Corporate Banker Job Description
Corporate Banker Duties & Responsibilities
To write an effective corporate banker job description, begin by listing detailed duties, responsibilities and expectations. We have included corporate banker job description templates that you can modify and use.
Sample responsibilities for this position include:
Corporate Banker Qualifications
Qualifications for a job description may include education, certification, and experience.
Education for Corporate Banker
Typically a job would require a certain level of education.
Employers hiring for the corporate banker job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Education, Business, Finance, Economics, Accounting, MBA, Business/Administration, Communication, Management, General Education
Skills for Corporate Banker
Desired skills for corporate banker include:
Desired experience for corporate banker includes:
Corporate Banker Examples
Corporate Banker Job Description
- Provides guidance and direction to less experienced lenders in analyzing financial data and evaluating credit worthiness
- Interprets, applies and recommends changes to credit policies and procedures
- May assist in the development of credit policies
- Contacts customers and prospects to market loan demand deposit products
- Advises senior management on complex commercial lending issues
- Interviews loan applicants
- Obtains, interprets and evaluates financial information to determine credit worthiness and make decisions at the highest lending limits
- Handles difficult negotiations and credit assessments on an independent basis
- Creates a pipeline of business of secure, profitable loans, deposits and specialty commercial finance services
- Maintains a customer/prospect database
- Travel limited, but primarily within the Continental U.S. , amount dependent on business need
- Adept at preparing Powerpoint presentations and building Excel spreadsheets, experience with Bloomberg and/or other financial data platforms essential
- Leadership skills for both direct team members affiliated internal partners
- Ability to manage and develop junior resources--both direct team members with product partners
- A minimum of 8-10 years of progressive Corporate and Commercial Real Estate banking experience
- Influenced the strategic direction and develop tactical plans to complete large and complex Corporate Real Estate transactions
Corporate Banker Job Description
- Responsibility for marketing in-scope, EMEA specific, solutions across multiple disciplines, including traditional credit products, core cash management and liquidity, FX, Flow derivatives, and all non-IB products
- Develops and maintains a balanced and sound loan portfolio in conformance with established policies, strategies and procedures
- Structures and prices loans, negotiates with customers and obtains approvals
- Monitors existing loans to ensure compliance with terms of the loan and takes corrective action on variances
- Build and develop Treasurer/CFO level coverage of Corporate Bank selected clients in Japan
- Responsible for partnering with HQ parent teams and regional teams to drive and deliver financial goals for GCB and TS Sales for Japan MNC
- Promote the needs of the Japan-based MNC clients with local and regional product partners
- Build and develop relationship with selected Corporate Banking clients in Japan
- Development of forward looking new business and account plans for clients and the maintenance of existing business relationships
- You will be expected to drive account planning processes for Corporate Bank selected clients
- Loan portfolios, capital lines, equipment term loans, and commercial real estate and Small Business Administration (SBA) loans
- Established organizational policies, strategies and procedures for commercial lending
- Analyzing financial information and determining credit worthiness
- Interpreting and applying credit policies and procedures
- Developing credit policies
- Marketing loan demand deposit products
Corporate Banker Job Description
- Responsible for growing the business, increasing clients buying power for all business originated in North China
- Be a Greater China knowledge subject matter expert
- Be the central point for recruiting for bankers in for North China
- Assure that bank polices are uniformly understood and properly interpreted and administered by subordinates
- Represent the bank in targeted business community through active participation in the community affairs and ensure the marketing of all of the banks' products and services
- Negotiate terms, structures loan financing based on risk considerations, and present credits for approval to appropriate levels of authority within the bank as required
- Operate as key member of the deal and leads preparation of lending proposals and pitch to prospective clients with efforts to maximize sector penetration and returns deliver activities in instituting cross-selling initiatives to clients across all areas of the company and transition them into significant sales
- If you are a CIB staff who is a registered representative, you are expected to refer business to BTMUS
- Develop relationship and close deals, taking responsibility for Treasury Service (TS) clients
- Support the implementation of new client solutions and follow up client queries
- Maintaining a customer and prospect database
- Developing and maintaining a loan portfolio
- Structuring and pricing commercial loans
- Verifying customer compliance with terms
- In partnership with the Headquarter Corporate Banker or Global Subsidiary Bankers, drive account planning processes for selected clients
- These points have been carefully considered as being essential for the role
Corporate Banker Job Description
- Build and develop Treasurer/CFO level coverage of subsidiaries of Corporate Bank Chinese clients in Latin America jointly with local MNC corporate bankers
- Identify new business opportunities, collaborate on deal execution
- Development forward looking new business plans for clients and the maintenance of existing business relationships
- Responsible for partnering with HQ parent teams in China to drive and deliver financial goals for GCB and TS Sales for LatAm MNC
- Conduct regular cross functional reviews with peers (locally and regionally) to ensure coordinated management of client relationships
- Ensure a strong Risk & Control framework is maintained with an ongoing focus on adherence to KYC, AML, GFCC, PAD, PEP and Reputation Risk standards
- Promote the ongoing needs of the Latin America based MNC clients with local and regional product partners
- Originating and executing bond transactions in partnership with DCM partners, including onshore domestic bond deals, panda bond deals supporting offshore deals
- Daily responsibilities include both leading or assisting in bond execution marketing, preparing bond market updates, conducting due diligence, internal/external project management, and client management through marketing and pricing dynamics
- Successfully completes specialized training courses covering accrual accounting, debt service coverage and more complex accounting concepts as applied to the analysis of financial risk
- Requires Bachelors in Finance, Economics or business degree
- Credit Training a plus
- Understanding of international economy and markets
- Spanish language skills are preferred
- Bachelor Degree holder with at least 10 years of relevant experience in investment banking or corporate finance, or M&A experience in corporate strategy or investment management in oil and gas
- Excellent Interpersonal and communication skills and an ability to influence top business leadership
Corporate Banker Job Description
- Successfully completes training courses covering business lending, cash flow and asset conversion
- Develops advanced client service skills, including knowledge of products and services used to help commercial and corporate customers succeed
- Build and develop Regional / in-country Treasurer level coverage of selected MNC Corporate Bank clients in Hong Kong
- Plans and executes a strategic direct calling program for large corporate companies in a designated geography, executes a strategic networking program on centers of influence
- Develops and maintains relationships with large corporate prospects to actively market and solicit commercial loans
- Build and develop Regional / in-country Treasurer level coverage of selected MNC Corporate Bank clients in Singapore
- Prepares analyses, reports and presentations for review and approval
- Develops and maintains relationships with large corporate market prospects to actively market and solicit commercial loan
- Relationship management for existing European high growth Technology clients
- Ability to identify, build, maintain and develop brand new client relationships across Europe
- Must be able to demonstrate strong credit knowledge, preferably have either been in credit or debt capital markets
- Demonstrable proficiency with market and product terms
- Self-directed, highly motivated, and able to work independently and in team
- The ability to read and speak English and Mandarin would be desirable
- Minimum of 5 years post MBA graduate and banking experience and/or equivalent combination of experience and education
- Client relationship and marketing presentation skills