Corporate Banking Resume Samples

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E Farrell

Erling

Farrell

182 Mertz Extensions

Boston

+1 (555) 753 0846

182 Mertz Extensions

Boston

Phone

p +1 (555) 753 0846

Experience Experience

Chicago, IL

Corporate Banking

Chicago, IL

Buckridge, Bechtelar and Runolfsdottir

Chicago, IL

Corporate Banking

Providing legal expertise for Corporate Banking legal colleagues globally with questions relating to US law
Develop an investment perspective on each counterparty and communicate your views to the PMs, the Director of Research, PMG traders and other constituencies within Credit Suisse (including Credit Risk Management and Corporate Lending)
The coordination, evaluation and execution of large structured transactions, under the supervision of or assisting a more senior member of the team. The value of these transactions will typically be between £5m and £1bn
Driving and/or managing internal projects to improve processes or address legal and/or regulatory change
Coordinate across Barclays’ businesses to leverage the global platform for the benefit of clients, as well as to build out “own” network
Supporting Relationship Director(s) in business development activities, business planning, customer acquisition and strategy
Proactively identifying and driving business opportunities with new and existing customers across one or more key account portfolios and within an agreed client planning framework

Phoenix, AZ

Corporate Banking IT

Phoenix, AZ

Christiansen-Moore

Phoenix, AZ

Corporate Banking IT

To manage and provide guideline junior Business Analyst to manage their assignment and ensure it adheres strictly to bank standards
Manage technical delivery release deployments into test systems and provide support to project teams on release testing and fix delivery from development teams
Communicate and provide status updates on issues to business users, management team and other stakeholders
Develop and provide training support to business and operation users
To coordinate the work of all parties in order to ensure project tasks are executed and tracked until their successful completion. This includes liaison with
Provide business and functional analysis for Cash Management services and products for Asia Pacific countries
Works with internal development teams & L3 support teams for the L3 escalations

present

Phoenix, AZ

Corporate Banking Analyst

Phoenix, AZ

Terry Inc

present

Phoenix, AZ

Corporate Banking Analyst

present

Assist in the preparation of credit papers and work closely with the Manager prior to presenting to credit committee
Manage priorities while working on a number of high priority opportunities simultaneously
Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
Assist with preparation of regular team reports/MIS for Senior Management
Work effectively in partnership with other Corporate/CMB teams and product providers to deepen customer relationships and support/diversify revenue streams
Preparation of credit papers and work closely with the Manager prior to presenting to credit committee
Assist in the preparation of regular team reports and report to senior management

Education Education

Bachelor’s Degree in Finance

University of California, Berkeley

Bachelor’s Degree in Finance

Skills Skills

Strong communication skills with an ability to deal with all levels in a confident and professional manner
Strong analytical skills together with an ability to think and act laterally and creatively
An ability to work on own initiative and interact as part of a highly motivated team
Approximately 2 years of experience in related job with strong client focus and high level of professionalism
Advanced Excel skills, proficient in designing innovative solutions to drive efficiencies and good report presentation skills
In depth knowledge and skill level in computer literacy and software applications such as Excel, Word, Outlook, and PowerPoint are mandatory
Strong Customer centric focus
Post grad qualifications or Masters will be looked upon highly
Responsible for knowledge of particular industries and all current events in assigned portfolio utilizing internal and external sources
Responsible for industry knowledge and all current events in assigned portfolio utilizing internal and external sources

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15 Corporate Banking resume templates

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VP-corporate Banking Resume Examples & Samples

Typically MBA graduates; BS/BA required
Desire for significant client and transaction responsibility; ability to understand complex financial products; proven analytical ability and attention to detail; superior written and oral communication skills
4 years corporate or investment banking experience
Concentration in Finance; degree from a leading MBA program; Series 7, 63, 79
Solid leadership and interpersonal skills; success working in a fast-paced, team environment; mentoring and coaching experience
Experience in capital markets or investment banking

Corporate Banking Analyst, Nbfi Resume Examples & Samples

Assist in structuring acquisition loans, bridge loans and corporate revolvers
Work in a team environment with Investment Banking, DCM, LevFin, FX, Rates, Commodities, etc
Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly

Corporate Banking Resume Examples & Samples

Strong Risk Skills and SCO (Senior Credit Officer) a plus
Demonstrable experience in a local / regional / multi-regional product, or RAM role (+10 years)
In-depth understanding of Banking products: Loans, FX, Derivatives, Cash Management, Trade
Solid knowledge of Corporate and Structured Finance, Capital Markets & Advisory
Strong proven financial and business acumen
Proven knowledge of Industrials, TMT, BC&H industry sector
Languages required: English, Spanish

Corporate Banking KYC Analyst Resume Examples & Samples

Work with Business Support Unit to assess documentation requirements for client legal entities
Contact client personnel to obtain KYC information and documentation
Review and evaluate recent news related to clients
Liaise with internal Compliance personnel on the application of KYC policy
Interact with parent and subsidiary bankers and product sales and service on AML-related risk issues
Coordinate with account operations on account maintenance issues
Prepare client-specific KYC-related analyses as required
1-4 years of professional work experience, financial services preferred
Experience working in a global, dynamic environment
Ability to work independently and under deadline
Attention to detail with strong follow-up
Experience with MS Office tools: PowerPoint, Excel and SharePoint

Analyst, Corporate Banking Resume Examples & Samples

Monitor syndicated and bi-lateral loan transactions
Provide assistance in Corporate Banking coverage for identified clients, including identification of cross sell opportunities and preparation of presentation materials in all RBC CM active products and markets
Assistance with internal credit administration, including maintaining integrity of operational system input, monitoring of the team’s loan portfolio performance and market/industry conditions as they affect this performance

Senior SB Manager Corporate Banking Resume Examples & Samples

Growing sustainable income in a careful, considered and thoughtful manner whilst complying with the Bank’s risk appetite statement and building a balanced portfolio of risk and non risk product revenues
Driving and demonstrating effective client interaction at main board room levels
The role holder will be required to deal with sophisticated financial solutions and varying financial needs and credit risks of clients engaged in event driven transactions. Therefore the role holder must have a broad knowledge in business operations and banking services but indepth knowledge of complex credit structures, Treasury and GB products and Trade as the role holder must gain the confidence of the customers’ decision makers so they are regarded as a key first point of senior contact
Cross border servicing is expected to be high with a view to connecting the client across the group is key. Keeping the client engaged is a major challenge
Interacting/engaging with product partners at all times is key to ensure that clients have the appropriate products and cross sell is at its maximum
The role holder will be expected to have wide connections within and outside of HSBC to maximize business development opportunities

Senior Corporate Banking Manager Resume Examples & Samples

Ensure timely and accurate maintenance of customer information, on HORIS, Client Vision and CARM and other systems as required
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
Take timely and proactive corrective action to mitigate potential losses, exercising effective portfolio stewardship and control

Analyst, Corporate Banking Resume Examples & Samples

Research and analyze financial and operating information relating to companies and industries
Create statistical exhibits and trend analysis of financial performance for existing and prospective clients
Perform complex financial modeling
Complete due diligence and credit analysis on new and existing client relationships
Perform Financial Statement analysis including completion of spreading software (MRA)
Create cash flow models that are used to assess financial soundness including appropriate debt covenant levels, debt service and repayment capabilities, and to structure the appropriate financings
Perform return and CaR calculations
Review credit documentation for conformity with approved Credit terms and conditions
Assist in preparation of LPG client presentations
Assist in the preparations of syndication materials, including offering memoranda, management presentations, and rating agency presentations
An undergraduate degree with outstanding academic achievement
Credit analysis training and experience
Familiarity with BMO’s software systems which are integral to credit adjudication. Relevant experience for analysts in similar roles, 1-3 years
Excellent analytical skills to include business, financial, and credit analysis areas
Highly skilled in building complex financial models
Highlydevelopedwritten and oral communication skills
Expertise in financial computer applications and database management tools including MS Excel
Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner

Director, Corporate Banking Resume Examples & Samples

An undergraduate degree. Focal areas of real estate, finance, economics, or accounting preferred
CPA or MBA or equivalent experience in real estate, debt capital markets, finance, accounting and business law
12-16 years of relevant experience in negotiating and structuring transactions
Minimum of 14 years in real estate industry experience in a corporate lending environment developing business
Relevant REIT Sector and debt capital markets experience is highly desired
Excellent knowledge of the organizational lending and portfolio management policies and objectives
Excellent knowledge of the bank’s financial solution products and services
Expert knowledge in one or more areas as recognized by clients and peers
Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation
Strong ability to advocate persuasively
Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities
Proven abilities in managerial and leadership skills

Global Corporate Banking Summer Analyst Program Resume Examples & Samples

Developing and maintaining complex financial models
Participation in due diligence sessions
Communication and interaction with deal team members
Management of several projects at once and work effectively as an individual and as part of a team
Pursing a BA/BS degree from an accredited college or university with a graduation timeframe between December 2015 and June 2016 is required
Must demonstrate a track record of superior performance in extracurricular and professional activities
2 minimum GPA
Must have a combination of strong quantitative/analytical skills, attention to detail and client focus
Dedication to building a career in the corporate banking industry

Analyst Corporate Banking Resume Examples & Samples

Specific academic coursework in finance, economics, or accounting with outstanding academic achievement
Typically analysts maintain this role for 0-3 years before advancement to the next level
Skilled in creating statistical presentations
Ability to be creative, insightful and resourceful in performance of duties
Strong interpersonal skills used within a demanding team environment
Excellent capability to independently function as part of a team through self-motivation. Highly skilled in building complex financial models

VP Energy, Corporate Banking Resume Examples & Samples

Responsible for overall parent relationship management support. This includes providing a wide range of treasury and corporate finance solutions such as: day to day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
Responsible for cross-selling Citi’s full spectrum of products and services noted above to generate revenue by identifying and responding to customers’ financial, advisory, transactional, and other needs
Responsible for staying abreast of market and industry trends, “best practices” and competitive landscape
6+ years of proven and progressive related lending/credit experience or equivalent product experience
Meaningful exposure to the various subsectors of the Energy Industry
Sound understanding of the Corporate Banking business and its related products, pertinent regulations affecting it and the lending and credit approval process

Corporate Banking Manager Resume Examples & Samples

Identifying, presenting, and implementing most appropriate solutions for sophisticated customers with complex banking needs
Coordinating cross-border coverage for international customers across multiple time zones, cultures, languages, and regulatory environments
Coordinating and leading with Product partners international product requirements for clients that can vary in each site either due to different product offerings or because of customer needs
Constant vigilance in identifying and mitigating financial, operational, fraud risks
Guidance and authority; The jobholder will report to the Senior Manager Corporate Banking II and is given authority to plan, initiate, develop, and drive the initiatives for their client portfolio. They will be responsible for the profitability and performance of their assigned portfolio
Strong credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
Proven ability to deliver creative and flexible customer solutions

VP Corporate Banking FIG UK Resume Examples & Samples

Build and maintain relationships with key decision makers at portfolio clients
Implement calling plans to ensure business development is pursued across the client base
Identify new business opportunities and grow revenues from the portfolio of relationships - Market and execute deals using a coordinated approach with relevant Product partners
Liaise with Citi’s Parent Account Management team to assist in the delivery of the global client relationship strategy
Work with the network to drive high growth Strategy against FIG EM Champion clients in the portfolio
Demonstrate relevant industry and broad product expertise
Have experience marketing the full range of financing and transactional products to clients, and been involved in their execution
Have experience for multi-client coverage
Have experience for meeting a budget on a portfolio of clients
Good knowledge and understanding of compliance, Credit risk and capital considerations
Pro activity - Identifying new business opportunities
Relevant Corporate Banking background gained from a reputable firm
Educated to degree level in related discipline would be advantageous

VP Corporate Banking Resume Examples & Samples

Associated authorities to recommend client credit exposure in I&CB
Managerial authority to deploy staff within existing team of direct reports
Authority to travel to various client sites and business meetings
Clients
Associates
Relationship Management Associates
Regulatory Agencies
Ancillary Investment and Corporate Banking Groups within IBG
Lending Clients
Credit Concurrence
An undergraduate degree. Focal areas of finance, economics, or accounting preferred
CPA or MBA or equivalent experience in finance, accounting and business law
6-10 years of relevant experience in credit risk assessment, loan portfolio management, negotiating and structuring financial transactions
Minimum of 5 years in financial services industry experience in a corporate lending environment developing business and/or managing loan portfolios
Highly developed written and oral communication skills including the ability to write clear, concise and cogent credit correspondence
Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building
Ability to advocate persuasively

Corporate Banking Credit Analyst Resume Examples & Samples

Degree in Finance or Accounting (MBA a plus)
Strong knowledge of financial statement analysis, Excel, and general banking practices
Minimum of 2 years prior experience in a corporate banking environment
Modeling and strong writing skills

Corporate Banking Intern Resume Examples & Samples

Financial Analysis – developing and analyzing historical and projection financial models
Independent Research – gathering data on companies and industry sectors to support preparation of financial analysis and client materials
Work experience in the financial sector and/or knowledge of accounting principles and banking products are a plus
Appropriate authorization to work in the United States

Associate Corporate Banking Manager Resume Examples & Samples

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. Provides assistance to more experienced personnel on larger accounts
Minimum of two years proven and progressive commercial lending/credit experience or equivalent
Proven credit, planning, negotiations, communications, sales, analytical and organizational skills
Developed understanding of the middle market business, pertinent regulations affecting it and the lending and credit approval process

Corporate Banking Executive Resume Examples & Samples

The successful candidate will have responsibility for supporting the Corporate Recovery team in the day to day administration of a portfolio of corporate clients
Assist in the preparation of regular team reports and report to senior management
Ensure all account maintenance, documentation and file management is maintained to the highest possible standards
Ensure issues are identified, escalated as appropriate and addressed promptly
Ability to manages multiple priorities (including work of others)
APA Loans minimum
Ideally will have 1 - 3 years banking experience
Attention to detail with a high degree of accuracy required
Excellent time management and prioritizing skills necessary

Head of Corporate Banking Resume Examples & Samples

This role will build corporate banking income, enlarge trade finance services and
Achieve business objectives at Shanghai branch
Furthermore, you will build a capacity within corporate banking for future expansions
You will manage corporate banking asset portfolio and Leading a team of relationship managers that focuses on increasing revenues
Another key responsibility is to monitoring the future credit exposures and Ensure Regulatory adherence and compliance of controls at all time for all products & processes and support quality initiatives

Corporate Banking Manager Resume Examples & Samples

Day to day management of a portfolio of loans
Ensuring compliance with the various codes of practice
Operate as a key person representing the Bank inrelationships with key clients
Ongoing analysis and monitoring of portfolio to ensure arrearsare kept to a minimum
As appropriate, negotiate and restructure credit facilities of co-operative but impaired clients
Assist in the reduction of overall capital usage (including via the reduction of risk weighted assets)
Ensure clients reviews are carried out and completed within agreed timeframes
Ensure issues which have been escalated are appropriately addressed
Extensive banking and restructure experience within a financial services environment
Have a significant background of experience in managing a portfolio of clients in both a performing and non performing basis
Excellent credit and decision-making skills
The role requires excellent commercial judgment and an in depth understanding of legal, credit and compliance issues
A strong relationship building approach, understanding and successful track record of delivery against challenging objectives
Ability to lead and motivate a team of lending executives
Able to adapt to change and thrive in a banking environment
Ability to identify early risk situations where a credit solution might not be readily achievable
Ability to effectively engage with other areas of the business to support inter-departmental projects and processes which directly impact the business
QFA Qualification is essential

Corporate Banking Trainee Resume Examples & Samples

Trainees will spend a majority of their time in classroom training developing their core corporate banking skills and product knowledge. Trainees’ comprehension and skill development will be tested periodically to ensure that they are obtaining the necessary skill set to succeed as Corporate Banking Analysts (Associate Corporate Relationship Support Managers)
After training, Trainees will join the desk and support multiple Relationship and Portfolio Managers in delivering Commercial Banking’s growth strategy via lending and cross sell
Bachelor’s degree with a GPA of 3.2 or higher (graduation no later than June 2015). Finance accounting-related or other quantitative concentration is a plus
Demonstrated interest in the financial sector

Senior Manager Structured Banking Corporate Banking Resume Examples & Samples

The jobholder has overall and prime responsibility for originating “new” and “new new” money transactions. Also for the preparation of credit proposals in liaison with the relevant Corporate Banking Team and, assuming the senior debt mandate is awarded to the bank, instructing due diligence and the preparation of all legal and security documentation on the part of the bank. MMFS operates within the bank’s lending guidelines, although there is significant latitude within these guidelines with the appropriate authority and approval of Credit. The jobholder will determine to a significant extent whether or not the transaction is progressed
The target client base comprises of mid-market Private Equity firms and top-end corporate businesses typically with turnover of greater than USD40 million
Management of Risk Management of Risk Observation of Internal ControlsMaintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply
This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators

Associate, Corporate Banking Resume Examples & Samples

Assist in the structuring of acquisition loans, bridge loans and corporate revolving credit facilities
Prepare credit submissions and financial modeling, complete due diligence, review loan documentation, and provide assistance related to loan syndications as part of the transaction process
Engage peers in other product groups to maximize the cross-selling effort with existing and potential clients
Assist with transaction pipeline management, client strategies and the administrative duties of industry operating committees
Assist with internal credit administration, including the monitoring of client performance and market/industry conditions, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation
Liaise with back office functions connected to, for example, closing and funding, wires, payments, settlements, etc
Assist in the preparation of pitch books and marketing material, tombstones and comp reports for existing and potential clients
Interact with clients of RBC Capital Markets
MBA CA, CMA, CGA, CFA and/or Degree in Business, Economics or Finance
Experience in Corporate Banking, Corporate Lending or Corporate Finance
Strong financial modeling, analytical and technical skills
Advanced proficiency in Excel, Word, PowerPoint and the ability to source data/research
Ability to work through Loan Agreements and other legal documents
Professional written and verbal communication skills
Commitment to task and attention to detail
Ability to commit to over and above regular work hours as required

Corporate Banking Analyst Resume Examples & Samples

The role is a part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
Developing professional expertise and credibility within business
Minimum of 3 years’ experience in the Commercial or Corporate Banking environment
Ability to make decisions

Associate Corporate Banking Resume Examples & Samples

MBA degree preferred
3+ years of corporate banking experience as an Analyst in a corporate lending environment, exposure to leveraged finance / lending preferred
Typically individuals continue in an Associate capacity between 3-5 years with growing responsibility
Ability to work under limited supervision
Excellent capability to independently and proactively service multiple clients

Associate Portfolio Manager Corporate Banking Resume Examples & Samples

Supports the Department Manager, Team Leader, and/or Relationship/Portfolio Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanying the Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects
Completes all requirements of loan bookings, to include all preparation, review, documentation and filing
Develops a working knowledge of all customers, businesses, and prospect opportunities
Responsible for all loan document preparation, including third party document coordination, completion and review
Collects and reviews all required collateral information
Reviews current account status, to include but not limited to, Past Due accounts and Notes Matured. Makes appropriate recommendations for these accounts
Supports the Relationship/Portfolio Manager in monitoring on an on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant and insurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other commercial scorecard items

VP, Corporate Banking Resume Examples & Samples

Structuring acquisition loans, bridge loans and corporate revolving credit facilities as required
Engage clients on a regular basis to keep abreast of their needs and intentions while differentiating RBC CM from competitors
Successfully work with internal partners to generate and execute on cross-sell revenue opportunities
Understand and keep up to date on the financial markets, industry, economics, regulatory and competitive environment, loan product developments
Build strong partnerships within Corporate Banking, cross-divisionally and externally
Undergraduate degree with a focus in Business, Economics, mathematics or other quantitative fields
MBA, CFA, CA or other relevant post graduate designation
Minimum 5 years experience in account management/lending at a financial institution
Strong interpersonal skills and the ability to work effectively in a team environment with a marketing orientation
Excellent communication (written and verbal) and analytical skills
Effective presentation skills, displays professionalism
Proficiency in Excel, Word, PowerPoint and the ability to source data/research
Ability to work through complex Loan Agreements and other legal documents
Performs well under pressure and can manage multiple tasks

Power & Utilities Analyst, Corporate Banking Resume Examples & Samples

Establishes and maintains contact with clients throughout the due diligence process to obtain/provide information and advice, conduct interviews and relay information regarding the process and CIBC’s requirements
Is familiar with appropriate due diligence criteria and effectively conducts such analysis and investigation to provide CIBC with an appropriate “due diligence defense” under applicable securities legislation
Organizes presentations to potential clients, assisting in the development of presentation information
Follows up credit-related customer queries and customer service-related matters not otherwise covered by Credit Processing Services. Acts as liaison with officers of Credit Processing Services
Liaises with other units of CIBC, CIBC Wholesale Banking and Risk Management in preparing credit reviews and proposals for clients’ financing needs
Assists in the on-going monitoring of the terms and conditions of approved credit arrangements and appropriately identifies any relevant changes in the financial condition/business of a client
Ensures that recommendation and opinions offered to clients are in compliance and at all times maintains the professional standards and policies of CIBC
This job works with the department’s Managing Director, Executive Directors and Directors
This job acts as a liaison with officers of Credit Processing Services
This job liaises with other units of CIBC, CIBC Wholesale Banking, Risk Management and other CIBC product partners
Bachelors degree in Business, previous corporate finance/corporate lending experience is preferred, particularly in the US Utilities industry
Ability to work well and excel in a team environment
Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills, including financial modeling
Demonstrated job commitment including a willingness to work extended hours and personal flexibility and adaptability in order to meet client requirements

Analyst International Subsidiary Banking Corporate Banking Resume Examples & Samples

Awareness of the changing economic, social and regulatory environment in Canada
BA in related discipline and 2-5 years of experience in related field OR MA and 1-3 years of experience in related field
Strong prioritising, organisational and time management abilities

Leveraged Portfolio Corporate Banking Analyst Resume Examples & Samples

Provide analytical support to Bankers across LPG’s five core functions: (1) Lev Fin transaction origination and credit approval; (2) periodic credit monitoring; (3) portfolio management; (4) relationship management; and (5) portfolio reporting/projects
Gain a strong understanding of clients' business, financial performance and key credit drivers across various industries
Build models used to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to Bankers and Risk Managers
Perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group
Work in conjunction with Bankers to seek approval for and assist in executing transactions on behalf of clients
Prepare client presentations supporting Bankers in developing innovative solutions to meet the clients’ needs and may accompany Bankers to bank meetings from time to time
Analyze underlying business rationale/strategy for deals that are conducted through creating both Business and portfolio reviews for Senior Management on the global risks for the portfolio as well as to highlight key trends in the market
Strong writing, analytical, communication, and presentation skills
Working knowledge of Microsoft Word, Excel, and PowerPoint
Ability to break down large amounts of data into concise, easy to understand formats
Ability to quickly and accurately find information upon a Banker / Manager’s request
Ability to take on demanding responsibilities and work independently, while juggling multiple tasks at one time
Bachelor’s degree in Finance or closely related areas of Business Administration

Capital Markets Corporate Banking Associate Resume Examples & Samples

Participate on a BB&T Capital Markets industry team or Capital Markets Corporate Banking generalist team. Perform credit analysis and industry research as requested to support the credit relationships of the team, serve as a secondary officer on large/complex corporate relationships within the industry team, and directly originate, underwrite, structure and close direct and syndicated loans (typically $5MM to $15MM) while achieving structure and pricing in adherence with bank policy. Additional responsibilities include cross-selling all other bank products/services (e.g., Capital Markets, Interest Rate Derivatives, Cash Management, Corporate Trust, Insurance, Leasing, International, etc.) while monitoring the credit relationships ensuring ongoing compliance with approved terms/conditions. Review existing relationships with credit administration at intervals consistent with bank policy
Perform the credit analysis and file documentation necessary to present credit requests for co-approval, and maintain file documentation consistent with bank policy. Monitor credit relationships and obtain periodic financial information to ensure compliance with approval terms. Review existing relationships with credit administration at intervals consistent with bank policy. Work with operations personnel to ensure relationships are serviced consistent with loan participation and intercreditor documents
For assigned regions and industries, assist the Regional Corporate Bankers in underwriting, structuring, negotiating and closing large credit transactions for corporate and large middle-market companies within their respective regions. These loan relationships often require multiple bank participants
Assist the Syndicated Lending Officers in the daily management of syndicated credit facilities led by BB&T. This includes monitoring compliance of the borrower's financial performance and adherence with covenants and other terms/conditions. Approve funding advances in accordance with terms/conditions and handle other administrative issues. Facilitate communication between BB&T and the other bank participants, and between the Syndicated Lending Officers and other Corporate Bankers as necessary. Assist with all legal documentation issues (i.e., working with counsel in original loan closing, modifications, amendments, etc.) as requested by senior officers
Represent the bank in a professional manner in the local community, with customers and correspondent banks
Bachelor's degree in business or economics or equivalent education, training and work related experience
Five years of capital markets or commercial lending and/or related experience
Strong interpersonal, verbal, written, negotiating, analytical and credit skills
Experience in underwriting/structuring/negotiating/closing direct and syndicated loan transactions (e.g., $1MM to $10MM+)
General knowledge of Capital Markets, Cash Management, International, Corporate Trust, Insurance, Leasing, Factoring, and other products and services
Ability to perform limited to moderate overnight travel as required
Graduate degree in a business-related field
Experience managing corporate credit and deposit relationships
Extensive knowledge of Credit, Cash Management, International, Trust and Capital Markets products

