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Home › Companies › A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 › Market Manager

Market Manager

A929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001 · Beverly Hills, CA, US, Beverly Hills, CA · Active · $184,000–$224,000 / year · ADP Workforce Now Recruiting

Job facts

FieldValue
CompanyA929e1bc Abab 4b3c 8606 9c48f1a10926 19000101 000001
TitleMarket Manager
Normalized title-
Department / team-
LocationBeverly Hills, CA, United States
Work model-
Employment typeFull Time
Salary$184,000–$224,000 / 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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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 Beverly Hills.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: SVP/ Market Manager The Location: Beverly Hills, California Reports To: EVP/Chief Banking Officer 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: Market Manager At CalPrivate Bank, the Market Manager serves as both a strategic business leader and a steward of the Bank’s mission, culture, and long-term growth within the communities we serve. This role is responsible for leading and overseeing one or more market areas, driving sustainable deposit and loan growth, strengthening client relationships, and developing high-performing teams that embody the Bank’s commitment to exceptional service, trusted relationships, and distinctly different financial solutions. The Market Manager is more than a sales leader, this individual acts as the face of the Bank within their market, cultivating meaningful relationships with clients, centers of influence, business leaders, and community organizations. Through leadership, mentorship, and business development expertise, the Market Manager creates an environment where Relationship Managers and support staff are empowered to grow professionally, deliver white-glove client experiences, and contribute meaningfully to the Bank’s broader strategic objectives. This role carries significant influence over the Bank’s local market presence and reputation. By identifying opportunities, deepening relationships, and developing strong teams, the Market Manager helps position the Bank as the premier financial partner for businesses, professionals, and high-net-worth clients whose needs extend beyond traditional banking. The ideal candidate combines proven leadership capabilities, strong credit and business acumen, relationship-driven business development expertise, and the ability to execute quickly in a collaborative, entrepreneurial banking environment. This individual must be equally comfortable leading people, managing complex client relationships, driving profitability, and partnering with executive leadership to execute strategic growth initiatives. Mission Impact The Market Manager plays a critical role in advancing the Bank’s mission of delivering personalized financial solutions through trusted relationships and exceptional service. This position directly influences the Bank’s growth trajectory by expanding market share, increasing profitability, strengthening portfolio quality, and developing talent pipelines that support long-term organizational success. Success in this role is measured not only by production and portfolio growth, but by the ability to cultivate a high-performing culture centered around collaboration, accountability, responsiveness, and relationship excellence. The Market Manager reinforces the Bank’s values daily through leadership presence, employee mentorship, client engagement, and active participation within the local business community. Through strategic relationship development and market leadership, this role helps deepen the Bank’s impact within the communities it serves while strengthening the organization’s reputation as a premier community banking institution. What You’ll Do Market Leadership & Business Development Responsible for the strategic development and oversight of one or more assigned market areas, ensuring alignment with the Bank’s mission, growth objectives, and client service standards. Leads business development efforts for branch and market deposit growth, loan production, and relationship expansion through both individual efforts and team leadership. Meets or exceeds quarterly and annual production goals related to deposits, loans, revenue growth, profitability, and overall market performance. Develops and executes market-specific business development strategies designed to enhance earnings, deepen client relationships, and increase market visibility. Partners with Executive Management to develop sales initiatives, growth strategies, and market opportunities that support the Bank’s overall strategic plan. Cultivates and maintains a strong network of professional contacts, referral partners, centers of influence, and community leaders to generate new business opportunities and enhance the Bank’s local presence. Represents the Bank professionally within the community through networking, civic involvement, and relationship-building activities. Identifies opportunities to cross-sell Bank products and services while ensuring clients receive comprehensive and customized financial solutions. Leadership, Mentorship & Talent Development Provides leadership, mentorship, coaching, and ongoing development for Relationship Managers and support staff to foster professional growth, accountability, and high performance. Creates a collaborative and service-oriented environment that reinforces the Bank’s culture, values, and commitment to exceptional client experiences. Develops talent pipelines by identifying employee strengths, supporting career development, and facilitating coaching opportunities. Leads by example through active client engagement, strong communication, professionalism, and relationship-centered leadership. Motivates and inspires teams to achieve office growth objectives while maintaining high standards of service, operational excellence, and teamwork. Partners with senior leadership to implement strategic initiatives, operational changes, and organizational priorities efficiently and effectively. Portfolio & Credit Oversight Oversees the overall management and quality of the office loan and deposit portfolio, ensuring adherence to Bank policies, procedures, and risk management standards. Maintains strong credit oversight and demonstrates advanced commercial banking and financial analysis capabilities. Reviews and analyzes financial statements, tax returns, cash flow reporting, and related financial documentation to assess borrower performance, identify risk considerations, and structure sound credit recommendations. Prepares and presents comprehensive