Private Banking

Making Banking More Effective...

One Client at a Time

As the only Bank headquartered exclusively in Beverly Hills, our Private Banking  team is here to meet the needs of today's businesses by delivering personalized solutions and services.

Through long-term relationships you will receive a customized and personal experience that flexes to your requirements from a team who have the expertise, experience and autonomy needed to provide it.

With Private Banking, Commercial Banking and Cash Management all ‘under one roof’, we are proud to deliver a complete suite of financial solutions for your personal, family and business needs now, and for generations to come.

A financial services offering tailored specifically to your business needs.

We pride ourselves on the personal service and attention to detail delivered by your dedicated Commercial Banker.

Commercial Banking with Excel Bank gives you all the benefits of modern banking wherever you need to operate in the world, combined with effortless services and a strong working relationship with your banker and team.

The more we know about your business, your plans and aspirations, the better we can help you. Your team of specialists understands the commercial market and has a broad range of expertise, capability and professional experience across a wide range of sectors, with focus on:

  • Property Management
  • Home Owner Associations (HOA)
  • Professional Services
  • Manufacturing and Industry
  • Medical & Healthcare
  • Retail/Wholesale
  • Technology and Telecommunications
  • Real Estate
  • Privately Held Business
  • Entrepreneur     
  • Not-for-Profit and Education

Commercial Expertise

Our tailored approach combines a single point of contact for your Commercial Banking needs with specialized industry and sector knowledge. You benefit from in-house expertise to best serve your requirements.

We give you access to all the benefits and services you would expect of a commercial bank, combined with the dedication to service you would expect from a private bank and takes pride in developing personally tailored solutions to meet the day-to-day banking needs of owner-managed and independent businesses.

Commercial Lending Private Banking
Fred Alavi
Managing Director
Commercial Banking
(323) 602-2015 Direct
Shauna Shalom
Managing Director
Private Banking Group
(323) 602-2008 Direct

Lines of Credit & Working Capital Loans
Manage your cash flow through all business cycles. Revolving lines of credit provide the financing to help you through any short-term cash flow challenges you may encounter.

Term Loans for Equipment Purchases or Leasehold Improvements

Excel Bank commercial term loans are specifically designed to fund major expenditures that are essential for your current operations and or future expansion of your business.

Commercial Real Estate Loans – Owner User & Investment

A full range of commercial property finance solutions including acquisition and refinance. Our lending team has significant real estate experience with the ability to deliver within tight time frames with certainty of execution. Excel Bank specializes in a wide variety of property loan types including:

  • Industrial & Manufacturing
  • Office & Medical
  • Warehouse space
  • Retail
  • Multi-Family (5 units or more)
  • Mixed Use

Bridge Loans

Bridge loans are often used for real estate purchases to quickly close on a property, take advantage of a short-term opportunity, or re-position a property by improving it or transitioning the property to an alternative use. These improvements may also be made in order to obtain higher rental incomes and increase the property’s value. Upon completion of the improvements, the bridge loan may be converted to permanent financing provided by Excel Bank. 

(HOA) Homeowner Association Loans

Our experienced team understands that each Association is unique and has different goals. We tailor rather than set products which can be structured and designed around our client’s needs to keep the Association running smoothly.

Business Credit Cards

Our best in class business credit card offering offer competitive pricing and a wide variety of reward options.

Businessman working in an office
Cash Management

Accelerate your business performance.