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Commercial Lending Regional Client Support Manager

A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 · El Segundo, CA, US, El Segundo, CA · Active · $94,000–$124,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyA929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001
TitleCommercial Lending Regional Client Support Manager
Normalized title-
Department / team-
LocationEl Segundo, CA, United States
Work model-
Employment typeFull Time
Salary$94,000–$124,000 / year
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-21 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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PageWhat it containsOpen
Company jobsActive postings from A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001.Open
Company breakdownsRole, location, ATS, and work model facets for this company.Open
ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in El Segundo.Open
Lifecycle eventsOpen, update, close, and reopen events for this posting.Open
Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

CompanyA929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001
Source83e6fded-ac5a-46a1-aa79-fce6df37aa80
ATS providerADP Workforce Now Recruiting

Description

The Role: AVP, Commercial Lending Client Support Manager The Location: El Segundo, California Reports To: SVP, Market Manager 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: Commercial Lending Client Support Manager The Commercial Lending Client Support Manager plays a critical role in supporting the growth and success of the Bank’s regional market teams by delivering exceptional, service-driven client experience while providing operational, credit, and portfolio support. This position works closely with Market Managers, Relationship Managers, and internal partners to ensure seamless onboarding, relationship maintenance, and proactive client engagement. This role is responsible for helping cultivate and maintain strong client relationships by delivering creative, solutions-oriented service that exceeds expectations and reinforces the Bank’s commitment to personalized financial solutions. The Commercial Lending Client Support Manager assists with business development efforts, client onboarding, credit preparation, portfolio support, and market initiatives that contribute to the Bank’s strategic growth objectives. The position requires a proactive professional who embraces collaboration, operational excellence, and a “do what it takes” approach to supporting clients, colleagues, and the overall success of the Bank. What You’ll Do Client Relationship Support Provide a creative, service-driven, and solutions-oriented client experience to support the transition, maintenance, and development of client relationships on behalf of the Bank. Support Market Managers and Relationship Managers in establishing and maintaining high-value client relationships. Proactively call and visit existing and target clients to strengthen relationships and promote products and services that meet client needs. Consistently deliver service that exceeds client expectations and reinforces the Bank’s relationship-driven culture. Build and maintain strong, trusted relationships with clients through responsive communication and proactive support. Business Development & Sales Support Assist Market Manager with prospect meetings and client relationship development activities. Collect and organize information necessary for deposit and loan applications. Promote the Bank’s products and services to existing and prospective clients as appropriate. Assist with the development of marketing initiatives, campaigns, and client outreach strategies. Support regional marketing efforts and assist in developing marketing materials aligned with the Bank’s brand and growth strategy. Credit & Portfolio Support Gather and prepare preliminary financial and credit information to support loan requests. Conduct pre-flight loan analysis to ensure loan packages are complete and meet underwriting requirements. Assist Relationship Managers and credit teams with underwriting support as needed. Support ongoing portfolio management activities including monitoring client financial performance and identifying potential risks or opportunities. Assist in maintaining accurate and organized client and credit documentation. Operational & Administrative Support Assist in preparing internal reporting, client presentations, and market performance metrics. Support regulatory reporting and ensure documentation aligns with internal policies and regulatory standards. Assist with compliance monitoring and adherence to bank policies and procedures. Provide support for new product development initiatives and internal process improvements. Culture, Collaboration & Representation Support the development and maintenance of a positive, collaborative, and service-focused Bank culture. Demonstrate a strong understanding of the Bank’s vision, mission, and strategic objectives. Represent the Bank and the region in industry groups, community organizations, CRA activities, and internal employee initiatives. Work collaboratively with all Bank team members to ensure compliance with policies, procedures, and risk management practices. Assist branch teams with Enterprise Risk Management (ERM) obligations as needed. Maintain a flexible, proactive mindset and willingness to contribute wherever needed to support the Bank’s financial growth plans and objectives. Who You Are Experience & Expertise Bachelor’s degree in Business, Finance, Economics, or related field preferred. Minimum 5+ years of experience in commercial banking, credit administration, or relationship support. Strong commercial credit acumen, including the ability to review financial statements, understand credit structures, and prepare preliminary loan analysis. Experience gathering and preparing pre-flight loan information to support underwriting processes. Ability to assist with underwriting analysis and loan documentation as needed. Familiarity with commercial loan portfolio management and ongoing credit monitoring. Experience supporting relationship managers or market leadership in a client-facing environment. Knowledge of bank regulatory requirements, compliance standards, and operational procedures. Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Proficiency in Microsoft Office and banking/loan management systems. Ability to represent the Bank professionally in community, industry, and client settings. 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 experience, excellence in service, and deep commitment to the Bank and its people. Physical Demands May require up to 50% travel between regional offices to support team members, clients, and cross-functional initiatives. 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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TitleCommercial Lending Regional Client Support Manager