credit analyses and relationship assessments to underwriting and executive leadership to support informed lending decisions. Monitors portfolio quality trends, proactively identifies potential risk exposure, and collaborates with internal partners to address concerns appropriately. Ensures compliance with all regulatory requirements, internal controls, audit expectations, and Bank policies. Operational & Strategic Oversight Oversees monthly, quarterly, and annual reporting related to production, portfolio quality, deposit growth, compliance metrics, and other key performance indicators. Interfaces effectively with internal and external auditors, regulatory partners, and executive leadership as needed. Ensures operational excellence and accountability across assigned offices and market teams. Collaborates cross-functionally with internal departments to enhance client service delivery, operational efficiency, and relationship management effectiveness. Reinforces and promotes a positive employee and client culture through leadership visibility, responsiveness, and consistent alignment with the Bank’s core values. Performs other duties and strategic initiatives as assigned. 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 Minimum of 8–10 years of progressive senior-level banking experience, including demonstrated leadership responsibilities within commercial or private banking environments. Extensive banking knowledge, including commercial lending, treasury management, deposit products, relationship management, and overall branch/market operations. Proven success in business development, relationship expansion, loan production, and deposit growth. Demonstrated ability to source, structure, negotiate, and successfully close complex banking relationships and financial transactions. Strong leadership capabilities with a proven ability to motivate, mentor, and develop high-performing teams. Exceptional relationship-building skills with the ability to establish trust and credibility with clients, employees, executive leadership, and community partners. Advanced credit acumen with the ability to evaluate complex financial documentation, perform detailed financial and cash flow analysis, assess risk exposure, and develop well-supported credit recommendations for underwriting consideration. Ability to operate effectively in a fast-paced, relationship-driven banking environment while balancing strategic priorities and operational execution. Strong interpersonal, communication, and presentation skills with the ability to influence and collaborate across all levels of the organization, including executive leadership and the Board. Ability to quickly implement strategic initiatives and adapt to changing business priorities. 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 May require some 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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TitleMarket Manager
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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
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Source Posted At2026-05-21 00:19:00Z
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    "requisitionDescription": "<p><img src=\"https://static.workforcenow.adp.com/cccustom/Client/Recruitment/calprivatebank_logofinalfinal%20500x188_4f545cb9-36c8-4ba3-bd22-3224f377ea16.jpg\" style=\"width: 300px;\" class=\"fr-fic fr-dib\" filepath=\"/Client/Recruitment/calprivatebank_logofinalfinal%20500x188_4f545cb9-36c8-4ba3-bd22-3224f377ea16.jpg\" status=\"success\" isreadonly=\"false\" requestresponseid=\"15ecf90e-81e8-4f13-ae5a-2e5e39d31448\" servertimetaken=\"935\"></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: SVP/ Market Manager&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;\">The Location: Beverly Hills, 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: EVP/Chief Banking Officer</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><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:50%;' data-pasted=\"true\"><br></p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" width=\"611\" style=\"width:458.0pt;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: 4.5pt; vertical-align: top;\"><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:  6.0pt;line-height:52%;'><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-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:124%;text-align:justify;'><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;</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:124%;text-align:justify;'><span style='font-size:13px;line-height:124%;font-family:\"Helvetica World\";color:#003C64;'>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=\"604\" style=\"width:452.95pt;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; height: 26.55pt; vertical-align: top;\"><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:  0in;line-height:140%;'><span style='font-size:17px;line-height:140%;font-family:\"Helvetica World\";color:#BC9B32;'>Your Opportunity: Market Manager</span></p></td></tr></tbody></table><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>At CalPrivate Bank, the Market Manager serves as both a strategic business leader and a steward of the Bank&rsquo;s mission, culture, and long-term growth within the communities we serve. This role is responsible for leading and overseeing one or more market areas, driving sustainable deposit and loan growth, strengthening client relationships, and developing high-performing teams that embody the Bank&rsquo;s commitment to exceptional service, trusted relationships, and distinctly different financial solutions.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The Market Manager is more than a sales leader, this individual acts as the face of the Bank within their market, cultivating meaningful relationships with clients, centers of influence, business leaders, and community organizations. Through leadership, mentorship, and business development expertise, the Market Manager creates an environment where Relationship Managers and support staff are empowered to grow professionally, deliver white-glove client experiences, and contribute meaningfully to the Bank&rsquo;s broader strategic objectives.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>This role carries significant influence over the Bank&rsquo;s local market presence and reputation. By identifying opportunities, deepening relationships, and developing strong teams, the Market Manager helps position the Bank as the premier financial partner for businesses, professionals, and high-net-worth clients whose needs extend beyond traditional banking.