Teams at California Bank of Commerce, N.A.

Supports treasury services sales, implementation, documentation, client servicing, troubleshooting, training, and product management. Acts as a treasury products expert, resolves client and internal inquiries, performs remote deposit installations and site visits, reviews operational reports, supports audits, and ensures compliance with banking, AML, information security, and suspicious activity requirements.

Manages commercial real estate loan and deposit relationships, grows revenue through prospecting and cross-selling, and retains existing customers. Recommends loans, oversees portfolio credit quality, develops calling and prospecting programs, manages customer profitability, and coordinates banking product specialists. The role also resolves customer issues, supports community and CRA activities, and ensures compliance with lending, AML, information security, and suspicious activity reporting requirements.

Manages commercial loan and deposit relationships, retains and expands existing accounts, prospects and closes new business, recommends loans, oversees portfolio credit quality, and cross-sells banking products. Develops calling and prospecting strategies, manages customer profitability, resolves issues, supports compliance with banking regulations, and participates in community activities.