Corporate Banker Resume Samples

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BB
B Borer
Billie
Borer
83702 Eda Via
San Francisco
CA
+1 (555) 247 1032
83702 Eda Via
San Francisco
CA
Phone
p +1 (555) 247 1032
Experience Experience
Chicago, IL
Corporate Banker
Chicago, IL
Metz Group
Chicago, IL
Corporate Banker
  • Determine key priorities for the program and work with management team on outreach strategies for specific markets
  • Develops relationships with customers through calling and customer support activities
  • Manages a portfolio of up to 75 clients with credit outstanding up to $50MM
  • Develop and maintain referral relationships with a variety of centers of influence (COI’s)
  • Keep management fully informed on all key factors of the bank, the portfolio, client relationships and the competitive environment
  • Other duties and special projects as assigned by Senior Management
  • Functions with minimal levels of individual authority and negotiates with strict adherence to established guidelines, credit pricing, terms and structure
Philadelphia, PA
Cib-corporate Banker
Philadelphia, PA
Kemmer-Vandervort
Philadelphia, PA
Cib-corporate Banker
  • Participate in new business development and relationship management for corporate, multinational and FI clients in the region
  • Established track record of effectively working with people from a diverse range of cultures
  • Provide client coverage support to an Executive Director to originate and execute sales opportunities across the NBFI portfolio
  • Actively contribute to portfolio planning and analysis work
  • Build and develop Treasurer level coverage of Corporate Bank selected clients in HK
  • Build and develop Regional Treasurer level coverage of Corporate Bank selected clients in Singapore
  • Acquire, build and maintain a holistic relationship management role with a target client base of 15-20 accounts
present
Los Angeles, CA
Cib-global Corporate Bank-corporate Banker
Los Angeles, CA
Nienow, Hessel and Stehr
present
Los Angeles, CA
Cib-global Corporate Bank-corporate Banker
present
  • Supporting senior bankers in managing relationships with a leading portfolio of Australian corporate clients and financial institutions and in the origination and execution of corporate banking transaction
  • Monitor client performance and perform KYC, client onboarding & pipeline maintenance
  • Maintain close coordination with all relevant product partners to ensure close alignment, prioritization and opportunity identification across the target client portfolio
  • Monitor client performance (financials, management, relevant news) and escalate any potential credit, operational, legal, compliance or environmental consideration to the team
  • Support senior bankers in managing relationships with a leading portfolio of Australian corporate clients and financial institutions and in the origination and execution of corporate banking transactions across the full spectrum of in-scope GCB products
  • Assist in developing strategic and financing dialogue and relationships with target clients
  • Proactive participation in the account planning cycle and ongoing monitoring of performance versus plan
Education Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Rutgers University
Bachelor’s Degree in Business
Skills Skills
  • Knowledge of Know Your Customer Procedures
  • Good Knowledge of Corporate Banking Products (Cash and Trade)
  • Legislative knowledge
  • Originate, analyze, structure and close profitable loan transactions, within TCF policies and financial goals
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
  • Excellent organizational and time management skills ability to work with minimal supervision
  • Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures
  • Continuously maintain and apply a thorough understanding of TCF’s credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel
  • Keep management fully informed on all key factors of the bank, the portfolio, client relationships and the competitive environment
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3 Corporate Banker resume templates

