CalPrivate Bank Expands Operations with New Office in Montecito
In an exciting development, Private Bancorp of America, Inc. (OTCQX: PBAM) has launched a new office for CalPrivate Bank in Montecito. This new office will be led by the highly respected banker George Leis, who takes on the role of Executive Vice President and Market President. George brings over two decades of banking experience in the Santa Barbara area, having previously served as President and CEO at both Santa Barbara Bank and Trust and Montecito Bank and Trust.
A Commitment to the Community
George Leis is not just a financial expert; he is a community champion. His involvement in a myriad of local non-profit boards, including the Channel Islands YMCA and Santa Barbara Historic Museum, highlights his dedication to improving the lives of those around him. George’s extensive relationships reflect his exceptional commitment to providing personalized service, ensuring every client feels valued and understood.
The Team Behind the Office
Joining George in the Montecito office is a talented group of private bankers, including Dan Glaeser and Sarah McLelland, who will lead the Relationship Management team. Emily Strawn is set to oversee the office's operations, ensuring that the foundation of exceptional service is maintained.
Words from the Leadership
Rick Sowers, the President and CEO of Private Bancorp and CalPrivate Bank, expressed his excitement about the new team. He emphasized the importance of George's character and leadership in fostering community relationships that align with the bank’s mission. Sowers believes that George's banking philosophy resonates perfectly with CalPrivate's commitment to relationship banking, ensuring that local clients receive the best possible service.
George Leis’s Vision
George Leis shared his enthusiasm for joining CalPrivate Bank, noting that the company’s values of Relationships, Solutions, and Trust are crucial for the Santa Barbara community. He aims to deliver tailor-made solutions that will assist clients in reaching their financial goals and expanding their enterprises.
A Vision for Client-Centric Banking
Paul Azzi, Chief Banking Officer of CalPrivate Bank, praised the new team’s drive to forge enduring relationships with clients while uplifting the community. Azzi highlighted how their collective goal is to make a meaningful impact by delivering exceptional banking outcomes.
About Private Bancorp of America, Inc.
Private Bancorp of America, Inc. is the parent company of CalPrivate Bank, which boasts a wide array of locations throughout California, including La Jolla, Coronado, and Beverly Hills, with the new Montecito branch set to enhance its footprint. The bank is renowned for its commitment to personalized banking experiences, focusing on high-net-worth individuals and businesses through innovative solutions and top-tier customer service.
Known for its excellence in banking, CalPrivate Bank ranks among the best in the nation, consistently receiving distinguished ratings for customer satisfaction. With robust capital and comprehensive bank services including lending programs and real estate financing, CalPrivate Bank empowers clients with creative financial solutions designed for success.
Through its unmatched customer service and client-tailored solutions, CalPrivate Bank establishes itself as a significant player in the banking sector, consistently setting and exceeding high standards.
For those interested in learning more, the bank's digital presence continues to grow, providing easy access to services that cater to evolving customer needs.
Frequently Asked Questions
What services does CalPrivate Bank offer?
CalPrivate Bank provides a variety of banking solutions including personal banking, business banking, treasury services, and tailored lending options.
How can clients engage with the new Montecito office?
Clients can visit the new Montecito office or connect with the team through CalPrivate Bank's official website to learn more about the services offered.
Who leads the new Montecito office?
The Montecito office is led by George Leis, a veteran banker with over 20 years of experience in the local community.
What distinguishes CalPrivate Bank from other banks?
CalPrivate Bank focuses on building strong client relationships through customized, high-touch banking solutions, setting itself apart in the industry.
How is the bank perceived in the marketplace?
The bank is recognized nationally for its exceptional customer service and has received top ratings from various financial institutions for its performance and reliability.
