Corporate Banker Jobs in Rancho Santa Margarita, CA
A Corporate Banker, also known as a Commercial Banker, plays a crucial role in the banking industry by providing various financial services to large corporations, middle-market businesses, and other large institutional clients. They manage the financial portfolios of these clients by offering various services such as loans, credit, treasury and cash management solutions, risk management, and other financial products. These bankers analyze the financial health of these organizations, identify potential risks, and provide tailored financial solutions to meet their unique objectives and goals.
To be successful in this role, a Corporate Banker needs strong analytical, problem-solving, decision-making, and interpersonal skills. They should have a thorough understanding of financial markets, banking regulations, and financial analysis tools. Certifications such as the Chartered Financial Analyst (CFA) or Certified Treasury Professional (CTP) can be beneficial. Prior job roles that can lead to a career as a Corporate Banker include positions like Financial Analyst, Relationship Manager, or Credit Analyst in a commercial bank, investment bank, or other financial service firms. These roles provide the necessary exposure to financial analysis, client relationship management, and risk assessment which are crucial for a career in corporate banking.
Client Relationship Consultant 1(Banker) - Corona, CA (20hrs)
- Corona, CA (17 miles from Rancho Santa Margarita, CA)
- 8 hours ago
- Corona, CA (17 miles from Rancho Santa Margarita, CA)
- 8 hours ago
Basic Qualifications - High school diploma or equivalent - Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training...
Senior Branch Premier Banker - Laguna Beach
- Laguna Beach, CA (11 miles from Rancho Santa Margarita, CA)
- 8 hours ago
- Laguna Beach, CA (11 miles from Rancho Santa Margarita, CA)
- 8 hours ago
The Nationwide Mortgage Licensing System (NMLS) website ( provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet...
- Fullerton, CA (23 miles from Rancho Santa Margarita, CA)
- 14 hours ago
- Fullerton, CA (23 miles from Rancho Santa Margarita, CA)
- 14 hours ago
Job Family Group: Retail Banking Sales & Service This is a part-time 25 hours a week position. Delivers exceptional service to BMO customers and prospects....
Part Time (20 hour) Universal Banker - Norco Branch
- Norco, CA (21 miles from Rancho Santa Margarita, CA)
- 1 day ago
- Norco, CA (21 miles from Rancho Santa Margarita, CA)
- 1 day ago
Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education:...
Part Time Universal Banker (20 Hours)- Fountain Valley Branch
- Fountain Valley, CA (20 miles from Rancho Santa Margarita, CA)
- 1 day ago
- Fountain Valley, CA (20 miles from Rancho Santa Margarita, CA)
- 1 day ago
Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education:...
Client Relationship Consultant 2 (Banker) - Garden Grove, CA
- Garden Grove, CA (21 miles from Rancho Santa Margarita, CA)
- 1 day ago
- Garden Grove, CA (21 miles from Rancho Santa Margarita, CA)
- 1 day ago
Basic Qualifications High school diploma or equivalent Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training...
Part Time (30 Hours) Associate Banker, Corona Hills Branch, Corona, CA Bilingual Spanish Required
- Corona, CA (17 miles from Rancho Santa Margarita, CA)
- 2 days ago
- Corona, CA (17 miles from Rancho Santa Margarita, CA)
- 2 days ago
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right...
Senior Universal Banker Laguna Hills
- Orange, CA (18 miles from Rancho Santa Margarita, CA)
- 4 days ago
- Orange, CA (18 miles from Rancho Santa Margarita, CA)
- 4 days ago
Qualifications & Experience Minimum 3 years of experience in retail banking with a focus on account management and teller operations....
Sales & Service Representative (Universal Banker)
- Westminster, CA (23 miles from Rancho Santa Margarita, CA)
- 5 days ago
- Westminster, CA (23 miles from Rancho Santa Margarita, CA)
- 5 days ago
banking experience preferred, ideally in a Teller or Universal Banker role Financial literacy, Knowledge of retail banking products and services Previous sales experience Previous banking experience...
- Corona, CA (17 miles from Rancho Santa Margarita, CA)
- 5 days ago
- Corona, CA (17 miles from Rancho Santa Margarita, CA)
- 5 days ago
Performs all tasks in full compliance with established policies and procedures; such tasks to include posting deposit and withdrawal transactions, and handling all check-cashing requests in full compliance...
Part Time (20 hour) Universal Banker -Costa Mesa Branch
- Costa Mesa, CA (17 miles from Rancho Santa Margarita, CA)
- 7 days ago
- Costa Mesa, CA (17 miles from Rancho Santa Margarita, CA)
- 7 days ago
Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education:...
Part Time (20 hour) Universal Banker - San Juan Capistrano Branch
- San Juan Capistrano, CA (4 miles from Rancho Santa Margarita, CA)
- 7 days ago
- San Juan Capistrano, CA (4 miles from Rancho Santa Margarita, CA)
- 7 days ago
Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education:...
Part Time (20 hour) Universal Banker- Mission Viejo Branch
- Mission Viejo, CA (4 miles from Rancho Santa Margarita, CA)
- 7 days ago
- Mission Viejo, CA (4 miles from Rancho Santa Margarita, CA)
- 7 days ago
Qualifications: 1-3 years of relevant experience Previous Retail Banking or similar experience required Consistently demonstrates clear and concise written and verbal communication skills Education:...
Client Relationship Consultant 2 (Banker) - Garden Grove Brookhurst, CA (35hrs)
- Garden Grove, CA (21 miles from Rancho Santa Margarita, CA)
- 7 days ago
- Garden Grove, CA (21 miles from Rancho Santa Margarita, CA)
- 7 days ago
Basic Qualifications - High school diploma or equivalent - Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training...
Part Time (20 Hours) Associate Banker, Mission Viejo Branch, Mission Viejo, CA
- Mission Viejo, CA (4 miles from Rancho Santa Margarita, CA)
- 8 days ago
- Mission Viejo, CA (4 miles from Rancho Santa Margarita, CA)
- 8 days ago
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right...
Demographic Data for Rancho Santa Margarita, CA
Moving to Rancho Santa Margarita, CA? Find some basic demographic data about Rancho Santa Margarita, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in Rancho Santa Margarita, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in Rancho Santa Margarita, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Corporate Banker position
- Personal Banker
- Retail Banking
- Check Cashing
- Account Opening
- Loan Origination
- Consumer Lending
- Lending
- Commercial Banking
- Nationwide Mortgage Licensing System & Registry
- ATM Balancing
- BSA
- Private Banking
- Loan Processing
- Account Maintenance
- Commercial Lending
- Wire Transfers
- Know Your Customer
- Cross Selling
- OFAC
- Mortgage Processing
- Treasury
- Financial Services
- Branch Management
- Wealth Management
- Anti-Money Laundering
- Investment Management
- Client Services
- Cash Handling
- Resolution
- Complaint Resolution
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Finance
- Closing
- Inbound/Outbound Calling
- Relationship Management
- Retail
- Listening
- Customer Relations
- High School Diploma
- Written Communication
- Coaching
- Collaboration
- Interpersonal Skills
- Policy Development
- Regulations
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Sales
- Organization
- Customer Service
- Scheduling
- Computer Skills
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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