CMB Corporate Banking Intern Resume Examples & Samples

Credit Analysis – evaluating the credit quality of existing and potential clients
Client Materials – preparing presentations and other pitch materials for clients
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. Intern comprehension and skill development will be tested to ensure that they are obtaining the necessary skillset to succeed as a potential Corporate Banking Analyst
Bachelor’s degree with a GPA of 3.2 or higher (graduation no later than June of the next calendar year). Finance/accounting-related or other quantitative concentration is a plus
Strong quantitative and qualitative analytical skills
A basic knowledge of financial modelling, valuation, and execution

Cib-head of Corporate Banking & Co-branch Manager Resume Examples & Samples

Responsible for growing the business, measured by revenues, sales, profitability and market share of the business against our strategic goals
Increasing cross selling opportunities by bringing corporate coverage model in sync with product and sales
Identify and develop account strategy together with various products specialists
Maintain and build firm wide contact with product and coverage resources, credit, and all other relevant partners
Provide input into credit requests before they are taken up the line to ensure submissions are complete, and that a thorough client team/credit team/industry team view is taken before the evaluation meeting takes place
Be a Korea knowledge subject matter expert. Provide industry content, internal and external education efforts for the bankers and clients on relevant topics. Ensure the team gets information on competitor activity in the Korea space
Be the central point for recruiting for corporate bankers in Korea
Senior member of APAC Corporate Banking management and play a key strategic role in driving the business forward
Broad based knowledge/experience in the Corporate banking industry, ideally with a proven track record of building and developing client relationships in the Local Corporates space
Strong relationship manager with proven ability win new business, close transactions and develop networks, both internally and externally
Strong partnership skills. Ability to pull in and partner closely with the various product groups
Must be able to demonstrate credit knowledge, preferably have either been in credit or debt capital markets
Solid understanding of flow derivatives, FX, commodities, transaction banking and securities
Strong understanding of Bank regulations and policies in Korea
Strong people manager with a proven track record of managing cross cultural environments
Excellent communication skills with fluency in spoken and written English as a working language

Associate Corporate Banking Resume Examples & Samples

Those associated with deal underwriting within associated department
Executive Managing Directors
Managing Directors
Relationship Managers
Analysts
Industry Experts
Bank Participants
The work product directly impacts the growth initiatives and risk management requirements within the Business Unit, client portfolios and any transaction for which the Associate is involved
Directly manage a diverse portfolio of Public Finance entities including, state, local governments, airports, ports, public power, and not-for-profit healthcare and higher education accounts

VP, Banker, Corporate Banking Resume Examples & Samples

Maintain and promote strong relationships with access to all levels of the client organization
Originate new opportunities for cross-selling of Citi’s full spectrum of products and services to generate revenue by identifying and responding to customers’ financial, advisory, transactional, and other needs
Leverage internal expertise to deliver superior advise, products and services: become clients’ Trusted Advisor
Understand, and effectively manage, Citi’s capabilities to increase and maximize Clients’ share of wallet
Assess credit and market risk of transactions
Deliver against own, and the Franchise’s, targets/goals
Understand the dynamics of the local financial markets and banking industry and regulations
Know the competition and be able to provide critical input to win transactions
MBA or Business Undergraduate Degree with exceptional academic results
CFA designation would be an asset
Excellent business development/relationship management skills
5-7 years corporate finance experience, with a preference of at least 3 years in a Relationship Manager role
Excellent analytical skills coupled with a comprehensive understanding of credit and finance
In-depth understanding of banking products: Loans, FX, Derivatives, Cash Management, Trade
Solid knowledge of Corporate and Structured Finance; Capital Markets and Advisory
Strong interpersonal and negotiation skills
Team player with demonstrative initiative

Head of Corporate Banking, LLC Resume Examples & Samples

You will be required to improve good understanding of the financials and strategy of China market, and to identify new business opportunities with them
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 etc
You will have strong leadership skills and experiences are also mandatory as you will be leading a well kept relationship management team

VP, Corporate Banking & Securities Resume Examples & Samples

8-10 years of audit, business, risk management, control function experience in a global investment bank
Experience in a wide range of business activity, product lines including Structured Finance, Fixed Income, Commercial Real Estate, Valuations, Credit and Market Risk
Strong understanding of front to back activities and controls within the Sales and Trading environment
Exposure to financial products and the ability to identify and evaluate risks associated with these products
Ability to identify and evaluate risks within the control environment. Sound judgment on the impact of issues raised
Knowledge of key regulatory changes and how these changes impact audit planning
Has achieved or working towards a relevant certification/ industry accreditation (CPA, CFA, CIA, FINRA series)
Big 4 accounting experience

Structured Banking Manager Corporate Banking Resume Examples & Samples

MMFS is part of Global CMB. The segment is a discreet business with direct line management through the Global Head of MMFS to the Global Head of Large Corporate
The target client base comprises of mid-market Private Equity firms and top-end corporate businesses with turnover of typically greater than USD40 million. Currently the HSBC Commercial Bank is the World’s leading trade bank with 9% global market share
The VP/AVP in MMFS has responsibility for originating and supporting the Director in delivering “new” and “new new” money transactions. The jobholder also has the responsibility for managing the Associates in the team in the preparation of credit proposals and financial modelling in liaison with RM team. Assuming the senior debt mandate is awarded to the bank, the jobholder will be responsible for supporting the instruction of due diligence and working with Panel lawyers in the preparation of all legal and security documentation
MMFS operates within the bank’s lending guidelines, although there is significant latitude within these guidelines with the appropriate authority and approval of Credit. The jobholder operates with the guidance of the senior managers within the department. Often the jobholder will be involved in deciding whether or not the transaction is progressed

Associate, Corporate Banking Resume Examples & Samples

Banking experience in Associate or Analyst role
Strong quantitative/analytical skills, attention to detail and client focus
MBA degree with outstanding academic qualifications or Corporate Banking analyst experience
Experience in Consumer & Retail banking sector

Analyst Corporate Banking Resume Examples & Samples

Credit Risk and Financial Analyses Related to New Investment Origination
Research and analyze financial and operating information relating to companies and industries. Review and analyze deal opportunities, assess strengths and weaknesses and identify key diligence questions Participate in calls and meetings with private equity sponsors, investment banks, and other deal sources Create statistical exhibits and trend analysis of financial performance for existing and prospective client investment opportunities. Perform complex financial modeling. Complete due diligence and credit analysis on new and existing client relationships and investment opportunities. Perform Financial Statement analysis. Create cash flow models that are used to assess financial soundness including appropriate debt covenant levels, debt service and repayment capabilities, and to structure the appropriate financings. Perform return and CaR calculations. Draft internal materials for presentation to Investment Committee. Maintain internal trigger/compliance monitoring records. Review credit documentation for conformity with approved Credit terms and conditions
This role requires the incumbent to interact with the following processes and/or groups
Executive Managing Directors Managing Directors Directors Vice Presidents Relationship Managers Account Associates Other Product and Client Coverage Groups Clients Industry Experts Accounting and Finance
Relevant experience for analysts hired into 1st or 2nd year slots
Excellent capability to independently function as part of a team through self-motivation

VP for Corporate Banking Resume Examples & Samples

Knowledge on Corporate, Trade and Client Relationship
Good skills in the assessment of credit risk, spread and analyse the financial statements
Knowledge and experience of Banking /Financial Services
Good understanding of financial accounting, trade service
Bachelor degree preferably in Finance , accouting or related degree

Corporate Banking Resume Examples & Samples

Render engineering opinions regarding client companies’ assets, operations and management strategies
Perform reservoir engineering and economic analysis of oil and gas properties
Perform due diligence using financial and technical data
Apply RBC policies to analysis performed
Evaluate the current and future risk profile of client company assets, operations and management strategies
Create data sets and presentations
Bachelor's degree in Petroleum Engineering
Minimum of 5 years of relevant work experience in the Energy space performing Engineering function(s)
Strong financial modeling abilities, as well as superior writing and presentation skills
Excellent interpersonal skills with ability to maintain relationships at all levels within and outside of the organization
Ability to take initiative and function independently balanced with strong team skills
Previous Banking experience is highly desired
LI-JB1

Associate Corporate Banking Resume Examples & Samples

An undergraduate degree in finance,economics,or accounting
3+years of corporate banking experience as an Analyst in a corporate lending environment,exposure to leveraged finance/lending preferred
Knowledge of capital markets,investment banking products and applicable regulations
Exceptional skills in quantitative analytics,financial modeling and credit analysis skills
Expertise in financial computer applications and database management tools including MS Excel (able to create & work with pivot tables,macros,etc...)
Ability to review, assess,and provide detailed information daily

Capital Markets Corporate Banking Business Services Assistant Resume Examples & Samples

Assist with the production of legal and supporting loan, interest rate swap, and/or treasury product documentation through input to internal systems, as well as written and/or verbal communication with internal departments and third parties such as attorneys, insurance agents, appraisers and surveyors. Ensure preparation of documents occur in a clear, accurate manner
Verify all internal and external required documentation is complete and accurate utilizing departmental checklists. Assure documentation quality via follow-up with officers and clients to ensure all post-closing and original documentation is signed and received in a timely manner, as well as ensuring the clearing of any/all documentation exceptions
Assist with coordinating and processing all new account openings and account closings, including booking and completion on internal systems, for services such as product implementation and accurate disbursement of loan proceeds. Working with closing counsel and administrative agents, ensure the Bank's standard documentation requirements are met and all fees and payments are processed correctly
Work closely with internal departments such as Loan Services, Funds Management or Treasury Products to ensure accurate execution of transactions and quality client service. Comply with procedures and follow-up as appropriate
Assist CMCB Officers in general portfolio management, including accurate and efficient preparation and processing of transactions and maintenance, focusing on product quality and client service satisfaction
Create and maintain client files in a clear, accurate manner with complete documentation
Provide excellent customer service to both relationship managers and clients regarding questions or concerns about product details
Support the line of business by entering and updating information on internal department spreadsheets and subsequently creating and updating special reports
High school diploma or equivalent education and related training
Three years of related work experience
Possess working knowledge of derivatives products and services
Possess working knowledge of corporate banking and capital markets products and services
Strong mathematical aptitude with ability to grasp general accounting and financial concepts
Demonstrated ability to identify, analyze and resolve technical problems independently
Excellent verbal and written communication skills in order to relate to internal and external clients effectively
Ability to travel as needed, occasionally overnight
Associate's degree in related field
Experience in bank operations and loan servicing as it relates to corporate banking services
Knowledge of banking and capital markets products and services

Corporate Banking Associate, Healthcare Resume Examples & Samples

Assist in structuring acquisition financings, bridge financings and corporate revolvers
Work in a team environment with Investment Banking, Leveraged Finance, DCM, FX etc
Ensure timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation
Assistance with internal credit administration, including monitoring of the team’s loan portfolio performance and market/industry conditions as they affect this performance

Corporate Banking Analyst Resume Examples & Samples

Responsibilities include but are not limited to
Assist in the structuring and execution of loan financings, including syndicated corporate credits, acquisition financings and project specific facilities
Support Corporate Banking coverage including identifying and pitching of cross sell opportunities across all credit products
Assist with internal credit administration, including monitoring of the team’s loan portfolio performance and market/industry conditions as they affect this performance

Director, Team Lead-corporate Banking Resume Examples & Samples

Establish an effective working relationship with Risk Management teams, in order to validate the accuracy of the customer risk profile, and ensure sustainable asset growth
Ensure client plans are co-ordinated and Client Service teams are in place with product partners
Be an ambassador for HSBC and develop the bank’s profile in the local ‘International Business’ community
Work in partnership with colleagues across the HSBC network to deliver exceptional standards and quality of service
Ensure fairness in all aspects of strategy, product design & delivery, customer literature & correspondence, financial promotions, administration and complaint handling
Participate in internal and external business events, road shows and seminars as required by the business
Coordinate/participate/pull product partners into the relationship to ensure appropriate coverage by product partners and alignment to agreed account objectives
Adhere to structures and processes in place for the management of credit, operational, reputation and regulatory risk
Maintain awareness of operational risk within assigned portfolio and minimise the likelihood of it occurring including its identification, assessment, mitigation and control, loss identification and reporting
Ensure all completed sales and prospecting activity documentation is appropriately completed, approved and stored to provide performance tracking, targeted future sales efforts and compliance with sales and transactional suitability guidelines and requirements
Complete other responsibilities, as assigned

Corporate Banking Business Analyst Resume Examples & Samples

Review and assist with tracking key business drivers for the corporate bank (financials, deal pipeline, assets, etc) and reconcile any data discrepancies along with country bankers, product, or finance, as appropriate
Support & enable management metrics and the associated data capturing processes, to support strategic client related initiatives within Corporate Banking
Provide oversight on maintenance of client level attributes for Corporate Banking clients within Citi customer management databases
Drive analysis of league table performance and track significant business won and lost within the Region
Lead Wallet analysis to determine revenue short falls for Regional banking business, Management presentations & coordinate Award Nominations and determine related action plans
Assist with scorecards for the Regional Head and Country CB Heads and ensure metrics have been captured correctly; help address and rectify any system discrepancies
Interact with business partners to provide materials supporting various business initiatives
Support the regional team in the implementation of regional and global initiatives and related work-streams
Support the regional team in developing innovative solutions along with product partners to address clients’ needs and objectives
Team player who works well with others
3-5 years experience in a local / regional / multi-regional product, RM or similar role
Effective communicator and proactive in eliminating silos
Fluent in English, and proficiency in one or more other languages

Regional Corporate Banking Manager Resume Examples & Samples

Serve as primary sales manager for corporate banking services through active, direct leadership of Region's Corporate Bankers
Ensure optimal execution of BB&T's sales process by developing sales effectiveness of assigned corporate banking staff through sales management, including coaching, counseling, feedback and reinforcement. Effectively manage sales incentive process for assigned associates to maximize performance
Assume responsibility for profitability, quality, liquidity and growth of Regional Corporate Bankers' assigned loan portfolios by ensuring servicing of all client credit relationships, including credit proposal write-ups, file documentation, legal documentation and loan closing, identifying potential portfolio weaknesses, and managing problem/delinquent credit relationships
Ensure corporate banking relationships are fully developed with non-credit financial services, driving fee-based revenue earning opportunities. Execute on Integrated Relationship Management (IRM) with extensive inclusion of Financial Services Specialists in sales meetings and call planning, joint calling with relationship managers, and development and delivery of custom solutions, including specific efforts to serve retail banking needs of our clients' owners/management/employees (e.g. Wealth Management, Private Banking, BB&T @ Work)
Plan and coordinate process to deliver capital markets and other specialized finance facilities to target clients and prospects
Coordinate prospect and client assignments with appropriate City Executives using BB&T business segmentation philosophy
Make recommendations for assigned personnel regarding employment, training, performance ratings, salary changes, promotions, transfers, terminations, career enhancement and staffing
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 economic development efforts within Region through active participation in Chamber of Commerce, development of relationships with regional representatives in State Department of Commerce, and participation in other organizations involved in economic development
Bachelor's degree or equivalent education and related training
Stonier or Louisiana State University graduate, BB&T's Leadership Development Program (LDP) graduate or equivalent program at another financial institution
Ten years of experience in commercial lending
Proficient in managing large and complex corporate relationships
Knowledgeable and experienced in complex credit products and structuring, including loan syndications and Capital Markets solutions
Credit capacity - can readily handle a loan request of $10,000,000 or more up to in-house limit
Strong interpersonal communications, capable of leading and developing corporate bankers using BB&T leadership philosophy
In concert with internal partners, able to identify, recommend and deliver integrated solutions across functional areas including credit, Treasury Services, Capital Markets, Risk Management and Institutional Services
Master's degree in business administration (MBA)

Corporate Banking Analyst Resume Examples & Samples

Supporting a Corporate Banking Specialist (Relationship Manager) across a range of functions; including credit/lending and recoveries, and transactional banking support
Preparation of credit papers and work closely with the Manager prior to presenting to credit committee
Compiling regular team reports and report to senior management
Maintain all documentation to the highest possible standards

Corporate Banking Analyst Resume Examples & Samples

Bachelor's Degree in Finance or related field
Exceptional organizational/finance industry/bank credit/corporate finance/capital solutions based knowledge and skills
Exceptional Excel, PowerPoint, and Word skills, as well as ability to create financial models
Strong communication (written & oral) & collaboration skills, to effectively work with bankers, product partners and clients
Strategic, global, and entrepreneurial mindset

Corporate Banking Graduate Programme Resume Examples & Samples

Sector Origination teams, focusing on Technology, Media and Telecom (TMT), Retail & Consumer, Industrials & Services, Energy, Commodities & Transportation (ECT) and Financial Institutions & Governments (FIG)
Mergers and acquisitions (M&A)
Equity Capital Markets (ECM)
Capital Structuring & Advisory (CSA)
Advising on strategy, company planning and capital structure
Analysing and describing companies and sectors
Making financial models and value analyses
Developing presentations for (potential) clients
Carrying out due diligence proceedings
Drafting transaction documents

Analyst Corporate Banking Resume Examples & Samples

Familiarity with BMO’s software systems which are integral to credit adjudication
Commodity Products knowledge
Relevant experience for analysts in similar roles, 1-3 years
Good written and oral communication skills

Corporate Banking Associate, Nbfi Resume Examples & Samples

Some of the responsibilities include, but are not limited to
Provide assistance in Corporate Banking coverage for identified clients, including identification of cross sell opportunities in all RBCCM active products and markets
Work in a team environment with Investment Banking, DCM, FX etc
Liaise and be primary contact with back and middle office functions connected to, for examples, wires, payments, settlements etc

Analyst, Corporate Banking Resume Examples & Samples

Assist in the preparation of internal credit submissions (i.e. company, industry and financial analysis and modeling) and other documentation related to the transaction approval process
Assist with internal credit administration, including monitoring of the team’s loan portfolio performance and market/industry conditions
Maintain and update presentation materials, internal spreadsheets and data bases
Liaise and be primary contact with back and middle office functions
Assist with Corporate Banking coverage for identified clients
Work in a team environment with RBC Capital Markets partners including investment banking, loan syndications, debt and equity capital markets, loan agency, risk management, portfolio management etc
Bachelor's degree with a focus in Business, Economics or Finance
1-2 years of relevant work experience in Corporate Lending / Corporate Finance preferred
Pursuing or completion of MBA, CPA, CFA or other relevant professional designation would be preferred
Strong financial modeling abilities, as well as superior written and presentation skills
Self-starter with keen interest in corporate lending and the energy sector
Ability to perform well under pressure, meet time sensitive deadlines, prioritize work and multi-task responsibilities while working for multiple people
Ability to commit to extended work hours as required

Associate Corporate Banking Resume Examples & Samples

Analyze lending opportunities; prepares credit presentations and recommendations for review by more senior officers and then by Corporate Credit
Assist in the management of an assigned loan portfolio: conducts annual reviews, coordinates account management with team members and Loan Administration Officers, handles customers’ requests for waivers, amendments and restructurings of credit facilities
Support the negotiation of loan terms and documentation with borrowers/other banks, culminating in the closing of transactions
Support the planning and maintenance of a call program covering assigned customers and prospects; selling the full range of Bank products
Work closely with the Bank's specialized product groups (Treasury Services, Capital Markets, Cash Management, etc.) to promote effective marketing and delivery of these products to customers and prospects
Support the loan syndication process by disseminating syndication materials, managing bank group presentations and fielding questions from syndicate banks
Master’s level degree in Business or related field
Minimum of 2-3 years of banking experience required

Leveraged Portfolio Corporate Banking Associate Resume Examples & Samples

Provide analytical support and oversight to Bankers across LPG’s five core functions: (1) Lev Fin transaction origination and credit approval; (2) periodic credit monitoring; (3) portfolio management; (4) relationship management; and (5) portfolio reporting/projects
Review models used to forecast the client's operating and financial performance and be able to articulate assumptions and analysis to Bankers and Risk Managers
Working in conjunction with Analysts, perform periodic written reviews of the clients' financial and operating performance, covenant compliance, management/relationship strategy, and competitive position within its peer group
Interact regularly with our product partners in Fixed Income, Investment Banking, Structured Products, etc., in addition to legal counsel (both internal and external) developing the ability to understand the deal structures and to ensure they are properly documented and approved
Research the fundamentals of the key industry trends and risk issues and develop the ability to succinctly convey his/her thoughts and opinions to the Risk Managers and Bankers
Responsible for monitoring news and events pertaining to your clients as well as providing regular updates to your Bankers
Team player with strong work ethic who also works well with others
Ability to take on demanding responsibilities and work independently as well as with Analysts, while juggling multiple tasks at one time
Previous coursework, experience, or interest in Finance, Accounting, and Economics

Corporate Banking Associate Resume Examples & Samples

Assist in structuring, documentation and execution for the full range of corporate credit facilities including corporate revolvers, acquisition financings & bridge loans
Preparation of credit submissions and other documentation related to the transaction approval process (including assistance related to loan capital markets, pipeline management, single name strategies and Exceptions Committee papers) through closing and ongoing monitoring
Provide assistance in Corporate Banking account coverage for identified clients, including identification of cross sell opportunities in all RBCCM active products and markets
Work in a team environment with Investment Banking, DCM, FX, Rate Management, etc
Engage peers in Risk Management and Credit Portfolio Management in the application for credit and in subsequent administration and monitoring, and regulatory reporting requirements

Cib-corporate Banking Resume Examples & Samples

Coordinate with subsidiary bankers and product sales in region to meet local or product specific KYC and AML related inquiries and provide transaction support
Prepare client-specific KYC-related analyses as requested
Ensure products and services are implemented in accordance to client expectations
Support adhoc requests from clients, interacting with respective product areas
Follow up on client financial documentation for credit and regulatory requests
Monitor credit allocation throughout the network working with product partners, subsidiary coverage bankers and credit
Strong Commercial Banking background
Broad based knowledge of syndicated and bilateral lending
Understand and implement credit policies and procedures
Ability to navigate complex global organizations
Superb attention to detail and time management skills
Demonstrated ability to, manage multiple priorities, working styles and work independently in a highly unstructured environment
Understanding of Compliance and KYC process
Highly self-motivated to work independently and on broad based teams that cross Lines of Business

Cib-corporate Banking Resume Examples & Samples

Preparing internal approval documents such as credit memos and balance sheet committee models
Conduct industry and company research
Bachelor's degree with outstanding academic credentials

Corporate Banking Administrator Resume Examples & Samples

Assist in the day to day administration of a portfolio of loans with emphasis on ensuring compliance with the various codes of practice
Assist in loan drawdown process
Assist in the preparation of regular team reports
Compile detailed data from 3rd parties on progress of receivership cases
Ability to achieve results and a proven commitment to attaining desired goals

Corporate Banking Analyst Resume Examples & Samples

Build and understand complex financial models
Perform complex financial analysis with minimal oversight
Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs
Work well as part of a team in a high stress environment
Develop good working relationships with peers and seniors in Credit, Capital Markets and the rest of the organization
Manage priorities while working on a number of high priority opportunities simultaneously
Complete basic credit and corporate finance overview and analysis independently
Serve as support to the Managing Directors and be capable of making internal and external presentations to support the effort of the team
1 - 3 years of experience in Banking, Investment Banking, M&A or Capital Markets
Strong credit underwriting skills
Excellent presentation skills, both oral and written
Strong analytical skills and good working knowledge of financial modeling
Series 79 license preferred
Series 63 license preferred

Associate, Corporate Banking Resume Examples & Samples

Must be able to assess factors which affect the risk profile of a customer quickly in order to make timely decisions and take appropriate action as necessary
Work within a challenging, fast paced environment where time pressures demand a rapid response to requests from clients and internal partner groups
Focused attention to detail when reviewing financial information, lending documentation, and in the preparation of credit applications
Work in a dynamic team environment where sharing of skills and knowledge is critical
Excellent analytical ability including demonstrated knowledge of financial modeling, financial stress-testing, and cash flow analysis
Minimum 2 to 3 years related experience; MBA, CFA or other relevant professional designation preferred
Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills
Established knowledge of corporate lending and/or project finance considered an asset
Excellent organizational and time management skills to deal with multiple and sometimes conflicting demands and time constraints. The position will require occasional accommodation to Canadian business hours, as needed

Corporate Banking & Securities Associate Resume Examples & Samples

5+ years of securities experience, preferably in a global investment bank or law firm
Significant experience in providing legal, regulatory or compliance advice in connection with equity capital markets transactions
Strong knowledge of applicable securities laws, rules and regulations
Ability to make, support and defend difficult and complex regulatory/compliance decisions in a fast-paced and high pressured environment
Ability to project confidence and professionalism in dealings with senior business personnel
JD or MBA

India Corporate Banking Resume Examples & Samples

Responsible for industry analyses and developing domain expertise for focus industry segments including the preparation of industry studies
Establish and maintain consistent standards and processes in credit analysis through interaction with industry specialists and analysts globally
Take responsibility for the analysis of individual credits
Assess Citi products and their appropriateness for the obligors
Prepare financial forecasts and provide financial updates for credit reviews
Coordination and communication with industry units internationally
Ability to identify key risks and material changes and highlight it to Risk Managers
Understanding of Accounting and Finance Concepts
Ability to work to tight deadlines
Ability to exercise independent thinking and balanced judgment
Strong relationship building across internal partners

Assoc Corporate Banking Resume Examples & Samples

Prior exposure to the Food, Consumer & Retail sectors preferred
Knowledge of capital markets, investment banking products and applicable regulations
Good knowledge of the organizational lending and portfolio management policies and objectives
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet

