Small Business Banker Jobs in California
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.
At U.S. Bank, were 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...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Business Banking Officer - Westside / South Bay and Malibu
- Marina del Rey, CA
- 2 days ago
- Marina del Rey, CA
- 2 days ago
Business Banking Officer - Westside / South Bay and Malibu First Bank United States, California, Marina del Rey 4206 Lincoln Boulevard (Show on map) Jun 03, 2025 Business Banking Officer II A...
Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We...
Healthcare Business Banking Relationship Manager
- San Francisco, CA
- 4 days ago
- San Francisco, CA
- 4 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...
Develops risk profiles, credit structuring of lending proposals, and completes credit investigations....
Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies. Strong experience with customer sales and service....
Identifies prospects, suitable method of contact, and determination of their needs and appropriate products or services including cross market solutions (i.e. lending, deposits, treasury management,...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and...
Senior Small Business Banking Relationship Manager (LO)
- Colusa, CA
- 11 days ago
- Colusa, CA
- 11 days ago
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies....
Business Banking Relationship Manager-San Francisco
- San Francisco, CA
- 12 days ago
- San Francisco, CA
- 12 days ago
At U.S. Bank, were 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...
university Completion of a Commercial Credit Training Program 7 years of commercial lending experience 5 years of experience managing a portfolio of clients 3 years of financial sales experience Work...
Business Banking Relationship Manager 2 U.S. Bank National Association - 3.6 Woodland Hills, CA Job Details Full-time $98,345 - $127,270 a year 1 day ago Benefits Paid holidays Disability...
Business Banking Relationship Manager 2
- Woodland Hills, CA
- 24 days ago
- Woodland Hills, CA
- 24 days ago
At U.S. Bank, were 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...
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...
Demographic Data for California
Moving to California? Find some basic demographic data about California below.
Small Business Banker Online Courses and Training Opportunities
Salary for Small Business Banker Jobs in California
Required or preferred licenses and certifications for Small Business Banker positions.
Highest Education Level
Small Business Bankers in California 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
- Vault Balancing
- Nationwide Mortgage Licensing System & Registry
- Lending
- BSA
- Loan Documentation
- Commercial Banking
- Commercial Lending
- Account Maintenance
- Credit Underwriting
- Private Banking
- Cross Selling
- OFAC
- Treasury
- Mortgage Processing
- Treasury Management
- Credit Analysis
- Financial Services
- Wealth Management
- Cash Flow Analysis
- Underwriting
- Financial Statements
- Fraud Investigation
- Portfolio Management
- Due Diligence
- Financial Analysis
- Notary Public
- Problem Resolution
- Sales Management
- Customer Satisfaction
- Referrals
- Relationship Management
- Finance
- Strategy Development
- Decision Making
- Customer Relations
- Retail
- High School Diploma
- Business Development
- Negotiation
- Written Communication
- Documentation
- Coaching
- Bachelor's Degree
- Regulations
- Policy Development
- Sales
- Microsoft Office
- Problem Solving
- Microsoft Excel
- 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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