Cib-global Corporate Banking Resume Samples
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Cib-global Corporate Banking Resume Samples
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M Bradtke
Markus
Bradtke
1918 Weimann Ford
Philadelphia
PA
+1 (555) 433 8594
1918 Weimann Ford
Philadelphia
PA
Phone
p
+1 (555) 433 8594
Experience
Experience
Chicago, IL
Cib-global Corporate Banking
Chicago, IL
DuBuque, Corwin and Hauck
Chicago, IL
Cib-global Corporate Banking
- Assisting Corporate Bankers in managing existing client relationship and developing new client base
- Liaise regularly with the business to conduct workload planning, review status of key onboarding’s and prioritize open requests
- Development of forward looking new business plans for clients and the maintenance of existing business relationships
- Manage new business, remediation and renewal requests and coordinate a KYC Specialist team to oversee the KYC process end to end
- Assisting in preparation of pitch books and other marketing materials
- Manage new business requests received from the Front Office and oversee the KYC process end to end
- A working knowledge of KYC/Compliance/AML procedures and standards
Houston, TX
CIB Global Corporate Banking
Houston, TX
Rolfson, Deckow and Yost
Houston, TX
CIB Global Corporate Banking
- Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business
- Manage team workload and priority items and ensure timely escalation of key risks/issues to Senior Management
- Frequently interact with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groups
- Maintain an adequate governance and control framework. For example acting as Central governance and knowledge center for Front Office in KYC policy and regulatory updates
- Responsibility 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, Worldwide Securities Services, and Asset Wealth Management), through integrated Treasurer level coverage
- Lead interaction with key support stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groups
- Manage personal workload and priority items and ensure timely escalation of key risks/issues to management
present
Houston, TX
Cib Global Corporate Banking Junior Banker Associate Japan
Houston, TX
Weimann Inc
present
Houston, TX
Cib Global Corporate Banking Junior Banker Associate Japan
present
- Working with Senior Banker to provide extensive banking solutions to select clients
- Provides a cohesive and comprehensive approach to review ratings, risk assessment, portfolios, clients and industries in the sector
- Leads or assists in negotiating and finalizing documentation for loans and derivatives transactions
- Leads or assists sales force in fielding questions from clients
- Provides credit expertise in structuring and/or pricing loan and derivative transactions
- Detailed client screening (GFCC, sanctions, AML, anti-corruption, PEP, news, etc.)
- Co-ordinate client Know Your Client (KYC) standards for both renewals and onboarding of new clients
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Kean University
Bachelor’s Degree in Business
Skills
Skills
- Quality client focus, strong controls mind-set and strong customer service skills(e.g. oral and written communication skills)
- Ability to grasp/learn concepts and procedures quickly
- A working knowledge of KYC/Compliance/AML procedures and standards
- High attention to detail
- Strong communication skills
- Strong financial analysis and financial modeling skills
- Demonstrated ability to work with regulators
- A good understanding of the Local Corporate segment and NBFI global business activity, in particular cash / treasury management area
- Strong organizational skills to handle a client portfolio of 20-25 accounts or a larger portfolio of prospects
- Knowledge of multiple client types (i.e. Corporates, Non-Banking Financial Institutions, SPV, Trust, F.I.’s. etc.)
15 Cib-global Corporate Banking resume templates
Read our complete resume writing guides
1
CIB Global Corporate Banking Senior Analyst Resume Examples & Samples
- Assist Corporate Bankers in managing existing client relationship and developing new client base
- Participate in all stages of transaction executions, from the pitch phase through to closing
- Demonstrate strong organization skills including logistics management & administrative support (e.g., manage client meetings, conferences, trainings, etc.)
- Coordinate efforts with deal team members across the Corporate & Investment Bank
- Prepare internal approval documents such as credit memos and balance sheet committee models
- At least two years of experience in either Corporate Banking, Investment Banking or Credit
2
Cib-global Corporate Banking Resume Examples & Samples
- Maintains a calling effort and is aware of client’s needs and cross-sells as appropriate
- Detailed client screening (GFCC, sanctions, AML, anti-corruption, PEP, news, etc.)
