Job Description

Overview

This range is provided by CalPrivate Bank. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$294,684.00 / yr - $433,000.00 / yr

Chief Operating Officer Overview

The Chief Operating Officer (COO) at CalPrivate Bank serves as a cornerstone of executive leadership, responsible for driving operational excellence, strategic execution, and organizational cohesion across all lines of business. The COO ensures the seamless integration of client experience, operational rigor, technology enablement, and regulatory compliance within a growing bank recognized for its high-touch, relationship-driven approach to banking.

Reporting directly to the Chief Executive Officer and collaborating closely with the Chief Banking Officer, Chief Technology Officer, Chief Information Officer, and other members of the Executive Leadership Team, the COO is entrusted with translating the Bank's strategic vision into operational results that strengthen profitability, service quality, and institutional resilience.

Key Responsibilities

• Oversee the optimization of operational and technology infrastructure to support scaling to $5billion in assets and beyond.
• Champion AI-driven automation, digital transformation, and data analytics to deliver faster, smarter, and more secure banking experiences while maintaining CalPrivate's signature personalized service.
• Lead through influence, fostering a culture of collaboration, accountability, and service excellence across the organization.
• Implement disciplined process improvement initiatives, ensuring operational structures evolve in step with the Bank's client-centric growth model and the dynamic regulatory environment.
• Evaluate and enhance systems, workflows, and performance metrics to ensure operational scalability, speed, and accuracy.
• Drive technology-enabled efficiencies while preserving the human element that defines CalPrivate's client experience.
• Streamline operations to support the Bank's expanding footprint and diverse portfolio of clients, ensuring growth is supported by sound infrastructure, automation, and operational readiness and resilience.
• Oversee enterprise risk management, vendor governance, and business continuity planning, reinforcing the Bank's culture of safety, soundness, and compliance.
• Champion the integration of automation, data analytics, and digital tools that enhance efficiency and client engagement.
• Develop and inspire a high-performing team of department heads and managers who embody the Bank's values of integrity, accountability, and exceptional service.
• Utilize Key Performance and Key Risk Indicators, with a strong emphasis on leadership development, talent succession, and cultivation of a unified operational culture.

Mission Critical Objectives | Year 1

• Conduct a 90-day operational assessment covering all major areas (deposits, branch operations, lending, treasury management, digital banking, risk operations, IT, vendor management, and service delivery).
• Develop a growth roadmap integrating relationship-driven service with innovative operations, identifying and pursuing at least one major scalable initiative to boost revenue or customer acquisition.
• Define an operating model that connects growth goals to scalable, efficient processes and measurable outcomes.
• Identify high-impact opportunities for process automation, digital adoption, and data integration (loan origination, account opening, workflow management).
• Launch at least one flagship initiative that delivers cost reduction and measurable service improvement (20%+ faster turnaround or 15% fewer manual touches).
• Align technology investments with business outcomes in partnership with IT and other units.
• Improve documentation and auditability of core operational processes.

Qualifications & Experience

Minimum of 15 years of progressive senior leadership in operations within complex financial institutions, with diverse experience in commercial banking, digital transformation, and scalable growth.

Proven track record of technology-led scaling, including implementations that reduce costs by 20%+ while improving service in regulated environments.

Deep expertise in risk management framework and regulatory compliance within financial services, with handon experience developing documented, auditable processes that integrate technology for enhanced security and efficiency.

Experience thriving in community banking, blending hightouch service with innovative, costeffective operations.

Strong skills in goal setting, budgeting, KPIs, personnel management, and committee leadership.

Excellent interpersonal, communication and collaboration skills, including the ability to work across the organization and influence and negotiate effectively at all levels.

Strong strategic business outlook and analytical and decisionmaking skills.

Experience serving and leading various committees.

Current knowledge of bankingrelated Federal and State laws, rules, and regulations; and national and local economic and competitive trends and conditions.

Leadership Style & Characteristics

• Leading by Example : Demonstrate urgency, accountability, servant leadership, client focus, and sound decisionmaking.
• Inspirational : Encourage and inspire 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.
• Adaptability : Effectively lead through change and embrace innovation.
• Conflict Management : Make conflicts opportunities for improvement; strives for win / win resolutions.
• Client Focus : Dedicated to meeting the expectations of customers by applying firsthand 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.
• Entrepreneurial Mindset : Innovative, proactive, teamcentric, with high integrity, curiosity, and a competitive drive to succeed and make a difference.

Education & Certifications

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

Relevant certifications (e.g., in risk management, compliance, or technology) are a plus.

Seniority Level

Executive

Employment Type

Fulltime

Job Function & Industries

Management and Manufacturing Banking

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