Corporate Banker Jobs in San Mateo, 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.
- Castro Valley, CA (16 miles from San Mateo, CA)
- 1 day ago
- Castro Valley, CA (16 miles from San Mateo, CA)
- 1 day ago
Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects....
Hiring Event - Part Time Associate Banker Golden Gate (30 Hours)
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 1 day 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...
Senior Premier Banker Montclair Village Oakland CA
- Oakland, CA (15 miles from San Mateo, CA)
- 1 day ago
- Oakland, CA (15 miles from San Mateo, 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 (18 miles from San Mateo, CA)
- 2 days ago
- Fremont, CA (18 miles from San Mateo, CA)
- 2 days ago
Recommend and submit small business lending products and applications, including supporting documentation for lending relationship expansion....
Part Time Associate Banker East Bay Valley West (30 Hours)
- San Leandro, CA (13 miles from San Mateo, CA)
- 2 days ago
- San Leandro, CA (13 miles from San Mateo, 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...
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...
Associate Banker, Multinational Corporations, Middle Market Banking and Specialized Industries
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
- San Francisco, CA (15 miles from San Mateo, CA)
- 3 days ago
or credit support related experience with a focus on business relationships Understanding of Commercial Banking products and services Ability to mobilize internal networks and resources Demonstrated...
- Millbrae, CA (4 miles from San Mateo, CA)
- 3 days ago
- Millbrae, CA (4 miles from San Mateo, 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 (10 miles from San Mateo, CA)
- 3 days ago
- Daly City, CA (10 miles from San Mateo, 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...
- Albany, CA (21 miles from San Mateo, CA)
- 4 days ago
- Albany, CA (21 miles from San Mateo, CA)
- 4 days ago
Identifies and closes ethical and appropriate sales and service opportunities for Retail Banking consumer and business customers and prospects, including deposit and lending products, additional banking...
Part Time Universal Banker (20 hour) Palo Alto Branch
- Palo Alto, CA (12 miles from San Mateo, CA)
- 4 days ago
- Palo Alto, CA (12 miles from San Mateo, 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 Francisco Excelsior Branch
- San Francisco, CA (15 miles from San Mateo, CA)
- 4 days ago
- San Francisco, CA (15 miles from San Mateo, 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 Hours - El Cerrito Branch Northern California
- El Cerrito, CA (24 miles from San Mateo, CA)
- 4 days ago
- El Cerrito, CA (24 miles from San Mateo, 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
- 4 days ago
- San Mateo, 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 Hours)- Los Altos Branch
- Los Altos, CA (17 miles from San Mateo, CA)
- 5 days ago
- Los Altos, CA (17 miles from San Mateo, 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...
Demographic Data for San Mateo, CA
Moving to San Mateo, CA? Find some basic demographic data about San Mateo, CA below.
Corporate Banker Online Courses and Training Opportunities
Salary for Corporate Banker Jobs in San Mateo, CA
Required or preferred licenses and certifications for Corporate Banker positions.
Highest Education Level
Corporate Bankers in San Mateo, 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
Corporate Banker Related Career Advice Articles
How to Decide Between Investment Banking and Commercial Banking
Many finance professionals begin the career planning phase by taking some time to figure out whether they want to pursue commercial banking or investment banking. While both career paths can reap great rewards, each comes with a different set of responsibilities and skills. Here is a breakdown of some of the factors that separate careers in investment and commercial banking to consider.
Read article »
Career Spotlight: Personal Banker
What does a personal banker do? Is a personal banker salary rewarding? Get answers to these questions and more in our guide to personal banker careers.
Read article »