CalPrivate Bank ยท 6 hours ago
Deputy Chief Banking Officer
San Diego, CA
Full-time
Onsite
Director/Executive
$228K/yr - $314K/yr
15+ years expCalPrivate Bank is a rapidly growing, relationship-focused financial institution seeking a Deputy Chief Banking Officer (DCBO) to enhance commercial banking performance and client experience. The DCBO will lead the evolution of the banking strategy, support relationship management, and drive market growth while ensuring operational efficiency and a high-performing banking organization.
BankingCommercial LendingFinanceFinancial Services
Responsibilities
Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture
Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance
Monitor early progress, providing constructive feedback and clear action plans for improvement
You develop leaders by offering personalized coaching, constructive feedback, and career growth support
Guide sales team in executing tailored business development plans that foster long-term, high-value client relationships
Provide leadership during challenging client interactions and support by developing effective solutions
Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities
Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes
Ensure sales organization remains focused on key performance drivers, including deposit growth, loan origination, and client relationship expansion
Lead group coaching sessions and best practice workshops to foster peer learning and collaboration
Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness
Promote a culture of accountability, resilience and excellence within the sales organization
Serve as a role model by demonstrating strong business development skills, client relationship management, and adherence to the CalPrivate brand of service
Implement structured sales coaching, pipeline discipline, and account planning framework that increase RM revenue contribution, accelerate onboarding of new client relationships, and improve wallet-share growth across deposits, lending and treasury services
Reinforce proactive portfolio management practices, early-warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients
Develop and launch a competency-based talent model including training pathways, leadership development, and performance scorecards to improve banker capability, increase engagement and retention, and strengthen succession readiness across all markets
Design and operationalize a structured 90-day onboarding and training program for Relationship Managers to accelerate integration, confidence, and production readiness. Reduce new banker ramp-up time to full productivity by a targeted percentage (e.g., from 6 months to 3 months)
Partner with Operations and Treasury to streamline front-to-back processes, remove barriers that impede sales execution, and implement clear service-level expectations resulting in faster deal cycles, reduced friction points and measurable improvements in client satisfaction metrics
Establish a unified banking delivery model that enhances coordination across product, credit, and operational teams ensuring bankers are fully supported and empowered to deliver comprehensive financial solutions with consistency and speed
Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services
Qualification
Required
A minimum of fifteen (15) years in banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership
A minimum of ten (10) years in sales management, coaching, or leadership role
nCino SME, leveraging the platform to streamline sales processes and enhance client management
Proven track record of success in commercial or private banking sales leadership
Demonstrated ability to coach and develop high-performing sales professionals
Strong analytical and reporting skills, with the ability to translate data into actionable insights
Excellent interpersonal and collaboration skills, including the ability to build trust and influence across teams
Experience holding individuals accountable to performance expectations while fostering engagement and growth
Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred
Company
CalPrivate Bank
CalPrivate Bank is a banking company. It is a sub-organization of Private Bancorp of America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Rick Sowers
President & Chief Executive Officer
Tom Wornham
Director - Retired Chief Executive Officer
Recent News
Private Bancorp of America, Inc.
2025-11-04
2025-11-04
Private Bancorp of America, Inc.
2025-10-17
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