Executive Assistant, Corporate Banking Resume Examples & Samples

Develops organization centric materials such as communications, correspondence, and presentations, including deciding on or recommending content, and acts as a communication channel to facilitate timely and effective communications. Responds to related inquiries on the department’s behalf, or escalates issues for resolution as appropriate
Oversees the establishment and maintenance of organized and confidential electronic filing systems to ensure that business and operational reports, forms, and other business documentation are available
Liaises with Corporate Real Estate for all premises related matters such as office moves, and project manages the local coordination of premises and building related matters including transfers, office planning and new furniture requirements while ensuring minimal interruptions to business operations
Manages the Managing Director’s calendar of ‘scheduled appointments’, or upcoming events and matters requiring immediate attention. Also, acts as central point of resolution for conference/meeting rooms
Oversees the administration of a timekeeping system in adherence with reporting guidelines and processes
Leads in the planning, and oversees the coordination and implementation of department events
Project manages various initiatives such as business process improvement initiatives, event planning, and office relocations while engaging staff both within the team and across impacted business units, to achieve the desired business outcomes
Performs budget forecast/variance analysis in support of maintaining expenses within budget and performs financial analysis of billing and costing to support the developing and recommending of alternatives, in support of business decision making
Identifies, develops, recommends and implements cost saving opportunities whenever possible for the benefit of the group and for the department as a whole. Seeks approval for recommendations according to organizational or local policy. Performs some financial analyst of billing and costing, and to support developing of alternatives to support business decision-making
Ensures the existence of an efficient process flow for invoice processing, in adherence with division processes and processing guidelines, and vendor agreements
Oversees the production of monthly/quarterly reports for budget/expense control and budget forecast/variance analysis in support of maintaining expenses within budget. Monitors and analyzes project expenses to ensure they are within budget
Oversees the centralized tracking and record maintenance of staff vacations and absences, in accordance with divisional guidelines, to ensure consistency in entitlement and to determine staff availability. Participates in resolution of issues when they are escalated
Coordinates the process by which staff training requirements are scheduled, and for which monthly/quarterly reports are produced
Ensures adequate support for recognition programs and processes, in support of recognizing staff contributions
Proficient knowledge and understanding of the financial and/or corporate banking environment and possess an excellent relationship-building, communication, decision making, negotiating and influencing skills
Post-Secondary education in a related field. Other professional related training to keep skills current with office productivity software and to develop leadership capability
Seasoned knowledge of bank financial processing standards, and key business processes, and excellent working knowledge of financial analysis methodologies, accounting principles, project management methodologies, and human resources policy and practice
Seasoned broad business knowledge and specific understanding of the organizational unit, its functions and products and customer groups
Very good understanding of the processes, policies and procedures required for supporting the business
Good working knowledge of financial and accounting principles, and human resources policy
Ability to work with limited direction and ambiguity to make decisions within scope of accountability
Ability to organize business information and develop it into cohesive, professional reports and presentations, with little guidance, and the ability to recognize and respond to business related issues within the scope of the material
Extremely detail oriented and very well organized, and able to manage time and multi-task to accomplish a wide variety of tasks, and conflicting priorities
Ability to deal with clients in a professional and courteous manner, and to develop and leverage professional working relationships
Ability to employ and leverage knowledge of the organization and the supported business unit’s uniqueness to carry out accountabilities
Solid project coordination skills to lead a variety of initiatives
Seasoned ability at secretarial and administrative tasks for purposes of teaching/coaching staff
Expert level PC skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers)
Seasoned communication skills, both written and verbal
Ability to manage confidential materials in an appropriate manner
Must possess excellent organizational, time and stress management skills
Flexible and has the ability to demonstrate personable and professional sound work ethic

Capital Markets Corporate Banking Treasury Services Sales Manager Resume Examples & Samples

Provide daily sales coaching, motivation, development and direction for each member of the sales team, to include weekly sales calls and periodic sales meetings. Accomplish division goals by providing a complete array of Treasury solutions, as well as generating significant referral opportunities to other areas of the Bank
Make joint sales calls and provide senior leadership presence and guidance for large, complex clients for business development and ongoing relationship management
In partnership with Deposit Administration and the Community Bank, support and lead efforts to improve Bank profitability through development of individual client pricing and re-pricing strategies to affect deposit growth and retention
Act as senior advisor to the Division Manager and Team Leaders for Treasury Services and commercial depository sales, staffing and marketing issues, including pricing and exception processing
Prepare and execute on a business and marketing plan for the division and lead the effort to exceed all plan goals
Consult with product managers, sales managers and operations managers on recommendations for new and enhanced products and procedures to meet the needs of the markets within the broader Payment Solutions Division
Serve as a member of the Treasury Services Sales and Client Support Leadership Team, setting strategy and developing policies and plans for BB&T Payment Solutions
Work with other lines of business (LOBs) and other Integrated Relationship Management (IRM) partners to set sales strategies and qualify prospects
Manage human resources within the Division’s Treasury Sales Team including hiring, training, coaching, salary administration, performance measurement, promotion and termination. Recommend staffing levels to achieve assigned objectives
Manage a portfolio of CMCB clients and prospects, supporting a specific team of Capital Markets Corporate Bankers
Serve as a representative in banking and professional associations to develop new business and to promote and enhance a positive image for the Bank
Bachelor’s degree in Business, Economics, Accounting, Finance, or equivalent education and related training
Ten years of financial industry experience, including an understanding of financial products and services (treasury/cash management, international, payroll services, card and payments) typically used by CMCB profile companies (>$500MM annual revenues) in support of working capital and operational requirements
Ten years of sales and consulting experience, including ability to perform situational analyses through identification of client objectives, priorities, needs, problems, decision processes, benchmarks and measurements coupled with the capability to craft and propose recommendations and solutions to issues and problems raised during the consulting process
Five years of leadership/management experience
Certified Treasury Professional designation or equivalent
Skilled in market analysis and lead generation
Ability to influence the sales process of CMCB division
Ability to close sales and utilize a customer-focused approach to translate product features into client-specific benefits and value propositions; knowledge of value-oriented sales techniques and processes
Ability to prepare and deliver tailored sales and product presentations as appropriate to executive and business-focused audiences; ability to handle buyer objections and move sales situations forward to closing, while simultaneously focusing on account profitability and client retention
Ability to communicate effectively in person and in writing, to include presentation skills and fluency in the English language
Ability to work effectively in a team environment, developing partnerships across the Bank to effectively maximize revenue and customer satisfaction within CMCB
Demonstrate a strong work ethic to include timely follow-up and a commitment to excellence
Positive, enthusiastic attitude
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Master of Business Administration (MBA)

Corporate Banking Resume Examples & Samples

Co-ordinate the activities of 3rd party property managers in the ongoing management and eventual sale of the investments as approved by investors
Act as liaison point for investors to keep them informed as to investment status
To co-ordinate the information flow to investors through annual reports, convening of meetings, circulation of minutes and co-ordinating the investors decision making processes
Maximise recovery for investors by ensuring Property Managers are actively managing the investments and where so directed actively trying to sell properties assigned to them
Co-ordination of professional service providers such as legal, tax and real estate in the sale of investments
Manage the resolution of all investment related issues including lease approvals, tenant negotiations, investor disputes etc
Ad hoc Investigation of Investor related issues for response to challenges or litigation
Preparation of monthly monitoring reports of Investment performance
Detailed and regular reporting on activity to the Head of Taxation and Special Finance
Experience in real estate or funds management in a private banking or wealth management environment
Efficient, results focused, and used to managing professional advisors in an investment transactions
Clear focus on delivery with a keen awareness of risk
Ability to adhere to challenging targets and deadlines
Excellent time management, interpersonal and organisational skills
A positive & energetic approach to work
Excellent PC skills and knowledge of the MS suite - Excel, Outlook and Word essential
Relevant qualification in accounting, taxation or investment management
Experience in a Financial Institution, Investment Fund or taxation practice
Strong communication skills with an ability to deal with all levels in a confident and professional manner
Strong Customer centric focus
Must have a very flexible approach to work and be confident working in a fast moving, exciting environment
Excellent attention to detail required
Be a proactive team player who is motivated by achieving targets

Analyst Corporate Banking Resume Examples & Samples

1 - 3 years of banking experience as an Analyst in a corporate lending environment, exposure to real estate lending preferred
Formal credit training is required
Exceptional skills in quantitative analytics, financial modeling and credit analysis skills
Ability to review, assess, and provide detailed information daily

Energy Corporate Banking Analyst Resume Examples & Samples

Prepare client presentations on capital structure, debt capacity, shareholder activism, ratings advisory, and other relevant corporate finance topics
Partner with the Capital Markets desks in New York to pitch and execute transactions for clients, primarily debt (investment grade and convertible) and syndicated loans (revolving credit facilities and term loans)
Prepare episodic / transactional credit analyses – financial valuation, cash flow and capital structure modelling
Perform strategic account planning for all clients in our portfolio
Stay abreast of market and industry trends, “best practices” and competitive landscape
1-2 Years of Corporate Banking Experience is a must
Sound understanding of the Corporate Banking business and its related products
Strong understanding of accounting, financial statement analysis, and credit risk
Innovative, creative, and detail-oriented
Strong planning, organizational and time management skills
Undergraduate degree required (Finance or Accounting preferred)
All work authorizations accepted

Cib-corporate Banking Resume Examples & Samples

Conducting comprehensive client analysis to identify business needs that can be met with JPMorgan's broad array of corporate banking products
Developing an understanding of the credit requirements of clients and the risks associated with the credit products. Collaborating with the credit teams on the analysis, structuring, negotiation and documentation of credit requests related to loans, derivatives and TSS
Conduct industry and company research and assist in the development of forward-looking new business plans for clients and supporting the maintenance of existing business relationships
Maintain internal reports including deal tracking, pipeline reports, and internal industry reviews
Conducting relevant internal reporting and administrative duties including the drafting of account plans, the maintenance of updated pipeline and closed deals and the tracking of revenues
Proficiency with research tools including Bloomberg, Fact Set, Reuters

VP of Corporate Banking & Securities Resume Examples & Samples

Background in Equity Capital Markets
Investment Banking compliance experience
Prior experience with structuring, origination, public offerings
Bachelor's Degree or higher in a related field

Business Analyst, Corporate Banking Resume Examples & Samples

Assist Bankers in the credit approval process for new and renewed transactions via the preparation and population of the Credit Approval Folder (CAF). This would typically entail setup of new or updated client information in the lending system application, initiation of the LTS (Lending Transaction Summary) populated for the request type (New Transaction, Annual or Interim Review), assign user access rights, select entities to be reviewed, populate borrower, sector/industry and ownership codes, publish the folder to Livelink, populate and update with key source documents (financial statements, projections, engineering/enterprise valuation reports, rating agency reports, CIMs, etc.) and carry forward documents (previous year’s term sheets, OBS, etc)
Other duties (eg. relevant industry data) as required
Corporate Bankers all levels
Client Onboarding Group
AML/KYC Group
Livelink and LTS/APMS Maintenance
CCLO Deal Specialists and Loan Servicing Operations
T&PS Client Services
Bachelor’s degree in business/business administration or other equivalent post-secondary diploma with 1- 2 years related work experience
Understanding of accounting principles and various types of financial statements a plus

Administrative Assistant Corporate Banking Resume Examples & Samples

The primary focus of position is to assist the team on various administrative tasks
Answer and screen telephone calls in a courteous and professional manner
Manage multiple calendars
Coordinate meeting arrangements (setting up conference calls, scheduling meeting rooms, arranging reservations / catering, etc.)
Make domestic and international travel arrangements and handle changes as needed
Prepare, track and manage expense reports via expense reporting system
Distribute mail and coordinate courier service as needed
Order office supplies and maintain supply room
Act as backup to other department staff members as needed
Perform other duties or special projects as assigned

Analyst Corporate Banking Resume Examples & Samples

Typically analysts maintain this role for 1-3 years before advancement to the next level
Strong interpersonal skills used within a collaborative and demanding team environment
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products including MS Word and PowerPoint
Ability to be creative, insightful, and resourceful in performance of duties
Proficient in building cash flow and other financial models is beneficial

Corporate Banking Analyst Resume Examples & Samples

Review and coordinate with Finance team to resolve revenue data discrepancies by country, product, and segment
Manage, organize and update contact database regarding corporate clients, VIP & other necessary information
Arrange and coordinate with marketing team to organize official functions, clients meeting and events
Responsible for department’s budgeting and planning analyses
Coordinate with Finance team and other departments for all required client information, updates on RM account assignments to ensure accurate revenue recognition & tagging
Interact with bankers in other markets / departments as required
Support the business in credit, regulatory/compliance processes and provide daily support clients as required
Pursue personal development of skills and knowledge necessary for the effective performance of the role
Perform other duties as assigned by the Supervisor
Assessing Risk and Reward
Accounting and Financial Statement Analysis
Financial Modeling
Understanding Market Trends
Applications: Displays mastery of Excel, PowerPoint, Product Knowledge
Compliance and Control
Personal Impact
Communicating
Ingenuity
Project and Time Management
High energy, strong work ethic and ability to work independently, roll-up-the-sleeves approach
Strong interpersonal and cultural skills to work with a variety of countries and products across the region
University degree or higher (MA or MBA beneficial)
Fluent in English, local language. Proficiency in one or more other languages is a plus

Senior Corporate Banking Manager Resume Examples & Samples

Develop business and relationship with both existing and new Global Commercial Banking clients in Japan
Support to close deals in CBST portfolio as a team leader
Manage CMB portfolio clients
Achieve Global Standard collaborating with GB
Experience of Commercial Banking Business
More than 10 years banking experience
Experience of credit lending and selling products, PCM and GTRF
People manager experience
Familiar with KYC
Experience in Global financial institute

CIB F&BM Corporate Banking Business Manager Resume Examples & Samples

Manage the budgeting for the GCB business including revenue budgets/forecasts/ pipeline, exposure, expenses and headcount reporting and initiatives
Support the analysis and reporting of key trends and themes for senior audiences
Cross-sell: drive connectivity between lines of business to enhance JPM total share of wallet
Support weekly Balance Sheet Committee processes and periodic reviews for SEA
Support annual Banking Client Account Planning process and follow-ups
Maintain a robust control environment
Participate in global work-streams
Complete ad hoc projects
The candidate must be fluent in English
The successful candidate needs to possess strong analytical skills with great attention to detail, an eye for spotting trends, articulate in written and verbal communication who is able to present and support their own conclusions to senior audiences
Strong data manipulation skills & Excel skills
Ability to multi-task, prioritize and meet deadlines
Must be proactive with a drive to better processes and resolve outstanding issues
Familiarity with JPM Finance processes and MIS (preferred)
The business management team is part of the CIB Finance organization and the successful candidate is expected to play a role in the overall development of the Finance community

Corporate Banking AM Resume Examples & Samples

Key part of this role is to build on direct engagement and development of specific customer relationships
Liaising with Relationship Managers to develop high value clients and managing on-boarding of customers
Developing and strengthening these relationships , ensuring they are based on trust, simplicity
Credit stewardship plays a large part of this role, managing reviews and renewals, capital management and meeting new clients
Support in business development and existing business

CIB F&bm-corporate Banking Resume Examples & Samples

Primary point of contact for ALF bankers to coordinate client onboarding, including prioritization and requesting documents from clients, when required
Working closely with the WCOB and Compliance teams, understand requirements and changes in procedures
Provide transparency on overall process and progress
Collaborate with business and support functions to spread and leverage best practices
Significant interaction with external counsels and clients
Previous experience in GIB
Sound understanding of banking processes and products
Excellent verbal, written and interpersonal communication skills
Ability and drive to take full ownership of processes
Strong partnership and coordination skills
Flexibility to handle multiple tasks and changing priorities
Ability to work under pressure and tight deadlines
Strong decision making capabilities and the ability to identify problems and drive to resolution
Deliver results in a dependable, timely and accurate manner
Language skills (German, French) would be a distinct advantage

IT Audit Manager Wealth Management & Personal & Corporate Banking Resume Examples & Samples

Analyzing and assessing risks impacting the business with the use of technologies
Identifying and evaluating the effectiveness of controls designed to address those risks
Providing practical, innovative, and value-adding solutions to issues identified
Preparing reports of audit findings for UBS senior management at local, global, functional and Group level
Leading meetings with UBS senior management at local, global, functional and Group level to present audit issues or discuss changing business environments
Effectively supervising audit team members while executing audits
Monitoring the results, risk profile and developments within Wealth Management and Personal and Corporate Banking as well as Group Technology, and providing input for planning sessions, as well as monitoring the risk profile of business areas assigned to you and suggesting changes and additions to the audit plan as necessary
Developing effective audit programs, executing fieldwork efficiently and effectively, discussing findings with senior management as well as delivering clear messages and writing thorough audit issues and reports as a responsible auditor or staff auditor

VP-global Corporate Banking Resume Examples & Samples

The MNC Corporate 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
The Corporate Banker will focus on the CFO, Treasurer and operating staff for Multinational client subsidiaries for various corporate banking products and services across treasury solutions and cash management, working capital, FX and rates, asset management, trade finance and capital markets
Partner with parent bankers, regional bankers and product partners to ensure a holistic client coverage approach
Serve as a key point of contact within JPMorgan for the client Treasurer/CFO
6-10 years of relevant work experience
Able to work with many different types of people, including investment bankers, traders, sales, operations support, credit and senior management. Team skills and cross border engagement capability is a must
Market familiarity and contacts are a big plus

Analyst, Technology, Corporate Banking Resume Examples & Samples

Partner with Risk to manage the exposure in our credit portfolio and assist with coordination of credit approval process
Support senior bankers in identifying opportunities for our clients, through analysis of earnings calls, SEC filings, and industry reports
Evaluate public filings, research reports and financial forecasts, sharing necessary updates with banking team

Corporate Banking Analyst Resume Examples & Samples

Assist in the preparation of credit papers and work closely with the Manager prior to presenting to credit committee
The successful candidate will typically have up to 3 years' experience within a similar environment
Relevant Business Degree with a minimum of a 2.1
QFA qualified and committed to further continuous development (if applicable)
Ability to prioritise work under time constraints and deliver to required deadlines
Ability to work on their own initiative as well as taking instruction from others
Strong team player as well as the ability to work on own initiative
Demonstrated ability to prepare reports and complete associated documentation
Excellent financial analysis and credit analysis skills

Analyst Corporate Banking Resume Examples & Samples

Credit Risk and Financial Analyses
Maintain current financial information on clients
Research and analyze financial and operating information relating to energy companies, public utilities, industrial companies and other commodity derivatives trading counterparties
Complete due diligence and credit analysis on existing client relationships
Analyze transactions for structural strengths and weaknesses
Perform Financial Statement analysis utilizing all software associated with credit adjudication
Draft internal materials for presentation to Credit Concurrence
Maintain internal trigger/compliance monitoring records
Assist in the preparation of credit applications and other memoranda
Portfolio Management Support
Participate in discussions with internal product group partners within the CPG business
Actively participate in decision making with product partners
Support the CPG Relationship Managers on portfolio management needs for the business

Head of Corporate Banking Resume Examples & Samples

Provide full-service banking and all transactions to Corporate clients through the marketing of all appropriate company services
Co-operate with Transaction Banking Department in order to develop market synergy in terms of pitching the product offering to the clients
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures, specifically Internal Controls and any Compliance policy including, inter alia, the Group Compliance policy
Product coverage: Loans, Transaction Banking (Cash/Trade), Structured Finance, Project Finance, Global Markets, M&A, Corporate Finance
Responsible for planning and structuring the business of the Tokyo Branch
Minimum 15 years of experience in corporate banking
Proven track record in asset gathering, asset growth and revenue generation
Fluent communication skills in Japanese and English (advanced to fluent verbal and written level)
Experience as Branch Manager is welcome
Excellent understanding of financial markets and products
Highly developed communication skills for use in direct client contact and problem solving

Corporate Banking Business Manager Resume Examples & Samples

Support the Bank's Tokyo Branch Manager as similar to COO function
Advising the Bank's Tokyo Branch Manager regarding possible revenue opportunities through analysis of client data in Corporate Banking
Preparation of presentations to the Bank's Tokyo Branch Manager to report current revenues, projections, business opportunities and client analytics
Any Adhoc projects
Minimum 3 year Business Manager experience with Corporate Bank based in Japan
Native level fluency in written and spoken Japanese and Business level English
Business Manager experience in Global Bank based in Japan

VP Corporate Banking Resume Examples & Samples

Directors
Vice Presidents
Trading Desks
Credit
Market Risk
Derivatives Legal Group
Collateral Management
Auditors
The work product directly impacts the growth initiatives and risk management requirements within the Business Unit, client portfolios and any transaction for which the Associate is involved. Key measures include but not limited to the following
Mitigate credit risk to the institution
Quality of credit recommendations and analysis
Ensure all applicable operational, system, legal issues ae identified, addressed and concluded
An undergraduate degree in finance, economics, or accounting
Knowledge of hedge fund counterparty credit
6 - 10 years of relevant experience in Capital Markets
Credit analysis experience and understanding of counterparties and investment products
Good knowledge of portfolio management policies and objectives
Excellent verbal presentation and written communication skills
Expertise in financial computer applications and database management tools

Associate, Corporate Banking Resume Examples & Samples

Processing client requests (e.g. new credit facilities and extensions and/or amendments to existing credit facilities)
Completing annual / interim credit reviews. Credit reviews include industry and financial analysis comprising of: operating performance, cash flow, leverage, coverage and liquidity, as well as capital-at-risk and other regulatory capital calculations
Monitoring performance of portfolio companies against credit terms and conditions and identify changes in the financial condition of a client
Preparing presentation materials and relationship profitability assessments, which involve liaising with other product and industry groups within BMO Capital Markets
Performing other duties including industry and company-specific research, as well as ad hoc projects for senior professionals
MBA, CFA or professional accounting designation preferred in addition to an undergraduate degree in business/accounting/finance
Strong interest in finance and banking
Demonstrated leadership in extracurricular activities
Proficient in Word/Excel/PowerPoint
Outgoing and personable; team player able to work effectively in small groups
Knowledgeable in the principles of finance and the financial markets. Comfortable working in a fast-paced environment
Previous banking or credit risk management experience preferred
Bilingualism (French/English)

Senior Corporate Banking Associate Resume Examples & Samples

Undergraduate degree in business/accounting/finance
MBA, CFA or professional accounting designation considered an asset
A specific desire to work in a corporate banking capacity
At least 3 years’ of relevant work experience. Previous financial institutions industry/sector-specific(i.e.funds management, broker dealer), commercial, corporate banking or credit risk management experience preferred
Effective written and verbal communication skills essential
Highly motivated, fast learning and able to work with limited supervision and adapt to frequent market, systems, and process changes
Outgoing and personable, team player able to work effectively in small groups and challenge the status quo
Knowledgeable in principles of finance and the financial markets. Comfortable working in an intense, fast–paced environment

Icg-corporate Banking Resume Examples & Samples

Minimum 3 years of industry experience, preferably in sales support or operation function with banks
Basic knowledge in banking products and credit is an advantage
Good written and spoken in Cantonese, Mandarin and English
Strong customer orientation and service commitment
Positive attitude, self-motivated and willing to learn
A good team player with excellent interpersonal, organizational and communication skills
Diligence and attention to details

Analyst Credit Analytics Group Corporate Banking Resume Examples & Samples

Perform analytics functions – financial statement analysis and risk assessment, with extremely high attention to detail and accuracy, in accordance with guidelines, policies and established procedures
Analyze, prepare and process annual reviews in accordance with Bank policies and guidelines
Assist with execution of transactions in connection with CAG-domiciled accounts
Develop industry expertise for assigned industries
Develop product knowledge/expertise
Process client compliance in accordance with policies and established procedures
Other CAG tasks in connection with quality control
Mentor new co-ops and assisting with group training
Other tasks as assigned, i.e. research, assisting industries in special projects, etc
Demonstrates growing knowledge of all products and processes for risk assessment and for execution of transactions
Demonstrates an understanding of the assigned industries
Demonstrates solid financial accounting knowledge
Demonstrates straightforward and succinct identification and analysis of key risks of existing or proposed clients and/or transactions
Demonstrates clear, concise rational supporting actions and recommendations for client solutions
Ability to conduct industry/client research
Demonstrates professional approach in any internal or external client interactions
Demonstrates flexibility to demands or work and is seen as a valuable team resource
Promotes cooperation and strong professional working relationships within the working unit, Corporate Banking Canada and GCM Banking Industry Groups, other GBM Product Groups, and Global Risk Management
Demonstrates a sense of urgency as appropriate to the situation
Demonstrates a desire to learn new concepts
Ability to process annual reviews and interim requests in timely manner
Ability to multi-task and work under pressure to meet deadlines, while maintaining high standards of work
Proficiency in Spanish. French or German would be an asset
Team player with good interpersonal skills
Mobility would be an asset
Financial modelling skill an asset

Associate Corporate Banking Resume Examples & Samples

Those associated with applicable client portfolio data
Access to client information
Trading Products
Business Analysts
Derivative Legal Group
Collateral Management Group
4-5 years of corporate banking experience in a corporate lending environment; formal credit training preferred
Good knowledge of organizational lending and portfolio management policies and objectives
Exceptional skills in quantitative analytics, financial and credit analysis skills
Strong interpersonal skills used within a demanding internal environment and in client interaction
Self-starter with keen attention to detail and ability to work under limited supervision

