Courier

The Role: Courier Reports To: Client Service Manager / Branch Manager FLSA Status: Non-Exempt Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it is trust that defines who we are. It is our gold standard, the currency we trade in, and the foundation of every decision we make. We are looking for team members who want to make an impact. If you take pride in being dependable, helping others, and representing a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Courier As a Courier in Branch Operations, you connect our branches, colleagues, and clients through safe, accurate, and timely pickup and delivery of correspondence, cash, checks, and other bank items. Every dependable handoff supports seamless service, protects our clients, and strengthens the trust that is central to our mission. Whether following a daily route or responding to an urgent request, you represent CalPrivate Bank with professionalism, sound judgment, and a solutions-oriented attitude. Your work helps colleagues serve clients with confidence and keeps essential banking operations moving. What You’ll Do Reliable Delivery & Operational Support

• Complete scheduled and on-call pickups and deliveries between branches and client locations accurately, efficiently, and safely, following all traffic laws and Bank procedures.
• Safeguard cash, checks, negotiable instruments, deposits, documents, priority mail, and other bank items in accordance with established handling and transit procedures.
• Maintain accurate Auto Mileage, Auto Maintenance, Courier Delivery, and Internal Transit logs; promptly report vehicle needs, delays, and accidents as required.
• Follow the daily schedule established by your supervisor while remaining flexible and responsive to changing priorities and unscheduled assignments.
• Assist clients with problem resolution and provide courteous, responsive service that reflects the Bank’s commitment to relationships and solutions.
• Support daily branch functions as requested, including end-of-day work and other operational duties.
• Maintain reliable transportation, obtain or maintain a notary license as required, and demonstrate regular, dependable attendance.
• Perform additional related duties as assigned.

Who You Are Experience & Expertise

• High school diploma or equivalent and at least six months of cash-handling or customer-service experience.
• Valid U.S. driver’s license and a good driving record, maintained throughout employment; current vehicle registration and proof of insurance upon hire and regularly thereafter.
• Reliable transportation and flexibility to accommodate the daily courier schedule and on-call needs.
• Basic computer skills, including word processing and familiarity with spreadsheet applications; basic mathematics and reasoning skills.
• Strong organization, time management, attention to detail, oral and written communication, active listening, and interpersonal skills.
• A positive, service-oriented approach; sound judgment, composure, teamwork, and the ability to perform assigned duties satisfactorily.

Mindset & Values

• You lead with accountability, integrity, and consistency.
• You thrive in a collaborative environment where transparency and follow-through matter.
• You model professionalism, calm under pressure, and a solutions-oriented mindset.
• You embrace data-driven decision-making while maintaining a client-first perspective.
• You embody CalPrivate’s culture, heart for client experience, excellence in service, and deep commitment to the Bank and its people.

Physical Demands & Compliance This role frequently requires sitting, standing, using hands to handle items, reaching, talking, and hearing. It occasionally requires walking, climbing or balancing, and stooping, kneeling, crouching, or crawling. The employee must frequently lift and/or move up to 30 pounds. Close vision and the ability to focus are required. Occasional travel may be required. This position involves direct or indirect interactions with clients and employees and may involve access to information or documents related to Bank Secrecy Act/Anti-Money Laundering (BSA/AML) matters. The employee must understand and follow the Bank’s BSA/AML policies and compliance program, including reporting suspected suspicious activity to the BSA Officer as appropriate. Why CalPrivate Bank? This is more than a delivery role. The care you take with every trip and every item supports real people, real businesses, and the communities we proudly serve. We are guided by Relationships, Solutions, and Trust, and we value colleagues whose everyday actions bring those principles to life. If you want to be part of a great team, make a meaningful contribution, and further your career, welcome to CalPrivate Bank.