Corporate Banker Jobs in Dana Point, 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.
Client Relationship Consultant 1-4 (Banker) - Surf City, Huntington Beach, CA
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 1 day ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 1 day 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...
Bank Sales & Service Representative (Universal Banker)
- Mission Viejo, CA (10 miles from Dana Point, CA)
- 1 day ago
- Mission Viejo, CA (10 miles from Dana Point, CA)
- 1 day ago
banking products and services The base pay for this position is generally between $17.96 and $27.00....
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 2 days ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 2 days ago
Seeking a client-focused banking professional with at least two years of banking teller experience, expertise in opening consumer and basic business accounts, and strong customer relations skills....
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 2 days ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 2 days ago
Title: Relationship Banker Location: Costa Mesa, CA Duration: Full Time Salary $50,000- $55,000 Position Overview: We are seeking a Relationship Banker to join our dynamic team in Costa Mesa, CA....
Client Relationship Consultant 1 (Banker) - Lake Elsinore Stater Bros (32hrs)
- Lake Elsinore, CA (19 miles from Dana Point, CA)
- 2 days ago
- Lake Elsinore, CA (19 miles from Dana Point, CA)
- 2 days ago
Basic Qualifications - High school diploma or equivalent - Typically has a minimum of one to two years of job-related, retail banking experience or a combination of experience and commensurate training...
Part Time Universal Banker (20 hour) Tustin Ranch Branch
- Tustin, CA (21 miles from Dana Point, CA)
- 3 days ago
- Tustin, CA (21 miles from Dana Point, 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...
- Mission Viejo, CA (10 miles from Dana Point, CA)
- 7 days ago
- Mission Viejo, CA (10 miles from Dana Point, CA)
- 7 days ago
Application Deadline: 03/28/2025 Address: 26941 Crown Valley Parkway Job Family Group: Retail Banking Sales & Service This is a part-time 28 hours a week position....
Part Time Associate Banker Laguna Beach (30 hours)
- Laguna Niguel, CA (9 miles from Dana Point, CA)
- 9 days ago
- Laguna Niguel, CA (9 miles from Dana Point, CA)
- 9 days ago
JobID: 210574773 Category: Associate Bankers JobSchedule: Part time Posted Date: 2025-03-03T17:05:45+00:00 JobShift: Base Pay/Salary: Laguna Niguel,CA $22.50-$26.11 We have a passion for taking...
- Irvine, CA (20 miles from Dana Point, CA)
- 10 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 10 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...
Client Relationship Consultant 3 (Banker) - Costa Mesa 17th, CA
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 13 days ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 13 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 Banker - Newport Beach
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 17 days ago
- Costa Mesa, CA (20 miles from Dana Point, CA)
- 17 days ago
1st Century Bank, a division of MidFirst Bank, is a full service bank with a vision of unparalleled client service in Southern California. The Bank's core principles are flexibility,...
Banker Associate, Government -Middle Market Banking
- Irvine, CA (20 miles from Dana Point, CA)
- 18 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 18 days ago
JobID: 210597681 Category: Relationship Manager JobSchedule: Full time Posted Date: 2025-02-11T22:41:15+00:00 JobShift: Base Pay/Salary: San Francisco,CA $100,000.00-$120,000.00; Los Angeles, CA...
U.S. Private Bank - Private Banker - Vice President or Executive Director
- Irvine, CA (20 miles from Dana Point, CA)
- 20 days ago
- Irvine, CA (20 miles from Dana Point, CA)
- 20 days ago
Id : 210566993, Title : U.S. Private Bank - Private Banker - Vice President or Executive Director, Category : Client Advisory, RequisitionType : Professional, JobGrade : null, RequisitionId :...
Part-Time (20 hour) Universal Banker- San Juan Capistrano Branch
- San Juan Capistrano, CA (10 miles from Dana Point, CA)
- 20 days ago
- San Juan Capistrano, CA (10 miles from Dana Point, CA)
- 20 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) - Newport Coast Pavilions, CA (38 hrs)
- Newport Beach, CA (13 miles from Dana Point, CA)
- 28 days ago
- Newport Beach, CA (13 miles from Dana Point, CA)
- 28 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...
Demographic Data for Dana Point, CA
Moving to Dana Point, CA? Find some basic demographic data about Dana Point, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in Dana Point, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in Dana Point, 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
- Friendliness
- Check Cashing
- Retail Banking
- Account Opening
- Consumer Lending
- Lending
- Loan Origination
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Know Your Customer
- Commercial Lending
- Private Banking
- OFAC
- Cross Selling
- Mortgage Processing
- Branch Management
- Wealth Management
- Treasury Management
- Financial Services
- Anti-Money Laundering
- Internal Control
- Client Services
- Cash Handling
- Notary Public
- Resolution
- Problem Resolution
- Referrals
- Customer Satisfaction
- Relationship Management
- Risk Management
- Inbound/Outbound Calling
- Customer Relations
- High School Diploma
- Retail
- Investigation
- Written Communication
- Coaching
- Documentation
- Interpersonal Skills
- Sales
- Regulations
- Multitasking
- Policy Development
- Microsoft Excel
- Microsoft Office
- Problem Solving
- 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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