Corporate Banker Resume Sample
Theresia Purdy
1676 Hettinger Drive,
Houston,
TX
+1 (555) 208 3016
Work Experience
Director, Corporate Banker
10/2016
-
PRESENT
Dallas, TX
- Formulates and executes a business development strategy to build a pipeline of commercial and investment banking prospects and opportunities
- Sources and evaluates all new credit opportunities and partners with product specialists to cross sell the bank’s products
- Increases awareness of KeyBank’s presence in the marketplace through active involvement in the community
- Stonier or Louisiana State University graduate, BB&T’s Leadership Development Program graduate or equivalent program at another financial institution
- Eight years of experience in commercial lending
- Act as client’s most trusted advisor
- Assist with building and developing coverage of the Global Corporate Bank’s selected clients, working and coordinating with the line of business partners including Debt Capital Markets, Markets, Treasury Services, Investor Services, Asset Management and Investment Bank Client Executives where such coverage exists
Corporate Banker
04/2012
-
08/2016
Boston, MA
- Responsible for Marketing in-scope Investment Banking products (including: traditional credit product, private placements, ABS/Conduit, FX, Flow derivatives, Commodities, Sales and Trading) and all non-IB products (including: Treasury Services, Securities Services, and Asset Wealth Management), through integrated Treasurer level coverage
- Grow the company’s SBA 7(a) lending business
- Develop and maintain referral relationships with a variety of centers of influence (COI’s)
- Continuously maintain and apply a thorough understanding of TCF’s credit policy, SBA eligibility and all necessary business practices to ensure the submission of accurate and complete loan application packages
- Provide guidance and direction to bank’s internal support personnel to ensure proper and accurate completion of loan transactions and day to day operational requirements
- Serve as a mentor for other junior department members as they develop and refine credit underwriting, negotiation, and cross-selling skills/techniques
- Debt products ( Loans, Syndications, ABS and Private Placement)
- FX and Derivatives
- Trade & Logistics Finances
MNC Corporate Banker
01/2006
-
10/2011
Houston, TX
- Core Cash Management and Liquidity products
- Custody, Securities Clearing and ADRs
- Build internal relationships with other departments such as Product Management, Treasury Management, and Credit Underwriting to enhance the overall banking relationship ensuring the customer’s business objectives are met
- Partners with the Commercial Underwriter to assess the customer’s credit risk and structure a credit solution that fits the customer’s needs while remaining within acceptable risk guidelines
- Routinely monitors loan portfolio’s credit quality status to ensure loans are current and conform to terms, quickly identifies and manages risks to minimize impact
- Serve as a mentor for other less experienced department members as they develop and refine credit underwriting, negotiation, and cross-selling skills/techniques
- 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
- Debt products (Loans, syndications, ABS and Private placements)
Education
University of Phoenix - Oregon Campus
2000 - 2005
Bachelor's Degree in Business
Professional Skills
- Exceptional communication skills with ability to influence others, as well as strong computer and analytical skills are necessary
- Excellent written and oral communication in English and another European language. Experience working with financial institution clients
- Strong work ethic, with proven ability to generate business
- Experience with negotiating, structuring, and closing commercial loan transactions
- A clear demonstration of ability in steering risk analysis and sales activity planning via practical work experience to date
- Advanced Excel Modeling experience
- Middle market, commercial & industrial banking experience in the 7(a) space
How to write Corporate Banker Resume
Corporate Banker role is responsible for credit, analysis, retail, finance, securities, database, marketing, modeling, travel, business.