1

Cib-corporate Banker Resume Examples & Samples

  • Maintain and develop CFO level coverage of Corporate Bank selected clients in Mexico, working and coordinating with the line of business partners such as Debt Capital Markets, Markets, T&SS, Asset Management and Investment Bank Client Executives where such coverage exists
  • Responsibility for Marketing in-scope Investment Banking products (including: traditional credit product, debt issuances, FX, Flow derivatives, Commodities, Sales and Trading) and all non-IB products (including: Treasury Services, Worldwide Securities Services, and Asset Wealth Management), through integrated Treasurer level coverage
  • Participate in new business development and relationship management for corporate, multinational and FI clients in the region
  • In partnership with the IB Client Executive on their covered names, drive account planning processes for Corporate Bank selected clients. Particularly focusing on the use of credit capital and balancing the firm wide priorities
  • Lead the discussions and approval processes (including credit and balance sheet) for all products under scope
  • Comply with internal reporting, policies and administrative duties including visits and revenue tracking
  • Collaborate with the credit team on analysis, structuring, negotiation, and documentation of credit requests for all products set including loans, derivatives and TS products
  • Develop an understanding of the credit requirements of clients and the risk associated with the credit products
  • 5-7 years of work experience
  • University/ business school degree with outstanding academic credentials
  • Solid corporate finance, credit and analytical skill set
  • Commercial mindset - able to communicate with clients
  • Excellent verbal and written communication skills in Spanish and English
2

FIG Corporate Banker Resume Examples & Samples

  • Act as client’s most trusted advisor
  • Drive new business development and relationship management for our clients
  • Develop forward looking business plans for clients and maintain existing business relationships
  • Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's broad array of banking products across debt capital markets, risk management, treasury and securities services and asset management: Conversion of client analysis into concrete financial solutions
  • Assist with building and developing coverage of the Global Corporate Bank’s selected clients, working and coordinating with the line of business partners including Debt Capital Markets, Markets, Treasury Services, Investor Services, Asset Management and Investment Bank Client Executives where such coverage exists
  • In-scope products include: Traditional credit product, Debt, Treasury Services, ABS/Conduit, Investor Services, Asset Management, FX, Derivatives, Commodities, as well as certain flow Sales and Trading products
  • Role will require travel to meet clients
  • Established network and experience banking large financial institutions
  • Experience working in Europe or APAC helpful
3

Corporate Banker Resume Examples & Samples

  • Own the primary relationship with the client by being the clients main contact point for all business banking requirements, to ensure that the portfolio is serviced appropriately
  • Secure new business and /sales by head hunting new business from current and prospective clients
  • Review and negotiate new pricing structures with clients, in line with the Absa pricing policy
  • Manage portfolio of clients from a business and risk perspective to ensure the banks risk is minimised
  • Analyse and balance credit risk with client capabilities linking available securities with cash flow (once again the size of the clients needs to be considered as this impacts complexity of financial analysis conducted), still ensuring that the bank obtains yield they need to achieve
  • 5 – 8 Years of Sales and financial experience in a commercial or corporate banking environment
  • At least five (5) years experience in evaluating and understanding complex
  • Company financials and other economic trends
  • At least five (5) years experience in structuring a good complex credit solution and guiding the credit process with the required parties
  • Knowledge of a wide spectrum of financing markets/products and their application to suit client needsKnowledge of macroeconomic factors
4

Cib-corporate Banker Resume Examples & Samples

  • Build and develop Treasurer level coverage of Corporate Bank selected clients in HK
  • In partnership with the IB Client Executive, you will be expected to drive account planning processes for Corporate Bank selected clients. Particularly focusing on the use of credit capital and balancing the firm wide priorities
  • Ability to read and speak Mandarin
  • Understanding of flow derivatives, FX, commodities, transaction banking and securities processing would be very helpful
  • Strong influencing skills and proven track record of managing cross cultural environments
5

Cib-global Corporate Bank-senior Corporate Banker Resume Examples & Samples

  • Acquire, build, maintain and grow a target client base of accounts through holistic client relationship management
  • Identifying and securing new business opportunities and increasing the bank's share of wallet across the client base
  • Formulate and implement account plans for the client portfolio, working closely with product partners on a bundled offering
  • Partner with Client Credit Management on all credit related needs and facilitate internal approvals from Balance Sheet Committee
  • Conduct comprehensive client analysis, identify business needs that can be met with our corporate banking products and convert into concrete financial solutions
  • Perform KYC, client onboarding & pipeline maintenance
  • At least ten years of relevant work experience, with solid experience in corporate finance
  • Proven success in senior level client relationship management, with experience and existing relationships with Australian corporates
  • Strong credit knowledge and/or experience
  • Excellent organizational skills and a collaborative approach
  • Outstanding interpersonal, negotiation and relationship development skills
6