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CountryUnited States
RegionCA
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First Seen At2026-05-31 18:40:30Z
Last Seen At2026-06-06 13:16:24Z
Last Checked At2026-06-06 13:16:24Z
Last Changed At2026-06-06 13:16:24Z
Inactive At—
Source Posted At2026-05-21 00:49:00Z
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    "requisitionDescription": "<div><div><p><img src=\"https://static.workforcenow.adp.com/cccustom/Client/Recruitment/calprivatebank_logofinalfinal%20500x188_cec3d728-d37d-4263-9987-22d9eff50fd3.jpg\" style=\"width: 300px;\" class=\"fr-fic fr-dib\"></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: AVP, Commercial Lending Client Support 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: El Segundo, California&nbsp;</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: SVP, Market 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;'><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"612\" style=\"width:458.7pt;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; 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&nbsp;</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&rsquo;s trust that defines who we are. It&#39;s our gold standard, the currency we trade in, and the foundation of every decision we make.
<br>&nbsp;
<br>&nbsp;We&rsquo;re looking for leaders who want more than a title. We&rsquo;re looking for team players who want to make an impact. If you&#39;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.&nbsp;</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; 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: Commercial Lending Client Support Manager&nbsp;</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 Commercial Lending Client Support Manager plays a critical role in supporting the growth and success of the Bank&rsquo;s regional market teams by delivering exceptional, service-driven client experience while providing operational, credit, and portfolio support. This position works closely with Market Managers, Relationship Managers, and internal partners to ensure seamless onboarding, relationship maintenance, and proactive client engagement.</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;'>This role is responsible for helping cultivate and maintain strong client relationships by delivering creative, solutions-oriented service that exceeds expectations and reinforces the Bank&rsquo;s commitment to personalized financial solutions. The Commercial Lending Client Support Manager assists with business development efforts, client onboarding, credit preparation, portfolio support, and market initiatives that contribute to the Bank&rsquo;s strategic growth 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;'>The position requires a proactive professional who embraces collaboration, operational excellence, and a &ldquo;do what it takes&rdquo; approach to supporting clients, colleagues, and the overall success of the Bank.</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&rsquo;ll Do&nbsp;</span></strong></p><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;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World Bold\";color:#003C64;'>Client Relationship Support</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;\"><li style=\"margin-top:0in;margin-right:0in;margin-bottom:8.0pt;margin-left:0in;line-height:115%;font-size:16px;font-family: initial;\"><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Provide a creative, service-driven, and solutions-oriented client experience to support the transition, maintenance, and development of client relationships on behalf of the Bank.</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: initial;\"><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Support Market Managers and Relationship Managers in establishing and maintaining high-value client relationships.</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: initial;\"><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Proactively call and visit existing and target clients to strengthen relationships and promote products and services that meet 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: initial;\"><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Consistently deliver service that exceeds client expectations and reinforces the Bank&rsquo;s relationship-driven 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: initial;\"><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Build and maintain strong, trusted relationships with clients through responsive communication and proactive support.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:20.0pt;line-height:140%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><br></p><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><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World Bold\";color:#003C64;'>Business Development &amp; Sales Support</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><li><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Assist Market Manager with prospect meetings and client relationship development activities.</span></li><li><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Collect and organize information necessary for deposit and loan applications.</span></li><li><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Promote the Bank&rsquo;s products and services to existing and prospective clients as appropriate.</span></li><li><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Assist with the development of marketing initiatives, campaigns, and client outreach strategies.</span></li><li><span style='line-height:150%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Support regional marketing efforts and assist in developing marketing materials aligned with the Bank&rsquo;s brand and growth strategy.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><br></p><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World Bold\";color:#003C64;'>Credit &amp; Portfolio Support</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Gather and prepare preliminary financial and credit information to support loan requests.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Conduct pre-flight loan analysis to ensure loan packages are complete and meet underwriting requirements.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Assist Relationship Managers and credit teams with underwriting support as needed.