- Comprehensive balance sheet monitoring, including portfolio reviews and appropriate submissions
- Previous experience in an Junior Banker, Assistant Relationship Manager or Credit Analyst role desirable
- Strong accounting, finance, analytical and computer modeling skills
3
Cib-global Corporate Banking Resume Examples & Samples
- Reed client strategies
- 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 products (these include: traditional credit product, trade services, FX/rates, Flow derivatives, Commodities, Asset Management, private placements, ABS/Conduit)
- Conversion of client analysis into concrete financial solutions
- Candidates who have additional education such as MBA or CFA will have an advantage
4
Cib-global Corporate Banking Resume Examples & Samples
- Assisting Corporate Bankers in managing existing client relationship and developing new client base
- High level of motivation, dependability, intelligence & a team player
- Familiarity with JP Morgan processes and products
5
Cib Global Corporate Banking Junior Banker Associate Japan Resume Examples & Samples
- Leads or assists sales force in fielding questions from clients
- Co-ordinate client Know Your Client (KYC) standards for both renewals and onboarding of new clients
- Strong accounting, finance, analytical, computer modeling for research and powerpoint presentation building skills
- Knowledge of corporate banking products. An understanding of flow derivatives, FX, commodities, transaction banking and securities processing are desirable
- Candidates should be mature, have a strong interest in client interaction, demonstrate leadership in their work, and possess outstanding verbal and written communication skills
6
Cib-global Corporate Banking Resume Examples & Samples
- Credit and Portfolio analysis (industry analysis, company analysis, risk grading, credit approval preparation, and collection/review of supporting documentation)
- Financial modeling and comparable analyses
- Support for loan structuring (booking, documentation, execution, and ongoing monitoring) as well as syndicated deal support (assistance in preparing offering memorandums and lender presentations, bank market analysis, sales force support, allocation support, closing support)
- M&A advisory support (firm valuation) or participation in sell-side assignments of corporations or properties
- Participation in sell-side assignments of corporations or properties
- Construction of presentations on interest rate and currency hedging alternatives
- Undergraduate degree, may have an MBA
- One to two years of work experience and/or completion of a major corporate bank credit training program
- Bachelor's degree with outstanding academic credentials & minimum GPA of 3.2
- Oil & Gas experience
- Strong quantitative, analytical and computer skills including PowerPoint "PitchPRO" and Excel based modeling
- Ability to be a highly motivated, productive team player
- High level of motivation, dependability and intelligence
- Excellent reviews and referrals from your current manager
7
Cib-global Corporate Banking Resume Examples & Samples
- The Global Corporate Banking Analyst will assist a Banker / Senior Banker to partner with the Investment Banking Client Executive (CE) to maximize the firm-wide revenue potential at acceptable returns across targeted clients and prospects
- The Analyst will also focus on the Treasurer and Treasury staff on accounts jointly managed with a Treasury Services sales officer, GEM sale officer and Trade Sale Officer
- Ensure a holistic client coverage approach
- Evaluate client’s main issues/needs and outline opportunities for JPMorgan
- Serve as a key point of contact within JPMorgan for the client Assistant Treasurer and other clients working team where appropriate
- Partner with Client Credit Management for all credit related needs and insure that Balance Sheet Committee requests are appropriate
- Ability to represent the firm to senior client management
- Strong organizational skills to handle a client portfolio of 20-25 accounts or a larger portfolio of prospects
- Local language, market familiarity and contacts are a big plus
- Demonstrated ability to work with regulators
8
Cib-global Corporate Banking Resume Examples & Samples
- Sales of the entire Treasury Services product suite / solution, including core cash clearing, liquidity management and foreign exchange solutions
- Proactive identification, solicitation and acquisition of new names with a focus on delivering new business revenue
- Understand industry / client segment-unique challenges and requirements, work with various areas of the firm, to design and provide Treasury Services solutions
- Provide product relationship coverage for key Local Corporate segment and NBFI clients
- Partnership with the Banker (and regional / HQ bankers and TSM) in key account planning, including setting and implementing the account strategies
- Drive the profitability growth of the segment covered
- Build successful relationships with internal lines of businesses across geographies to maximize revenue growth with target clients
- Work with the HQ / regional team in preparation and submission of global/regional RFPs
- Lead and coordinate with regional / in-country Bankers and TSMs on outbound businesses
- Lead, coordinate and assist various Treasury Services functions, including Product, Technologies, Implementation, Operation, Client Account Management and Solution Center, to deliver solutions, implement and provide services