Analyst, Corporate Banking Resume Examples & Samples

Conducts credit and financial analysis, both for existing clients and on new financing opportunities
Researches and analyses information and drafts credit proposals in conjunction with Directors, Executive Directors and/or the Managing Director
Assists in analyzing, structuring and documenting new loan transactions
Liaises with other units of CIBC, CIBC Capital Markets and Risk Management in preparing credit reviews and proposals for clients’ financing needs
Oversees and/or participates in the conduct of research and collection of information to assist in the identification and analysis of potential business transactions
Ensures that recommendation and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC
This job must effectively foster client relationships
This job liaises with other units of CIBC, CIBC Capital Markets and Risk Management

Cib-corporate Banking Resume Examples & Samples

Assisting Corporate Bankers and Treasury Sales Managers in managing existing client relationship and developing new client base
Develop proficiency across all products within the scope of the GCB
Series 63 & 79 license holders strongly preferred

Associate Director Corporate Banking Resume Examples & Samples

Perform client and prospect research, including industry analysis and company due diligence
Assist in preparation of marketing material for client calls, including Salesforce information and working with product specialists to put together pitch material
Assist in preparation of post-meeting follow up, including preparation of call reports and follow up material that may be required as a result of information discussed during client calls
Analyze material associated with new and existing client/prospect opportunities, including return analysis, deal due diligence and documentation review
Actively participate in client meetings along with Origination Managing Directors and Directors and over time manage all client relationship activities on a select portfolio of accounts
Assist in the preparation of pre-approval memos, CIC templates and other client related documents
Assist Team Leader in preparation of portfolio analysis, prospect identification and product opportunities

Associate Corporate Banking Resume Examples & Samples

Provide day to day account management support
Structure, analyze and perform due diligence on transactions that vary in complexity
Develop recommendations for the appropriate course of action
Expand industry and product knowledge
Analyze, process and execute amendment requests
Research credit and bank service requirements of existing and prospective clients
Ensure credit files, agreements and security documents are complete and up to date
Monitor and follow for client compliance
Assist with the preparation of marketing pitches
Coordinate with various product groups within GBM
Develop and maintain effective industry relationships with other lenders, legal counsel, clients
Self-motivated, results focused, team player with strong learning ability
Previous corporate banking or credit analysis experience
Financial modeling skills and accounting knowledge
Excellent computer skills (Excel, Word, Power Point)

100

Ibcm, Corporate Banking, VP Resume Examples & Samples

At least 8 years of relevant experience in Corporate Banking
Strong credit training and corporate lending experience
Ability to communicate clearly and effectively with clients and team members (both in writing and orally)
Demonstrated ability to work as part of a diverse banking and product specialist team in meeting objectives and deadlines
In-depth knowledge of credit agreements and related loan documentation

101

Corporate Banking Transaction Services Sales Manager Resume Examples & Samples

Originate new business opportunities for corporate clients
Responsible for structuring of new transactions from front to end (incl. negotiating transaction documentation, obtaining credit approvals)
Maintain active contacts with others departments/disciplines, such as TS Products & Channels (product management), TS Client Services (Implementation), Corporate Clients and Risk Management
Oversees, conducts transaction due diligence & reviews to ensure information provided is in line with the bank's understanding
Oversees portfolio monitoring of live transactions, escalating trigger events in a timely manner and obtaining approvals for deviations
Other responsibilities include support in roll-out of TS products in Asia

102

Corporate Banking Resume Examples & Samples

Develop and maintain working knowledge of CIBC’s full breath of products and services for Banks
Maintain current knowledge of the financial services industry and financial markets, as well as the economic and political environment in Canada and countries within the portfolio of accountability
Be alert to competitive information and its effects on market strategies

103

Cbna-icg Corporate Banking Financial Institutions Associate Resume Examples & Samples

Responsible for meeting a budget on a portfolio of clients
Able to build and sustain good personal contacts with client executives at varying levels of seniority, balancing client needs and Citi objectives/priorities
Innovative – willing to develop a detailed understanding of client issues/needs and develop ideas/solutions in response
Strong work ethic; high energy levels; results oriented – a self-starter prepared to take the initiative to start topics and/or follow issues through, whilst exercising judgment as to when to seek assistance
Networking - Maintaining close contact with coverage, product and risk specialists within Citi locally and internationally
MA or MBA (beneficial)
Minimum of 5 years of Corporate or Investment Banking experience
Organized and Proactive - Identifying new business opportunities and making it happen

104

Corporate Banking Graduate Programme Resume Examples & Samples

Real Estate Clients (Advisory as well as Lending)
Financial Restructuring & Recovery (FR&R)
Equity or Debt Capital Markets (E/DCM)
Mergers & Acquisitions (M&A)
Advising on company strategy, planning and capital structure
Analysing real estate sub markets and locations
Assist in preparing credit proposals
Conducting analyses on our (loan/client) portfolio

105

Associate, Corporate Banking Resume Examples & Samples

Healthcare sector experience preferred
Highly developed written and oral communication skills
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in

106

AML VP-corporate Banking Resume Examples & Samples

Assist in the implementation and the maintanence of the AML program, including CFT, Sanctions, and ABC
Handle any escalated AML matters and provide advice to the business unit
Keep senior management informed on any relevant AML regulatory changes they could potential impact the business
Identify any key problems related to AML, economic sanctions and terrorist financing and provide relevant solutions
Have at least 5-8 years of relevant experience in a similar function from a wholesale banking/similar environment
Have good knowledge of the HKMA regulations
Have thorough understanding of the AML framework including AML/CTF/ABC requirements for HK

107

Capital Markets Corporate Banking Analyst Resume Examples & Samples

Perform analysis, prepare presentations, structure hedges, and other related work as requested to support senior Marketers and the Client Derivatives team
Prepare documentation related to the execution of BB&T interest rate derivatives with clients
Provide accurate interest rate quotes to both internal associates and clients
Track deals to ensure the timely progression of events and verify that all deal parameters are within policy guidelines
Educate internal associates and clients related to interest rate derivatives, as needed
Monitor the interest rate markets at all times and provide relevant updates to the department. Write a bankwide weekly newsletter with commentary on the market
Execute interest rate hedges with clients, acting as a backup for senior Marketers
Source new client derivatives opportunities through a variety of sources and reports created by the bank
Work with outside attorneys in the preparation of loan documents related to interest rate derivatives
Create Powerpoint presentations on a variety of internal topics. Prepare various Excel spreadsheets, related to internal tracking or a specific transaction or other reasons
Bachelor's degree in Business, Economics or equivalent education and related training
Three years of experience in the financial services industry with direct experience dealing with commercial or corporate clients through commercial lending, capital markets, treasury management and/or related areas
Competent understanding in assigned area including corporate banking, syndications, treasury management and derivatives with experience in underwriting, structuring and closing transactions as appropriate
Sound knowledge of Capital Markets, Treasury Management, Deposits, Specialized Lending, Institutional Trust, Insurance, Sterling and International products and services
Solid understanding of financial and cost accounting principles
Strong initiative with ability to work both independently and within a team
Demonstrated proficiency in basic computer applications such as Microsoft Office products
Master’s degree in a business-related field
Graduate of the BB&T Leadership Development Program (LDP)
Experience managing client relationships
Professional accreditation in applicable fields
Experience in bank operations as it relates to corporate services

108

Associate Director Corporate Banking Credit Analytics Resume Examples & Samples

Manage a team of 4 to 5 Analysts and/or Co-op Student Analysts, in the completion of certain credit risk analysis and portfolio management tasks for Corporate Banking Canada and GCM Banking industry groups covered, ensuring timely completion and high quality of work in accordance with bank policies
Proactively liaise with industry groups covered to gather feedback and ensure that CAG is providing high quality support
Supervise the preparation of credit presentations for new requests or annual reviews on a portfolio of CAG-domiciled accounts, with a goal of ensuring a high quality product and coaching the Analysts to teach best practices
Assist in the daily workflow management including monitoring time-sensitive requests, responding to industry groups’ queries, managing deadline expectations and providing relevant and creative solutions to issues as they arise
Mentor, coach and assist in the continuous development of a comprehensive training program that ensures the team of CAG Analysts possess sufficient skills and resources necessary to achieve performance objectives of the department, as well as the individual development goals of the Analysts
Assist in talent recruitment via campus recruiting, corporate presentations and Analyst candidate interviews
Change Management
Actively participate in regular meetings with business units (CB/GCM/GTB) and risk management in order to understand and support business initiatives
Carry out preliminary assessment on changes related to the recalibration of risk rating templates and/or other major control processes
Keep management abreast of potential issues and assist in creating solutions
Effective communication skills to coach and train analysts, to contribute to the CAG management team, and to interact with internal clients (GBM units) and control functions including GRM and Audit
Attention to detail is critical, as is the ability to multi-task and to prioritize workflow for self and others
Customer focus required to understand and manage priorities for clients, and the Bank, on a timely basis
Knowledge of all lending, capital markets and cash management products available in Canada, as well as the processes for the execution of transactions
Solid understanding of the various industries covered by Global Corporate Banking and GCM Banking
Ability to work well independently and to be an effective team leader and team member
Ability to adjust to changing work demands and to be seen as a valuable team resource
Leadership skills to set high performance standards and to take responsibility for achieving team results
Continuous focus on achieving higher standards, exceeding benchmarks and improving processes
Ability to apply good judgment, identify critical problems/key risks, and to find workable alternatives and solutions
Ability to facilitate and promote team building among other members of CAG, Global CB, GCM, and Product Groups
Qualifications include
MBA, Undergraduate Business, or CA Designation
Credit writing and/or credit analysis experience

109

Corporate Banking Leader Resume Examples & Samples

Develops scalable strategies for acquiring, retaining and growing larger C&I client relationships
Assists Commercial Executive in defining organizational goals and strategic plans
Develops an annual business plan and coordinates activities with senior management in other areas of the Bank
Responsible for ensuring business is managed according to Bank, Government, and Industry regulations
Maximizes established referral network and continues to expand this network
Leads and drives a culture of creative and strategic thinking to arrive at multiple potential ways to achieve business goals
Maximizes profitability of the Corporate Banking portfolio by effectively selling the value Umpqua provides
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert
Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
Bachelor’s Degree in accounting, finance or related field, or equivalent experience; Master’s Degree or MBA, preferred
15+ years of relevant commercial banking (middle market) experience and proven track record of exceeding performance in developing business
8+ years of demonstrated high performance experience with clients with revenue between $50mm and $500mm
8+ years of high level management experience in commercial banking (middle market), where leadership resulted in consistent performance and business growth
Proven track record of success and skills in developing new clients and business, including prospecting, sourcing and networking
Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality
Extensive knowledge of bank products
Proven outstanding credit skills, analytical skills and financial acumen
Demonstrates excellent written and verbal communication skills
Confirmed superior client relationship and internal partnering skills. Ability to work effectively with individuals and groups across the company to manage customer relationships
Expert knowledge of commercial banking policies, procedures, practices and documentation
Proficiency with personal computers and related software packages such as Word and Excel
Ability to train and present to small and large audiences
Thorough knowledge of bank’s risk-rating system, credit products and underwriting policies. Exceptional working knowledge with structuring credit products to larger middle market business in diverse industries with complex ownership structures
Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance
Experience with underwriting and/or managing Shared National Credits (SNC)
LI-UP

110

Analyst, Corporate Banking Resume Examples & Samples

Assist in executing all facets of the group’s mandates
Responsible for conducting in-depth counterparty, industry and portfolio analysis supporting the credit relationships for a portfolio of infrastructure and project finance clients
Monitor the credit quality and credit exposure of the portfolio by remaining current with counterparty’s financial condition, industry and economic trends
Assist in the on-going monitoring of the terms and conditions of approved loan and /or hedging facilities and appropriately identifying any relevant changes in the financial condition/business of a client/project
Responsible for conducting due diligence and supporting senior bankers with regard to multiple work streams relevant to Infrastructure and Project Finance
Provide sound, timely, and well-communicated recommendations for credit facilities supported by a thorough analysis and well-executed interpretation of relevant financial, industry, business, and market information
Assist in preparing detailed documents including business proposals, internal memorandums, credit applications, loan recommendations, and company information documents for various purposes
Regularly maintain group databases to ensure they are always up to date
Assist with preparation of presentations as required
Ability to travel if needed, sometimes requiring an overnight stay
Must be able to accept flexibility in required personal time commitments to complete work assignments
Build and maintain excellent working relationships with other departments regularly engaged as part of day to day business opportunities (e.g., credit risk management, legal, tax and other product coverage partners)
The role of an analyst is challenging and fast-paced. It requires dedication, enthusiasm to learn more about the industries covered, a sincere interest in the clients covered, and a very strong work ethic
Must be able to assess factors which affect the risk profile of a borrower/project quickly in order to make timely decisions and take appropriate action as necessary
Work within a challenging, fast paced environment where time pressures demand a rapid response
As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, guidelines and controls

111

Director Personal & Corporate Banking Technology Audit Resume Examples & Samples

Manage execution of audit work
Maintain and risk assess the audit universe and audit coverage strategy
Perform continuous monitoring of relevant areas in the business
Monitor, follow-up on and assess the resolution of audit issues
Contribute to the audit opinion
Contribute to evaluating the enterprise risk framework, policies and standards
Contribute to evaluating the management control approach and control environment of relevant business areas
Guide, review and approve work carried out on audit assignments to ensure the scope of work is appropriate, controls are correctly identified, assessed and carried out in accordance with BIA Methodology, policies, professional standards and budget
Deliver a view on the effectiveness and adequacy of risk management and controls to the relevant BIA Director/MD and the business
Contribute to clear and insightful committee reporting, audit reporting and propose pragmatic remediation actions, relevant to the issues raised by BIA
Bring to the attention of the relevant BIA Director/MD and executive management control and risk management issues, weaknesses or irregularities of material significance in the existence of application of controls
Strive to empower others to bring efficiency to audit processes
Build a deep understanding of the strategy of each business area of the organisation responsible for which may impact the audit plan, including social/economic/technological trends in all client and customer groups. Understand client/customer needs to be able to adapt, where appropriate
Support relevant BIA Director/MDs in defining the risk profile for their business area; use this to define and manage the audit plan
Set the standard for exceptional reporting standards
Update awareness of risk issues and changes across relevant business areas. Use this knowledge to input to audit strategy and direction
Promote a culture of efficiency through use of expert knowledge to focus audit plan and to support BIA strategic direction
Oversee effective and efficient use of the team’s resources and budget
Extensive technical knowledge of IT risks and controls, including applications, and/or infrastructure, within a Retail and Corporate banking environment
Practical understanding of relevant regulatory environments and their impact on technology audit (for example: PCI DSS, BaFIN, Bank Secrecy Act (BSA), Structural Reform)
Experience of the development and execution of audit strategy and assurance plans, and delivery of audits within a fast paced and challenging environment
Demonstrate understanding of the complexities of large corporate organisations and how to apply this to the role
Demonstrate deep understanding of the operations, risk management, finance and product control activities relevant to the role
Solid experience in management and leadership of risk and control based teams
Extensive experience of developing and maintaining relationships with executive management
Track record of success/high performance in a large, matrix organisation
Evidence of driving change/leading business initiatives/contributing to team and function strategy
Relevant professional qualifications (e.g. CISA, CISSP, CRISC, CISM or other relevant technical qualification; and graduate degree)
Knowledge about new and emerging financial products and services

112

AVP Corporate Banking Internal Audit Resume Examples & Samples

Own and drive personal learning to support achievement of career aspirations
Support the Vice President in scoping the audit where necessary
Complete testing
Update the Vice President and audit team with progress and observations
Write high quality audit observations and support the Audit Lead in writing the report
Proactively take on additional tasks as requested by Vice Presidents/Directors/Managing Directors
Suggest practical ways of improving the work they do and apply where appropriate
Take into account reputation of Barclays at all times, through positive interactions and following policy and process
Sets an example and supports fair and ethical behaviour in all colleagues
Support citizenship agenda across BIA to contribute positively to the communities we operate in
For business audit roles - experience in risk based auditing or risk/control activities
Relevant professional qualifications (e.g. CIA, MIIA, ACCA, CISA, for audit roles; technical qualification for specialist risk team roles; and graduate degree for all)
Practical understanding of relevant regulatory environment
Financial services industry knowledge (preferably within Corporate Banking)
The role may involve international travel (up to 30% per annum)

113

West Region International Corporate Banking Specialist Resume Examples & Samples

Bachelor’s Degree in applicable major field of study (finance, accounting, public administration) required or equivalent applicable progressive experience
Trade Finance knowledge or background highly preferred
Strong international banking background with five or more years of experience
Position requires advanced knowledge of rules and regulations pertaining to the international finance industry and a strong knowledge of industry structure, covenants, pricing and practices
Strong employee supervision and communication skills and techniques required

114

CIB F&bm-corporate Banking Business Manager Resume Examples & Samples

Drive APAC MNC/TS initiatives to improve cross border opportunities
Drive connectivity between lines of business to enhance JPM total share of wallet
Assist in pipeline management across various product lines
Client Prioritization relating to balance sheet extension and cross-sell
Co-ordinate all MIS associated with key APAC MNC/TS KPI’s
Help maintain a robust control environment
Conduct ongoing banker training

115

Corporate Banking Resume Examples & Samples

Approximately 2 years of experience in related job with strong client focus and high level of professionalism
Familiarity with the US and Latin American financial institutions
In depth knowledge and skill level in computer literacy and software applications such as Excel, Word, Outlook, and PowerPoint are mandatory
Knowledge of international markets and products and services (e.g., trade finance, payments and capital markets) and ability to manipulate profitability (RAROC) models
Graduate degree is an asset (MBA, CA, CFA)
Fluency in Spanish and/or Portuguese is an asset
Responsive to inquiries, internal and external
A fast learner
Efficient with strong time management skills
High integrity and ethics
Analytic and diligent
Energetic, pro-active, demonstrates strong interpersonal skills and is a team player
A strong written and verbal communicator – ability to interact with a wide range of individuals in a variety of situations, which frequently require tact, diplomacy and discretion
Adaptable – comfortable with and responsive to change
Persistent and assertive – takes ownership of tasks and follows them through to conclusion
As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls
Senior Manager must ensure that all aspects of sales process/sales management and sales tool development or maintenance comply with CIBC’s compliance policies

116

Senior Corporate Banking Manager Resume Examples & Samples

Build existing and win new long-term customer relationships
Ensure timely and accurate maintenance of customer and deal pipeline information on relevant systems, as required
Monitor relationship performance regularly to ensure that the return is commensurate with the type of customer and both CMB's and the customer's risk appetite
Collaborate with product partners to identify and match customer needs with relevant expertise; notably with Global Trade & Receivables Finance (GTRF), Payments & Cash Management (PCM), Global Banking & Markets (GBM), Global Private Banking (GPB) and Insurance and Investments (I&I)
Minimum of seven years proven and progressive commercial lending/credit experience or equivalent
Bachelors degree in business, finance, accounting, related field or equivalent experience
Proven ability to build personal relationships with current and potential clients

117

Senior Analyst, Technology, Corporate Banking Resume Examples & Samples

Prepare client presentations on capital structure, capital allocation, liquidity, debt capacity, shareholder activism, ratings advisory, and other topics affecting our client base
Prepare episodic / transactional credit analyses – financial valuation, cash flow and capital structure modeling
Manage Citi’s exposure for a subset of names in our credit portfolio and partner with Risk to determine credit appetite
Partner with Trade and Treasury Solutions to support the cash management needs of our clients and their subsidiaries in 100 countries around the world
One year of relevant work experience in in corporate finance / investment banking / credit analysis (tech experience a plus)
Strong analytical skills and creative approach to problem solving
Hard working and ability to multi-task
Quick thinking and detail oriented
Intellectually curious and willing to ask questions
Cooperation and focus in achieving group and client objectives
Finance education or experience a plus
Degree: Bachelor’s Degree from a top-tier university
Major(s): All majors are welcome
GPA: 3.5 or above
Work Authorization: All work authorization accepted

118

Corporate Banking Manager Resume Examples & Samples

Leads the commercial sales process for assigned Commercial Banking Center including selling and business development activities and direct contact with business referral sources and clients
Coordinates with marketing resources, treasury management services and other product/service providers within the company
Develops and implements cross-selling strategies with an established store network
Identifies, hires, manages performance, motivates and retains top talent
Promotes and maintains efficient operations processes designed to achieve the highest levels of customer service quality
Manages and maintains credit quality standards
Creates, manages, and maintains controls to ensure the highest quality standards are maintained in regard to account management (past due loans) and timely follow-up
Achieves outstanding credit exams
Grants credit within approved guidelines
Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required annual required or job-specific training. May be asked to coach, mentor, or train others and teach coursework as subject matter expert. Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank."
Requires a Master’s degree or equivalent, and proven track record in developing business in the commercial industry
10+ years of relevant commercial lending experience in addition to 3-5 years previous management or commercial banking management experience or equivalent
Experience directing and controlling the activities of a broad functional area through several department managers within the company having overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and associates
Experience developing, modifying, and executing company policies that affect immediate operation(s) and company-wide affect
Experience interacting with senior management or executive levels on matters concerning several functional areas, divisions and/or customers. Interactions normally involve controversial situations, customer negotiations, or influencing and persuading other senior-level managers
Requires the ability to change the thinking of, or gain acceptance of, others in sensitive situations
Excellent relationship management and business development abilities, analytical and problem solving skills, sales skills, and credit and credit quality skills with prior lending authority experience
Proven track record of success in developing new clients and business, including prospecting, sourcing and networking
Expert knowledge of commercial C&I bank products and services that result in successfully capitalizing on all opportunities to cross-sell the bank’s products
Experience managing and developing others and ability to build and maintain relationships
Excellent planning and organization skills with the ability to change course (adaptable) at a moment’s notice
Ability to train and present to small and large audiences or has the interest in learning to train and present

119

Corporate Banking Ops Resume Examples & Samples

Ensure that all transactions and tasks assigned are processed & carried out in accordance with the operating procedures
Ensure that all transactions are processed within the set turnaround times
Liaise and coordinate with the back office to ensure smooth processing of transactions within the set turn-around times
Liaise with Marketing Officers and Risk whenever necessary regarding solutions for ad-hoc transactions touching on customer’s risks and commitments or irregular transactions
Handle customer/internal inquiries effectively and provide advice on trade products
Review irregular/overdue/unpaid bills and take necessary action as agreed with the Team Manager
Verify and approve transactions within their authority level. Also initiate and input transactions as and when required
Look into customers’ / correspondents’ complaints in liaison with Team Manager
Undertake corrective action for any non-conformance identified during internal quality audits
Perform any other duties delegated by Team Manager from time to time
Good understanding of and ability to apply relevant ICC Rules - e.g. UCP 600, ISP 98 , URDG 758, URC 522

120

Capital Markets Corporate Banking Analyst Resume Examples & Samples

Contribute to assigned team by originating and processing new business, demonstrating strong technical skills such as financial analysis, credit underwriting and a solid understanding of capital markets
Manage risk by ensuring compliance with policies and procedures and completing processes thoroughly and accurately, including submitting credit packages for co-approval, ensuring new products and services are implemented correctly and providing clients with thorough market analysis
Proactively monitor an assigned client portfolio, advising on trends and forward-looking indicators such as commodity price changes or other major drivers that would impact the risk profile of the portfolio
Enable complex client servicing by facilitating consistent, effective communication internally with team members and other departments to provide superior client service and effective risk management
Effectively monitor, maintain and update pertinent information using Bank’s contact management system and other resources to ensure excellent data integrity
Facilitate the creation of sales presentations, analyzing client needs, utilizing multiple resources and working with departments across the Bank. Collaborate with assigned team to determine the appropriate strategy to present strategic ideas and ultimately win or generate new revenue opportunities
Refine skills in client relationship management, credit underwriting, risk management and industry and product expertise in order to contribute to team objectives and meet client’s changing needs in a competitive market
Acquire and utilize proficient knowledge in order to effectively educate internal associates on the purpose and benefits of assigned product area
Keep abreast of changing business, market and economic developments impacting the portfolio, profitability and financial services industry in general

121

Corporate Banking Operations Professional Resume Examples & Samples

Act as project leader for all HQA sponsored initiatives. Where necessary, assists with design and implementation of the department’s structural and procedural changes
Ensures adherence to all bank policies and procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act, Regulations Q& X, Customer identification Program, Know Your Customer, Suspicious Activity Reports
Periodically reviews the relevant procedures to ensure appropriate control and consistency with Head Office guidelines and bank regulations
Minimum 5 years experience in a commercial banking environment; incumbent should have 3-5 years of experience in managing bank operations/Middle Office environment
Knowledge of a broad range of financial products: ability to make good judgments and have tact for solving problems; ability to effectively deal with internal clients and relationship managers
Some supervisory experience is required
Must possess strong managerial and credit skills
Have the ability to assess risk and the exercise judgment concerning complex problems relating to loans and letters of credit
Expertise in reviewing Loan Agreements and strong leadership skills in negotiating with business units and back office
A team player coupled with the ability to motivate and support staff in order to achieve high performance
Good working knowledge of various Lending systems. In depth knowledge of commodity finance, Syndications, Trade Finance and Loan Workout related facilities as well as Risk transactions

122

Corporate Banking Resume Examples & Samples

Secondary point of customer contact supporting all aspects of client relationships
Provide proactive idea generation and identification of new business opportunities
Lead deal execution of new transactions during the origination process
Monitor and maintain up-to-the-minute knowledge of market trends, customer development and credit issues—conduct due diligence, including basic-to-advanced financial analysis, on proposed client deals as required
Demonstrate an understanding of internal credit policies and underwriting guidelines to assist in structuring of deals
Prepare economic capital analysis and analyze portfolio profitability
Responsible for knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, treasury management, securitization, project finance and leasing
Prepare marketing materials and product pitch books (PowerPoint, PDF, Visio, etc.)