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Support ongoing portfolio management activities including monitoring client financial performance and identifying potential risks or opportunities.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Assist in maintaining accurate and organized client and credit documentation.</span></li></ul><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;line-height:150%;font-size:16px;font-family:\"Aptos\",sans-serif;text-align:justify;'><br></p><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;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World Bold\";color:#003C64;'>Operational &amp; Administrative Support</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Assist in preparing internal reporting, client presentations, and market performance metrics.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Support regulatory reporting and ensure documentation aligns with internal policies and regulatory standards.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Assist with compliance monitoring and adherence to bank policies and procedures.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Provide support for new product development initiatives and internal process improvements.</span></li></ul><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;'><strong>&nbsp;</strong></p><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;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World Bold\";color:#003C64;'>Culture, Collaboration &amp; Representation</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Support the development and maintenance of a positive, collaborative, and service-focused Bank culture.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Demonstrate a strong understanding of the Bank&rsquo;s vision, mission, and strategic objectives.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Represent the Bank and the region in industry groups, community organizations, CRA activities, and internal employee initiatives.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Work collaboratively with all Bank team members to ensure compliance with policies, procedures, and risk management practices.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Assist branch teams with Enterprise Risk Management (ERM) obligations as needed.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Maintain a flexible, proactive mindset and willingness to contribute wherever needed to support the Bank&rsquo;s financial growth plans and objectives.</span></li></ul><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&nbsp;</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 &amp; Expertise&nbsp;</span></em></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" type=\"disc\"><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Bachelor&rsquo;s degree in Business, Finance, Economics, or related field preferred.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Minimum 5+ years of experience in commercial banking, credit administration, or relationship support.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Strong commercial credit acumen, including the ability to review financial statements, understand credit structures, and prepare preliminary loan analysis.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Experience gathering and preparing pre-flight loan information to support underwriting processes.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Ability to assist with underwriting analysis and loan documentation as needed.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Familiarity with commercial loan portfolio management and ongoing credit monitoring.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Experience supporting relationship managers or market leadership in a client-facing environment.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Knowledge of bank regulatory requirements, compliance standards, and operational procedures.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Proficiency in Microsoft Office and banking/loan management systems.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:150%;font-size:16px;font-family: initial;color:#003C64;\"><span style='font-size:13px;line-height:150%;font-family:\"Helvetica World\";'>Ability to represent the Bank professionally in community, industry, and client settings.</span></li></ul><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>&nbsp;</em></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;'>Mindset &amp; Values&nbsp;</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: initial;\"><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: initial;\"><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: initial;\"><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: initial;\"><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: initial;\"><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>You embody CalPrivate&rsquo;s culture, heart for client experience, 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&nbsp;</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: initial;\"><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>May require up to 50% travel between regional offices to support team members, clients, and cross-functional initiatives.&nbsp;</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: initial;\"><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to sit or stand for extended periods of time.&nbsp;</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: initial;\"><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to physically use a keyboard/mouse&nbsp;</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: initial;\"><span style='line-height:140%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ability to walk to and from workstations&nbsp;</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: initial;\"><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: initial;\"><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&nbsp;</span></li></ul></div><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; background: white; padding: 6pt; height: 29.1pt; 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?&nbsp;</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&rsquo;t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don&rsquo;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&rsquo;re building a team of people who reflect those values in everything they do.&nbsp;</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&rsquo;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?&nbsp;</span></p></div></div>\n",
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