Corporate Banker Jobs in San Marcos, 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.
Head Universal Banker (40 Hours)- San Marcos Branch
- San Marcos, CA
- 7 days ago
- San Marcos, CA
- 7 days ago
The Head 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...
Client Relationship Consultant 4 (Banker) - Fairbanks - Rancho Santa Fe, CA
- Rancho Santa Fe, CA (11 miles from San Marcos, CA)
- 8 days ago
- Rancho Santa Fe, CA (11 miles from San Marcos, CA)
- 8 days ago
Basic Qualifications - High school diploma or equivalent - Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Preferred...
- Carlsbad, CA (7 miles from San Marcos, CA)
- 9 days ago
- Carlsbad, CA (7 miles from San Marcos, CA)
- 9 days ago
Do you have foundational knowledge of finance, and are eager to gain more experience in lending and sales? Are you outgoing and enjoy building relationships?...
Do you love working with people in the community? Are you outgoing and enjoy building relationships? Are you looking to get your foot in the door somewhere you can have a career? Don't worry if...
Del Mar Highlands - Universal Banker
- Del Mar, CA (15 miles from San Marcos, CA)
- 28 days ago
- Del Mar, CA (15 miles from San Marcos, CA)
- 28 days ago
Do you have foundational knowledge of finance, and are eager to gain more experience in lending and sales? Are you outgoing and enjoy building relationships?...
Part Time Universal Banker (20 Hours)- Poway Branch
- Poway, CA (15 miles from San Marcos, CA)
- 30+ days ago
- Poway, CA (15 miles from San Marcos, CA)
- 30+ 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...
Demographic Data for San Marcos, CA
Moving to San Marcos, CA? Find some basic demographic data about San Marcos, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in San Marcos, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in San Marcos, 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
- Loan Origination
- Account Opening
- Consumer Lending
- ATM Balancing
- Lending
- Nationwide Mortgage Licensing System & Registry
- BSA
- Know Your Customer
- Account Maintenance
- Commercial Banking
- Commercial Lending
- Private Banking
- OFAC
- Mortgage Processing
- Cross Selling
- Branch Management
- Financial Services
- Anti-Money Laundering
- Wealth Management
- Internal Control
- Courteous
- Client Services
- Cash Handling
- Resolution
- Notary Public
- Problem Resolution
- Customer Satisfaction
- Referrals
- Risk Management
- Finance
- Relationship Management
- 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
Corporate Banker Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »