Genesis Bank

Genesis Bank is a California-chartered commercial bank organized by a group of highly experienced and successful bankers and business professionals.

08/24/2026

Recent highlights across Genesis Bank!

From serving as Qualified Intermediary on multimillion-dollar 1031 exchanges to financing an ownership transition for a local manufacturer and opening accounts for a brand-new business, we're proud to support our clients at every stage of their journey.

Genesis Bank is a Member FDIC and Equal Housing Lender

08/19/2026

What a great day at the AOA Trade Show in Long Beach! Thank you to everyone who stopped by to say hello. Getting to meet more of our community, hear about what you're working on, and understand the challenges you're facing is exactly why we show up. We left with new connections, new ideas, and a lot of gratitude. Until next time! 👋

Genesis Bank is Member FDIC and an Equal Housing Lender

08/12/2026

A growing payroll and HCM provider that treats clients like partners – and wanted a bank just as committed to their success. Here is what Genesis delivered for Premier HCM:

• A new credit facility to fuel growth
• Comprehensive treasury management
• Streamlined banking technology and workflows
• Support for workforce expansion and job creation

We only shared a piece of Premier HCM Co-Founder and CFO Geoff Abbott's testimonial here. Read the whole thing: https://gbie.mygenesisbank.com/client-success-story-premier-hcm/

Genesis Bank is Member FDIC.

08/06/2026

Growing businesses need a banking partner that can keep pace. From treasury management and business lines of credit to equipment financing and commercial real estate lending, Genesis Bank delivers customized solutions designed to support your next stage of growth.

Connect with our Commercial Banking team today.

Genesis Bank is Member FDIC and an Equal Housing Lender.

08/03/2026

Exchange Spotlight: $1,500,000 Forward Exchange

✨ Deal Highlights:

• Exchange Value: $1,500,000
• Exchange Type: Forward Exchange
• Markets: San Diego, CA → Glendale, AZ
• Transaction Summary: The client successfully exchanged out of a multifamily asset and into a retail property, supporting their investment strategy and portfolio diversification goals.

At Genesis Bank Exchange, we help investors navigate every stage of the 1031 exchange process with expertise, responsiveness, and personalized support. Our team works diligently to ensure transactions move forward smoothly while keeping clients focused on their long-term investment objectives.

From transitioning between property types to expanding into new markets, we are committed to providing tailored solutions that help clients preserve capital gains and position themselves for future growth.

📞 Connect with Our Exchange Team:
Juno Kenny | VP, Exchange Manager
📱 949-273-1540 | ✉️ [email protected]

Learn more:
www.mygenesisbank.com/escrow-1031-exchange/1031-exchange/genesis-bank-exchange

Genesis Bank is Member FDIC.

07/23/2026

"The one thing you can plan for is that you will be flexible no matter what comes from the situation."

At the Catalyst Business Expo, the founders of Synth Beer, Mitch McDuff and A Max Salazae, shared insights on navigating the realities of entrepreneurship, from strategic planning to building a brand that reflects your values while creating a positive impact locally.

As recipients of the Genesis For Good Catalyst Empowerment Grant, they're a great example of how purpose-driven businesses can strengthen our communities.

Genesis Bank is Member FDIC.

07/20/2026

Exchange Spotlight: $2,925,000 Forward Exchange

✨ Transaction Highlights:

• Total Value: $2,925,000
• Structure: Forward Exchange
• Locations: San Diego, CA → San Francisco, CA
• Outcome: A successful exchange that enabled the client to strategically transition assets while maximizing opportunities in a key Northern California market

At Genesis Bank, we partner closely with investors to navigate the complexities of 1031 exchanges with clarity and confidence. From initial planning through closing, our experienced team is committed to helping clients execute with efficiency and achieve their investment objectives.

Whether you're repositioning assets, entering a new market, or pursuing long-term wealth-building strategies, Genesis Bank Exchange delivers personalized guidance and responsive service every step of the way.

📞 Connect with Our Exchange Team:
Shannon Kinnard | VP, Exchange Officer
📱 949-273-1468 | ✉️ [email protected]
Discover more: www.mygenesisbank.com/escrow-1031-exchange/1031-exchange/genesis-bank-exchange

Genesis Bank is Member FDIC.

07/15/2026

Last week, Genesis Bank was proud to host six local high school students for the TYE (The Young Entrepreneurs) Shadow Day Program.

Through hands-on learning, leadership discussions, and exposure to various
career paths within banking, students gained valuable insight into the financial services industry while exploring their entrepreneurial interests.

We’re honored to help inspire and empower the next generation of business leaders. 🌟

In addition to spending time with our team, students also had the opportunity to visit and learn from two of our neighboring businesses and clients, Flying V Group and WCTV, giving them a broader perspective on
entrepreneurship, marketing, operations, and the many paths available in today's business world.

Special thank you to Tyler Fahrion, CFO of Flying V Group, George Ghassan, CRO of WCTV, and Sheemah Ohanian of TiE Dana Point for making this
experience so meaningful for these students.

Learn more about TYE: https://tyeoc.org/

Genesis Bank is Member FDIC.

07/10/2026

Exchange Spotlight: $25,000,000 Reverse Exchange

We’re proud to highlight the successful completion of a $25,000,000 reverse exchange, demonstrating our team’s expertise in navigating complex transactions and helping investors seize time-sensitive opportunities.

✨ Transaction Highlights:
• Total Value: $25,000,000
• Structure: Reverse Exchange
• Location: Chicago, IL → Austin, TX
• Outcome: Strategic acquisition completed while preserving exchange benefits and investor flexibility

At Genesis Bank Exchange, we partner with investors to structure customized 1031 exchange solutions that support their investment objectives. Our experienced team provides guidance, responsiveness, and confidence throughout every stage of the process.

📞 Connect with Our Exchange Specialist:
Juno Kenny | VP, Exchange Manager
📱 949-273-1540 | ✉️ [email protected]
Learn more: https://www.mygenesisbank.com/escrow-1031-exchange/1031-exchange/genesis-bank-exchange

Genesis Bank is Member FDIC.

07/08/2026

We’re pleased to welcome a new property management company in Santa Ana to Genesis Bank.

Our team partnered with the company to establish business deposit accounts, implement treasury management solutions, and streamline payment workflows that support their innovative, AI-enabled operating model.

At Genesis Bank, we are committed to helping businesses improve operational efficiency, optimize cash management, and build a strong financial foundation for long-term growth.
We appreciate the opportunity to earn their trust and look forward to supporting their continued success.

If your business is seeking a banking partner that delivers customized treasury solutions, responsive service, and relationship-focused banking, we invite you to connect with our team to learn how Genesis Bank can support your goals.

🌐 www.mygenesisbank.com
📞 949.273.1495
📧 [email protected]

Genesis Bank is Member FDIC.

Address

Newport Beach, CA
92660

Website

http://mygenesisbank.com/

Alerts

Be the first to know and let us send you an email when Genesis Bank posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed Finance Company in Newport Beach?