To write great resume for corporate banker job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Corporate Banker Resume
The section contact information is important in your corporate banker resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Corporate Banker Resume
The section work experience is an essential part of your corporate banker resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous corporate banker responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular corporate banker position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Corporate Banker resume experience can include:
- Demonstrated communication and interpersonal skills, written and verbal. Proficient reading, writing, grammar, and analytical/mathematical skills
- Demonstrates proven experience meeting/exceeding deposit and loan growth goals through balancing sales development and client relationship management
- Ensures credit quality standards are executed. Continually strives to build upon knowledge and maintains strong credit analysis skills
- Express ideas effectively, both verbally and in writing
- Ten years of corporate and large middle market relationship management experience
- Extensive experience within Financial Services / Banking required
Education on a Corporate Banker Resume
Make sure to make education a priority on your corporate banker resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate banker experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Corporate Banker Resume
When listing skills on your corporate banker resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical corporate banker skills:
- Strong knowledge of Credit in the financial services sector
- A valid driver’s license and travel, including some overnight stays, are required
- A service oriented attitude in meeting the sometimes pressing demands of our clients in a consistently professional and tactful manner
- Build and develop Treasurer level coverage of Corporate Bank selected clients in Indonesia, focusing on lending, markets and Treasury Services
- Is detail oriented and respectful of adhering to tasks relevant to our firm’s controls and risk assessment culture and policies
- Expertise at utilizing presentation, documentation, database and spreadsheet office tools is deemed important to efficiently perform job role tasks
List of Typical Skills For a Corporate Banker Resume
1
Skills For Cib-corporate Banker Resume
- Expert knowledge of commercial loan products, credit analysis techniques, disbursement procedures, underwriting functions, etc
- Take clear ownership client, and transactional, level due diligence relevant to anti-money laundering, know your customer and risk analysis needs
- MBA, Master of Accountancy or Finance
- Lead a team of coverage bankers across multiple lines of business
- Read and speak English and Korean
- Proven track record of collaborating efficiently and effectively with internal and external partners to progress often time sensitive deliverables across multiple geographies and stakeholders
- Proactive ability to lead key risk mitigation and or sales campaigns
- Affinity to lead and grow sales for a client portfolio
2
Skills For Director, Corporate Banker Resume
- Understanding of most of the relevant key products used: treasury services, flow derivatives, FX, commodities, custody, fixed income and integrated reporting and financing products
- Previous experience in the Swiss market and/or understanding of the firm’s capabilities in the market is highly desired
- In-depth knowledge of commercial/corporate loan structures, setting of appropriate loan and financial covenants, and experience with industry standard loan documentation
- Proficient at the advanced level with Microsoft Office applications including Word and Excel
- Knowledge of universally accepted loan practices
3
Skills For MNC Corporate Banker Resume
- Cantonese would be an advantage
- The ability to read and speak English and Cantonese is a prerequisite
- The ability to read and speak English is a prerequisite
- A business fluent standard of English and Mandarin language ability is a prerequisite
- Core cash management, liquidity products and commercial card offerings
- Assume responsibility for the profitability, quality, liquidity, and growth of assigned loan portfolio by servicing all client credit relationships, including credit proposal write-ups, file documentation, legal documentation and loan closing, clearing exceptions, and problem loan/asset management. Ensure adequate data integrity and risk management
- Evaluate clients’ main issues/needs and outline opportunities for JPMorgan
4
Skills For Cib-VP-corporate Banker Resume
- Responsible for partnering HQ parent teams and country teams to drive and deliver financial goals for GCB and TS Sales for Hong Kong MNC and Regional MNC driven from Singapore
- Develop and manage a portfolio of large credit relationships. Responsibilities include originating, underwriting, structuring and closing direct and syndicated loans with risk profiles, structure and pricing consistent with Bank policy
- Experience in underwriting/structuring/negotiating/closing/servicing large (direct and syndicated) loan transactions
- Build and develop client side Group Treasurer level relationships
- Provide leadership for a designated client portfolio and follow through on identified sales and service opportunities across J.P. Morgan’s broad scope of products to meet our clients’ daily treasury management needs
- Contribute proactively to the exposure management and sales planning process within the context of changing prevailing market conditions and global industry trends
- Develops and executes a business development plan to achieve established goals and objectives
- Implements a disciplined contact schedule to promote client satisfaction, retain existing clients, and attract long term profitable customer relationships and become the clients trusted financial partner through needs based solutions
5
Skills For Associate Corporate Banker Resume