Regional Corporate Banker Resume Examples & Samples

  • Highly skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships. Knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and capital markets solutions
  • Develop target market, prospect and client assignments with appropriate City Executives and Business Services Officers using the BB&T business segmentation philosophy
  • Champion non-credit financial services activity in the corporate segment, driving fee-based revenue earning opportunities. Execute on Integrated Relationship Management and Consultative Relationship Management with extensive inclusion of Financial Services Specialists in sales meetings and call planning, joint calling with senior management, and development of custom solutions
  • Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Responsible for meeting assigned loan, deposit and fee-based revenue goals
  • Assume responsibility for the profitability, quality, liquidity, and growth of assigned loan portfolio by servicing all client credit relationships, including credit proposal write-ups, file documentation, legal documentation and loan closing, clearing exceptions, and problem loan/asset management
  • At the request of the Regional President, assume responsibility for developing and servicing selected client relationships in smaller cities
  • Ensure that corporate banking relationships are fully developed, including specific efforts to serve the retail banking needs of our clients' owners/management/employees (Wealth Management, Private Banking, BB&T @ Work)
  • Coordinate the delivery of Capital Markets and other specialized finance facilities to target clients and prospects
  • Coordinate the economic development efforts within the Region through active participation in the Chamber of Commerce, development of relationships with regional representatives in the State Department of Commerce, and participation in other organizations involved in economic development
  • Support and coordinate with others in client development and servicing efforts in the Region as appropriate
  • Education - Bachelor's degree or equivalent education and related training
  • Stonier or LSU graduate, BB&T's Leadership Development Program graduate or equivalent program at another financial institution
  • Experience - Minimum of ten years in commercial lending
  • Credit Capacity - Can readily handle a loan request of $10,000,000 or more up to in-house limit
  • Technical Knowledge - Is highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury Services, and other non-credit services
  • Conceptual Knowledge - Grasp complex credits clearly; is insightful in all aspects of finance
  • Interpersonal Communications - Can handle client relationships with borrowing clients with total debt of $10,000,000 or more
  • In concert with other specialists, is able to identify, recommend and deliver integrated solutions across functional areas including credit, Treasury Services, Capital Markets, Risk Management, Institutional Services and other areas
  • Ability to complete or completion of ENBT (Extraordinary New Business Training), ENBT Lab, Managing Interpersonal Relationships, and the Leadership Series
  • Ability to travel, occasionally overnight
7

Capital Markets Corporate Banker Resume Examples & Samples

  • Develop and manage a portfolio of large credit relationships. Responsibilities include originating, underwriting, structuring and closing direct and syndicated loans ($25MM to $150MM+) with risk profiles, structure and pricing consistent with Bank policy
  • Monitor credit relationships to ensure ongoing compliance with approved terms/conditions. Review existing relationships with credit administration at intervals consistent with Bank policy
  • Cross-sell all other Bank products and services, including Capital Markets (e.g. Debt Capital Markets, Derivatives, Equity Capital Markets and Syndications), Treasury Management, Commercial Finance, Equipment Finance, Institutional Trust, Insurance, Asset Management and International
  • Working closely with the Syndications group, develop and manage BB&T agented or co-agented credit facilities. This includes originating, underwriting, structuring, closing and servicing syndicated loan relationships. Oversee all structuring aspects of syndication process and ongoing servicing of client relationships. Ensure all responsibilities associated with the agent/participant bank relationship are met
  • For assigned regions and industries, assist the Community Bank in underwriting, structuring, negotiating and closing large credit transactions for corporate and large middle market companies
  • Develop an in-depth knowledge in assigned area of coverage (geography or industry)
  • Serve as a mentor for other junior department members as they develop and/or refine credit underwriting, negotiation, and cross-selling skills/techniques
  • Attend advanced product knowledge training classes to develop an extensive knowledge level of corporate products and services
  • Represent the Bank in a professional manner with the local community, clients and correspondent banks
  • Bachelor's degree in Business or Economics, or equivalent education and related training
  • Ten years of commercial lending and/or related experience
  • Strong interpersonal, verbal, written, presentation, negotiating, analytical and credit skills
  • Experience in underwriting/structuring/negotiating/closing/servicing large (direct and syndicated) loan transactions (e.g., $25MM to $150MM+)
  • Detailed knowledge of capital markets, treasury management, commercial finance, equipment finance, institutional trust, insurance, asset management, international and other products and services
  • Experience in working with correspondent banks
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
  • Substantial experience in managing large credit and deposit relationships
  • Extensive knowledge of capital markets, treasury management, commercial finance, equipment finance, institutional trust, insurance, asset management, international, etc
8