- Timely communication with Bankers and regional / HQ TSMs, including completion of client call reports
- Support the Bankers in client on-boarding from TS product aspects
- Timely completion of Product KYC compliance requirements
- Active participation in internal & external industry sessions
- Minimum of 5 years of experience in local / regional cash and liquidity management sales with successful track record and manages complex client relationships
- A good understanding of the Local Corporate segment and NBFI global business activity, in particular cash / treasury management area
9
Cib-global Corporate Banking Resume Examples & Samples
- Verify and evaluate client information and client KYC records
- Work with KYC owner to obtain required client information and documents – can be via client or via public source/ repository in the location
- Ensure client records are complete, accurate and up to the JPM Corp standards and local regulatory requirements (LDD)
- Coordinate with WCOB team to ensure all the require questions are correctly replied and all dispositions have been completed
- Escalation point for WCOB team with key stakeholders and their clients
- Monitor the remediation progress for every case and escalate issue to seniors immediately
- Trained on KYC process
- Strong technical skills (Microsoft Office - Excel, PowerPoint, Word)
- Strong verbal and written communication skills in English, and fluent reading and writing in Bahasa
- Strong information research skills
- Strong sense of accountability and ownership over end to end client on-boarding process
- Problem solving techniques and solutions oriented
- A team player who is comfortable working within a team and individually to deliver results
- Self starter, ability to multitask and work effectively under pressure and stress
- B.A. Degree or equivalent
- Minimum 1-2 years experience in financial services operations or compliance, Investment Banking, custody or client service
10
Cib-global Corporate Banking Resume Examples & Samples
- Strong Commercial Banking background with experience navigating complex global organizations
- Proven ability to build and develop relationships. Strong internal network will be critical to success
- Broad financial services product knowledge across Trade Products (including Commercial and Standby LC's), Syndicated and Bilateral loans is preferable
- Comfortable working in an environment that is evolving and subject to change
- Understanding of Compliance and KYC processes
- Strong Microsoft office skills including Excel and PowerPoint
- Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (a plus)
11
CIB Global Corporate Banking Coverage Executive Director Toronto Resume Examples & Samples
- S/he would be responsible for marketing corporate banking products (traditional credit products, public and private distributed debt products, ABS/Conduit securitization, and supporting our exposure management dialogue in Rates, Currencies, Commodities and Equities) and all non-IB products (Treasury Services, Investor Services, and Asset Wealth Management), through integrated Director, Treasurer and CFO level coverage
- Demonstrated excellent performance at Executive Director level
- Proven ability to create, develop and maintain trusted client relationships, as evidenced by winning new business, closing transactions and possessing valuable professional networks, ideally with this client set
- A minimum of 7 years experience in the industry, with a minimum of 2 years in Corporate Banking capacity
- Strong credit skills and the ability to successfully drive relationships in the context of JP Morgan’s risk appetite against each client
- Ability to navigate across large organizations to get things done and broker information across the firm; ability to form strong partnerships and work in environments where there are multiple, overlapping stakeholders
12
CIB Global Corporate Banking Multinational Corporations Resume Examples & Samples
- Develop proficiency across all products within the scope of the GCB, with a concentration in Treasury Services
- Help with industry and credit analysis (review financial statements, listen to and summarize investor presentations, and support credit approval and documentation process)
- At least 2 years of professional work experience
- Strong quantitative, analytical and computer skills including PowerPoint and Excel based modeling
- Proficiency with research tools including Bloomberg
13
CIB Global Corporate Banking Resume Examples & Samples
- Manage new business requests received from the Front Office and oversee the KYC process end to end
- Work closely with the Front Office and potentially direct with clients as required, to obtain all necessary supporting evidence to fulfil KYC due diligence
- Liaise regularly with the business to conduct workload planning, review status of key onboarding’s and prioritize open requests
- Create quality KYC profiles ensuring accuracy, completeness and validity, incorporating multiple risk factors in compliance with global regulatory requirements
- Manage overnight screening, client exits and any other KYC related tasks as required
- Manage personal workload and priority items and ensure timely escalation of key risks/issues to management
- Keep informed of any changes to processes and procedures, regulatory change and ensure open verbal dialogue with colleagues across the region
- A working knowledge of KYC/Compliance/AML procedures and standards
- Knowledge of multiple client types (i.e. Corporates, Non-Banking Financial Institutions, SPV, Trust, F.I.’s. etc.)
