OUR MISSION

We are a bank that knows our clients by name, understands their banking needs, and works as a team to provide the highest level of service possible.

We are subject matter experts with access to all decision-makers. Everyone in the bank is focused on creating the best possible client experience imaginable.

Every client is unique. Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal level of service. All our staff, regardless of their role, help create better, deeper, more personal relationships with our clients, while offering them a greater level of service and opportunity.

At Excel Bank, we understand that our clients are the reason for our success. We never forget that. Serving that priority is our focus and drives everything we do; and it’s why we're honored to serve you.

COMPANY OVERVIEW

Founded and headquartered in Beverly Hills, Excel Bank has been serving clients in Southern California for over 18 years. We provide a full array of private and business banking services and solutions, including:

• Comprehensive Depository Services
• Commercial Lending
• Treasury Management
• Online & Mobile Banking

With an in-depth understanding of our global economy and the circles you move in, Excel Bank provides modern banking strengthened by a renowned tradition of personalized service, strength and stability since our founding in 2005.

EO MEMBER BENEFITS

• Preferred interest rate offers on timed deposit and money market savings accounts
• No-Fee Business Checking or Preferred Earnings Rate on Analyzed Business Checking
• Discounted Commercial Loan Pricing
• Complimentary Use of Excel Bank Conference Room and Spacious Lobby Area for Corporate Functions & Events
• Expert Speakers from the Excel Bank Team to Facilitate and Present EO Forums

EO FORUM TOPICS

Invite us to speak at your EO Forum! Some potential topics we would be pleased to facilitate include:

• Commercial Real Estate Financing
• Business Financing
• Fraud and Cybersecurity

Treasury Management

CONFERENCE ROOM AVAILABILITY*

Forum Meeting: Yes

Accelerator Meeting: Yes

EO member company staff/team meeting: Yes

Seats Available: 15-20

Address: 8484 Wilshire Blvd., Suite 100
Beverly Hills, CA 90211

For date/time availability, please contact:
Shauna Shalom or Greg Erikson
(Contact info below)

* Subject to date/time availability and suitable advance notice

Meet Shauna Shalom, Senior Vice President, Managing Director of Private Banking

Shauna manages the Private Banking Group where she oversees a team of professionals who work to develop long term relationships with clients, providing them with an unparalleled level of service. Shauna can be reached directly at (323) 602-2008 or via email at [email protected]

Meet Greg Erikson, Executive Vice President, Chief Banking Officer

Greg is responsible for all aspects of sales & service delivery across the enterprise, providing day-to-day leadership and ensuring goals and objectives are met. Greg can be reached directly at (323) 602-2006 or via email at [email protected]