- Plans and executes a strategic direct calling program for large corporate companies in a designated geography, as well as executes a strategic networking program on centers of influence
- Prepares analyses, reports and presentations for review and approval. Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures. Facilitates cross-selling by referring prospects to Treasury Management, Retail, Community, FMS and CRE as appropriate
- Develops and maintains relationships with large corporate prospects to actively market and solicit commercial loans; works simultaneously toward the growth and retention of existing commercial clients
- Works with lower-level team members performing basic research, financial and statistical analysis to determine and support the credit worthiness of new and existing clients
- Participates in special projects as defined by the department manager
- Prepares analyses, reports and presentations for review and approval. Ensures all transactions and processing are in compliance with regulatory and company guidelines, policies and procedures
- Develops and maintains relationships with large corporate market prospects to actively market and solicit commercial loan; works simultaneously toward the growth and retention of existing commercial clients. Facilitates cross-selling by referring prospects to Treasury Management, Retail, Community, FMS and CRE as appropriate
- Works with Corporate Banker Associates and lower-level Corporate Banker team members performing basic research, financial and statistical analysis to determine and support the credit worthiness of new and existing clients
6
Skills For CIB Corporate Banker Resume
- Ensures credit quality standards are executed. Continually strives to build upon knowledge and enhance credit analysis skills
- Leveraging contacts and deal experience to identify opportunities for Regions Securities LLC And Regions Bank
- Originating new business through new and existing client relationships in the geographic area
- Works with the Corporate Banking Portfolio Specialists to service the immediate needs of the clients by performing the following
- Works to ensure the corporate banking needs of business clients are met and serves as their primary corporate banking representative
- Services the immediate needs of the clients by performing the following
- Works to ensure the corporate banking needs of business clients are met and serves as their primary banking representative
7
Skills For Corporate & Investment Bank-corporate Banker Resume
- Cultivates new business from existing and potential clients and cross-sells in order to meet client needs and deepen relationships
- Works to develop Centers of Influence by participating in various community activities, civic and charitable organizations
- Maintains a thorough knowledge of the features and benefits of all corporate banking products and services
- Provides sales information on a timely basis to be included as part of client service and sales performance reports
- Monitors individual sales performance versus objectives on a regular basis; discusses the performance with supervisor on a frequent basis
- Performs “maintenance calls”, conducts “follow-up”, and performs credit collection work as necessary for assigned accounts
8
Skills For Senior Corporate Banker Resume
- Reports credit deterioration promptly and works with Special Assets to mitigate potential losses
- Retains and grows a portfolio typically between $150 and $250 million and meets annual goals established by management
- Performs a variety of sales and service related activities in order to support business clients with borrowing needs of up to $5 Million and assesses credit risk of clients with up to $20 Million in revenue
- Capably analyzes credit exposures of up to $5.0 million in order to accurately assess credit and operational risk and defines mitigants of such risk to assure onboarding of satisfactory credit quality. Proficiently discusses all aspects of the financial trends of the balance sheet and income statement
- Has superb leadership skills demonstrated by effectively maintaining strong relationships within the community, partnering with other lines of business, mentoring, and participating in civic and community affairs
9
Skills For Capital Markets Corporate Banker Resume
- Solicits new business from present and prospective clients, maintains systematic calling within the Book of Business in order to expand cross-sell opportunities
- Embraces the sales/credit model and maintains sales and credit standards by referring quality small business requests that result in at least a 60% approval rating
- Maintains a thorough knowledge of products and services available to clients and is capable of executing consultative global discussions centered on cash flow and cash management to enhance the management of a business’ operating cycle
- Possess a strong knowledge of treasury management services in order to independently execute definable discussions with clients and prospects and deliver the cash management capability of First Commonwealth
- Coordinates with the Loan Committee in the underwriting of transactions over $1 million
- Services assigned portfolio including any required collection efforts
- Monitors individual sales performance versus objectives on a regular basis and discusses the performance with supervisor on a frequent basis
10
Skills For FIG Corporate Banker Resume
- Capably and willingly represents the business (task forces, feedback forums, special projects, etc.) through the expression of ideas and opinions in a professional and constructive manner
- Strong credit knowledge
- Refers business across the business lines of First Commonwealth
- Trade and Logistics
- Responsible for the preparation and delivery of credit presentations, engagement of attorneys and execution of loan documentation, ongoing monitoring of credits, preparation of appropriate memos for waivers, amendments, and modifications to existing customer credit facilities, and where appropriate, the booking and day-to-day administrative issues related to client base
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