Corporate Banker Resume Examples & Samples

  • Originate, analyze, structure and close profitable loan transactions, within TCF policies and financial goals
  • Grow the company’s SBA 7(a) lending business
  • Determine key priorities for the program and work with management team on outreach strategies for specific markets
  • Evaluate potential small business loan opportunities to determine whether they comply with SBA program requirements, meet community development priorities and are financially viable
  • Develop and maintain referral relationships with a variety of centers of influence (COI’s)
  • Continuously maintain and apply a thorough understanding of TCF’s credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages
  • Keep management fully informed on all key factors of the bank, the portfolio, client relationships and the competitive environment
  • Provide guidance and direction to bank’s internal support personnel to ensure proper and accurate completion of loan transactions and day to day operational requirements
9

Capital Markets Corporate Banker Resume Examples & Samples

  • Cross-sell all other bank products and services, including Capital Markets (e.g. Debt Capital Markets, Derivatives, Equity Capital Markets and Syndications), Treasury Management, Commercial Finance, Equipment Finance, Institutional Trust, Insurance, Asset Management and International
  • Working closely with the Syndications group, develop and manage BB&T agented or co-agented credit facilities. This includes originating, underwriting, structuring, closing and servicing syndicated loan relationships. Oversee all structuring aspects of syndication process and ongoing servicing of the client relationship. Ensure all responsibilities associated with the agent/participant bank relationship are met
  • Serve as a mentor for other junior department members in developing and/or refining credit underwriting, negotiation, and cross-selling skills/techniques
  • Seven years of commercial lending and/or related experience
  • Experience in underwriting/structuring/negotiating/closing large (direct and syndicated) loan transactions (e.g., $25MM to $150MM+)
  • Knowledge of capital markets, treasury management, commercial finance, equipment finance, institutional trust, insurance, asset management, international and other products and services
  • Experience in managing large credit and deposit relationships
10

Senior Corporate Banker Resume Examples & Samples

  • Responsible for business development and relationship management
  • Formulates and executes a business development strategy to build a pipeline of commercial banking prospects and opportunities
  • Utilizes internal and external networks to attract commercial banking prospects, including centers of influence, networking events, industry conferences, etc
  • Actively calls on new prospects to identify new business or referral opportunities
  • Assists in closing deals across all product groups
  • Achieves individual business development revenue goals
  • Sources and evaluates all new credit opportunities and partners with product specialists to cross sell the bank’s products
  • Pre-screens qualified loan opportunities, structuring deals to balance risk/rewards
  • Actively involved in pitching, structuring, negotiating and closing new loan transactions
  • Oversees and ensures sound underwriting practices for presentation to credit approver
  • Acts as primary point of contact for overall commercial banking relationships
  • Maintains required subject expertise including product knowledge, general organization practices, and policies and procedures applicable to product lines and services
  • Increases awareness of KeyBank’s presence in the marketplace through active involvement in the community
  • B.A./B.S. degree required / MBA preferred
  • Must possess 10+ years of experience in the Commercial Banking market
  • Must possess an advanced knowledge of commercial banking products and services and be able to successfully capitalize on cross-sell opportunities
  • Must possess strong sales, marketing, business development and negotiation skills
  • Must possess advanced knowledge of credit and credit quality
  • Must be a self-starter, entrepreneurial, results oriented routinely exceed client expectations
  • Candidate must be able to demonstrate proven track record of production in commercial banking market
  • Formal credit training or experience is preferred
11

