Corporate Banker Jobs in San Jose, 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.
Program Manager, Coldwell Banker Operations- US Based Remote
- San Jose, CA
- 1 day ago
- San Jose, CA
- 1 day ago
The **Program Manager, Operations** is responsible for overseeing the Coldwell Banker national Referral Rewards program, in addition to supporting both recurring and ad-hoc initiatives. This...
Remote WorkVP, Banker, Tech Venture Banking
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
VP, Banker, Tech Venture Banking Banc of California - 2.9 Menlo Park, CA Job Details Full-time $101,000 - $168,500 a year 13 hours ago Benefits Paid parental leave Health savings account AD&D...
SVP, Banker, Tech Venture Banking
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
- Menlo Park, CA (18 miles from San Jose, CA)
- 1 day ago
adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending...
Part Time (30 Hours) Associate Banker, South Park Victoria Dr Branch, Milpitas, CA
- Milpitas, CA (6 miles from San Jose, CA)
- 2 days ago
- Milpitas, CA (6 miles from San Jose, CA)
- 2 days ago
JobID: 210609444 Category: Associate Bankers JobSchedule: Part time Posted Date: 2025-04-21T21:24:31+00:00 JobShift: Base Pay/Salary: Milpitas,CA $25.00-$28.99 We have a passion for taking care of...
- Union City, CA (19 miles from San Jose, CA)
- 2 days ago
- Union City, CA (19 miles from San Jose, CA)
- 2 days ago
Expertise in banking and lending products, including deposit and cash management solutions. Ability to assess financial needs and deliver customized client solutions....
- Pleasanton, CA (20 miles from San Jose, CA)
- 2 days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 2 days ago
Job Summary We are seeking a dedicated and client-focused Private Banking Representative to serve as the primary liaison between VIP clients and The Bank. This role is responsible for delivering...
Full Time Universal Banker (40 Hours) - Milpitas Branch
- Milpitas, CA (6 miles from San Jose, CA)
- 3 days ago
- Milpitas, CA (6 miles from San Jose, CA)
- 3 days ago
The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively...
Client Relationship Consultant 3 (Banker) - Seafood City - Milpitas, CA
- Milpitas, CA (6 miles from San Jose, CA)
- 6 days ago
- Milpitas, CA (6 miles from San Jose, CA)
- 6 days ago
Basic Qualifications High school diploma or equivalent Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Preferred...
- Redwood City, CA (21 miles from San Jose, CA)
- 7 days ago
- Redwood City, CA (21 miles from San Jose, CA)
- 7 days ago
Job Family Group: Retail Banking Sales & Service Part-time 20 hour per week. Delivers exceptional service to BMO customers and prospects....
- Fremont, CA (16 miles from San Jose, CA)
- 7 days ago
- Fremont, CA (16 miles from San Jose, CA)
- 7 days ago
Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion....
The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively...
Part Time Universal Banker (20 hour) Palo Alto Branch
- Palo Alto, CA (15 miles from San Jose, CA)
- 9 days ago
- Palo Alto, CA (15 miles from San Jose, CA)
- 9 days ago
The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively...
Part Time Associate Banker East Bay Valley East (30 Hours)
- Pleasanton, CA (20 miles from San Jose, CA)
- 10 days ago
- Pleasanton, CA (20 miles from San Jose, CA)
- 10 days ago
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and...
Part Time Universal Banker (20 Hours)- Los Altos Branch
- Los Altos, CA (14 miles from San Jose, CA)
- 10 days ago
- Los Altos, CA (14 miles from San Jose, CA)
- 10 days ago
The Universal Banker is responsible for providing exceptional service delivery to our internal and external customers in coordination with the Branch team. The overall objective is to effectively...
Key Responsibilities Client Relationship Management: Build and manage a portfolio of UHNW clients, delivering personalized banking, lending, and investment strategies....
Demographic Data for San Jose, CA
Moving to San Jose, CA? Find some basic demographic data about San Jose, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in San Jose, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in San Jose, 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
- Check Cashing
- Retail Banking
- Account Opening
- Loan Origination
- Consumer Lending
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Banking
- Commercial Lending
- Private Banking
- Loan Processing
- OFAC
- Mortgage Processing
- Branch Management
- Credit Analysis
- Anti-Money Laundering
- Wealth Management
- Financial Services
- Internal Control
- Investment Management
- Courteous
- Client Services
- Cash Handling
- Resolution
- Notary Public
- Problem Resolution
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Finance
- Inbound/Outbound Calling
- Customer Relations
- High School Diploma
- Retail
- Written Communication
- Interpersonal Skills
- Coaching
- Regulations
- Multitasking
- Policy Development
- Sales
- Problem Solving
- Microsoft Excel
- Microsoft Office
- Staff Supervision
- 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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