Commercial Lending Regional Client Support Manager

About the role

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.

Responsibilities

• 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.
• Aid in business development efforts, client onboarding, credit preparation, portfolio support, and market initiatives that contribute to the Bank’s strategic growth objectives.
• Absorb 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.

Requirements

• 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.
• 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.

Qualifications

• Lead with accountability, integrity, and consistency.
• Thrive in a collaborative environment where transparency and follow-through matter.
• Model professionalism, calm under pressure, and a solutions-oriented mindset.
• Embody CalPrivate’s culture, heart for client experience, excellence in service, and deep commitment to the Bank and its people.

Skills

• Strong commercial credit acumen.
• 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.
• 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.

Benefits

CalPrivate Bank offers a comprehensive benefits package designed to support employees’ physical, mental, and financial well-being. This includes:

• Competitive compensation and benefits package.
• Flexible work arrangements to accommodate individual needs.
• Professional development opportunities and training programs.
• Employee wellness programs.
• Community involvement and volunteer opportunities.
• Health, dental, and vision insurance coverage.
• Retirement savings plan with employer matching.

Pay

Compensation for this role is competitive and commensurate with experience. Please refer to the job description for details.

Schedule

This role is full-time and based in El Segundo, California. Regular office hours apply, with occasional travel to other regional offices as needed.