Small Business Banker Jobs in Palo Alto, 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.
Business Banking Relationship Manager 3- San Jose
- San Jose, CA (15 miles from Palo Alto, CA)
- 9 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 9 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...
- Alameda, CA (23 miles from Palo Alto, CA)
- 9 days ago
- Alameda, CA (23 miles from Palo Alto, CA)
- 9 days ago
If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you!...
Small Business Banker San Jose Main
- San Jose, CA (15 miles from Palo Alto, CA)
- 12 days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 12 days ago
Small Business Banker The Small Business Banker is responsible for driving net customer growth through the overall attraction, expansion, retention including servicing of small business relationships...
- San Mateo, CA (12 miles from Palo Alto, CA)
- 45+ days ago
- San Mateo, CA (12 miles from Palo Alto, CA)
- 45+ days ago
. • Able to be registered as a mortgage loan originator (MLO) in the Nationwide Mortgage License System and Registry (NMLS)....
Business Banking Relationship Manager 4 - San Jose, CA.
- San Jose, CA (15 miles from Palo Alto, CA)
- 90+ days ago
- San Jose, CA (15 miles from Palo Alto, CA)
- 90+ 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...
Demographic Data for Palo Alto, CA
Moving to Palo Alto, CA? Find some basic demographic data about Palo Alto, CA below.
Small Business Banker Online Courses and Training Opportunities
Salary for Small Business Banker Jobs in Palo Alto, CA
Highest Education Level
Small Business Bankers in Palo Alto, 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
- Vault Balancing
- Loan Documentation
- Lending
- Nationwide Mortgage Licensing System & Registry
- Commercial Banking
- BSA
- Account Maintenance
- Commercial Lending
- Loan Processing
- Automated Clearing House
- OFAC
- Cross Selling
- Credit Underwriting
- Mortgage Processing
- Wealth Management
- Treasury
- Credit Analysis
- Treasury Management
- Cash Flow Analysis
- Financial Services
- Underwriting
- Financial Statements
- Fraud Investigation
- Portfolio Management
- Due Diligence
- Notary Public
- Problem Resolution
- Real Estate
- Referrals
- Customer Satisfaction
- Relationship Management
- Strategy Development
- Finance
- Inbound/Outbound Calling
- Business Development
- Listening
- Customer Relations
- High School Diploma
- Decision Making
- Prioritizing
- Retail
- Negotiation
- Written Communication
- Mentoring
- Coaching
- Documentation
- Sales
- Regulations
- Policy Development
- Microsoft Office
- Problem Solving
- Teamwork
- Organization
- Customer Service
- Scheduling
- Leadership
- Communication Skills
Other Career Titles
Here are some other career titles that require similar skills
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