Professional Services

Our goal is to be the financial services provider of choice for businesses and professionals in our community. We believe the best way to achieve this goal is to establish a trusted relationship with you to learn what makes your business successful and unique. Inspired by industry best practices, Commercial Bank of California specializes in delivering customized, highly personalized banking services to small and mid-sized businesses and service professionals. We consider broader market trends and economic factors which impact your business to help you achieve your short-term and long-term business and personal financial goals. Whether you need to offer your clients expedited payment methods or are contemplating investing to expand your business, we have the solutions to meet your needs.

Commercial Bank of California is a full-service, FDIC-insured, business bank ranked in the strongest capital category established by banking regulators. We are owned, built and run by entrepreneurs for entrepreneurs, with local leadership allowing us to be quicker to react to the needs of our clients, ensuring that you always look good to your clients.

Professional service providers encounter constant challenges, such as unpredictable cash-flow cycles and the pressure of managing our own business. At Commercial Bank of California, our Professional Services specialists have the tools and expertise to help you maximize cash flow, grow your business, and improve performance. We offer a range of solutions to accelerate receivables, and monitor and project cash needs. Our foundation and experience can greatly enhance your business success.

Client Premier Access CPA Referral Program

The Client Premier Access CPA Referral Program can provide you and your clients with a package of tailored loan and deposit services, including the financing needed to improve cash flow; upgrade office space; purchase new furniture, equipment, or supplies; and cover unexpected expenses. The program offers:

  • Lines of credit at Wall Street Journal Prime plus 0.75% with no origination fee for the first year.
  • Primary business checking account with no monthly balance requirement fee for the first year.
  • Money Market Deposit Account with an interest rate 0.25% above our posted rate for this account. Remote deposit services at bank cost and free of monthly maintenance fees for the first year.
* Rates, terms and conditions subject to change without notice and may vary based on creditworthiness, qualifications, and collateral conditions. Please contact us at (877) 206-9167 for additional information.

The Professional Services Group Provides the Following Specialty Services:

  • Complete deposit services
  • Remote deposit service
  • Business eBanking online banking service, including wire transfer and ACH origination
  • Invoice creation and tracking
  • Account reconciliation
  • Positive Pay fraud prevention service
  • Complete credit services
  • Direct Deposit and Payroll Services

Contact a professional services team member