Cib-global Corporate Bank-corporate Banker Resume Examples & Samples

  • Supporting senior bankers in managing relationships with a leading portfolio of Australian corporate clients and financial institutions and in the origination and execution of corporate banking transaction
  • Develop strategic and financing dialogue and relationships with target clients
  • Monitor client performance and perform KYC, client onboarding & pipeline maintenance
  • Partner with senior bankers in identifying opportunities for targeted portfolio growth
  • Proactive participation in the account planning cycle and ongoing monitoring of performance versus plan
  • Partner with Client Credit Management on all credit related needs and facilitate internal approvals from the Balance Sheet Committee
  • A recognized tertiary qualification in a finance related discipline
  • At least five years of relevant work experience, with solid experience in corporate finance and knowledge of core corporate banking products
  • Proven success in client relationship management, with experience and existing relationships with Australian corporates
12

Cib-corporate Banker Resume Examples & Samples

  • Provide client coverage support to an Executive Director to originate and execute sales opportunities across the NBFI portfolio
  • Work closely with colleagues from other geographies and lines of business e.g. Treasury Services, Markets, Asset Management etc. to align client calling and coverage efforts for sales of annuity revenue products across our operating footprint
  • Undertake responsibilities relevant to safeguarding our firm against money laundering activities i.e. action relevant KYC and remediation processes
  • Be responsible for proactively following up with clients to address their daily operational and service needs
  • Actively contribute to portfolio planning and analysis work
  • Preferable to have direct client facing experience with NBFIs
  • Established track record of effectively working with people from a diverse range of cultures
  • Proven ability to build and develop client relationships; and nurture effective internal networks
  • Possess an affinity to learn new banking products and services
  • Is detail oriented and respectful of adhering to tasks relevant to our firm’s controls and risk assessment culture and policies
  • Show the ability to apply and leverage information to align resources to resolve prospective issues and follow through business initiatives
  • Comfortable with delivering quality work under time pressure and tight deadlines
13

Cib-corporate Banker Resume Examples & Samples

  • Acquire, build and maintain a holistic relationship management role with a target client base of 15-20 accounts
  • Partner with Client Credit Management all credit related needs and facilitate the internal approvals from Balance Sheet Committee
  • Min 8 - 10 years of relevant working experience in relationship management roles
  • Solid knowledge of flow derivatives, FX, commodities, transaction banking and securities processing
  • Fluent in Mandarin a plus
14

Regional Corporate Banker Resume Examples & Samples

  • Highly-skilled and proficient in most aspects of finance; proficient in managing large and complex corporate relationships. Knowledgeable and experienced in complex credit products and structuring, including loan syndication and participations and capital markets solutions
  • Develop target market, prospect and client assignments with appropriate Market Presidents and Business Services Officers using the BB&T business segmentation philosophy
  • Champion non-credit financial services activity in the corporate segment, driving fee-based revenue opportunities, including specific efforts to serve the retail banking needs of our clients’ owners/management/associates (e.g. Wealth Management, Private Banking, BB&T@Work). Execute on Integrated Relationship Management (IRM) and Consultative Relationship Management with extensive inclusion of Financial Services Specialists in sales meetings and call planning, joint calling with senior management, and development of custom solutions
  • Deliver the Perfect Client Experience in all interactions with clients, prospects, and centers of influence
  • Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Responsible for meeting assigned loan, deposit and fee-based revenue goals. Assume responsibility for the profitability, quality, liquidity, and growth of assigned loan portfolio by servicing all client credit relationships, including credit proposal write-ups, file documentation, legal documentation and loan closing, clearing exceptions, and problem loan/asset management. Ensure adequate data integrity and risk management
  • Represent BB&T in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank’s image
  • Coordinate the economic development efforts within the region through active participation in the Chamber of Commerce, development of relationships with regional representatives in the State Department of Commerce, and participation in other organizations involved in economic development
  • Support and coordinate with others in client development and servicing efforts in the region, as appropriate
  • Stonier or Louisiana State University graduate, BB&T’s Leadership Development Program graduate or equivalent program at another financial institution
  • Ten years in commercial lending
  • Can readily handle a loan request of $10,000,000 or more up to in-house limit
  • Highly skilled and proficient in most aspects of corporate finance, Capital Markets, Treasury Services, and other non-credit services
  • Ability to grasp complex credits clearly; is insightful in all aspects of finance
  • Strong interpersonal communication; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
  • In concert with other specialists, ability to identify, recommend and deliver integrated solutions across functional areas including credit, Treasury Services, Capital Markets, Risk Management, Institutional Services and other areas
  • Ability to complete or completion of ENBT (Extraordinary New Business Training), ENBT Lab, Managing Interpersonal Relationships and the Leadership Series
15

