Corporate Banking Job Description
Corporate banking
provides first line support to the CMB team in advising on RC matters relevant to the CMB business.
Corporate Banking Duties & Responsibilities
To write an effective corporate banking job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate banking job description templates that you can modify and use.
Sample responsibilities for this position include:
Development and deployment of operational best practices using recognised industry concepts Lean / Six Sigma Trade Finance industry knowledge to increase process efficiency whilst minimising operational risks
Structure and monitor syndicated and bi-lateral loan transactions
Processing client requests (eg
Monitor performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client
You will also need to deepen the relationship with local subs of a portfolio of existing clients with an aim to increasing commercial banking penetration with strong focus on syndication, structured finance, off-shore RMB business and
Keep abreast of business/industry changes and their affect on plan/approach
Prepare credit approval submissions and related documentation required as part of the transaction approval process (including assistance related to loans syndications, pipeline management, single name strategies and Exceptions Committee papers) through closing and ongoing monitoring
Assist in the preparation of internal credit submissions
Financial modeling and financial analysis related to the credit underwriting process
Advise business areas on firm policies and procedures and applicable securities laws and FINRA regulations
Corporate Banking Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Corporate Banking
List any licenses or certifications required by the position: CPA, MBA, CIA, AML, CA, CFA, CISA, HR, SHRM, CDCS
Education for Corporate Banking
Typically a job would require a certain level of education.
Employers hiring for the corporate banking job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Finance, Accounting, Business, Economics, MBA, Business/Administration, Education, Management, Graduate, Mathematics
Skills for Corporate Banking
Desired skills for corporate banking include:
Trade
CMB policies and procedures as per CMB FIM
ClientVision
Group systems
HORIS
GB&M
GPB products and capabilities
RBWM
Global Links and GRPT
PCM
Desired experience for corporate banking includes:
Monitor relationship profitability regularly and ensure that the return is commensurate with the type of client and both CMB and the client’s risk appetite.Take timely and proactive corrective action to mitigate potential losse
In-depth knowledge of Corporate Banking, market, industry sector and/or financial products
Experience in leading the execution of an extensive variety of client transactions covering the full advisory and capital raising spectrum
Undergraduate degree in finance, economics, or accounting (MBA preferred)
Knowledgeable in principles of finance and the financial markets
This position manages small customer relationships within middle market banking (businesses with annual revenue from US$20 m to 3 bn) to maximize net contribution
Corporate Banking Examples
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Corporate Banking Job Description
Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of corporate banking. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for corporate banking
- Assist the business implement and document various supervisory/control mechanisms
- Manage security cards for the floor
- Coordinate with building management
- Assist with and eventually lead the preparation of internal credit presentations and related credit submission documentation
- Support senior team members in various ad-hoc and recurring initiatives such as portfolio management, administration and reporting, pipeline management and annual budgeting, other special projects as needed
- Located within Compliance Support Team to act as the Bank's subject matter expert and 'go to' person in relation to compliance and regulatory matters that affect Corporate Banking
- Respond to requests for compliance advice from Corporate Banking on the products and services offered, provide appropriate level of support to resolve the matters being referred and liaise with Legal and Compliance Department as necessary
- Advise on compliance and regulatory aspects of new products
- Assist Corporate Banking with management of regulatory risks including, determine the compliance risk management mechanism of the department, identify, assess and regularly report to Head of Legal and Compliance Department, any compliance, with recommendations on measures that can be taken to mitigate these risks
- Assist Corporate Banking with the design and implementation of first line of defence systems and controls to enable self monitoring by the department to ensure that their business processes and systems operate in accordance with the Bank's policy and applicable regulatory requirements
Qualifications for corporate banking
- You will strong analytical & decision making skills and networking & Relationship skills