- Strong time management, organizational, relationship building skills
- Ability to grasp/learn concepts and procedures quickly
- Knowledge of KYC & Client onboarding is essential with at least 2-4 years experience (Audit, Control, Risk, AML, and Research may also be areas of experience)
14
CIB Global Corporate Banking Resume Examples & Samples
- In depth knowledge of KYC procedures and standards
- Ability to manage and motivate a significant sized team (30+) based in multiple locations across the region
- Exceptional stakeholder management and relationship building skills
- Ability to manage multiple competing demands
- Strong project management, time management and organization skills
- Knowledge of financial industry with in-depth expertise in various lines of business
- Travel as required
- In depth knowledge of KYC & Client onboarding is essential with at least 6-8 years of relevant experience
- Working knowledge of broader compliance agenda (sanctions, AML, anti-corruption)
- Experience of managing a significant sized team, preferably across multiple locations
- Track record of successfully partnering with Senior Management
15
Cib-global Corporate Banking Resume Examples & Samples
- Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfill due diligence requirements
- Conduct in-depth analysis on the ownership structure of the client on publicly available sources (not limited to company registries) or client documentation, and seek additional confirmation or approvals as required
- Work closely with the Front Office and potentially direct with clients as required, to obtain all necessary supporting evidence to fulfill KYC due diligence
- Frequently interact with key stakeholders such as Legal, Compliance, Credit and Operations to develop strong partnerships, eliminate roadblocks and ensure continuity of information flow across the groups
- Identify and execute process improvements, provide guidance and support on key process and technology initiatives to the business
- Knowledge of financial industry with in-depth expertise in various lines of business (Corporate Investment Bank and heritage lines of business)
- Quality client focus, strong controls mind-set and strong customer service skills(e.g. oral and written communication skills)
- Prior experience of adhering to controls and compliance standards
- B.S. Degree or equivalent
16
Cib-global Corporate Banking Resume Examples & Samples
- Manage new business, remediation and renewal requests and coordinate a KYC Specialist team to oversee the KYC process end to end
- Act as an SME and Due Diligence expert to guide clients through the KYC requirements and variation of documents which may fulfil due diligence requirements
- Work closely with the Front Office and potentially directly with clients as required, to obtain all necessary supporting evidence to fulfil KYC due diligence
- Work on regional KYC projects and processes as required to support management oversight, trouble shoot escalations and improve operations
17
Cib-global Corporate Banking Resume Examples & Samples
- 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
- Assist with building and developing Treasurer level coverage of Corporate Bank selected clients in the region, 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, private placements, ABS/Conduit, 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
- Comply with internal reporting and administrative duties. Be well versed in internal revenue and client tracking tools
- Collaborate with the credit team on analysis, structuring, negotiation, and documentation of credit requests for all products set including loans, derivatives and TSS products
- Develop an understanding of the credit requirements of clients and the risks associated with the credit products
- At least 3-5 years of work experience in corporate banking, investment banking, treasury services, or credit
- Experience working with a broad set of corporate banking products
- Experience in either Corporate Banking, Investment Banking or Credit
- Achieved a graduate level degree in business (or a quantitative field), CFA or CPA
- Fluency in a language in addition to English
18
Cib-global Corporate Banking Resume Examples & Samples
- Support CFO/Treasurer level coverage of selected clients located in Hong Kong
- Assist/support with marketing in-scope 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 Treasurer level coverage
- Detailed client screening and associated disposition processes (GFCC, sanctions, AML, anti-corruption, PEP, negative news, etc.)