123

Corporate Banking Operations Specialist Resume Examples & Samples

Act as a marketing staff to obtain customers' business information and needs. Share information internally and contribute to the business expansion
General office duties such as regular reporting, filing and more
Bilingual in Japanese/English
Knowledge of basic PC application (MS Word and PowerPoint)

124

Business Analyst, Corporate Banking Resume Examples & Samples

Responsible for timely preparation of RoRWA reports and provide variance analysis at both department and customer levels. Identify products and customers with low RoRWA to help business units manage and improve risk return
Support Corporate Banking business units in weekly RM/Team performance tracking
Assist in variance analysis and investigations to understand the drivers of customer profitability
Assist in data extraction and setting up of templates to support quarterly Q&A, business forecasts and operational planning
Respond promptly to ad-hoc requests from business units
Min degree in Accountancy, Finance or equivalent qualification
Knowledge of and ability to use relevant financial reporting tools (MS Excel, Access) effectively
Good communicator and ability to interact effectively with senior managers. Strong customer focus. Good people skills
High level of initiative, ability to multi-task , high sense of urgency and able to work within tight deadlines
A team player as well as able to work independently without much supervision

125

Associate, Corporate Banking Resume Examples & Samples

Minimum of 2 years of analyst experience, with a preference for 3+ years of analyst or analyst/associate experience
A bachelor’s degree with academic distinction and coursework in economics, financial accounting, and corporate finance, or its equivalent
Credit training
Proficient use of Microsoft Word, Excel and Power Point
Credit Analysis: Ability to analyze financial statements in order determine creditworthiness of companies (requires knowledge of accounting, finance, and proficiency in Microsoft Excel)
Familiarity with Legal Documentation: Prior exposure to credit agreements and related legal documentation is a plus
Industry Knowledge: Basic understanding of the Utility and Power industries is preferred but not necessary
Excellent quantitative, analytical skills and interpretative skills
Communication: Ability to communicate clearly and effectively both in writing (credit applications, client communication, internal communication, marketing materials)and orally (client communication, internal communication); ability to establish and maintain a positive and effective working relationship with internal and external contacts in order to assist RMs with achieving business objectives
Strong work ethic. including the ability to work both independently and as part of a team
Attitude/ Conscientiousness: Energetic self-starter who is flexible, organized, conscientious, proactive, and detail-oriented. An individual who demonstrates a sense of personal accountability and urgency for achieving results

126

Corporate Banking Technology Manager Resume Examples & Samples

Sound understanding of the Treasury / Payments / Trade Finance business domain
Strong technology delivery capability and leadership from strategy alignment, solution design, end to end program/project delivery to problem solving
Stay abreast of latest technology and industry trend. Be the change agents to influence and drive transformation
Must be pro-active, enthusiastic, flexible, and results driven
Ability to influence & work with regional, global partners and skate holders to derive the program
Ability to drive senior level discussions with good communication skills
Organizational and people management leadership

127

Corporate Banking IT Resume Examples & Samples

To manage all aspects of Host-to-Host and SWIFTNet client implementation projects, i.e. scheduling, requirement gathering and analysis, specifications, testing, and deployment, as well as to draft all supporting project documentation
Manage the direct channel product enhancements and rollout to the APAC region. To be responsible in the drafting of user requirements and specifications for product enhancement, new features, and interfaces
Timely reporting to the project statuses to all the necessary project management dashboards
To coordinate the work of all parties in order to ensure project tasks are executed and tracked until their successful completion. This includes liaison with
The candidate should have a solid project management experience within cash management, and excellent communication and interpersonal skills
The following knowledge and experience are required
Around 3 - 4 years of experience
Excellent communication level in English

128

Analyst, Corporate Banking Resume Examples & Samples

The role is a part of the front office team and is responsible for supporting the RMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
Broad knowledge of the Bank’s structures, products and services
Bachelor’s degree in a related discipline and 2-5 years of experience in a related field OR Master’s degree and 1-3 years of experience in a related field
Appreciation of working in a global environment

129

Corporate Banking Resume Examples & Samples

Assist marketing activity by providing customer and industry research when requested by RM(s)
Assist RM(s) with
Bachelor’s Degree (preferably in a business related major, including Accounting, Economics or Finance) or equivalent work experience
Exceptional interpersonal, analytical and writing skills
Excellent organization, time management, and attention to details
Skilled at using computer applications, including MS Excel, PowerPoint and Word
Experience with spreadsheets and modeling desired

130

Corporate Banking Analyst Resume Examples & Samples

Help the teams in day-to-day business with clients and internally
Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
Familiarize with bank's credit policies and help manage risks inherent in the business
Conduct due diligence, credit and financial analysis applying all relevant policies as required by the Bank
Source and create pitch and marketing material, liaising with product partners and the Bankers
Assist in managing the Corporate Banking relationship infrastructure, including due diligence, approvals and documentation
Produce and update client plans in conjunction with product partners and Bankers
Cultivate cross-selling opportunities for the various banking products and services to the assigned client portfolio
Work effectively with cross-functional and cross-regional internal deal teams in delivering banking and financing solutions to the client portfolio
Follow up local and global economy as well as the target industries/companies and be ready for the relevant analysis/actions
Organizational - Managing demands from several sources and working to deadlines
Proactivity - Identifying situations that could result in new business and developing recommendations tailored to the client
University degree (MBA /Master degree in Finance/Accounting/Economics is an additional asset)
1-2 years of experience in related areas is a plus
Excellent command of English
Proficient in accounting, ability to do financial modelling is a plus

131

Corporate Banking Specialist Resume Examples & Samples

In-depth knowledge of corporate banking procedures, products and operations as required
Bilingual in Japanese/English is required
Excellent communication skills with attention to details
Basic knowledge of treasury/trading process
Strong computer/problem solving skills

132

Corporate Banking IT Resume Examples & Samples

The position holder is responsible of the IT governance, control and risk management of APAC ITO Corporate Banking IT
His / her primary objective is to ensure that the IT risks of the department are under control. This will be achieved by covering three main areas: IT control plan – identify, IT risks management – assess and IT governance – define
The responsibilities / activities per area are as follows
At least 5 years of experience in an IT governance and/or risk management environment
ITIL and/or CISA certification are a plus

133

Corporate Banking Operations Sepcialist Resume Examples & Samples

Prepare credit facility set-up instructions for new, renewals, terminations, amendments, allocation adjustments, etc., as per the credit applications for the Asian corporate business portfolio by verifying the accuracy and completeness in accordance with approved credit application and relevant documents
Report and Monitor Preparation
Support preparation of various discretionary reports such as semiannual and annual reports
Monitor special handling records in Salesforce.com and maintenance of key customer data elements
Knowledge of commercial lending products required
Knowledge of loan documentation
Minimum of 3 years credit administration preferred
Bachelor’s degree or equivalent professional experience
Bilingual Japanese and English required
Microsoft Office proficiency in Japanese and English

134

Corporate Banking Senior Portfolio Manager Resume Examples & Samples

6 to 10 years of experience and exhibited competency in financial analysis and credit structuring, understanding and applying credit policy, and credit monitoring and risk administration practices. Bachelors Degree required
Experience in supporting Financial Institutions Industry is strongly preferred
Highly skilled in financial modeling and able to quickly structure credit in modeling environment. Able to advise RMs on how to structure the credit relationship
Word, Excel, Power Point, spread sheet modeling, and presentation development and delivery skills. Advanced knowledge of different financial modeling systems and ability to coach others on use of internal systems that may include RARCR, ORA, FACT, and MFA

135

Corporate Banking Manager Resume Examples & Samples

Grow sustainable revenues from the existing customer portfolio and through targeted acquisition of new quality customers
Proactively grow international and cross border revenue
Work collaboratively with other Global Businesses, Product and Service Partners to identify opportunities to connect customers to opportunities and strengthen the relationship
Ensure timely and accurate maintenance of customer information, including Know your Customer (KYC) requirements, in Group systems
Minimum of three years proven and progressive commercial lending/credit experience or equivalent
Credit training or equivalent experience
Well-developed credit, planning, negotiations, communications, sales, analytical and organizational skills
Well-developed understanding of the middle market business, pertinent regulations affecting it and the lending and credit approval process

136

Corporate Banking Analyst Resume Examples & Samples

Assist day to day administration of loan portfolio with emphasis on ensuring compliance with all codes of practice
Assist with preparation of high quality credit papers/client contracts
Assist with preparation of regular team reports/MIS for Senior Management
Ensure documentation and file management adheres to KBCI policy standards
Liaise with Credit and related Banking Departments to ensure seamless implementation of all customer requests/KBCI Credit requirements
Deliver best in class customer service to clients/their professional advisors/KCBI external Advisors
Adhere fully to KBCI policy and procedures
The successful candidate will typically have up to 1-3 years' experience within a similar environment
QFA qualifiedand committed to further continuous development
Ability to prioritise and consistently produce high quality work within agreed deadlines
Attention to detail/high degree of accuracy required - desire to 'get it right the first time'
Ability to work on own initiative as well as taking instruction from others
Ability to generate quality results with a proven record in exceeding objectives
Excellent time management and prioritising skills
Proven ability in prepare reports and complete associated documentation
Consistently contributes to a positive team environment and culture
Sound working knowledge of Banking Codes and Banking Compliance
Strong communication skills - both written and verbal
High level of IT literacy including Excel/Pivot Tables

137

Corporate Banking Operations Specialist Resume Examples & Samples

Utilize Japanese communication skill to follow up with customers including the Parent Co. in Japan
Support other sections within the department and perform general office duties as needed
2-3 years of work experience in financial industry is strongly preferred
Bilingual capability in Japanese and English with excellent communication skills is required
Basic knowledge of accounting principles, strong computer skills a(Excel, Word, Outlook, PowerPoint) and problem solving skills are required

138

Corporate Banking Operations Specialist Resume Examples & Samples

Processing new loan booking as well as loan rollovers, payments, and fees
Letter of Credit reconciliation and subsequent notification dissemination for Agented facilities
Liaising with Front and Middle Office groups to ensure proper transaction approvals are secured as necessary
Identifying, reporting, escalating, and reconciling any back-value or irregular transactions
Ensuring assigned facilities are accurately and timely funded
Break-funding processing
Accurate processing of outgoing loan related payments via GPP for FED/CHIP/SWIFT
Accounting for and processing all incoming funds for fees, principal and interest
Maintaining a current customer and agent bank contact and special handling list
Ensuring accurate filing and record management of completed work
Ensuring resolution of pending items in all WIP / FAD / SUS, GL / Sub ledger accounts, e.g. Investigations include analyzing swift messages (MT199) for unidentified incoming funds
DICE-3

139

Corporate Banking Associate / VP, Switzerland Resume Examples & Samples

Assist in managing Swiss CIB client relationships
Develop relationship with the clients’ head office teams as well as with key subsidiaries
Engage daily with clients to deliver Citi’s full product set (flow and episodic) across the globe
Maintain regular and frequent dialogue with product partners to deliver against the client agenda
Assist the senior banker in defining the network strategy against our clients and support its execution by interacting with Citi’s network around the globe to ensure activities and origination work streams are co-ordinated across the franchise
Assist in developing appropriate strategies and attending client meetings and presentations as appropriate in managing day to day relations
Grow revenue from the portfolio of assigned relationships - having helped dimension the full opportunity
Support the Senior Banker in Implementing calling plans to ensure business development is pursued across the client base
Work with Risk team to manage the individual client risk
Support the Senior Banker and the deal teams in business development and/or execution activities
Supervise the daily involvement and delivery of junior bankers, and participate actively into their development path and coaching
Credit trained, used to taking a lead role in establishing the creditworthiness of counterparties
Experienced at client planning and coordinating input from multiple product areas
Advanced Financial Modelling experience
Swiss or EU citizen or work visa holder would be strongly preferred
Proactivity, identifying situations that could result in new business and developing recommendations tailored to the client
Organizational - Managing business across a large client portfolio with diverse client teams

140

Corporate Banking Resume Examples & Samples

Work in a team environment with various groups and functions across the firm
Assist in the preparation of credit submissions and other documentation related to the transaction approval process through closing and ongoing monitoring
Assist in the structuring and monitoring of syndicated and bi-lateral loan market and transactions
Provide assistance for internal credit administration, including monitoring of the team’s loan portfolio performance and market/industry conditions as they affect this performance
Provide assistance in Corporate Banking coverage for identified clients

141

Corporate Banking Resume Examples & Samples

Support the management of a segment of an Industry vertical or primarily investment grade general commercial loan portfolio
Support preparation of detailed credit analyses and required credit application according to policy including evaluation of corporate, regulatory and industry risk, historical operating performance, projected operating performance and capital structure
Responsible for the coordination and communication of account information across various constituencies throughout the organization
Responsible for knowledge of particular industries and all current events in assigned portfolio utilizing internal and external sources
Oversight of covenants compliance database and facility closing due diligence, including documentation
A minimum of 1 year of related experience at a bank or rating agency
A solid credit and analytical background, completion of formal credit-training program at a money center bank is preferred
Strong financial modeling skills a must
Good computer skills in Microsoft Word/Access/Excel

142

Corporate Banking Resume Examples & Samples

The candidate is expected to lead and manage the product performance team in Chennai
University degree or equivalent, qualified Accountant (CA, CPA, ACCA)
Post grad qualifications or Masters will be looked upon highly
Advanced Excel skills, proficient in designing innovative solutions to drive efficiencies and good report presentation skills
Demonstrate capability of leading a small to medium sized team
Demonstrable examples on coaching and performance management
Strong stakeholder management
Strong on control awareness. A confident and articulate self-starter with the ability to cope with the demands of working to tight deadlines
Keen analytical skills and the ability to challenge current processes and develop effective alternate solutions
Comfortable with the demands of working in a pressured environment
Strong interpersonally and have the ability to communicate at all levels
Resourceful – able to successfully influence and engage firm wide resources
Independent and a self-starter – accountable for day-to-day issues
Confident – to liaise with Sales Managers and Business Managers
Demonstrates initiative and pro-activeness
Analytical – able to break down problems and resolve them

143

Capital Markets Corporate Banking Treasury Services Sales Consultant Resume Examples & Samples

Meet or exceed Treasury Services annual new sales, deposit growth and portfolio revenue growth goals as documented in the Capital Markets Corporate Banking Short Term Incentive Plan, by working with assigned Capital Markets Corporate Banking territories and bankers as well as assigned BB&T subsidiaries and affiliates
Develop and execute an effective sales plan in coordination with Capital Markets Corporate Banking and Treasury Services Sales strategies and initiatives
Generate leads and sales opportunities by assessing assigned markets or industries, collaborating with Capital Markets Corporate Bankers, other internal partners and other marketing research efforts
Initiate sales activities under a direct sales model by making sales calls on clients and prospects to identify needs, provide recommendations, sell the appropriate Treasury Services products (referenced above) and refer opportunities to other areas of the bank as outlined above
Build strong business relationships with external clients. Conduct relationship review calls on valuable clients to identify cross-sell opportunities and retain clients’ business
Provide timely reporting of sales activity and prospective sales opportunities in the reporting systems used by Capital Markets Corporate Banking and Treasury Services Product Management
Maintain industry, products and technical subject matter expertise
Bachelor’s Degree in Finance, Economics, Business, Accounting or equivalent education and related training
Ten years of experience with the following: corporate working capital management (WCM) objectives and strategies, supporting business processes including accounts payable, accounts receivable, supply chain management, debt and investment management, risk management and financial controls, financial systems and associated information technologies, including a perspective on both domestic and international WCM practices
Skilled in market analysis and lead generation. Thorough understanding of the technical and the functionality of complex financial products and services (treasury/cash management, international, payroll, financial supply chain, Commerce Gateway, Cash Processing, and Commercial Cards) typically used by businesses in support of their cash flow and working capital operational requirements
Ability to perform situational analyses through identification of client objectives, priorities, needs, problems, decision processes, benchmarks and measurements coupled with the capability to craft and propose recommendations and solutions to the issues and problems raised during the consulting process
Ability to close sales. Knowledge of value-oriented sales techniques and processes. Use of customer-focused attitudes and beliefs to translate product features into client- specific benefits and value propositions (in the client’s terms). Preparation and delivery of tailored sales presentations, including product demonstrations. Ability to handle buyer objections and move sales situations forward resulting in the close of the sale while simultaneously focusing on account profitability and client retention
Ability to communicate effectively in person and in writing, to include presentation skills and fluency in the English language. Ability to tailor presentations and content of solutions as appropriate to executive and business focused audiences as well as technical staff
Work effectively in a team environment. Ability to work with staff from within the BB&T (Capital Markets Corporate Banking, Product Management, Operations, Implementations etc.) to effectively maximize revenue and customer satisfaction within assigned territory
Effective time management skills, ability to develop targeted sales plans (market and call planning), sales reporting and pipeline management
Strong work ethic to include timely follow-up, commitment to excel and positive attitude combined with energy and enthusiasm
Ability to quickly grasp internal banking applications
Knowledge of the assigned market (territory, industry, and/or segments) with “go-to” accounts and familiar contacts for accelerated sales cycles
Exposure to and high-level knowledge of technologies and related concepts utilized in working capital management process
Certified Treasury Professional (CTP) credential
Advanced educational degree or professional certifications (e.g., Certified Management Accountant, Certified Financial Manager, AAP, Certified Public Accountant, Chartered Financial Analyst)

144

Corporate Banking Associate, Holland Resume Examples & Samples

Prior experience in Corporate and Investment Banking
Demonstrate a working knowledge of a broad spectrum of products and how they meet client needs
Experience with capital markets products, derivatives, credit, cash management, trade, finance and securities
Experiences with Citi’s KYC / CADD process and able to coordinate and run relevant process if need be
Organizational – Managing demands from several sources and working to deadlines
Banking background gained from a reputable firm where you will have gained first class training and development as a banker
University grade

145

Cib-corporate Banking Resume Examples & Samples

Work collaboratively with all coverage and product partners to develop new profitable business from prospective clients in synch with agreed global client strategies
Deepening and growing existing market relationships
Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
Managing entire sales process and supervising the end to end onboarding and implementation process for new local clients
Management of compliance requirements associated with the local client portfolio, including GFCC, Sanctions, PEP, Anti-Corruption, KYC, AML
Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
A tertiary qualification in a relevant discipline
At least five years of business development and/or relationship management experience in Corporate Banking, with a proven sales management track record
Demonstrated understanding of cash management services and products including collections, payments, account structures, and liquidity management
Proven expertise in credit analysis, structuring and negotiating domestic and cross border credit risk transactions
Strong working knowledge of typical flow product, credit standards and related documentation requirements
Excellent client relationship management and business development skills

146

Corporate Banking Loan Specialist Resume Examples & Samples

· Set up, process, and monitor loan documents and loan files for corporate loan package completion. Maintains files with proper documentation for third-party review and prepares files for timely audits
Orders credit verifications and third party services
Performs pre-closing review of property, liability, and title insurance; order flood determinations and review flood insurance policies
Tracks receipt of and reviews post closing legal documents
Follows up on missing documentation
Prepares compliance and accounting records and reports, as required by management and regulatory agencies
· Submits the final loan package to loan operations for funding and boarding
Demonstrates compliance with all Bank regulations
May lead the work of others and provide training in loan policies and procedures
May coach and mentor others
Commercial Real Estate and C&I loan documentation is preferred
Commercial Real Estate construction lending
Corporate loan participations and syndication
Corporate credit agreements, loan closing process and procedures, lending policies, compliance and lending regulations
Advanced concepts, practices and procedures of commercial and retail loan documentation and processing
Principles of banking and finance
Corporate markets and products
Multi-state real estate, closing, and title practices
Federal and State lending laws
Preparing loan closing packages
Preparing records and reports
Proficient with Word and Excel
Interpret and apply policies
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment
Lead others in handling stressful situations and providing a high level of customer service in a calm and professional manner
Maintain currency in loan processing policies and procedures
Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor
For more information, contact: Lindsay Silverman at Lindsay.Silverman@RaymondJames.com
EOE/AA: F/M/D/V/LGBT

147

Corporate Banking Specialist Resume Examples & Samples

Receive and execute instructions from customers for various banking products
Receive and handle inquiries from the customers
Act as a client contact for compliance issues
Share information internally and contribute to the business expansion
Proactively perform Kaizen activities and suggestions
Act on any special project assigned
Proficient in PC applications including Excel and Word

148

Analyst, Corporate Banking Resume Examples & Samples

Prior exposure to the Technology sector preferred, but not required
1+ years of corporate banking experience as an Analyst in a corporate lending environment
Strong interpersonal skills used within a demanding team environment and in client interaction

149

Corporate Banking Ops Resume Examples & Samples

Ensure that all transactions and tasks assigned are processed/carried out in accordance with the operating/compliance procedures
Liaise and coordinate with the back office to ensure smooth processing of transactions within the set turnaround times
Liaise with Marketing Officers and Risk whenever necessary regarding solutions for adhoc transactions touching on customer’s risks and commitments or irregular transactions
Undertake corrective action for any nonconformance identified during internal quality audits
Good understanding and able to apply relevant ICC Rules - e.g. UCP 600, ISP 98 , URDG 758, URC 522

150

Corporate Banking Resume Examples & Samples

Support the management of a segment of an Industry vertical by maintaining updated customer tear-sheets, financial spreads, models and also assisting in completing reviews in a timely manner
Perform due diligence and regularly scheduled evaluation of coverage portfolio
A minimum of 1 year of related work experience
Strong written, verbal and interpersonal skills

151

Corporate Banking, Technology, VP Resume Examples & Samples

Implement the strategic and operational plans effectively to ensure that Department's and Division's goals and objectives are achieved
Assures that bank polices are uniformly understood and properly interpreted and administered by subordinates
Promotes the sales and marketing activity to the target market decision makers within customer organizations throughout the defined markets
Carefully seeks and exploits new market opportunities continuously for the division
Responsible for developing new business, underwriting, structuring and the closing of commercial loans, as well as maintaining and servicing the existing portfolio
Represents the bank in targeted business community through active participation in the community affairs and ensures the marketing of all of the banks' products and services
Negotiates terms, structures loan financing based on risk considerations and presents credits for approval to appropriate levels of authority within the bank as required
Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge
Operates as key member of the deal and leads preparation of lending proposals and pitches to prospective clients with efforts to maximize sector penetration and returns as well as delivers activities in instituting cross-selling initiatives to clients across all areas of the Firm and transitioning them into significant sales
10+ years of corporate banking experience in US and international market place
Strong financial aptitude and broad analytical ability
Excellent oral and written communications kills including excellent business writing, editing, and proofreading skills
Knowledge of domestic and foreign financial markets and products, including nonbanking financial institutions
Previous investment banking experience analyzing and executing M&A transactions and financing (1+ years)
Strong commercial orientation
Ability to work independently and think creatively
A Bachelor’s degree, an MBA a plus
Prior investment banking experience/training program desirable
Series 7/79/63 will be required

152

Corporate Banking, Credit Analyst Resume Examples & Samples

Perform due diligence and regularly scheduled evaluation of loan portfolio for which they support
A Bachelor degree, a CFA is an asset
A solid credit and analytical background, including at least 1 year of experience in a related role
Strong financial spreading/modeling skills required

153

Corporate Banking Ops Resume Examples & Samples

Design and Implement
Lateral thinker with strong analytical and project management skills
Trained in Lean/Six Sigma methodologies is an advantage
Proficient in MS applications (Word, Excel, Powerpoint, Project, Visio)
Strong organization skills with a rigorous mindset
Autonomous
Tertiary Education
Banking experience

154

Corporate Banking Resume Examples & Samples

Provision of business coverage and support, including commercial contracts, employment, intellectual property and transactional / deal support
Oversight of regulatory relations
Management of litigation portfolio
Management of competition law investigations
Regulatory strategy and policy
Acting as legal advisor to the US Corporate Banking business. Seeking to ensure the business understands the requirements of the law and the Legal Key Risk Framework. Ensuring that the businesses and transactions comply with and operate within Barclays’ policies, standards and operational frameworks
Structuring, documenting and closing syndicated and bilateral credit facilities, funds finance / subscription line credit facilities, trade and receivables finance and other financing transactions
Making legal risk management recommendations to front office, Trade, Cash and Debt Product, Global Payments, operations and infrastructure personnel on legal and credit risks
Advising business and other colleagues on regulatory developments, developing strategic responses to new regulations and directing the necessary changes to business processes and templates arising from such developments
Supporting the US Corporate Banking business with expansion, including legal analysis on new jurisdictions, new products and innovation
Driving and/or managing internal projects to improve processes or address legal and/or regulatory change
Maintaining and updating product documentation
Instructing legal counsel on complex matters that need to be outsourced
Providing legal expertise for Corporate Banking legal colleagues globally with questions relating to US law
Juris Doctorate degree from an accredited US law school (or equivalent degree from a non-US university that is recognized by the New York State Bar) and be New York qualified
4+ years’ experience in a relevant practice area of a top-tier law firm
Previous in-house experience in a top-tier financial institution would be an advantage

