Deputy Chief Banking Officer

Deputy Chief Banking Officer - Beverly Hills, CA

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.

ESSENTIAL DUTIES and 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

Performance & Reporting

MISSION CRITICAL OBJECTIVES | YEAR 1

Elevate Banker Productivity & Sales Execution

Strengthen Credit Quality & Risk Culture

Build a High‑Performance Talent Bench

Build and Launch a Scalable Banker Onboarding and Development Program

Improve Operational Efficiency & Client Experience

Advance Cross‑Functional Collaboration & Alignment

Embed a Consistent Culture of Accountability & Transparency

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.

ProfessionalExperience+Qualifications

Education+ Certifications

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

LeadershipStyle+ Characteristics

Salary Range : $228,000.00 To $314,000.00 Annually

Our Career Benefits & Team Member Commitments

Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience.

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