Regional Corporate Banker Resume Examples & Samples

  • Develop and execute a marketing plan focused on winning new client relationships and expanding existing client relationships. Responsible for meeting assigned loan, deposit and fee-based revenue goals. Assume responsibility for the profitability, quality, liquidity, and growth of assigned loan portfolio by servicing all client credit relationships, including credit proposal write-ups, file documentation, legal documentation and loan closing, clearing exceptions, and problem loan/asset management. Ensure adequate data integrity and risk management. Represent BB&T in the community by actively participating in civic affairs and local and professional organizations to identify and develop new clients and enhance the Bank’s image
  • Ten to twelve years in commercial lending
  • Strong interpersonal communications; can handle client relationships with borrowing clients with total debt of $10,000,000 or more
16

Cib-corporate Banker Resume Examples & Samples

  • Build and develop Regional Treasurer level coverage of Corporate Bank selected clients in Hong Kong
  • Responsible for partnering HQ parent teams and country teams to drive and deliver financial goals for GCB and TS Sales for Hong Kong MNC and Regional MNC driven from Hong Kong
  • Responsible for Marketing in-scope Investment Banking products (including: traditional credit product, private placements, ABS/Conduit, FX, Flow derivatives, Commodities, Sales and Trading) and all non-IB products (including: Treasury Services, Securities Services, and Asset Wealth Management), through integrated Regional Treasurer level coverage
  • Strong knowledge and experience in Treasury Services/cash & liquidity management sales/product
  • Must be able to demonstrate Credit knowledge
17

Corporate Banker Resume Examples & Samples

  • Manages a portfolio of up to 75 clients with credit outstanding up to $50MM
  • Business development activities typically focus on businesses with sales of $100MM or more that operate in our defined targeted industries
  • Functions with minimal levels of individual authority and negotiates with strict adherence to established guidelines, credit pricing, terms and structure
  • Solicits new and prospective loan and deposit relationships for the Bank
  • Develops and executes a business development plan to achieve established goals and objectives. Implements a disciplined contact schedule to promote client satisfaction, retain existing clients, and attract long term profitable customer relationships and become the clients trusted financial partner through needs based solutions
  • Identifies cross-sell opportunities for each assigned relationship. Markets to assigned clients and prospects a broad range of financial products
  • Build internal relationships with other departments such as Product Management, Treasury Management, and Credit Underwriting to enhance the overall banking relationship ensuring the customer’s business objectives are met
  • Proactively seeks knowledge and mentorship from more Senior Relationship Managers to develop a thorough understanding of bank products, services, credit standards, and bank pricing parameters, business development programs/automated systems
  • Partners with the Commercial Underwriter to assess the customer’s credit risk and structure a credit solution that fits the customer’s needs while remaining within acceptable risk guidelines
  • Identifies client needs and works with customers to offer appropriate bank products and services
  • Cultivates prospects independently through customer referrals, networking, and participation in professional organizations, social contacts and relationships built in the community
  • Develops relationships with customers through calling and customer support activities
  • Routinely monitors loan portfolio’s credit quality status to ensure loans are current and conform to terms, quickly identifies and manages risks to minimize impact
  • Analyzes customer credit status or obtains appropriate central underwriting approval and related documentation to ensure portfolio quality and yield are maintained
  • Uses automated business development system to manage individual calling program, schedule appointments, develop customer profiles or cross-sales opportunities, follow-up with customers and book new business
  • Keeps abreast of industry, competitor, financial market and other changes that may impact their portfolio or department
  • Responsible for assembling financial information and coordinating the generation of complete loan packages for approval presentation
  • Other duties and special projects as assigned by Senior Management
  • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act
  • Bachelor’s Degree, major in Accounting or Finance preferred
  • Minimum 2 years of relationship management experience selling banking products
  • Proficient in credit underwriting fundamentals and prior credit experience including financial analysis
  • Basic knowledge of commercial loan products & lending / compliance regulations
18