155

Administrative Assistant, Corporate Banking Resume Examples & Samples

Maintains and monitors Team Leaders’ calendar of ‘scheduled appointments’, or upcoming events and matters requiring immediate attention. Coordinates agendas, and dispatches meeting invitations and agendas to attendees, books meeting rooms and arranges for IT resources and refreshments in support of a smooth and efficient meeting facilitation. Arranges travel arrangements and maintains travel expense account
Prepares and dispatches outgoing mail, interfaces with selected couriers to ensure packages have been delivered within established timeframes. Maintains a central e-mail Global Address list and ensures all staff receive e-mail communications. Screens telephone calls and responds to routine and moderately complex inquiries
Logs, verifies, and monitors departmental expenses and develops and maintains an efficient diary and filing system to ensure reports, correspondence and financial documentation are maintained and readily available. Establishes and maintains organized electronic filing systems to ensure that business and operational reports, forms, and other business documentation are readily available
Manages an inventory of office resources in accordance with demand management guidelines to ensure adequate suppliers are available, and for coordinating physical resources requirements for incoming/outgoing staff and contractors
Interfaces with premises and building maintenance relative to relocation, office planning and furniture requirements, to minimize interruptions to business operations
Participates in planning, coordinating and implementing department events
Performs back-up function for other administrative staff during vacation or other absences to ensure that administrative support is provided on an ongoing basis
Acts as a conduit for the efficient flow of invoice processing for payment in adherence with division processes and processing guidelines, and vendor agreements
Maintains and tracks staff vacations and absences in accordance with divisional guidelines to ensure consistency in entitlement and to determine staff availability. Participates in resolution of issues
Requires minimum of 5 years experience in an administrative/professional support function in a fast paced environment
Post-Secondary education in a related field. Other professional related training and development to keep skills current, including office productivity software, and related products
Solid level of knowledge of bank financial processing standards, and key business processes
Very good general business knowledge and specific understanding of the organizational unit, its functions and products and customer groups
Very good understanding of processes, policies and procedures required for providing support to the business unit
Basic level knowledge of financial and accounting principles, and human resources policy
Very proficient at secretarial and administrative tasks
Detail oriented, well organized, and able to manage time and multi-task to accomplish a variety of tasks, sometimes with conflicting priorities and timelines
Ability to prepare reports and presentations, with guidance and upon receipt of moderate amounts of business information
Intermediate level technology skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers)
Well-developed communication skills, both written and verbal
Proficient at managing multi-line phone system and ability to direct calls in a prioritized manner
Ability to deal with clients in a professional and courteous manner, and to develop professional working relationships
Ability to use knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
Ability to work both independently, as well as contribute to the cohesion of a team
Ability to deal with confidential materials in an appropriate manner

156

Product Head-smbc Corporate Banking Resume Examples & Samples

Augment, manage and broaden client relationships through ongoing client engagement, beginning with calls, discussions, visits, information updates and SMBC-hosted events
Develop and deliver best in class financing ideas and proposals leading to in-depth discussions, and ultimately financing transactions based on a close reading of the client's business needs and fast paced development in the market
Take ownership of ideas / proposals and lead execution of transactions to facilitate deals from start to end
Train and mentor junior staff, many of whom have successfully completed SMBC's Analyst Training Program
Minimum of 12-15 years of relevant previous work experience within a corporate bank or financial institution
Ability to understand, think through and develop solutions to complex corporate finance problems using SMBC's product offerings
Strong understanding of the needs and interests of various capital providers (debt and equity) and how these can be put together to provide clients with capital solutions
Ability to communicate and propose complex capital solutions to a sophisticated client base in a concise manner
Ability to consider complex problems through the lenses of the client
Solid knowledge of the corporate finance/fixed income and equity markets
Strong understanding of corporate credit risk
Aptitude for strategizing and structuring corporate banking solutions
Knowledge of the sector and trends preferred (oil and gas industry)
Skilled at building corporate relationships and identifying emerging client needs across SMBC's broad portfolio of products and services
Comfortable creating presentations and pitching ideas to clients and management (external / internal)
Overseeing junior staff / colleagues
Adept at collaborating with all management levels, from analysts to managing directors

157

Corporate Banking Group Hub Team Leader Resume Examples & Samples

Provide management/supervision and leadership to all Document Preparation activities which includes loan documentation, booking and funding activities along with loan documentation exception mitigation
Manage work distribution and turn around time
Engage in end-to-end Document Preparation activities in addition to management responsibilities

158

Corporate Banking Graduate Programme Resume Examples & Samples

Advising clients (Public and Private) on Debt and Equity capital markets transactions, such as IPOs, rights issues, and bond issuance (ECM & DCM)
Trading and/or advising clients on FX, Fixed Income, Equity or derivatives products (Sales & Trading)
Analysing stock-listed companies and providing investment recommendations (Equity Research)
Writing research on sectors, commodities, currencies or the general macro economy (Group Economics Research)
Working on new business development initiatives within our strategy team, our fintech start-up, or at Business Management
Master’s degree with above-average grades
No more than two years of work experience
Truly analytical type with outstanding social and communication skills
Relevant extracurricular activities, and/or experience abroad
Affinity with the financial world, and interest in investment products
(Internship) experience in the financial sector is a plus

159

Corporate Banking Manager Resume Examples & Samples

Identifies, hires, performance manage, motivates and retains top talent
Requires a master’s degree or equivalent, and proven track record in developing business in the commercial industry
10+ years of relevant commercial lending experience
Experience setting production goals and ensuring achievement goals
Experience developing and managing incentive plans including ensuring accurate tracking and application of required modifiers to plan payouts
Significant experience and in-depth knowledge of commercial lending or finance industry
Experience directing and controlling the activities of International Banking, footprint-wide, through several department managers within International Banking, having overall responsibility for planning, budgeting, implementing, and maintaining costs, methods, and associates
Experience developing, modifying, and executing company policies that affect immediate operation(s) and company-wide effect
Experience interacting with executive levels on matters concerning several functional areas, divisions and/or customers. Interactions normally involve controversial situations, customer negotiations, or influencing and persuading other senior-level managers
Proficiency with personal computers and related software packages such as Word and Excel, and other business machines

160

Corporate Banking IT Resume Examples & Samples

Deployment and support of Corporate Loans Systems: Co-ordinate and implement releases (Middle and Back-office) with interfaces of Core banking systems
Participation in deployment project life cycle with team manager
Co-ordinate with Head office teams for new releases and fixes
Work on local system enhancements
Produce the technical/functional specification for local enhancements
Conduct system testing and support on UAT with multiple APAC technology teams and Central Paris IT
Assist team manager to prepare project schedule & progress update
Responsible for L3 support on application system and users queries/problems
Investigate, locate and fix problems reported
Stand by for problem fixing & support during non-office hour
Contribute to the Permanent Control framework
Strong hands-on prior experience in conducting requirement analysis, drafting of Functional specifications, drafting of test cases and execution of User Acceptance testing
Knowledge and experience in loans systems and financial accounting entries is essential
Significant day to day support experience in a banking or financial services environment required (functional and technical analysis)
Understanding of java, Oracle, SQL is an advantage
Exposure to Business Analysis methodologies and practises is a plus
Graduate in Computer Science/information science or its equivalent
Minimum 4 to 8 years of experience in the banking IT domain
Knowledge on Accounting, Payments and Risk booking

161

Corporate Banking IT Resume Examples & Samples

Provide business and functional analysis for Cash Management services and products for Asia Pacific countries
During the initial stage, to work with key project stakeholders to formulate and communicate the business vision, to envision initial requirements, and to scope the project
Strong verbal and written communication skills, attention to details, strong work ethic, exceptional customer service. Support experience will be added advantage
To act the bridge between Stakeholders and Delivery Team, i.e., translate the business case into user requirement understood by the developer; and raise the queries of the developers in a form the stakeholders can understand
To identify and map information requirement between BNPP internal systems and external parties i.e. Clearing House, Partner Banks, Local Service Providers or Outsourced Service Providers
To collaborate with Delivery Team to analyze the user requirements and ensure deliverables to fulfill user requirements
To escalate issues in an effective manner and resolve these in conjunction with the rest of the team and/or the vendor
To define UAT cases/plan and be a liaison between project stakeholders and testing team during Testing Phase. Ensure defects reported are tracked, follow-up and closed timely. Establish and maintain close communication with Business and Operation to support day-to-day operation
To working independently to resolve issues and/or identify solutions in timely manner
To support Team Leads to prepare presentation deck and/or conduct regular Country Steering Committee Meeting to review their requests and also provide status update
To manage and provide guideline junior Business Analyst to manage their assignment and ensure it adheres strictly to bank standards
To supports and plan for users’ participation in Deployments and Implementation Users Sanity and/or Penny Testing (PVT)
To support Regional and/or Local Business and provide analysis details in response to potential Clients’ RFP
Cash Management domain knowledge
5 to 6 years relevant experience in capacity as a business analyst
Strong presentation, written and communication skills with attention to details
Good interpersonal skills
Self-driven & independent
Ability to work in a fast pace, dynamic and multi-culture environment
Degree holder

162

Corporate Banking IT Resume Examples & Samples

To coordinate actions and to ensure constructive partnership with Central and Local IT teams as well as Business Lines
To ensure the due delivery of projects in time and according to the objectives and sponsors expectations
To anticipate issues, to make sure milestones are achieved and to alert management of any major deviance from the original plan
To ensure all business and functional requirements are maintained and updated accordingly to the project RTM (Requirements Traceability Matrix)
Develop and execute SIT/UAT test scripts in preparation of functional and non-functional test cases of the project
Support migration of e-Banking clients by developing migration tasks and activities required for implementation
Develop and provide training support to business and operation users
To organize the communication of the project: project committees, steering committees, ad-hoc meetings
Qualification and Experience
7-10 years plus experience in Banking industry

163

Corporate Banking Resume Examples & Samples

A Bachelor's degree or equivalent; MBA preferred
FINRA Licenses: Series 79 and 63 helpful
A minimum of 7+ years credit related work-experience
Relevant industry experience is a decisive asset
A solid credit and analytical background with work experience as a Corporate Finance professional

164

Corporate Banking IT Resume Examples & Samples

Ability to assimilate functional & technical architectures
Technical appetence for manipulating files and conducting application configuration operations
Analytical and information structuring skills
Trouble shooting and problem solving
Stress resistance: responsiveness and capacity to reprioritize your actions
Ability to take initiative and make decisions
Rigorous and accuracy
Ability to collaborate (strong team player)
Communication skills and client focus
Degree in Information Technology, Computer Science or Engineering
Swift or Cash Management background
Experience 3/5 years

165

Senior Corporate Banking Mgr Resume Examples & Samples

Minimum of 6 years experience in managing commercial relationships with international needs
Strong analytical skills
Knowledge of how MME corporate clients operate
Knowledge of CMB policies and procedures as per CMB FIM
Bachelors Degree in Finance, accounting or related fields

166

Corporate Banking AVP Resume Examples & Samples

Proven track record of high performance in previous roles
Desire to develop and progress career aspirations
Experience of working at different levels in an organisation
Experience of flexing and adapting style to meet the needs of others
Financial services industry knowledge

167

Corporate Banking Trainee Resume Examples & Samples

Must have a Bachelor's degree in Accounting, Finance, or Business or equivalent work experience, which provides a basis for commercial loan underwriting and analysis, including the review and interpretation of client financial statements and tax returns, review and understanding of data in both personal and business bureaus. Training is provided
Requires a minimum of 1 year of credit review experience including a strong background reviewing personnel and commercial financial statements
This position is an entry level underwriter position and prefers some general business and banking background
Requires strong analytical skills and strong PC spreadsheet skills
Requires excellent oral and written communication skills
Incumbent may be required to sit for prolonged periods of time
Incumbent must possess the capability to understand, remember, and apply oral and/or written instructions or other information, organize thoughts and ideas into understandable terminology, prioritization of own work schedule, apply common sense in performing job duties and making decisions which have impact on immediate work unit

168

Head of India Desk-senior Corporate Banking Manager Resume Examples & Samples

Formulate and execute business strategies for driving US-India corridor (Inbound & Outbound)
Work with the ISB Teams/GRMs in US and India to increase wallet share/acquire new to bank subsidiary business in US and India
Develop strong working relationships with key internal and external stakeholders throughout the corridor
Leverage knowledge of US and India banking markets to provide guidance to LC/MME GRMs and ISB RMs on matters such as financing structures, product capabilities,
Strengthen existing and forge new long-term relationships with customers we want to bank, aligning with CMB’s strategy to be the Leading International Trade and Business Bank
Develop effective strategies to manage customer relationships, anticipate customer needs and provide a superior quality service to position HSBC as the market leader in this segment
Collaborate with product partners to identify and match customer needs with relevant expertise; notably with GTRF, PCM, GBM, GPB and I&I
Ensure that client plans are coordinated and Client Service Teams are in place with product partners and Critical Account objectives where applicable accepted
Take a proactive approach to client planning across the portfolio collaborating with product partners and senior management as appropriate
Be an ambassador for HSBC and develop the bank’s profile in the local community, with a particular focus on international business
Act as a team player, supporting development of a positive, collaborative culture consistent with Group Values
Provide active feedback to seniors on process, operations, risks etc., and make recommendation as to how these can be changed to secure the customer and the bank
Minimum of 10 years’ experience in managing LC and MME commercial relationships with international needs
Ability to build relationships with clients at all levels within the company
Well versed in core banking products such as Credit, GTRF, GLCM and GB&M
Robust understanding of client planning methodology
Wide professional internal and external network (chambers of commerce and other trade associations)
Post Graduate Degree in Finance, accounting or related fields

169

Corporate Banking Resume Examples & Samples

Conduct extensive quantitative economic, industry, and company related research and analysis
Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including strategic alternatives, optimal capital structure, acquisition finance, syndicated loans, and capital market financings
Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
Draft client pitches and marketing materials including public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources
Assist in the evaluation of underwritten transactions from a financial return, capital structure, and credit perspective
Assist in the development and continued cultivation of client relationships
Assist in the development and training of junior bankers
MBA or Masters degree in Finance or Economics and a minimum of 6 years of investment banking, corporate finance and capital markets experience with a top tier global bank
Extremely deep understanding of the Healthcare industry; experience with banking transactions related to the Healthcare industry is mandatory
Maturity and good judgment in handling confidential and sensitive information
Creativity and intellectual curiosity
Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
Series 79 & 63

170

Corporate Banking IT Resume Examples & Samples

Assist the Team Lead in guiding junior System/Functional Analysts
Demonstrate leadership to help build up expertise within the Team
Review user requirements (UR) and perform system/functional analysis
Provide viable solutions that improve operational efficiency, user experience, and delivers business initiatives
Produce vendor requirements and review vendor FS (where applicable)
Review and sign-off the artefacts and solutions produced by the vendor (where applicable)
Continuous update of the Application FS
Continuous update of the Application Interface Specification
Contribute towards the relevant sections of the Requirements Traceability Matrix (RTM)
Review designs from Technical Teams/Vendor (where applicable)
Provide SIT, UAT, regression testing and rehearsal testing support
To ensure successful implementation of solution
Provide weekend deployment support and L3 Production Support
Develop new products jointly with other application/project teams
Contribute towards the end-to-end solutioning for these new products
Contribute towards defect leakage and quality improvement initiatives
To share support and expertise by providing training and knowledge sharing sessions
University degree holder

171

Corporate Banking Group Hub Closing Specialist Resume Examples & Samples

Ability to draft and review loan documentation and is expected to understand the risks associated with closing various types of loans
Will be in constant communication with the Relationship Manager, Portfolio Manager or Underwriter, and closing attorney during the closing activity as it relates to a review of loan documentation, title and other due diligence
Ensures the loan is closed and funded per the loan approval and that supporting documentation conforms to loan approval and policy
Identify issues related to documentation, policy or regulatory exceptions
Contribute to the formulation of plans to mitigate risks

172

Corporate Banking Group Salesforce Administrator Resume Examples & Samples

Daily administration and support of the Salesforce Sales Cloud including but not limited to managing profiles and roles, customization of objects, fields, record types, sharing rules, page layouts, validation rules, Process Builder and Visual Workflow
Serve as the liaison to the Salesforce user business groups to collect business requirements, design project plans and ensure the application is meeting end-user needs
Provide procedural and technical guidance to the Salesforce analysts as well as assign tasks to assist with project completion
Stay up to date on technology trends and Salesforce application functionality and roadmaps in order to provide best practices for process improvements
Create and maintain documentation on processes and application configuration
Coordinate with Technology team to complete tasks such as triggers, apex coding and VisualForce page development
Salesforce Administrator certification
Bachelor’s degree plus 5 years of Salesforce administration experience
Experience with Salesforce customization including but not limited to, security controls, creating profiles, roles, record types, page layouts, Process Builder, workflows, validation rules and reports/dashboards
Experience in an agile methodology development environment
Demonstrated ability to solve complex problems and align solutions with desired business results
Excellent problem solving, interpersonal and communication skills
Project management and organizational skills necessary to balance multiple priorities in a fast-paced environment
Experience with 3rd party implementation vendors
Salesforce 1 Mobile App experience a plus
Experience with implementing Salesforce App Exchange products
Prior experience in the financial services industry a plus

173

Corporate Banking Specialist Resume Examples & Samples

1-2 year office administration or relevant experience is required
1-2 year client faced experience in large corporate is preferred
Bilingual capability in Japanese and English with excellent communication skills
Advanced proficiency in Microsoft Office (Word, Excel and Powerpoint) is required. Highly organized with ability to multitask and attention to details, and work quickly and accurately in a busy environment
Experience progressively increasing responsibilities in marketing and commercial lending positions is preferred
Associate degree with relevant experience is required. Bachelor degree is preferred

174

Corporate Banking Operations Specialist Resume Examples & Samples

Act as a marketing staff to obtain customers' business information and needs
2+ years of operations experience within a banking/investment banking environment
Strong attention to detail and excellent customer service skills
Ability to effectively time manage and prioritize multiple responsibilities
Strong organizational, written, and verbal communication skills
Ability to quickly adapt to change

175

Managing Director, Corporate Banking Resume Examples & Samples

12+ years of successful corporate banking and /or investments banking experience with recognized Financial Institutions
Strong negotiating and sales skills
Series 7 &63 licenses
Excellent verbal and written communication skills.Ability to coordinate multiple projects and satisfy deadlines

176

Snr Corporate Banking Resume Examples & Samples

Minimum of 2 years’ experience in managing commercial relationships of mid-market corporate size. Ideally total of 4 – 5 years’ experience. Bachelor’s degree preferred but not essential
Ability to structure and advise on more complex debt financing solutions. Including syndications, M&A financing and cash flow structures and other specialised lending solutions
Ability to collaborate with products partners such as Global Liquidity and Cash Management, Global Trade and Receivable Finance, Debt Capital Markets, Equity Capital Markets and Global Markets
Strong analytical skills, credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
Experience in cross border and multi-juridical lending is an asset

177

Associate, Corporate Banking Resume Examples & Samples

Researches and analyses information and drafts credit proposals
Assists in analyzing, structuring, negotiating, and documenting new loan transactions
Acts as liaison with officers of Operations, Settlement, Financial Control, Technology, Legal, and Compliance and Corporate Banking Business Management group
Liaises with other units of CIBC, including Risk Management in preparing credit reviews and proposals for clients’ financing needs
Is responsible for day-to-day management of credit files, including annual reviews, monthly and ad hoc updates requiredEnsures that CIBC’s lending activities with local clients align with CIBC’s AML/KYC due diligence process
As an employee of CIBC, the incumbent must comply with all applicable CIBC and Line of Business policies, standards, guidelines and controls as well as confidentiality
Bachelors degree in Business, C.P.A. or C.F.A.; 2-3 years previous corporate finance/corporate lending experience is preferred
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
Ability to work well in a team environment
Thorough understanding of Corporate Finance theories and practices, well-developed financial analysis skills, including financial modeling capability using Excel
Demonstrated job commitment including a willingness to work extended hours and personal flexibility and adaptability in order to meet client and organizational requirements
Develop financial models to assist in structuring transactions and perform sensitivity analysis
Basic understanding of derivative products for cross-selling opportunities
Written and spoken fluency in English essential, Mandarin and Cantonese desirable

178

Corporate Banking Accounts Specialist Fluent Resume Examples & Samples

Assist clients with locating online tax documents and step by step guides to filing taxes
Provide basic explanation of details found on specific company forms
Explain basic features of content including grant, award and share details
Assist in generating new passwords, unlocking accounts and resetting security
Initiate research inquiries for missing online items
Submit inquiries to update dividend status to either reinvestment or check
Provide basic balance information, past trade details and reprints of statements

179

Corporate Banking VP, Kuwait Resume Examples & Samples

To identify and exploit revenue opportunities (credit or otherwise) from assigned clients by marketing the bank’s products and services
To work actively and efficiently with various global and local product groups within Citi to sell their products to the Kuwaiti Corporate segment. Requires active involvement with the following product groups: Debt Capital Markets, Transaction Services, Markets Products
To initiate, maintain and monitor credit transactions with the bank’s existing and new clients, including assistaing the preparation of indepth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
To assist the CCO and CB Head in planning and monitoring the group’s strategic objectives and revenue plan
Supervise and oversea the Banking MCA process
To have timely access to market information
Strong understanding of financial markets
Accounting
Financial Modelling
Basic Legal Documentation
Bachelor degree in a business discipline Competencies
Ability to work well in a team
Highest standards of personal integrity
Ability to multi-task and perform under pressure situations
Adhere to timelines
Effectively and clearly communicate in writing and verbally

180

VP, Consumer & Retail, Corporate Banking Resume Examples & Samples

3 - 6+ years of experience in Corporate Banking
MBA degree with outstanding academic qualifications or Corporate Banking analyst/associate experience
A track record of superior performance in extracurricular and professional activities
Experience in Consumer & Retail banking sector and/or Corporate Banking preferred

181

Capital Markets Corporate Banking Business Services Assistant Resume Examples & Samples

Assist with coordinating and processing all new account openings and account closings, including booking and completion on internal systems, for services such as product implementation and accurate disbursement of loan proceeds. Working with closing counsel and administrative agents, ensure the Bank’s standard documentation requirements are met and all fees and payments are processed correctly
One year of related work experience
Ability to acquire working knowledge of derivatives products and services
Ability to acquire working knowledge of corporate banking and capital markets products and services
Associate’s degree in related field
Knowledge of banking and capital markets products and services INDBBTCB

182

Corporate Banking Operations Specialist Resume Examples & Samples

Perform on-boarding tasks (especially BNP Paribas Ebanking system - Connexis Products etc.)
Work with local/regional IT or Regional Ebanking support team to resolve simple technical issue client is facing
Attend account/transaction related queries from clients. And reply to them in timely manner
Maintain and develop relationship with clients providing professional advice which is beneficial to them regarding transactional issues
Contribute to deep/cross-selling through day-to-day contact with clients
Take ownership of issues reported by clients or ad hoc inquiries and follow through the resolution of each issue in a timely and professional manner
Take time deposit rate quotation request from clients and conclude

183

Corporate Banking Operations Manager, VP Resume Examples & Samples

Understands legal documentation supporting these products
Understands market conventions for managing these products
In depth knowledge of market initiatives to streamline and automate the settlement and servicing for Loans
In depth knowledge of Branch and Bank Operations, a plus
Knowledge of industry standards and best practices for Syndicated and Commercial loans and ensure all transactions within CLO are handled properly in order to minimize bank’s exposure to operational risks and to protect the bank from losses by ensuring compliance with the Bank’s policies and procedures concerning loans, letters of credit
Manages all aspects of the Agency services processes including Client, Investors/Lenders, Issuing Letter of Credit banks, Syndications, Front Office etc
Management of all products currently handled by Special Products including Securitization/Supply Chain Finance, trade settlement
Minimum 8 years’ experience in a commercial banking environment
Minimum 4 years’ supervisory experience is required Incumbent should have at least 5 years of experience in managing bank operations
4 year college degree required, MBA a plus
Proficient in MS Office Suite
Preferred knowledge of Regulator Reporting requirements and US / JGAAP Accounting principles
Knowledge of a broad range of financial products: ability to make good judgments and have a tact for solving problems; ability to effectively deal with customers, investors/lenders/Agent banks, relationship managers and syndications teams
Must possess strong managerial and credit skills. Have the ability to assess risk and the exercise judgment concerning complex problems relating to loans and letters of credit
Strong leadership skills – Position potentially requires management of teams in multiple locations
Possesses the ability to motivate and support staff in order to achieve high performance
Good working knowledge of various Lending systems (ACBS, AFS, OVS)
Expertise in continuously reviewing workflow and recommended organizational changes

184

Corporate Banking Resume Examples & Samples

Supporting Relationship Director(s) in business development activities, business planning, customer acquisition and strategy
Proactively identifying and driving business opportunities with new and existing customers across one or more key account portfolios and within an agreed client planning framework
Coordinate across Barclays’ businesses to leverage the global platform for the benefit of clients, as well as 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. The value of these transactions will typically be between £5m and £1bn
Monitoring nominated accounts within account portfolios for key credit, customer and industry risks and trends that may impact portfolio
Demonstrating satisfactory understanding of Barclays’ strategy and team objectives
2+ years of Corporate and Investment banking experience
2+ years of experience with customer contact in a similar marketplace developing business awareness
2+ years of demonstrated experience supporting relationships for institutional clients
Have undertaken credit training and demonstrated debt and/or trade transaction experience
Broad understanding of macro issues related to financing services industry and have demonstrable experience that such knowledge has successfully been used in a sales environment
Ability to network effectively both internally and externally and maintain/develop relationships with all stakeholders
Requires willingness to work toward tight deadlines with demanding and complex institutional clients
Demonstrate excellent interpersonal skills, oral and written communication

