Current jobs related to Deputy Chief Banking Officer - San Diego, California - CalPrivate Bank

THE OPPORTUNITY
The Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth.
Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer's leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank's growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank's presence within prioritized commercial and private client segments.

This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division's bench both now and for the future.

Supporting the advancement of the relationship management function is central to the role's purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp-time, strengthen internal mobility, and expand client relationships with greater confidence.

As a key contributor to the Banks's long-term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank's commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward-looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank's sustained success.

Roles & Responsibilities
Onboarding & Development

• 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.

Coaching & Accountability

• 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

Performance & Reporting

• 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

Ongoing Sales Leadership

• 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.

Mission Critical Objectives | Year 1
Elevate Banker Productivity & Sales Execution

• 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.

Strengthen Credit Quality & Risk Culture

• 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.

Build a High-Performance Talent Bench

• 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.

Build and Launch a Scalable Banker Onboarding and Development Program

• 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).

Improve Operational Efficiency & Client Experience

• 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.

Advance Cross-Functional Collaboration & Alignment

• 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.

Embed a Consistent Culture of Accountability & Transparency

• Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services.

THE INDIVIDUAL
The successful candidate is an accomplished commercial banking executive who combines strategic vision with hand-on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high-performing bankers, fostering cross-functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data-driven decision-making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture.
Professional Experience + Qualifications

• 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 tract 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.

Education + Certifications
Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred.

Leadership Style + Characteristics

• Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client-focus and sound decision making to achieving goals.
• Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish.
• Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry.
• Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects.
• Vision and Purpose: Embrace and communicate CalPrivate's vision, its goals and its business needs; dedicated to success; inspires and motivates.
• Dealing with Change: Can effectively cope with change; adaptable and inclined toward change.
• Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions.
• Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests.
• Ethics and Values: Adheres to code of conduct; and rewards right behaviors.