Cib-global Corporate Bank-corporate Banker Resume Examples & Samples

  • Support senior bankers in managing relationships with a leading portfolio of Australian corporate clients and financial institutions and in the origination and execution of corporate banking transactions across the full spectrum of in-scope GCB products
  • Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's array of corporate banking products
  • Assist in developing strategic and financing dialogue and relationships with target clients
  • Maintain close coordination with all relevant product partners to ensure close alignment, prioritization and opportunity identification across the target client portfolio
  • Partner with the senior bankers in identifying opportunities for targeted portfolio growth
  • Proactive participation in the account planning cycle, and ongoing monitoring of performance versus plan
  • Support of and compliance with all internal reporting and administrative duties, and management of compliance requirements associated with the client portfolio, (KYC, AML, Sanctions, Anti-Corruption, ISDAs, etc)
  • Partner with Client Credit Management with respect to all credit related needs and facilitate the internal approvals from Balance Sheet Committee
  • At least four years of relevant banking experience, with solid experience in corporate finance and knowledge of core corporate banking products
  • Ability to communicate effectively across different seniority levels internally and externally and to built the trust of clients and internal constituencies
19

Director, Corporate Banker Resume Examples & Samples

  • Client coverage to provide financial advice and multi-product originations in an integrated approach
  • Leadership and identification/support of revenue growth for our product partners with specific accountability for traditional bank products (treasury, corporate unsecured credit, project finance, subscription lines, derivatives, f/x, corporate/wealth management solutions etc) as well as corporate finance (syndicated loans, cmbs, Term B, mezzanine debt, High Yield and High Grade Bonds, Private Placements etc)
  • Capable of the origination, structuring and execution of large, complex transactions involving leading and coordinating multiple products/teams to meet client needs
  • Develop junior resources in their work on financial modeling, client pitch material, internal presentations etc
  • Balancing responsible growth with long term risk management
  • Minimum 10+ years Corporate Banking or Investment Banking
  • MBA degree or commensurate Corporate/Investment Banking experience
  • Public and private Real Estate sector experience
  • Leadership skills for both direct team members as well as affiliated internal partners
  • Ability to manage and develop junior resources--both direct team members as well as with product partners
  • Real estate credit experience for both unsecured and project finance balance sheet lending, preferably during market downturns
  • Experience with the RECB client base
20

Corporate Banker Resume Examples & Samples

  • Bachelor's degree or MBA in business, finance, or related field or equivalent work experience
  • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related
  • Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures
  • Excellent organizational and time management skills ability to work with minimal supervision
  • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs
  • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel
21