185

Corporate Banking Associate, Switzerland Resume Examples & Samples

Provide support in origination and execution of the CIB product spectrum
Develop and maintain knowledge of the developments in the core product set to explore and refer opportunities
Source and create marketing material, liaising with product partners and the Senior Bankers
Assist in managing the CIB relationship infrastructure, including approvals and documentation
Produce and update client plans in conjunction with product partners
Under the guidance of the Senior Banker develop client contacts and relationships
Prior experience in Corporate and Investment Banking would be preferable but not a prerequisite
Credit trained within a leading Corporate/Investment Banking organisation; used to taking a lead role in establishing the creditworthiness of counterparties
Minimum 3 years’ experience

186

VP, UK Corporate Banking Resume Examples & Samples

In-market presence establishing a network and building SVB’s brand
Optimising SVB sponsored events through effective sales and relationship management
Follow up on referrals for prospective clients and present SVB products and services externally
Interact with all levels of clients and help to promote SVB’s brand in market
Work effectively in a team to optimize the client experience
Evaluate prospective businesses and structure new debt facilities and global treasury solutions in order to support growth of the business
Drive the underwriting of credits independently; analysing financial statements, conducting financial modelling, preparing the due diligence for new loan facilities and modifications, and presenting to credit committee
Prepare term sheets and loan documentation, (including collateral documentation) and oversee the booking/closing of transactions
Portfolio management; monitor an assigned portfolio of debt clients, tracking financial performance and covenant compliance and proactively identifying new business and cross-sell opportunities for existing clients
Understand and have the ability to cross-sell SVB’s banking platform with respect to non-debt products (SVB Analytics, FX, UK & US banking etc.)
Facilitate and coordinate interaction among teams to bring SVB’s key differentiators for the benefit of clients to include 1) tailored credit solutions, 2) best in class client service, and 3) extensive knowledge and networks

187

Business Analyst With Corporate Banking Domain Resume Examples & Samples

Proven experience as Business Analyst in Corporate banking
Independent, systematic and structured approach and way of working
Professional documentation skills: generating of detailed software requirement specifications/product documentations (e.g. UML/ use case modeling, ..)
Proactive acting and dedicated commitment as well as excellent organizational skills and keen perception
Readiness of mind and distinct willingness to learn
High awareness of quality and deadlines
Leadership and sovereignty even in hectic situation

188

Administrative Specialist for Corporate Banking Department Resume Examples & Samples

Performs administrative duties in support of the Infopac report distribution software
Maintains the database by testing, adding, deleting, and modifying data according to requests by users, or by S.O.A. support staff
This administration takes place both in the production and the test environments
Must also communicate with the Zeke scheduling administrator to coordinate Infopac batch job additions or deletions, in addition to Infopac library maintenance
Maintains and verifies the Ceridian online time and attendance system for all of ITSO
Handle budget items with Director throughout the year
Ensure all invoices are cross referenced with line items
Responsible for paying all invoices, consolidating status reports and assisting with job descriptions and yearly reviews
Administrative support for the Corporate Banking Department
Perform complex secretarial and administrative duties involving frequent exercise of independent judgment, initiative, diplomacy, and tact
Administer general office duties (e.g., filing, copy, mail/fax distribution, receptionist)
Support departmental duties including updating and maintaining a variety of reports and databases
Conduct special departmental assignments as needed
Provide data analytics support
Must be bilingual English and Japanese
Advanced knowledge of PC applications (MS Office)

189

Associate, Industrials, Corporate Banking Resume Examples & Samples

Support bankers in cross-selling Citi’s full spectrum of products and services noted above to generate revenue by identifying and responding to customers’ financial, advisory, transactional, and other needs
Responsible for understanding all credit, transactional and franchise risks in coordination with senior coverage officers to facilitate deal execution and risk mitigation processes. This includes actively managing and overseeing the preparation of credit approvals, obtaining Capital and Risk approvals, and supervising transaction return calculations
Strong credit skills, credit background and knowledge of Citi’s credit policies is a requirement
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products is highly desirable
Bachelor’s Degree in Finance or closely related areas of Business Administration
Master's degree a plus

190

Corporate Banking Director Resume Examples & Samples

Structure and execute transactions for leverage finance acquisition loans, bridge loans and corporate revolvers for identified clients across the assigned portfolio
Provide relationship coverage across identified sectors, including the identification of cross sell opportunities such as FIC products, ECM, FX and Cash Management
Proactive portfolio management including timely updates on client, industry and market performance, particularly in connection with any signs of potential deterioration or developments requiring amendments/waivers to existing loan documentation
Liaise internally with key support groups and other functions across the bank to ensure accurate booking and all parties have required information and materials to carry their responsibilities; act as point person between internal functions and Agent / borrower to assist with obtaining required information
Proactively identify operational risk loss events, control deficiencies and risks to your line manager and the relevant risk and control functions promptly
Review and comply with firm policies applicable to your business activities
Develop and train junior team members

191

Corporate Banking Specialist Resume Examples & Samples

Perform, analyze and thoroughly understand the most complex functions related to the loan processing, documentation and customer service operations and complex secretarial and administrative duties, exercising independent judgment
Provide marketing and operational supports to RMs by monitoring client activities, analyzing portfolio profitability, recognizing client needs, promoting bank’s services to the clients, conducting trouble shooting and investigation and acting as liaison between ACB(West) and Pacific Rim Client Services (PRCS) and Credit Control & Administration(CCA) and Operations for any operational matters
Develop, maintain, and work with RMs to broaden and deepen close business relationship with existing and prospective clients to maximize profit, make recommendations for business opportunities to Department Heads and management, and conducts due diligence on proposal to clients
Support RMs by acting as liaison between ACB(West) and Product Office and other departments to cross-sell bank products and services by proactively identifying transaction opportunities, marketing each product to identified clients, negotiating the terms and conditions, and executing and documenting the transactions
Audit and maintain work from the bank's system and perform systems balancing to General Ledger
Prepare loan documentation for the most complex loans
Check the credit line balance for each loan disbursement, prepare and collect loan documentation and financial statement from customer and process accordingly
Ensure problems/questions relative to documentation, input, balancing and collateral-input maintenance are corrected and balanced prior to sending to customer
Perform additional administrative and miscellaneous duties as assigned such as type letters, memoranda, and reports from drafts
Proofread and review for grammatical or numerical errors. May take dictation and compose letters
Open, sort, and distribute mail
Respond to requests or inquiries, which require detailed knowledge of departmental functions, policies, and procedures
Perform administrative functions such as order department supplies
Ensure adherence to all bank policies and procedures relative to Regulatory Compliance including but not limited to the Bank Secrecy Act, USA Patriot Act, Anti-Money Laundering Act, Privacy Act, Regulations Q & X (RESPA), Customer Identification Program (CIP), Know Your Customers (KYC), Suspicious Activity Reports (SARS), Currency and Transaction Reporting (CTR) and etc
2 years of banking experience in financial industry is preferred
Basic knowledge of business and finance practices, international banking transactions, lending regulations & procedures, and marketing strategies
Must read, write and speak Japanese and English at the business level

192

Corporate Banking IT Resume Examples & Samples

To be involved and following the overall SWIFT strategy liaising with all project sponsors at BNPP Group, CIB Asia Pacific and local levels; with respect of constraints of the project and its stakeholders (Head Office sponsors, Compliance, Business, IT etc.)
He/she will be in charge of the preparation of approach, the constitution and testing strategy. His/her duty will be to elaborate any necessary steps, make them acceptable for all, and then follow up diligently
Key SWIFT and related components he/she will handle are (but not limited to)
+
Project Management & Business Analysis
In-depth SWIFT Product & Services

193

Associate, Energy, Corporate Banking Resume Examples & Samples

This includes providing a wide range of treasury and corporate finance solutions such as: day to day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
Responsible for driving marketing and execution in coordination with senior bankers, relationship associates, Citi’s international offices, and product/investment banking partners
Responsible for understanding all credit, transactional and franchise risks, working to mitigate same, and driving deal execution, in coordination with senior coverage officers. This includes actively managing and overseeing the quality preparation of credit approvals, obtaining Capital (EDAC) and Risk approvals, and supervising return calculations
4+ years of proven and progressive lending/credit experience including reserve based lending
Strong credit skills and knowledge of Citi’s credit policies is a requirement
Strong planning, negotiation, organizational and analytical skills
Master's degree preferred

194

Snr Director & Team Lead-corporate Banking Resume Examples & Samples

Ensure a quality service for all customers by owning customer engagement, ensuring service excellence at all times, for all aspects of any customer, prospect or professional’s interaction with HSBC
Prepare detailed client plans, where applicable with product partners, annually for all customers in the LC/MME segment recording objectives, plans and call reports within ClientVision which should include detailed Client Profiling, Wallet Sizing, defining Critical Account Objectives (CAOs)
Ensure credit and operational quality is not compromised in the pursuit of income
Respond within agreed timelines to issues raised by audit and external regulators
Resolve any/all identified issues promptly, and escalate concerns to management as appropriate to ensure timely awareness of any material concerns
Compliance with and management of sales suitability risks and requirements
To implement the Group compliance policy locally by containing compliance risk in liaison with the Head of Group Compliance, Global Business Compliance Officer, Area Compliance Officer or Local Compliance Officer, ensuring adequate compliance resources and training, fostering a compliance culture and optimizing relations with regulators
Ensure that all employees are aware of and effectively identify and manage applicable money laundering (ML), terrorist financing (TF), sanctions and reputational risks
Minimum of 6+ years experience in managing complex commercial relationships with international needs
Robust commercial lending, risk assessment, trade finance experience, in-depth knowledge of deposit products and of the concept of cashflows
Excellent time management, planning and organisation skills
Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
Knowledge of how LC clients operate
Knowledge of Trade, PCM, GB&M, RBWM, and GPB products and capabilities
Wide personal connections within the group and outside the group (chambers of commerce and other associations

195

Senior Cre Manager Corporate Banking Resume Examples & Samples

Broaden and deepen relationships with existing clients and win new clients in line with the Real Estate strategy with due regard for Balance Sheet, Risk Weighted Assets (RWA) and returns on Risk Weighted Assets (RoRWA) thereby contributing effectively to the Annual Operating Plan (AOP)
Liaise and work with other areas and segments of the bank to ensure the best possible experience and outcomes for clients, employees and the Bank
Ensure timely and accurate maintenance of customer information on bank systems, including HORIS, Client Vision, RERT and other systems as required
Structure credit facilities to ensure optimum balance between customer and HSBC interests while remaining within the bounds of prudent banking
Monitor the client portfolio regularly to ensure that the return is commensurate with the risk profile of the client. Take timely and proactive corrective action to mitigate potential losses
Be actively involved in the professional community by regular meetings with intermediaries and professionals in line with the Real Estate Banking Centre external profile plan
Maintain satisfactory reports with regard to the business processes & controls from Internal and External Audit & UK Regulators and Real Estate Governance and risk reviews
Ensure the consistent application of Group policy and adherence to regulatory, financial, and legal standards to minimise business and reputational risks

196

Corporate Banking IT Resume Examples & Samples

Responsible to respond to user requests, incidents and problems on a timely manner
Resolve or coordinate the resolution of issues with other internal teams and/or the vendor
Escalate and collaborate with respective Level 2 application support teams or other support if necessary
Communicate and provide status updates on issues to business users, management team and other stakeholders
Document operation procedures; contribute to knowledgebase and cross train other team members
Analyze and challenge existing support processes to achieve continuous improvement
To understand and support ITIL procedures and guidelines defined by tower owners
To be able to apply and relate ITIL procedures in handling day to day tasks
To be able to provide innovative solutions and recommendations as needed
Support Disaster Recovery Test and Business Continuity activities
A background in banking, and more specifically in Corporate Banking, and prior exposure to payments platform is a plus
Proven track record in maintenance & support of business critical applications while realizing operational efficiencies
Good understanding of messaging infrastructure and the ability to analyze and monitor data flows
Good understanding of change, incident & problem management methodologies
Familiarity with approaches & procedures of Business Continuity/Disaster Recovery
Good understanding of IT risk and security
Dynamic, Proactive and Teamwork oriented
Self-starter and fast learner
Good command of spoken and written English
Functional knowledge in UNIX, ORACLE DB, PL/SQL, COBOL, CICS & VSAM, Java & Tibco
Functional knowledge in Microsoft Office suite (Excel, word, PowerPoint, Visio)
Familiar with Windows platform
Programming and Shell scripting
Ability to develop support tools/scripts as required
Practical knowledge of change, incident & problem management tools
Practical knowledge of active monitoring and alerting tools
Web / Application server technology
Flexible attitude
Ability to perform under pressure
Education Level: Degree in Information Technology, Computer Science or Engineering
Experience Level: minimum 5 years

197

Corporate Banking Resume Examples & Samples

Credit assessment and credit management skills
Strong analytical skills together with an ability to think and act laterally and creatively
Commitment to managing and maintaining a strong relationship with existing clients through the provision of a first class quality customised service to a broad customer base
Business acumen and business development capabilities to maximise AIB Corporate Banking's presence in the marketplace
A significant level of comfort with IT office systems and financial modelling skills
An ability to work on own initiative and interact as part of a highly motivated team
An energetic and enthusiastic approach to identifying, targeting & developing new business
Lending, Credit Analysis & Decisioning - Analyse the credit and risk implications of credit proposals and make well-informed lending decisions to grow profitable business
Problem solving and decision making – making timely, quality decisions
Planning and priority setting – getting things done effectively and efficiently
Teamwork and collaboration – working together to deliver results
Customer Relationship Management – Engaging the Customer and adding value

198

Analyst, Corporate Banking Resume Examples & Samples

Total of 1-3 years of commercial banking experience; Bachelor’s degree
Aptitude to work in a customer focused environment
Ability to thrive in a global context with a multi-cultural environment
Proven strong analytical, finance and financial modeling skills
Ability to be proactive and can think and act steps ahead
Proven ability of working effectively in a team environment and autonomously
Understanding of risk management
Superior credit knowledge
Effective organizational and time management skills
Commercial awareness, including economic, cultural, procedural and regulatory issues
Working knowledge of the trade cycle and business processes involved when importing and/or exporting
Ability to interact with all levels of commercial customers

199

Corporate Banking Specialist Resume Examples & Samples

Interact with customers in the CUSTOMER FIRST way to facilitate the processing of all bank documents submitted in alignment with business transactions completed in compliance with department’s procedure
Utilize Japanese communication skills to follow up with customers including the parent company in Japan
Facilitate accurate record keeping, approvals of all documentation and ensure the appropriate dissemination of relevant documentation to necessary departments
Coordinate customer’s requests to have accounts opened, title change, address changes and account closures timely and accurately
Create profiles for new customers and update existing profiles accordingly
Recommend ways in which to improve and streamline workflow which will generate higher level of customer satisfaction
Provide detailed feedback to appropriate parties utilizing communication skills related to customers business or suspicious activities
Prior work experience in financial industry is strongly preferred
Basic knowledge of business and finance practices, international banking transactions, lending regulations & procedures, and marketing strategies strongly preferred
Basic knowledge of accounting principles, strong computer skills a (Excel, Word, Outlook, PowerPoint) and problem solving skills are required
Associate degree or equivalent work experience required. Bachelor’s degree preferred

200

Associate, Healthcare, Corporate Banking Resume Examples & Samples

Work closely with senior bankers to provide overall relationship management support. This includes providing a wide range of treasury and corporate finance solutions such as: day to day cash management, trade, vendor finance, foreign exchange, loans, debt capital markets (fixed income and bank), share repurchase, and interest rate and equity derivatives
Drive marketing and execution in coordination with Bankers, Relationship Analysts and Associates, Citi’s international offices, and product/investment banking partners
Responsible for evaluating public filings, research reports, operations, business plans, and financial forecasts to produce strategic and financial analyses
Strong credit skills and credit background are required; knowledge of Citi’s credit policies is strongly preferred
2-3 years of proven and progressive related lending/credit experience or equivalent product experience
Strong interpersonal skills and timely follow up / follow through on tasks

201

AVP / VP, Global Corporate Banking Resume Examples & Samples

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At least 10 years of extensive corporate and investment banking experience in an international bank
Familiarity with the full suite of investment banking product offerings
Strong corporate relationship network locally and regionally
A go-getter able to work independently and also with deal-teams

202

Corporate Banking / Capital Markets Analysis Resume Examples & Samples

Exceptional organizational skills with the ability to manage multiple competing priorities while consistently meeting deadlines
Solid understanding of accounting/analytical concepts
Strong interpersonal skills with a demonstrated ability to work independently
Solid understanding of operational risk analysis, and general internal/external
Proficient in building PowerPoint presentations and working with other Microsoft applications; Excel and Word
Knowledge of the commercial bank preferred but not required
A minimum of 2-5 years operations management, finance and/or accounting experience with a bank or commercial finance company
Bachelor’s degree in accounting or finance with appropriate financial accounting/project management/analyst experience

203

Senior Corporate Banking Manager Resume Examples & Samples

Meet regularly with customers to assess financial needs, condition, and opportunities/risks facing the customer business. And work with team to ensure that they do the same
Assist the team to help the customer to draw on the HSBC group network by working closely with other CMB sites and product groups (GTRF, GLCM and GBM)
Work closely with team to structure robust credit facilities for the relationship
Ensure that the clients local and international profile is correctly reflected in HORIS and Client Vision
Ensure that the segment of the client is updated as required on CV and HORIS
Ensure portfolio pricing is generating appropriate return on risk-weighted assets both at a customer level and at a portfolio level
Comply with all applicable internal controls, risk and compliance policies and regulatory requirements at all times
Ensure that the team and self prepare detailed client plans for all customers in the LC segment on at least an annual basis, recording objectives, plans and call reports within ClientVision. This should include detailed Client Profiling, Wallet Sizing, defining Critical Account Objectives (CAOs), and actively engaging with Product partners in this effort of preparing a Client Plan. In the case of MME clients the plans can be less detailed or as required
Drive proactive collaboration with product partners, international colleagues, and other Global Businesses to deliver maximum value of HSBC products and services to each assigned customer in the portfolio
Ensure timely and accurate maintenance of customer information, including KYC requirements, in Group systems including HORIS and Client Vision
Generate cross country referrals facilitated via Global Links and local or overseas IBC, whichever is appropriate
Generate referrals for other Global Businesses, e.g. GBM, RBWM, as appropriate
CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank
The remit of this role covers our top-end international corporate businesses. The business operates in a highly competitive banking environment competing for international business where we have a “right to win”. The job holder will have responsibility for complex deal structuring
Guidance and authority; The jobholder will report to the Senior Manager Corporate Banking I/II and is given authority to plan, initiate, develop, and drive the initiatives for their client portfolio. They will be responsible for the profitability and performance of their team’s assigned portfolio

204

Corporate Banking Credit Analyst Resume Examples & Samples

Excellent PC skills including Microsoft Excel and Word as well as ability to work in various proprietary systems. Some modeling capability preferred
Ability to work effectively in a team environment and meet assigned deadlines
Bachelor’s Degree in business, economics, finance or accounting or equivalent work experience
Minimum 2+ years of successful commercial credit experience with relevant institution; commercial bank or investment bank preferred
Strong analytical skill set
Successful completion of a formal commercial credit training program preferred
Excellent verbal and written skills required
Ability to prioritize, multi-task and be a self starter taking on accountability for assigned tasks
Strong internet search skills,
Developed knowledge of financial statement spreading and profitability modeling
Ability to manage multiple priorities at once

205

CIB F&BM Business Manager Corporate Banking Associate Resume Examples & Samples

Oversight for monthly performance reporting, incl. revenue and market data analysis
Support specific global and regional projects and reporting (e.g. Quarterly Business Reviews, Cross LOB projects )
Support the head of EMEA GCB and GCB Business Manager, in addition to the EMEA Country heads and their teams with
Strong organisational and time management skills; flexibility, ability to prioritise requests and multi-task
Enthusiastic self starter with the ability to work independently using own initiative
Ability to carry out complex analysis under considerable time pressure, whilst maintaining a high level of accuracy and quality
Strong verbal and written communication
Analytical thinking: ability to see relationships between variables and apply reasoning to develop conclusions
Developing business partnership: understanding the business/contributing to business objectives
Disciplined approach to managing processes and controls with a view to improvement
Experience with Microsoft Outlook applications, particularly Powerpoint
Knowledge of Loan product and/or Credit Risk beneficial
Languages a plus (Spanish, French, German…)

206

VP, Corporate Banking, Public Sector Group Resume Examples & Samples

Public Sector experience is a plus
Series 79 and 63 required within 90 days of accepting the job
Strong understanding of TTS and Investor Services and Markets product sets
Strong credit, negotiations, communications, sales, analytical and organizational skills
Strong work ethic, high energy level, able to work independently and think strategically
Location Reston, VA or New York, NY(strong preference for Reston, VA)

207

Corporate Banking Ops Resume Examples & Samples

To plan and communicate on internal ITO CB APAC events (monthly breakfast/lunch sessions, town-halls, teambuilding, team rewards, etc.)
To design and publish internal communication material (newsletters, animate TV screens, etc.)
To maintain internal collaborative platforms (Echonet, SharePoint) for ITO CB and liaise with relevant teams to have up to date information
To manage overall governance (local, regional and global)
To listen to the staff and provide constructive feedback to Management to improve yearly GPS
To be the SPOC with L&D team for all training requirements
To support the Management and/or PMO team in preparation of steering committee documents
Degree or equivalent Qualification
Previous experience in internal communication / transversal function
Strong project & people management skills
Knowledge and experience in multi-cultural environment is mandatory
Previous experience in banking industry is a plus
Speaking Mandarin, Cantonese, French is a plus

208

Corporate Banking Ops Resume Examples & Samples

To coordinate the yearly forecast and budget exercise across APAC
To monitor closely the expenses and recruitments against the budget
To track the Projects Portfolio KPIs and highlight any project at risk, delayed or over-budget
To secure the usage of the project management tool for CB ITO APAC scope
To ensure usage of appropriate tools, processes and guidelines within the department
To support the Management in preparation of steering committee documents and manage overall governance (local, regional and global)
To liaise with the relevant teams to improve overall efficiency and communication
Degree
Previous experience in PMO function
Experience in multi-cultural environment
Previous experience in Banking industry would be a plus

209

Senior Corporate Banking Manager Resume Examples & Samples

Minimum of 5 years’ experience in managing commercial relationships of mid-market corporate size; Bachelor’s degree preferred but not essential
Ability to interact with business customers at all levels and have strategic conversations with C- Suite Executives
Ability to structure and advise on more complex debt financing solutions. Including including syndications, M&A financing and cash flow structures and other specialised lending solutoins
Working knowledge of debt capital markets, equity capital markets
Abiliity to collaborate with products partners such as Global Liquidity and Cash Management, Global Trade and Receivable Finance, Debt Capital Markets, Equity Capital Markets and Global Markets
Strong analytical, good credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
Experince in cross border and multi-jurisdical lending is an asset

210

Corporate Banking Credit Analyst Resume Examples & Samples

Equivalent work experience or completion of formal credit training program and up to 2 years of applied financial analysis working with straight forward to moderately complex credits in a commercial banking environment may be considered as alternative to formal degree program completion
1-3 years of commercial banking experience which may include business banking, middle market, and/or specialty commercial banking, commercial banking administration, commercial banking operations, commercial credit/risk oversight, and commercial loan documentation/funding/servicing
Position requires basic internet search skills, developed knowledge of financial statement spreading and profitability modeling, effective verbal and written communications skills, ability to manage multiple priorities at once

211

Corporate Banking Credit Analyst Resume Examples & Samples

Bachelor Degree Preferred in Business administration, finance, accounting and/or economics
2-5 years of commercial banking experience which may include business banking, middle market, and/or specialty commercial banking, commercial banking administration, commercial banking operations, commercial credit/risk oversight, and commercial loan documentation/funding/servicing
Word, Excel, Power Point, and adaptability to using in-house systems

212

Head of Corporate Banking Resume Examples & Samples

As a member of the UKSC, providing deep domain knowledge of the UK Private Equity and Mid-Corporate marketplace, competitor approaches and activity, market trends and credit/product development. In this capacity, the candidate would be expected to take a balanced and holistic view to the strategic direction and priorities of the various business units in the UK Branch
Partner with the Head of Commercial Banking and the Market Manager for the Global Funds Banking business units to ensure the Bank’s overall “go to market” strategy is consistent and aligned
Partner with US business units that mirror those within this role, to ensure consistent approach where possible on the approach and strategic direction, as well as growth plans and priorities
Provide senior management advice and input to the change management team to help deliver the roadmap of change to bring SVB UK Branch up to market standards in its overall offering
As the Head of Corporate Banking, a key element of the role is to make connections and deepen the Bank's relationship between C-level management, senior partners in the advisory community, and the SVB team. Together, with the commercial banking teams, the Head of Corporate Banking is responsible for building strong relationships within the innovation sector and helping SVB’s technology-focused clients achieve growth and scalability in a competitive, global environment
The Head of Corporate Banking will identify and deliver the most effective sales and relationship model for the corporate banking teams, with day-to-day management responsibilities for a number of sales / relationship teams in the UK
The Head of Corporate Banking will identify, create and drive the strategic and financial goals of the lending teams that make-up the corporate team
The Head of Corporate Banking will, as part of the senior UK Leadership team, help drive and reinforce the SVB culture and core values, ensuring a strong compliance culture within the corporate sales organization
The Head of Corporate Banking will be accountable for the delivery of business specific financial targets, and work closely across the UK leadership team and functional teams (loan operations, client service, product development etc) to help ensure the client experience is consistent across of the teams within the corporate bank
The Head of Corporate Banking will be actively engaged with clients and investor and help drive the bank's relationships with key CEOs, senior executives and investors, and help promote the bank's brand in the UK market
The Head of Corporate Banking will be responsible for defining, implementing and managing an efficient, controlled and cost effective operating model that supports revenue growth and return aspirations of SVB UK. They will work closely with the UK risk and compliance and credit teams to ensure procedures are adhered to and enhanced wherever necessary
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, as well as internal and external courses to supplement on the job skills

