Small Business Banker Jobs in Newport Beach, CA
A Small Business Banker is a specialized professional in the banking industry who primarily deals with small and medium-sized businesses. They assist these businesses by providing financial advice, managing their accounts, and helping them secure loans, credit lines, or other necessary financial services. They play an important role in the growth and sustainability of small businesses by providing customized banking solutions, managing cash flow, and understanding their financial needs and goals. They also monitor the business's account activities to ensure financial stability, compliance with banking regulations, and early identification of potential issues.
Essential skills for a Small Business Banker include excellent communication and relationship management skills, a deep understanding of business finance and banking products, strong analytical abilities, and the ability to work under pressure. They should hold a bachelor's degree in finance, business administration, or a related field. Certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) could be advantageous. Before becoming a Small Business Banker, a person may have roles as a Financial Analyst, Business Loan Officer, or Commercial Banking Associate.
Branch Small Business Banker (SAFE)
- Orange, CA (13 miles from Newport Beach, CA)
- 7 days ago
- Orange, CA (13 miles from Newport Beach, CA)
- 7 days ago
About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking....
Relationship Manager Business Banking Sr
- Irvine, CA (11 miles from Newport Beach, CA)
- 12 days ago
- Irvine, CA (11 miles from Newport Beach, CA)
- 12 days ago
Minimum 8 years of commercial lending experience within the segment required. Minimum 5 years of credit experience required....
Business Banking Relationship Manager
- La Mirada, CA (24 miles from Newport Beach, CA)
- 30+ days ago
- La Mirada, CA (24 miles from Newport Beach, CA)
- 30+ days ago
Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service....
Healthcare Business Banking Relationship Manager
- Newport Beach, CA
- 30+ days ago
- Newport Beach, CA
- 30+ days ago
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...
- Mission Viejo, CA (16 miles from Newport Beach, CA)
- 90+ days ago
- Mission Viejo, CA (16 miles from Newport Beach, CA)
- 90+ days ago
-Or- High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development....
Demographic Data for Newport Beach, CA
Moving to Newport Beach, CA? Find some basic demographic data about Newport Beach, CA below.
Small Business Banker Online Courses and Training Opportunities
Salary for Small Business Banker Jobs in Newport Beach, CA
Required or preferred licenses and certifications for Small Business Banker positions.
Highest Education Level
Small Business Bankers in Newport Beach, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Small Business Banker position
- Personal Banker
- Check Cashing
- Relationship Management
- Retail Banking
- Vault Balancing
- Lending
- Nationwide Mortgage Licensing System & Registry
- Loan Documentation
- Commercial Banking
- Credit Underwriting
- Commercial Lending
- BSA
- Account Maintenance
- Private Banking
- Cross Selling
- Treasury
- OFAC
- Mortgage Processing
- Financial Services
- Treasury Management
- Credit Analysis
- Cash Flow Analysis
- Wealth Management
- Underwriting
- Financial Statements
- Fraud Investigation
- Portfolio Management
- Due Diligence
- Financial Analysis
- Resolution
- Notary Public
- Problem Resolution
- Referrals
- Customer Satisfaction
- Inbound/Outbound Calling
- Finance
- Strategy Development
- Relationship Management
- Decision Making
- Retail
- Business Development
- High School Diploma
- Customer Relations
- Negotiation
- Written Communication
- Documentation
- Mentoring
- Coaching
- Policy Development
- Bachelor's Degree
- Problem Solving
- Regulations
- Microsoft Office
- Sales
- Teamwork
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
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