Corporate Banker Jobs in Santa Cruz, 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.
- San Jose, CA (24 miles from Santa Cruz, CA)
- 1 day ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 1 day ago
Lending Officers, Relationship Managers, Branch Managers, etc.). Proactively support branch new business promotions. Perform deposit, withdrawal and other teller transactions....
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 2 days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 2 days ago
Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
- San Jose, CA (24 miles from Santa Cruz, CA)
- 2 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 2 days ago
UNIVERSAL BANKER (South San Jose, CA) Job Summary: The Universal Banker is a highly motivated sales and service professional with advanced knowledge of Provident's products and services. The...
Senior Branch Premier Banker San Jose-Berryessa & Sandstone
- San Jose, CA (24 miles from Santa Cruz, CA)
- 2 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 2 days 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...
Senior Universal Banker III Floater Los Altos
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 8 days ago
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 8 days ago
Qualifications & Experience Minimum 3 years of retail banking experience with proven expertise in account management and teller operations....
- San Jose, CA (24 miles from Santa Cruz, CA)
- 15 days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 15 days ago
Originators Shift: 1st shift (United States of America) Hours Per Week: 40...
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 17 days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 17 days ago
and data entry Educate clients on banking services, digital tools, and financial products that align with their goals Identify opportunities to refer clients to specialized banking partners (e.g., lending...
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 22 days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 22 days ago
Seeking a solutions-oriented Banker to provide personalized service, build lasting client relationships, and support our customers with their financial goals. In this role, youll assist clients...
Banker Associate, Emerging Middle Market - Associate
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 23 days ago
- Santa Clara, CA (22 miles from Santa Cruz, CA)
- 23 days ago
JobID: 210651390 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-07-29T13:38:57+00:00 JobShift: Base Pay/Salary: Santa Clara,CA $100,000.00-$120,000.00; Oakland,CA...
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 30+ days ago
- Los Altos, CA (20 miles from Santa Cruz, CA)
- 30+ days ago
Client Services Banker I Posting Date: 06/23/2025 Location: Los Altos, CA (on-site only) Requisition #: HBC 25-32 Department: Branch Operations Job Summary: The Client Services Banker I is the...
- San Jose, CA (24 miles from Santa Cruz, CA)
- 60+ days ago
- San Jose, CA (24 miles from Santa Cruz, CA)
- 60+ days ago
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our...
Demographic Data for Santa Cruz, CA
Moving to Santa Cruz, CA? Find some basic demographic data about Santa Cruz, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in Santa Cruz, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in Santa Cruz, 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
- Consumer Lending
- Account Opening
- Lending
- Nationwide Mortgage Licensing System & Registry
- ATM Balancing
- Commercial Banking
- Commercial Lending
- BSA
- Loan Processing
- Account Maintenance
- Wire Transfers
- Know Your Customer
- Private Banking
- Cross Selling
- Treasury
- OFAC
- Mortgage Processing
- Financial Services
- Branch Management
- Wealth Management
- Anti-Money Laundering
- Investment Management
- Payment Processing
- Client Services
- Cash Handling
- Resolution
- Notary Public
- Referrals
- Customer Satisfaction
- Risk Management
- Closing
- Inbound/Outbound Calling
- Finance
- Relationship Management
- Business Development
- Listening
- Retail
- High School Diploma
- Customer Relations
- 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
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Here are some other career titles that require similar skills
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