213

Corporate Banking IT Resume Examples & Samples

Permanent Control Testing & Monitoring
Contribute to the IT generic control plans to cater for new risks & efficiency
Contribute to the Standard Operating Procedures written by APAC ITO Corporate Banking IT
Contribute to the Permanent Control framework of APAC ITO Corporate Banking IT through suggestions on process streamlining aiming to address main risks identified

214

Associate, Energy Corporate Banking Resume Examples & Samples

Analyzes lending opportunities. Prepares credit presentations and recommendations for review by more senior officers and then by corporate credit
Assists in the management of an assigned loan portfolio. Conducts annual reviews, coordinates account management with team members and Loan Administration Officers, and handles customers’ requests for waivers, amendments and restructuring of credit facilities
Supports the negotiation of loan terms and documentation with borrowers/other banks, culminating in the closing of transactions
Supports the planning and maintenance of a call program covering assigned customers and pro pects; selling the full range of Bank products
Works closely with the Bank’s specialized products groups (Treasury Services, Capital markets, Cash Managements, etc.) to develop and promote effective marketing and delivery of the products to customers and prospects
Reviews the work product of, and provides oversight to, more junior team members, specifically Analysts

215

Analyst, Energy Corporate Banking Resume Examples & Samples

Analyzes lending opportunities. Assists in the preparation of credit presentations and recommendations for review by more senior officers and then by corporate credit completing the financial analysis
Assists in the management of the unit’s loan portfolio. Assists with annual reviews, coordinates account management with team members and Loan Administration Officers, and handles customers’ requests for waivers, amendments and restructuring of credit facilities
Monitors client compliance
Ensures client files are complete and up to date
Assists in the development of marketing materials for client presentations

216

Corporate Banking Analyst Resume Examples & Samples

Produce and update client plans in conjunction with product partners and bankers
Monitor calling plans to ensure business development is pursued across the client base and that deals are replicated
Organizational - Managing demands from several sources, working to deadlines and managing offsite analyst timetables
Educated to degree level with a minimum grade of 2:1 (or equivalent experience)

217

Corporate Banking Associate Resume Examples & Samples

Assist in cultivation of client relationships by conducting research, staying abreast of client and industry trends
Participate in client meetings, due diligence visits, and other interactions during which they gain exposure to key executives and senior bankers
Develop and maintain detailed financial modelsto value companies and depict projected financial results
Lead the preparation of written material, including pitches, proposals, client materials and associated supporting analyses
Strong sense of accountability with a result orientation as part of a collaborative team environment
Advanced user in Excel, PowerPoint, and Word

218

Corporate Banking Ops Resume Examples & Samples

Customers Services for external and internal clients (i.e. Account Officer/ RM /Management)
Perform Operations Technical Analysis of transactions
Processing of Commodity Trade Transactions and Collaterals
Processing of Documents Examination under documentary credit (included claims under standby and guarantee)
Processing of Loan financing
Processing of Settlements
Data entry processing for OPCO/ S.A.A. / ATLAS II systems
Processing Filenet Scanning and Workflow in Trade Workflow 2 system for BCP purpose
Filing & archiving of transactions files
Perform miscellaneous tasks
Special notation
Customers Services
CDCS would be advantageous

219

Corporate Banking VP Resume Examples & Samples

To identify and exploit revenue opportunities (credit or otherwise) from assigned FI clients by marketing the bank’s products and services. FI clients currently are the major banks in Bahrain and Kuwait
To work actively and efficiently with various global and local product groups within Citi to sell their products to the FIs. Requires active involvement with the following product groups: Debt Capital Markets, Correspondent Banking, Trade, Markets Products
To work closely with Citi Islamic Investment Bank to cater to the Islamic/sharia based financial institutions
Effectively co-ordinate with other Citibank branches across the world for their dealings with these relationships
To initiate, maintain and monitor credit transactions with the bank’s existing and new FI customers, including preparation of indepth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
To proactively manage the bank’s exposure pertaining to FI accounts and ensure that it is appropriately labelled and controlled in line with the bank’s credit process
To assist the Corporate Banking Heads and Regional FI Head in planning and monitoring the group’s strategic objectives and revenue plan
To adhere to all relevant bank policies, procedures, and KYC requirements at the highest standards
To act as a contact point for FI clients and deal with client needs
7-10 years in banking / FI industry
Strong understanding of financial markets Skills
Bachelors in business discipline (Masters preferred)

220

Cbna-icg-corporate Banking Financial Institutions Associate Resume Examples & Samples

Credit Skills
Good understanding of Corporate and Investment Banking products/solutions
Excellent interpersonal skills, including listening skills/temperament and cultural sensitivity. Ability to lead persuasively and foster teamwork
Natural Team Player - Having an adaptable/flexible approach; willing to work in a co-operative manner to fulfil client and internal requirements
Analytics - Assimilating new information quickly and relating it to the needs of the client base

221

Corporate Banking Operations Professional Resume Examples & Samples

In-depth knowledge of business and finance practices, international banking practices, lending regulations and procedures, and marketing strategies
2-3 years’ experience progressively increasing responsibilities in marketing, treasury banking and commercial lending positions
Bilingual capability in Japanese/English is a plus but must have excellent communication skills
Strong computer and banking system skills (Microsoft Office, especially Excel and Access)
Ability to multi-task and demonstrate excellent time management skills
Thorough accounting knowledge and applied skill
Ability to train entry/junior level staff
Verify transactions for accuracy and soundness operation
Perform due diligence and regularly update operating procedures
Coach/train junior team members and support Relationship Managers with commercial banking products
Control and monitor daily activities and evaluate risks and mitigating factors to make soundness operation and recommend enhancement ideas to managements
Assist marketing officers in their marketing activities
Respond requests from customers/arranging banks and make necessary arrangements including documentation
Overlook as the supervisor to ensure operational accuracy, efficiency and high quality services
Bilingual Japanese/English skills desired

222

Director, Consumer & Retail Corporate Banking Resume Examples & Samples

Act as primary point of contact for clients and internal colleagues with respect to covered clients
Coordinate and build relationships with primary client teams as well as relevant client personnel across the enterprise; build relationships with product colleagues across the globe
Develop junior resources in their work on various financial analyses and modeling, including capital structure analyses, company/industry research and peer benchmarking, among other exercises
At least 6-8+ years of experience in Corporate Banking or Investment Banking
MBA degree with outstanding academic qualifications (or commensurate Corporate/Investment Banking experience)
Experience in Consumer & Retail banking sector preferred

223

Corporate Banking VP, KSA Coverage, Dubai Resume Examples & Samples

To work actively and efficiently with various global and local product groups within Citi to sell their products to the Saudi Corporate segment. Requires active involvement with the following product groups: Debt Capital Markets, Transaction Services, Markets Products
To initiate, maintain and monitor credit transactions with the bank’s existing and new clients, including assisting the preparation of indepth Industry Credit Reviews, Stress Tests, Credit Approval memos, financial models etc
To proactively manage the bank’s exposure pertaining to client accounts and ensure that it is appropriately labelled and controlled in line with the bank’s credit process
To assist the CB Head in planning and monitoring the group’s strategic objectives and revenue plan
To act as a contact point for clients and deal with client needs
To develop and enhance relationships at senior levels within the existing and prospective customer base and other important members of the business circles
5-8 years in banking industry
Strong credit and product skills
Arabic knowledge preferable
Bachelor degree in a business discipline

224

Corporate Banking Summer Intern, Karachi Resume Examples & Samples

Assisting relationship manager/analyst in managing internal aspects of existing client relationships
Preparing EUDDs, relationship reviews, account plans, client portfolios, pipeline reporting and support in KYC process
Conducting industry and company research and helping with credit analysis
Maintain internal reports including deal tracking and pipeline reports
Assist in the preparation of product capability decks and other marketing materials to help generate new business opportunities
Graduate or Post Graduate candidates from leading institution preferably in penultimate year of study
Outstanding record of academic achievement and an interest in the financial markets
Understanding of relevant financial, mathematical and accounting techniques
Ability to analyze data, identify problems and apply creative solutions
Good verbal and written communication skills with the ability to express ideas in a confident, organized manner
Ability to work in teams in a fast-paced environment
Proven proficiency with Microsoft Office, specifically Excel, PowerPoint and Word

225

DPO Corporate Banking Associate Resume Examples & Samples

Analysis of guarantors as needed to support credit underwriting
Assists the Debt Products Manager with review of loan documents pre-closing, or independently, if needed
Reviews closing due diligence in collaboration of Debt Products Manager or, independently, if required
Validates the appropriate risk rating for a company and proactively identifies risk rating changes
Maintains up to date understanding of primary loan market pricing and structuring trends
Participates in research, preparation and execution of customer and prospect calls
Participates in identifying financial solutions that meet the client’s needs and the Bank’s risk acceptance criteria
Develops a strong working knowledge of and insures compliance with internal bank commercial loan policy, credit risk management policy, and external regulatory requirements; documents any exceptions to policy and related rationale/mitigants
Demonstrates very strong verbal and written communication skills
Well organized, detail-oriented, and is able to manage and/or lead multiple projects under pressure
Demonstrates very strong analytical and problem solving skills
Recognized for quality of analysis and competency in completion and oversight of client portfolio management activities
Displays ability to identify and voice issues; self-initiates discussion

226

Director, Healthcare Corporate Banking Resume Examples & Samples

Manage multi-product origination efforts across the range of corporate banking solutions and across all geographies in which the bank operates
Lead capital-raising execution, including but not limited bank, bond and convertible offerings
Coordinate the development of client presentations, including pitch book, lender/investor presentations, internal commitment committee memos, etc.; supervise the preparation and final work product
Lead client planning sessions and contribute regularly to regular group/product partner meetings
Manage several projects at once and work effectively as a supervisor, as an individual and as a key member of a team
Strategic and creative thinking; distinguished written and oral communications skills
Assertiveness, initiative, leadership, strong work ethic, team focus
Ability to manage and develop junior resources

227

Corporate Banking Credit Analyst Resume Examples & Samples

Uses various reporting services to compile reports using client data
Researches and analyzes financial statements, interprets findings, and prepares various reports
Prepares and delivers written and oral credit presentations
Maintains documentation files and monitors compliance with terms of loans and accounts
May periodically monitor the financial position of established accounts and bring irregularities to the attention of higher level associates
Prepares spreadsheets, reports, summaries and opinions
Conducts due diligence investigations for prospective transactions
Concepts, practices and procedures of credit analysis
Federal and State laws
Finance and/or accounting principles, practices and procedures
Researching, interpreting and analyzing financial statements
Preparing financial position and credit reports
Maintaining documentation files
Monitoring compliance with loan/accounts
Preparing and delivering oral and written presentations
Performing due diligence
Partner with others to accomplish objectives
Provide a high level of customer service
Solve moderately complex problems

228

Corporate Banking Associate, Dublin Resume Examples & Samples

Develop relationship with the clients’ head office teams as well as with their key subsidiaries
Develop and maintain in depth knowledge of clients’ business and the industries in which they operate
Provide support in origination and execution of Corporate Finance Transactions
Source and create marketing and pitch material, liaising with product partners and the Senior Bankers
Maintain regular and frequent dialogue with product and risk partners
Collaborate with Risk Management to monitor the portfolio and individual client risk profile
Assist in managing the Corporate Banking infrastructure around transaction execution, including approvals and legal documentation
Produce and manage client plans in conjunction with product partners focusing on future pipeline and revenue expansion
Prior experience in Financial Services
Credit trained, used to actively participate in establishing the creditworthiness of counterparties
Strong knowledge of Financial Accounts, Corporate Finance and markets
People skills – building a rapport with clients and internal stakeholders
Verbal and Written Communication - Attention to detail and assuming responsibility over time for client contact
Quantitative and Financial skills
Banking background where you will have gained training and development as a banker
Educated to university degree level
Advanced degree would be advantageous
Professional qualification advantageous

229

AVP & Team Lead, Corporate Banking Resume Examples & Samples

Environment of the job:. As such, the jobholder will be competing in a highly competitive environment against many locally-established financial institutions and possibly a number of national competitors
Experience in structuring complex credit deals for clients and close engagement with Global Banking and Markets products
Knowledge of group systems, including CARM, ClientVision, HORIS, Global Links and GRPT

230

Corporate Banking Ops Resume Examples & Samples

Drive operational efficiency initiatives (process reengineering / optimization including promotion of STP and reduction of manual work)
Reduce operational risk (enhance control and ensure clear segregation of duties)
Enhance Service Quality (i.e. shortening of the Turn Around Time)
Define and implement the region’s Target Operating Model (TOM) for Cash, TF and CF operations
Analyze and define process improvement opportunities to enhance current way of working
Ensure proper delivery of projects you are in charge of including
Takes initiative and is results driven
Strong decision making and analytical skills
Experience and knowledge of CB products and operations (Cash, Trade Finance or Commodities)
Ability to drive and manage change and complexity with confidence
Strong reporting capabilities and verbal communication skills (proficient in English)
Project management skills (PMP/Prince 2) and process improvement methodologies (Lean/Six Sigma) is an advantage

231

Corporate Banking Operations Specialist Resume Examples & Samples

Provide marketing and operational supports to RMs by monitoring client activities, analyzing portfolio profitability, recognizing client needs, promoting bank’s services to the clients, conducting trouble shooting and investigation and acting as liaison between ACB(West) and various departments for any operational matters
Prepare loan documentation for loans, check the credit line balance for each loan disbursement, prepare and collect loan documentation and financial statement from customer and process accordingly
Develop, maintain, and work to broaden and deepen close relationship through daily contact with appropriate services to customers
Investigate customer problems and inquiries, and follow through to bring matters to a satisfactory conclusion, or escalate issues to Department Head or RM as appropriate
Update and maintain a variety of databases; retrieve data to produce reports, conduct analyses and respond to customer and management inquiries
Maintain full understanding of bank's internal policies and procedures relevant to the job responsibilities, acquire knowledge and keep abreast of overall banking operation and products as well as the financial market conditions

232

CIB Corporate Banking Resume Examples & Samples

Support senior Bankers 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)
Conduct comprehensive client analysis to identify business needs that can be met with JPMorgan's broad array of corporate banking products and to help convert client analysis into concrete financial solutions
Co-ordinate and work on client Know Your Client (KYC) standards for renewals, remediation and onboarding of new clients. This includes Detailed client screening and associated disposition processes
Support senior Bankers in client engagement and new transaction processes end-to-end, development of forward looking new business plans for clients and the maintenance of existing business relationships
Ability to read and speak Mandarin is an advantage
Has a sound knowledge of corporate banking products including credit, cash management, trade services, debt and capital markets as well as FX
Strong team player who can equally contribute individually
Able to work effectively across geographies and time zones
Can build trust with clients and internal constituencies
Possesses sound commercial sense
Can perform under pressure

233

Corporate Banking IT Resume Examples & Samples

Manage application technical release deliveries from vendor/internal development teams
Review technical design specifications and other related technical deliverables
Works with project teams for technical delivery scope for the release and assist on the effort estimates and delivery plan
Works with development teams (Vendor/internal) to review effort estimates and delivery timeline for the technical delivery scope
Manage technical delivery release deployments into test systems and provide support to project teams on release testing and fix delivery from development teams
Works with internal development teams & L3 support teams for the L3 escalations
Manage version control for release deliverables source code
Manage test environment setup/delivery for the application release testing
Manage security requirements/fixes for the release deliveries
Technical release deployments support for production systems
Technical setup/configuration tasks for production systems
Assist L3 team for any technical review of their tactical solutions/deliverables
Assist Technical Architect for any new technical tools/components POC/review
Java, J2EE
Oracle Database, SQL, PLSQL,
Spring, JSF, RichFaces, Angular JS, Bootstrap
IBatis/MyBatis, Hibernate
Serena Dimension, SVN
Jasper Reports, iReport designer
JIRA, HP ALM
Waterfall & Agile developments
J2EE & Technical design knowledge/concepts & performance tuning
Software development and delivery with a minimum IT experience of 10 years
Good experience in reviewing vendor technical designs for larger enterprise web applications
Experience in managing technical deliveries in off-shore/on shore model
Experience in managing release delivery and technical deployment support with project stakeholders
Strong hands on knowledge in Java & J2EE Technologies
Sound knowledge on java applications frameworks (Spring, Angular JS, Bootstrap)
Good hands on in Version control systems (Serena Dimension, Sub Version)
Working knowledge in Database systems and tools (Oracle, PLSQL)
Strong experience in J2EE technical design principal and SQL performance tuning
Working knowledge on Hardware Security Module (HSM) and Enterprise Job scheduler (Quartz) is a definite plus
Functional Knowledge on supply chain applications (mainly back office) is a definite plus
Knowledge on Middleware tools (WebSphere, Apache, MQ) is plus
Good knowledge in agile delivery is a definite plus

234

Wholesale Corporate Banking Associate Portfolio Manager Resume Examples & Samples

One to three years of credit and/or sales experience in the financial services industry
Excellent organizational skills as well as outstanding accuracy and attention to detail
Strong Computer skills, including Excel and PowerPoint

235

Senior Corporate Banking Manager Resume Examples & Samples

Strong business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
Superior time management, planning and organization skills
Understanding of local and global banking landscape

236

MD, Corporate Banking Resume Examples & Samples

Proven track record in business development, corporate finance, cross-selling, banker development and team building
Market reputation among clients as an experienced senior banker of high integrity
Advanced analytical, loan structuring, underwriting, documentation, credit, corporate finance and administrative skills
Excellent verbal and written communication skills.Ability to coordinate multiple projects and satisfy deadline

237

VP, Industrials, Corporate Banking Resume Examples & Samples

Delivers Results
4+ years of experience in the financial services industry, specifically within Banking
Sound understanding of the corporate banking business and its related products, pertinent regulations affecting it and the lending and credit approval process
Experience with large corporate clients, capital markets products, derivatives, credit, cash management, trade, finance and securities products

238

Corporate Banking Credit Analyst Resume Examples & Samples

Excellent PC skills in Microsoft Excel and Word
2+ years of successful commercial lending experience with relevant institution; commercial bank or investment bank preferred
Basic internet search skills,

239

Corporate Banking Associate Resume Examples & Samples

Prioritization skills
Interpersonal skills
Credit analysis skills. Previous work experience as credit analyst of 3-5 years preferred
Knowledge of banking industry/regulations
Product knowledge including loans, Trade Finance, Cash Management, and FX & derivatives

240

Corporate Banking RM Resume Examples & Samples

Typically requires a Bachelor's degree or equivalent
10-12+ years of related industry experience
Prior experience managing a commercial team

241

Service Manager for Corporate Banking Resume Examples & Samples

Minimum education qualification of degree
At least 3 years’ experience in investigation or banking related job
Good communications and inter-personal skills
Independent, strong analytical skill and a good eye for detail
Ability to cope under pressure

242

Corporate Banking IT Resume Examples & Samples

Support major client on-boarding deals in the region primarily for Cash Management and Liquidity Management (in particular Cash Pooling) products
Manage all IT aspects around Channel (such as H2H, SwiftNet, EBICS or BNPP proprietary channel…) and BNPP proprietary Front Office platform, including
Knowledge of industry transfer protocols like SFTP, AS2, HTTPS etc.,
Knowledge of file formats such as ISO20022, SAP IDOC, Swift MT, and EDIFACT formats
Knowledge of IT Security aspects around encryption, web technologies
Knowledge of some business ERP applications like SAP, JDEdwards a plus
Knowledge of TIBCO technologies a plus
Solid experience in client on-boarding / client facing environment,
Expertise or very strong knowledge of cash management and liquidity management (in particular cash pooling)
Experience in banking environment and good understanding on banking IT ecosystems
Minimum knowledge of APAC payments & reporting ecosystem
Good Communication skills in English and ability to conduct meetings and presentation in client, business and management facing situations
Strong analytical skills with ability to clearly specify topics, understand their priority and criticality and accordingly escalate
Problem solving attitude
Client focused, experience with client survey / feedback a plus
Knowledge of APAC banking regulatory environment a plus
Supply Chain Financing or Traditional Trade Finance knowledge a plus
Project management qualification a plus

243

AVP Corporate Banking Axis Migration Resume Examples & Samples

Take ownership of CRD IV regulatory reporting for Corporate Banking, coordinate and support the team, provide guidance and act as subject matter expert (SME) with regard to RWA reporting under PRA
Preparation and review of monthly/Quarterly risk weight assets reporting and daily monitoring of regulatory ratios against internal and regulatory limits
Prepare and review related MIS reports for dissemination to key stakeholders
Drive performance to agreed service levels and manage customer’s expectations in a timely and professional manner
Establish and maintain effective relationship with business areas and identify areas of service improvements by implementing regular calls and feedback mechanism
Maintain high level of employee engagement
Take ownership of relevant reporting controls and processes to ensure reporting is free of material errors
Review monthly reconciliations of balances from various regulatory systems to books and records and ensure reconciliations are satisfactorily explained and resolved
Assist with ad hoc queries from management, head office, product control, treasury and other key stake holders
Effective communication with team members on organizational strategy and goals required for respective roles and responsibilities
Create an environment within the team which fosters free sharing of knowledge and ideas
Adherence to Group policies, audit, controls and compliance requirements
Operational capability must be maintained all year round given the frequency of reporting periods (monthly plus additional requirements quarterly, half-yearly and annually)
Participate in all business driven projects including implementation of new businesses or processes into BAU, reporting, BAU calculations and reporting, process improvements and efficiency driven initiatives, and system testing
Continually assess the operational risks inherent to the process, taking account of operating procedures, staff movements, legal & regulatory requirements
Good or more in Last year PD rating
Knowledge of Basel Norms and BCBS papers
Experience in regulatory reporting , i.e. month-end closure including EAD, RWA and Leverage Ratio computation
Advanced knowledge and experience in the use of Powerpoint and Microsoft Excel
Literate, able to write concise, clear text for senior executives
Good time management. Ability to cope well with periodic pressure, and adjust hours to occasional peak loads
Teamwork capability
Ability to build good working relationships both within and outside the team
Excellent communication skills, including experience of explaining complex technical matters simply and succinctly
Excellent understanding of CRD IV and BCBS documents
Effective leader who can manage cross functional teams
Expert in Regulatory Reporting functional knowledge
Knowledge in Marcos, MS Access Database, SAS will have an added advantage
Experience that demonstrates ability to deliver BAU and Change/ Transformation Projects
Experience in policy interpretation and implementation
Experience of working with colleagues and stakeholders cross-border in a multinational organization
Working/detailed knowledge of Operational framework/rules
Understanding of CoRep requirements
Ability to assess capital allocations for new business/acquisitions

244

Corporate Banking Client Representative Resume Examples & Samples

Associate's degree (Bachelor's preferred), or equivalent work experience
Exceptional customer relations /customer service skills
Broad understanding of applicable laws and regulations
Proven credit support skills
Strong problem resolution skills

245

China Corporate Banking CAU Head Resume Examples & Samples

Strong credit and risk management background
Willing to collaborate with various constituents, including coverage and product bankers, risk management, and external counsel to structure credit transactions
Strong financial statement analysis / modeling skills
Excellent client skills

246

Corporate Banking Debt Product Resume Examples & Samples

Able to add value directly to client and coverage in articulating Regions’ underwriting methods, processes and risk appetite for specific debt products
Maintains market knowledge of loan pricing and structural trends to match client needs with Regions’ debt product solutions
Calls jointly on clients with coverage bankers to understand clients’ needs and specific risks to client business
Works with coverage banker to develop client strategy focusing on existing and potential credit exposure. Assists coverage banker in optimizing relationship through cross sell activities of debt products
Serves as the primary contact with Credit Risk
Oversees ongoing monitoring of existing portfolio by being accountable for periodic assessments and other servicing requirements
Serves as a mentor/coach to team members, specifically Debt Products Associates assigned to managed clients
Well organized, attention to detail, and able to manage multiple projects under pressure

247

Capital Markets Corporate Banking Analyst Resume Examples & Samples

Develop skills in client relationship management, credit underwriting, risk management and industry and product expertise in order to contribute to team objectives and meet client’s changing needs in a competitive market
One year of experience in the financial services industry with direct experience dealing with commercial or corporate clients through commercial lending, capital markets, treasury management and/or related areas
General knowledge of Capital Markets, Treasury Management, Deposits, Specialized Lending, Institutional Trust, Insurance, Sterling and International products and services

248

Corporate Banking Team Leader Resume Examples & Samples

10+ years of Corporate Banking experience
Strong understanding of the capital markets space (debt/equity), product offerings, and other bank products/services
License Required: Series 79, Series 24

249

Corporate Banking Credit Portfolio Manager Resume Examples & Samples

Considerable analytical skills
Extensive knowledge of credit administration, policy and procedures
Thorough knowledge of economics, accounting, and finance
In-depth knowledge of risk analysis
Excellent technical report writing skills

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