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The ideal candidate combines proven leadership capabilities, strong credit and business acumen, relationship-driven business development expertise, and the ability to execute quickly in a collaborative, entrepreneurial banking environment. This individual must be equally comfortable leading people, managing complex client relationships, driving profitability, and partnering with executive leadership to execute strategic growth initiatives.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;'><strong><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>Mission Impact</span></strong></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>The Market Manager plays a critical role in advancing the Bank&rsquo;s mission of delivering personalized financial solutions through trusted relationships and exceptional service. This position directly influences the Bank&rsquo;s growth trajectory by expanding market share, increasing profitability, strengthening portfolio quality, and developing talent pipelines that support long-term organizational success.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>Success in this role is measured not only by production and portfolio growth, but by the ability to cultivate a high-performing culture centered around collaboration, accountability, responsiveness, and relationship excellence. The Market Manager reinforces the Bank&rsquo;s values daily through leadership presence, employee mentorship, client engagement, and active participation within the local business community.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;text-align:justify;'><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";color:#003C64;'>Through strategic relationship development and market leadership, this role helps deepen the Bank&rsquo;s impact within the communities it serves while strengthening the organization&rsquo;s reputation as a premier community banking institution.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;'><br></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:140%;'><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-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:115%;'><strong><span style=\"color:#0E2841;\">Market Leadership &amp; Business Development</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Responsible for the strategic development and oversight of one or more assigned market areas, ensuring alignment with the Bank&rsquo;s mission, growth objectives, and client service standards.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Leads business development efforts for branch and market deposit growth, loan production, and relationship expansion through both individual efforts and team leadership.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Meets or exceeds quarterly and annual production goals related to deposits, loans, revenue growth, profitability, and overall market performance.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Develops and executes market-specific business development strategies designed to enhance earnings, deepen client relationships, and increase market visibility.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Partners with Executive Management to develop sales initiatives, growth strategies, and market opportunities that support the Bank&rsquo;s overall strategic plan.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Cultivates and maintains a strong network of professional contacts, referral partners, centers of influence, and community leaders to generate new business opportunities and enhance the Bank&rsquo;s local presence.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Represents the Bank professionally within the community through networking, civic involvement, and relationship-building activities.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Identifies opportunities to cross-sell Bank products and services while ensuring clients receive comprehensive and customized financial solutions.</span></li></ul></div><p style='margin-right:0in;margin-left:.25in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:115%;'><br></p><p style='margin-right:0in;margin-left:.25in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:10.5pt;line-height:115%;'><strong><span style='font-family:\"Helvetica World\";color:#0E2841;'>Leadership, Mentorship &amp; Talent Development</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:140%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";'>Provides leadership, mentorship, coaching, and ongoing development for Relationship Managers and support staff to foster professional growth, accountability, and high performance.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";'>Creates a collaborative and service-oriented environment that reinforces the Bank&rsquo;s culture, values, and commitment to exceptional client experiences.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";'>Develops talent pipelines by identifying employee strengths, supporting career development, and facilitating coaching opportunities.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";'>Leads by example through active client engagement, strong communication, professionalism, and relationship-centered leadership.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";'>Motivates and inspires teams to achieve office growth objectives while maintaining high standards of service, operational excellence, and teamwork.</span></li><li style=\"margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:0in;line-height:140%;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:140%;font-family:\"Helvetica World\";'>Partners with senior leadership to implement strategic initiatives, operational changes, and organizational priorities efficiently and effectively.</span></li></ul><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:115%;'><strong><span style='font-family:\"Times New Roman\";color:#0E2841;'>Portfolio &amp; Credit Oversight</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Oversees the overall management and quality of the office loan and deposit portfolio, ensuring adherence to Bank policies, procedures, and risk management standards.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Maintains strong credit oversight and demonstrates advanced commercial banking and financial analysis capabilities.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Reviews and analyzes financial statements, tax returns, cash flow reporting, and related financial documentation to assess borrower performance, identify risk considerations, and structure sound credit recommendations.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Prepares and presents comprehensive credit analyses and relationship assessments to underwriting and executive leadership to support informed lending decisions.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Monitors portfolio quality trends, proactively identifies potential risk exposure, and collaborates with internal partners to address concerns appropriately.</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:115%;font-family:\"Helvetica World\";font-size:13px;color:#003C64;'>Ensures compliance with all regulatory requirements, internal controls, audit expectations, and Bank policies.</span></li></ul></div><p style='margin-right:0in;margin-left:.25in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:115%;'><br></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:8.0pt;line-height:115%;'><strong><span style='font-family:\"Times New Roman\";color:#0E2841;'>Operational &amp; Strategic Oversight</span></strong></p><ul style=\"margin-bottom:0in;margin-top:0in;\" 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;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Oversees monthly, quarterly, and annual reporting related to production, portfolio quality, deposit growth, compliance metrics, and other key performance indicators.</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;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Interfaces effectively with internal and external auditors, regulatory partners, and executive leadership as 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: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Ensures operational excellence and accountability across assigned offices and market teams.</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;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Collaborates cross-functionally with internal departments to enhance client service delivery, operational efficiency, and relationship management effectiveness.</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;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Reinforces and promotes a positive employee and client culture through leadership visibility, responsiveness, and consistent alignment with the Bank&rsquo;s core values.</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;color:#003C64;text-align:justify;\"><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";'>Performs other duties and strategic initiatives as assigned.</span></li></ul><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:115%;'><br></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:140%;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><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:115%;text-align:justify;'><span style='font-size:13px;line-height:115%;font-family:\"Helvetica World\";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&rsquo;s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank&rsquo;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&rsquo;s compliance program.</span></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:140%;text-align:justify;'><br></p><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:75%;'><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-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:75%;'><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:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Minimum of 8&ndash;10 years of progressive senior-level banking experience, including demonstrated leadership responsibilities within commercial or private banking environments.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Extensive banking knowledge, including commercial lending, treasury management, deposit products, relationship management, and overall branch/market operations.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Proven success in business development, relationship expansion, loan production, and deposit growth.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Demonstrated ability to source, structure, negotiate, and successfully close complex banking relationships and financial transactions.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Strong leadership capabilities with a proven ability to motivate, mentor, and develop high-performing teams.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Exceptional relationship-building skills with the ability to establish trust and credibility with clients, employees, executive leadership, and community partners.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Advanced credit acumen with the ability to evaluate complex financial documentation, perform detailed financial and cash flow analysis, assess risk exposure, and develop well-supported credit recommendations for underwriting consideration.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Ability to operate effectively in a fast-paced, relationship-driven banking environment while balancing strategic priorities and operational execution.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Strong interpersonal, communication, and presentation skills with the ability to influence and collaborate across all levels of the organization, including executive leadership and the Board.</span></li><li style=\"margin-top:6.0pt;margin-right:0in;margin-bottom:6.0pt;margin-left:0in;line-height:normal;font-size:16px;font-family: initial;color:#003C64;text-align:justify;\"><span style='font-size:13px;font-family:\"Helvetica World\";'>Ability to quickly implement strategic initiatives and adapt to changing business priorities.</span></li></ul><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:75%;'><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;\"><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, excellence in service, and deep commitment to the Bank and its people.</span></li></ul></div><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:0in;margin-bottom:0in;line-height:140%;'><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;\"><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 some travel in order to support clients, cultivate business development opportunities and meeting with prospects.&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; padding: 6pt; vertical-align: top;\"><p style='margin-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:  6.0pt;line-height:140%;'><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-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:124%;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-right:0in;margin-left:0in;font-size:16px;font-family:\"Aptos\",sans-serif;margin-top:6.0pt;margin-bottom:6.0pt;line-height:124%;text-align:justify;'><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>\n",
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