Corporate Banker Jobs in Palo Alto, 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 3 (Banker) - Seafood City - Milpitas, CA
- Milpitas, CA (18 miles from Palo Alto, CA)
- 19 hours ago
- Milpitas, CA (18 miles from Palo Alto, CA)
- 19 hours 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...
- Castro Valley, CA (21 miles from Palo Alto, CA)
- 1 day ago
- Castro Valley, CA (21 miles from Palo Alto, CA)
- 1 day ago
Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Senior Premier Banker Montclair Village Oakland CA
- Oakland, CA (23 miles from Palo Alto, CA)
- 1 day ago
- Oakland, CA (23 miles from Palo Alto, CA)
- 1 day ago
self-service digital banking options Experience using strong business acumen to provide financial services consultation to small business customers Knowledge and understanding of financial services consumer...
- Fremont, CA (12 miles from Palo Alto, CA)
- 2 days ago
- Fremont, CA (12 miles from Palo Alto, CA)
- 2 days ago
Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion....
Universal Banker - FT - Blossom Hill
- San Jose, CA (15 miles from Palo Alto, CA)
- 2 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 2 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...
Part Time Associate Banker East Bay Valley West (30 Hours)
- San Leandro, CA (18 miles from Palo Alto, CA)
- 2 days ago
- San Leandro, CA (18 miles from Palo Alto, CA)
- 2 days ago
JobID: 210574839 Category: Associate Bankers JobSchedule: Part time Posted Date: 2025-04-16T19:25:27+00:00 JobShift: Base Pay/Salary: San Leandro,CA $25.00-$28.99 We have a passion for taking care...
- San Mateo, CA (12 miles from Palo Alto, CA)
- 2 days ago
- San Mateo, CA (12 miles from Palo Alto, CA)
- 2 days ago
We have an immediate need for a Banker. HIRING ASAP MUST HAVE NO LESS THAN 2 YEARS OF BANK EXPERIENCE This person may be asked to travel to other locations. Responsibilities: - Manages the...
- Millbrae, CA (17 miles from Palo Alto, CA)
- 3 days ago
- Millbrae, CA (17 miles from Palo Alto, CA)
- 3 days ago
UNIVERSAL BANKER - Full Time (Millbrae, 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 Daly City/Serramonte Center
- Daly City, CA (23 miles from Palo Alto, CA)
- 3 days ago
- Daly City, CA (23 miles from Palo Alto, CA)
- 3 days ago
About this role: Wells Fargo is seeking a... In this role, you will: Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has...
Part Time Universal Banker (20 hour) Palo Alto Branch
- Palo Alto, CA
- 4 days ago
- Palo Alto, CA
- 4 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...
Part-Time Universal Banker (20 hour)- San Mateo Branch
- San Mateo, CA (12 miles from Palo Alto, CA)
- 4 days ago
- San Mateo, CA (12 miles from Palo Alto, CA)
- 4 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...
Part Time Associate Banker East Bay Valley East (30 Hours)
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 5 days ago
- Pleasanton, CA (21 miles from Palo Alto, CA)
- 5 days ago
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and...
Part Time Universal Banker (20 Hours)- Los Altos Branch
- Los Altos, CA (5 miles from Palo Alto, CA)
- 5 days ago
- Los Altos, CA (5 miles from Palo Alto, CA)
- 5 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...
Senior Branch Premier Banker LP (SAFE)
- Daly City, CA (23 miles from Palo Alto, CA)
- 5 days ago
- Daly City, CA (23 miles from Palo Alto, CA)
- 5 days ago
About this role: Wells Fargo is seeking a... In this role, you will: Participate in the Branch Banking Licensed Banker licensing program. This is a temporary position until employee has...
Client Relationship Consultant 3 (Banker) - Fremont, CA
- Fremont, CA (12 miles from Palo Alto, CA)
- 7 days ago
- Fremont, CA (12 miles from Palo Alto, CA)
- 7 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 Palo Alto, CA
Moving to Palo Alto, CA? Find some basic demographic data about Palo Alto, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in Palo Alto, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in Palo Alto, 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
- Account Opening
- Loan Origination
- Consumer Lending
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Commercial Lending
- Account Maintenance
- Know Your Customer
- Private Banking
- Loan Processing
- OFAC
- Cross Selling
- Mortgage Processing
- Branch Management
- Credit Analysis
- Wealth Management
- Financial Services
- Anti-Money Laundering
- Internal Control
- Investment Management
- Client Services
- Cash Handling
- Resolution
- Notary Public
- Problem Resolution
- Customer Satisfaction
- Referrals
- Risk Management
- Relationship Management
- Finance
- Closing
- Inbound/Outbound Calling
- Customer Relations
- Retail
- High School Diploma
- 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
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