- Trainees will spend a majority of their time in classroom training developing their core corporate banking skills and product knowledge
- The jobholder has overall and prime responsibility for originating “new” and “new new” money transactions
- Prepare timely, high-quality analytical work upon which reliance is placed in the credit approval process
- Identify most major and some secondary credit issues
- Coordinate the receipt and evaluate the thoroughness of collateral valuations consistent with bank standards
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Corporate Banking Job Description
Job Description Example
Our company is searching for experienced candidates for the position of corporate banking. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for corporate banking
- Researches industry specific information from outside sources, which may include conversation with Borrowers, industry publications, area libraries, references from other banks, credit agencies, accessing information through the internet
- Participates in Customer meetings and make direct inquiry for specific Customer information based on prior research, experience and knowledge (may require travel at times)
- Thoroughly analyzes financial statements, management profiles, business and product cycles, cash flow ability, collateral, agings, of future and existing Customers to identify trends, measure performance, assess financial strength and develop an assessment of credit risk
- Achieves operational performance standards in quality and timeliness
- Act as project leader for all HQA sponsored initiatives
- Play a key role in the execution of a strategic plan for the sustainment and growth of key business sectors for Corporate Banking Ireland
- Implement the customer relationship strategy for corporate clients
- Support of Relationship Management – the consistent point of contact for RBCCM’s Australian and Australian-based European or North American clients
- Assisting our internal partners on the optimal utilisation of lending in connection with RBCCM’s relationship goals and assist in the marketing / pitching of bank debt and other products
- Ad hoc assistance for Institutional Client Management role (FIG) and responsibilities may be requested from time to time
Qualifications for corporate banking
- Recommend credit structuring and documentation (in partnership with Credit Officer and Relationship Manager) of transactions, including setting up loan structure, working with counsel, negotiating loan documents, and closing
- Participate actively in and may conduct independent due diligence meetings with clients/prospects
- Prepare timely annual and periodic reviews, and the satisfactory resolution of credit deficiencies such as collateral exceptions and covenant violations
- Operate independently but model strong teamwork skills both inside and outside the department
- Relevant industry experience desired
- Possesses the ability to manage smaller or less complex client credit requests from origination to approval in a timely fashion, while adhering to bank credit policies and risk management guidelines
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Corporate Banking Job Description
Job Description Example
Our company is looking for a corporate banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate banking
- Execution of operational aspects of business origination such as analyzing portfolio profitability, performing all follow-through of any deal originated process, preparing economic capital analysis and managing customer intensive processes (other than credit analytics)
- Product group liaison top assist in structuring of deals
- Proactive, in-depth, and up-to-the-minute knowledge of market trends, customer developments and credit issues
- Conduct due diligence on proposed client deals as required
- Proactively identifying and driving business opportunities with new and existing customers across key account portfolios and within an agreed client planning framework
- Coordinate across Barclays’ businesses to leverage the global platform for the benefit of clients, to build out “own” network
- The coordination, evaluation and execution of large structured transactions, under the supervision of or assisting a more senior member of the team
- Maintain and build upon RBCCM’s position in the market place, with the goal of being our client’s first call for advice and financial assistance
- Integral part of client relationship management – the consistent point of contact for RBCCM’s corporate banking clients
- Providing advice to our internal partners on the optimal utilization of lending in connection with RBCCM’s relationship goals
Qualifications for corporate banking
- Must be self-motivated and proficient in time management skills
- Communicates effectively with internal/external individuals from diverse backgrounds
- Possesses the ability to manage average to large, moderately complex client credit requests from origination to approval in a timely fashion, while adhering to bank credit policies and risk management guidelines
- Expertise in financial computer applications and database management tools including MS Excel (able to create & work with pivot tables, macros, ..)