MNC Corporate Banker Resume Examples & Samples

  • The MNC Corporate Banker will partner with product colleagues to maximize the firm-wide revenue potential at acceptable returns across targeted MNC clients and prospects
  • Drive increased penetration of client wallet and forge a closer relationship with our clients
  • Evaluate client's main issues/needs and outline opportunities for JPMorgan
  • Serve as a focal point of contact within JPMorgan for the client CFO, treasurer and other senior managers where appropriate
  • Coordinate product partners to broaden client use of JPMorgan services
  • Partner with Client Credit Management to be the main sponsor of all credit related needs and ensure that Balance Sheet Committee requests are appropriate
  • Work with all Product groups in identifying new market opportunities and converting targeted prospects to clients
  • Able to work with many different types of people, including investment bankers, traders, sales operations support, credit and senior management
  • Strong organization skills to handle a large client portfolio (existing clients and prospects)
  • Exposed to a wide range of banking products with the relevant credit training
  • Strong communication skills in both English and Chinese
  • University graduate with minimum 7 years of relevant banking experiences, advanced education at graduate school level is highly desirable
22

Cib-VP-corporate Banker Resume Examples & Samples

  • Maintain and develop Treasurer and CFO level coverage of MNC Corporate Banking clients in Mexico, working and coordinating with product partners such as Debt Capital Markets, FX & Rates derivatives, Transaction Services, Asset Management and Investment Banking
  • Responsibility for marketing traditional credit product, debt issuances, FX & Rates derivatives, Commodities, Treasury Services and Asset Wealth Management through integrated Treasurer level coverage
  • Development of forward looking new business plans for existing business relationships
  • Participate in new business development and relationship management for prospect clients in the region
  • Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's broad array of corporate banking products across debt capital markets, risk management, treasury and securities services and asset management, conversion of client analysis into concrete financial solutions
  • In partnership with the Headquarter Corporate Banker or Global Subsidiary Bankers, drive account planning processes for selected clients. Particularly focusing on the use of credit capital and balancing the firm wide priorities
  • Manage internal processes for deal executions, internal approvals (credit, balance sheet, rep risk, etc), and business aspects of regulatory reporting
  • Comply with internal reporting, policies and administrative duties including visits and revenue tracking, deal tracking, pipeline reports, and balance sheet memos
  • Client Relationship manager or similar role with proven ability to build client relationships and develop networks, both internally and externally
  • 7-10 years of work experience
  • Knowledge of IB and TSS products including derivatives, bonds, loans, trade finance, cash management
23

Associate Corporate Banker Resume Examples & Samples

  • General knowledge of banking activities and compliance regulations – Must have
  • Background in Finance – Must have
  • Knowledge of MS Office – Must have
  • Strong communication skills - Must have
  • Ability to work independently – Must have
  • Ability to be a team player – Must have
  • Ability to be organized and manage priorities – Must have
  • Knowledge of banking products – Nice to have
  • Education – MBA graduate or relevant degree from a recognized university
  • 2 to 5 Years of experience (Overall and relevant experience)
  • Language – Fluent in English, knowledge of Arabic or/and French a plus
24

CIB Corporate Banker Resume Examples & Samples

  • Acquire, build and maintain a holistic relationship management role with a target client base of 25 accounts
  • Accountable to formulate and implement the account plans for the client portfolio working closely with product partners with a cross-sell strategy
  • Focus on growing the portfolio, identifying and securing new business opportunities and increasing the bank's share of wallet across the client base
  • KYC and client onboarding responsibility
  • Recognized university degree
  • Min 8-10 years of relevant working experience in relationship management roles, having dealt with the Singapore local corporate segment
  • Strong organizational skills
  • Credit trained or experienced
  • Team player with strong communication and interpersonal skills
25

Corporate & Investment Bank-corporate Banker Resume Examples & Samples

  • Build and develop Treasurer level coverage of Corporate Bank selected clients in Korea
  • Drive increased penetration of client wallet and forge a closer by working with Product groups in identifying new market opportunities and converting targeted prospects to clients
  • Evaluate clients’ main issues/needs and outline opportunities for JPMorgan
  • Serve as a key point of contact within JPMorgan for the client Treasurers and Treasury staff
  • Development of forward looking new business plans for clients and the maintenance of existing business relationships
  • Drive the account planning process and outline the financial view for portfolio accounts and agreed prospects
  • Partner with Client Credit Management for all credit related needs and ensure that Balance Sheet committee requests are appropriate
  • Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's broad array of corporate banking products