 4.5pt; vertical-align: top;\"><p style='margin-top:6.0pt;margin-right:0in;margin-bottom: 6.0pt;margin-left:0in;line-height:52%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:17px;line-height:52%;font-family:\"Helvetica World\";color:#BC9B32;'>Make a Difference Where It Matters Most </span></p></td></tr></tbody></table><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make.
<br>
<br> We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. </span></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"605\" style=\"width:453.5pt;margin-left:4.5pt;border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border-width: 1pt 1pt 2.25pt; border-style: none none solid; border-color: rgb(219, 219, 219) rgb(219, 219, 219) rgb(0, 60, 100); border-image: initial; background: white; padding: 9pt; vertical-align: top;\"><p style='margin-top:6.0pt;margin-right:0in;margin-bottom: 6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:17px;line-height:140%;font-family:\"Helvetica World\";color:#BC9B32;'>Your Opportunity: Relationship Manager </span></p></td></tr></tbody></table><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services.</span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:20px;line-height:140%;font-family:\"Helvetica World Bold\";color:#BC9B32;'>What You’ll Do </span></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals. </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Works with business development staff, lenders and underwriters to structure loans.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:2.0pt;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World Bold\";color:#003C64;'>AML/CFT/Compliance Responsibilities</span></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><p style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;margin-left:10px;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>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 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.</span></p></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'> </span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:75%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:20px;line-height:75%;font-family:\"Helvetica World Bold\";color:#BC9B32;'>Who You Are </span></strong></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:75%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><em><span style='font-family:\"Helvetica World Bold Italics\";color:#BC9B32;'>Experience & Expertise </span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to close business.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Proven success in reinforcing a disciplined, performance-driven credit culture.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Bachelor’s degree in Business, Finance, or related field preferred.</span></li></ul></div><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:75%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><em><span style='font-family:\"Helvetica World Bold Italics\";color:#BC9B32;'>Mindset & Values </span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You lead with accountability, integrity, and consistency.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You thrive in a collaborative environment where transparency and follow-through matter.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You model professionalism, calm under pressure, and a solutions-oriented mindset.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You embrace data-driven decision-making while maintaining a client-first perspective.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><em><span style='font-family:\"Helvetica World Bold Italics\";color:#BC9B32;'>Physical Demands </span></em></strong></p><div style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;margin-left: -0.25in;\"><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects. </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to sit or stand for extended periods of time. </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to physically use a keyboard/mouse </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to walk to and from workstations </span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds.</span></li><li style='margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Specific vision abilities required by this job include close vision and ability to adjust focus </span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style=\"color:#003C64;\"> </span></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"591\" style=\"width:443.4pt;margin-left:6.0pt;border-collapse:collapse;border:none;\"><tbody><tr><td valign=\"top\" style=\"width: 100%; border-width: 1pt 1pt 2.25pt; border-style: none none solid; border-color: rgb(219, 219, 219) rgb(219, 219, 219) rgb(0, 60, 100); border-image: initial; padding: 6pt; vertical-align: top;\"><p style='margin-top:6.0pt;margin-right:0in;margin-bottom: 6.0pt;margin-left:0in;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:20px;line-height:140%;font-family:\"Helvetica World Bold\";color:#BC9B32;'>Why CalPrivate Bank? </span></strong></p></td></tr></tbody></table><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. </span></p><p style='margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:124%;font-size:16px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose? </span></p></div></div>\n",
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