- Maintain uptodate and accurate deal pipeline on CV Monitor relationship profitability regularly and ensure that the return is commensurate with the type of client and both CMB and the client’s risk appetite
- Interns will spend two weeks in classroom training with third-party subject matter experts and internal product experts to develop core corporate banking skills and product knowledge
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Corporate Banking Job Description
Job Description Example
Our company is hiring for a corporate banking. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for corporate banking
- Pitch, structure, complete due diligence and negotiate acquisition/bridge/term loans and corporate revolvers for identified clients and targets
- Preparation of credit submissions (transaction requests, transaction/company analysis, financial models, ) and other documentation related to the transaction approval process through closing and ongoing monitoring
- Provide proactive corporate banking coverage for portfolio clients including identification of cross sell opportunities including cash management, trading/hedging, investment banking and global markets products and services
- Lead the preparation of internal credit presentations and related credit submission documentation
- Drive the underwriting of credits independently
- Serve as the lead business line compliance officer for the Asian Corporate Banking Division, with direct responsibility for ACB – East and Mid-West and supervisory responsibility for ACB – West, other organizational areas that may be assigned
- Supervise and lead Asian Corporate Banking Compliance team members
- Develop and maintain relationships with key stakeholders, including businesses and other risk functions, to ensure implementation of an effective compliance program
- Draft, or participate in the drafting of, compliance related policies and procedures
- Act as a liaison and assist the business units to address compliance issues raised by, among others, regulators, Internal Audit, and Compliance Testing
Qualifications for corporate banking
- Expert in Excel (financial modelling), PowerPoint (presentations for senior management) and Access (data analysis and reporting)
- As an ideal candidate, you will have at least Bachelor degree with at least 10 years of banking experiences in Corporate Banking especially LLC segment
- MMFS operates within the bank’s lending guidelines, although there is significant latitude within these guidelines with the appropriate authority and approval of Credit
- 5-7 years of relevant marketing experience in financial institutions
- Knowledge of MS Office applications, with experience in developing Management Information via MS Excel desirable
- Fluent German (speaking and writen)
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Corporate Banking Job Description
Job Description Example
Our company is growing rapidly and is looking for a corporate banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for corporate banking
- Support KYC and OFAC teams in the performance of their responsibilities, as needed, for matters that require escalation
- Review and/or manage the review by team staff of notifications of new or enhanced products or services (Notifications) and any related product and service risk assessments (PSRAs)
- The Head of Corporate Banking will also drive the people development of their team members, from associate development to senior team leaders, identifying relevant on-the-job development opportunities, internal and external courses to supplement on the job skills
- Leads the corporate sales process for assigned Corporate Banking Center including selling and business development activities and direct contact with business referral sources and clients
- Banker (CB) will partner with various stakeholders in the firm (parent corporate banker and product partners across LOBs) to maximize the firm-wide revenue potential at acceptable returns across targeted clients and prospects
- Partner with Client Credit Management for credit related needs and insure that Balance Sheet Committee requests are appropriate
- Serves as point of contact for AML Ops, GFCC and relevant approvers in client outreach document requests
- Review the industry group client's GCI hierarchy looking for inactive accounts to be closed, linkage errors within client structures, merge/purge of GCIs, other coordination with DMO (including insuring DMO completes updates of information)
- Assessing and directing ongoing client acquisition, broad client relationship development, and market-facing strategy with the goal of directing a successful business within appropriate risk parameters and consistent with Corporate Banking strategic/business objectives
- Acquiring top tier team members and for providing ongoing coaching and career development/challenges/growth opportunities to team members with the goal of being recognized as a "Best in Class" group, both internally and externally
Qualifications for corporate banking
- Strong Knowledge and understanding of other Wholesale and Commercial Banking products
- Where appropriate will have a detailed knowledge of the regulatory practices which may impact the work of the department and an understanding of the likely impact of forthcoming change
- Articulate and easy to understand with strong interpersonal skills
- Fluent English (spoken and written), French or Arabic also advantageous
- Produces clear and concise reports and other written material which are understandable to those with our without knowledge of the subject
- Excellent analytical skills with ability to learn new systems and identify and define problems and solutions