- Support client engagement and new transaction processes, development of forward looking new business plans for clients and the maintenance of existing business relationships
- Comprehensive balance sheet monitoring, including portfolio reviews and BSC/LRC submissions
- Knowledge of corporate banking products
- Engage others in active dialogue
- Build trust of clients and internal constituencies
19
Cib-global Corporate Banking Analyst to Cover Peru Resume Examples & Samples
- Assist bankers in the origination and execution of corporate banking transactions as well as in managing relationships with corporate clients and financial institutions in Peru, Ecuador, Central America & the Caribbean
- Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's array of corporate banking products (Debt Capital Markets, Markets, Commodities, Treasury Services, Asset Management)
- Develop strategic dialogue with clients at the Treasurer and Assistant CFO levels and work in coordination with our product partners to provide adequate financial solutions
- Develop account plans and manage a pipeline database including key business opportunities going forward
- Collaborate with the credit team on the analysis, structuring, negotiation, and documentation of transactions involving the use of balance sheet
- Strong credit and analytical skills
- Excellent MS Office skills, specifically Excel based modeling and PowerPoint
20
CIB Global Corporate Banking Resume Examples & Samples
- Build and develop Treasurer level coverage of Corporate Bank selected clients in Saudi Arabia working in partnership with our Investment Bank Client Executive
- Coverage of subsidiarys in Saudi Arabia who are HQ'd in North America, Europe and Asia/Pac with new business development and relationship management
- Must be able to demonstrate Credit knowledge, preferably have either been in credit or debt capital markets
- Strong commercial judgment
- Excellent communication skills with fluency in English
21
Cib-global Corporate Banking Resume Examples & Samples
- Assume full responsibility to support analysts managing internal processes for “Know your Customer” renewals, deal executions, internal approvals, business aspects of regulatory reporting and ongoing management of client relationships at operational levels
- Provide support to the front office and sales team to process client onboarding in an organized and diligent manner
- Help to drive analysis and reporting for onboarding/renewals metrics, strategy and priorities
- Support the corporate bankers for all client activities (marketing and execution)
- Assisting in preparation of pitch books and other marketing materials
- Completed studies of at least 60% of undergraduate’s curriculum
- Ability to multi-task and work with variety of people, including senior corporate bankers, investment bankers, product partners and operations support
- Strong organizational, communication and multitasking skills
- Strong financial analysis and financial modeling skills
- Proactive and goal-oriented. Stays current on business and industry trends
- High attention to detail
22
CIB Global Corporate Banking Turkey & Azerbaijan VP Resume Examples & Samples
- Work collaboratively with coverage and product partners to identify, pursue and develop new profitable business from existing and prospective clients in synch with agreed client strategies
- Deepen, grow and manage complex multi-product client relationships
- Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's broad array of corporate banking products and coordinate departmental work in order to provide desired services: Conversion of client analysis into concrete financial solutions
- Achieve growth through frequent client meetings and discussions covering new products, market and industry developments
- Manage internal partners in obtaining necessary support/approvals to promote Turkey business and maintain strong working relationships with other JP Morgan lines of business
- Manage/supervise compliance requirements associated with client portfolio, including GFCC, Sanctions, PEP, Anti-Corruption, KYC, AML
- Conduct customer relations that are subject to the legislation of JPMorgan in accordance with institutional procedures and compliance
- Experienced client relationship manager with proven ability to build and develop client relationships, win new business, close transactions and develop networks, both internally and externally
- Solid Credit and analytical skills
- Solid knowledge of corporate banking products with understanding of debt & loan capital markets, structured finance, flow derivatives, FX, commodities, transaction banking and securities processing; preferably with execution experience
- Strong commercial judgment and self-motivation
- Excellent oral and written communication skills with fluency in English & Turkish
