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About Excel Bank

Understanding that exceptional people... create exceptional circumstances.



Our Mission


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

How we differentiate ourselves from others: 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.


Photo of executive team standing with hands in front

Pictured left to right: Fred Alavi – Managing Director - Commercial Banking, Shauna Shalom – Managing Director - Private Banking Group, Greg Erikson – EVP/Chief Banking Officer, Chuck Thomas – President & CEO, Leslie Amberger – EVP/Chief Risk Officer, Hrach Kahwajian – EVP/Chief Financial Officer, Thomas Shepherd – EVP/Chief Credit Officer


With an in-depth understanding of the world and circles you move in, Excel Bank provides modern banking strengthened by a renowned tradition of service since our founding in 2005. Offering you choice and flexibility in managing your finances, while preserving the personal touch and accessibility you expect.

Understanding Your Needs

With a deep understanding of the associations between our clients’ personal and professional lives, Excel Bankers offer expertise across a range of sophisticated financial solutions – from banking and deposits to borrowing and cash management.

Leveraging Our Expertise

Having the right expertise at your side to minimize and manage risk, while realizing your wealth’s potential, requires a fluid approach – a seamless service that connects you to highly trained, expert thinking.

Driven by shared values of team spirit, commitment, responsibility and innovation, all our teams are focused on delivering a truly personal 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.

Build Connections Through Our Network

With a thriving network of experts and influencers, being a client of Excel Bank opens doors to many opportunities. Powerful insight, extensive connections and carefully crafted events inspire, empower and challenge those we work with.

Our Clients

With insight and judgement shaped by working with individuals and owner managed and independent businesses, we are well placed to understand your needs.

We know how to simplify life’s financial challenges and also understand the importance of creating a strong relationship with our clients. We offer a wide range of services through a holistic approach based on trust, service and expert knowledge.

We Are Honored to Serve You...

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.
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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 gerikson@excel.bank 
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Shauna Shalom
Managing Director
Private Banking Group

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 sshalom@excel.bank
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Fred Alavi
Managing Director
Commercial Banking

Fred is the Bank's senior corporate lender and a seasoned specialist in all types of commercial and industrial, multi-family and CRE lending.
Fred can be reached directly at (323) 602-2015 or via email at falavi@excel.bank 









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Become an EH Client

We look forward to showing you how a relationship with Excel Bank will be uniquely different.