Corporate Banking Resume Sample
Andreane Connelly
20215 Friesen Mountains,
Phoenix,
AZ
+1 (555) 374 4153
Work Experience
Senior Corporate Banking Manager
01/2017
-
PRESENT
Philadelphia, PA
- This job works with the department’s Managing Director, Executive Directors and Directors
- This role has direct or in-direct impact on the following
- The work product directly impacts the growth initiatives and risk management requirements within the Business Unit, client portfolios and any transaction for which the Analyst is involved. Key measures include but are not limited to the following
- Number of Initial Reviews of Potential Investment Opportunities Quality of Recommendations and Analyses Concurrence on Risk Readings Number of Periodic Reporting Reviews for Clients
- Within the mandate of this role, promote, adhere and support the Bank’s risk culture; lead by example
- Within the mandate of this role, maintain internal controls to support management decision-making that protects our assets and adheres to applicable corporate policies, operating directives, laws and regulations (including risk, compliance, and AML)
- Deliver a high quality service by owning customer engagement, striving for excellence in all interactions with (prospective) customer or other professionals, and always acting according to the highest professional standards
- Ensure that client plans are co-ordinated and the Client Service Teams are in place with product partners and Critical Account objectives accepted, where applicable
- Take a proactive approach to client planning across the portfolio collaborating with product partners and senior management, as appropriate
Corporate Banking
08/2010
-
11/2016
Philadelphia, PA
- Establish an effective working relationship with Risk in order to validate the accuracy of the customer risk profile, and ensure sustainable asset growth
- Help customers draw on the HSBC group network by working closely with other Commercial Banking (CMB) countries and Product and Service partners
- Ensure early identification of problem relationships and take appropriate action
- Ensure fairness in all aspects of strategy, product design and delivery, customer literature and correspondence, financial promotions, administration and complaint handling
- Responsible for the management of a segment of an Industry vertical or investment and non-investment grade general corporate loan portfolios
- Extensive modeling skill required for both credit application process and Quarterly Credit Watch presentations
- Open & Close important document cabinet daily & maintain a logbook
Corporate Banking Summer Intern, Karachi
11/2006
-
04/2010
Los Angeles, CA
- Establish an effective working relationship with the Risk Management teams, in order to validate the accuracy of the customer risk profile
- Responsible for the management of a segment of the Technology portfolio, primarily investment grade general corporate lending portfolio
- Prepare detailed credit analyses and required credit application according to policy including evaluation of loan purpose and structure, repayment sources, corporate, regulatory and industry risk, liquidity, asset protection, historical and projected operating performance and capital structure
- Extensive modeling skills are required for both credit application process and Quarterly Credit Watch presentations
- Responsible for knowledge of standard bank products including loans, letters of credit, derivatives, foreign exchange, securitization and leasing
- For assigned accounts, responsible for oversight of covenant compliance, facility closing due diligence, legal documentation and ongoing monitoring of credit conditions, if any
- Prepare hedging recommendations
Education
Strayer University - Newport News Campus
2001 - 2005
Bachelor's Degree in Business
Professional Skills
- Total working experience 10-15 years, of which at least 10 years of corporate banking experience with strong credit skills
- Excellent communication skills (verbal and written), including the ability to effectively communicate complicated concepts and financial data
- Strong leadership skills, proven team player
- Strong interpersonal skills with demonstrated ability to build relationships
- Excellent oral and written communication skills. Strong sense of ownership as an individual contributor
- Strong communication skills in Dutch and/or English, in writing and speaking
- Excellent communication, organization, planning, and problem solving skills required
How to write Corporate Banking Resume
Corporate Banking role is responsible for credit, relationship, modeling, financial, analytical, excel, interpersonal, banking, powerpoint, computer.
To write great resume for corporate banking job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Corporate Banking Resume
The section contact information is important in your corporate banking 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 Banking Resume
The section work experience is an essential part of your corporate banking 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 banking 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 banking position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Corporate Banking resume experience can include:
- Check accuracy of daily routine processed items (incoming call, fax, postage, incoming & outgoing mails, meeting room reservation and others as needed), insures economic and quality control of purchasing, maintaining inventory, payables and contracts
- Strong team player. Good interpersonal and communication skills
- Strong financial modeling and credit/financial analysis skillset, superior writing and presentation competency
- Financial modeling skills, Excel and Word experience
- Good computer skills including MS Office (Word, Excel & Power Point)
- Excellent language skills in French and English
Education on a Corporate Banking Resume
Make sure to make education a priority on your corporate banking resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your corporate banking 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 Banking Resume
When listing skills on your corporate banking 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 banking skills:
- Work experience including 3-5 years of corporate and universal banking experience or comparable experience in the industry vertical
- Strong analytical skills Ability to understand a customers business and the fundamentals of running a business
- MS Excel skills preferable, experience preparing PowerPoint presentations
- Strong credit, planning, negotiations, communications, sales, analytical and organizational skills
- Excellent organizational and time management skills. Adaptability and flexibility to deal with a rapidly changing environment
- Strong writing, analytical, communication and presentation skills; and
List of Typical Experience For a Corporate Banking Resume
1
Experience For Senior Corporate Banking Manager Resume
- Strong spoken and written English and Native Mandarin skills
- Good verbal and written communication skills (business communication)
- Very good language skills in both French and English
- Excellent computer skills especially Excel
- Excellent computer skills especially Excel, Powerpoint and Outlook
2
Experience For Corporate Banking Analyst Resume
- Strong functional & business analysis skills with ability to communicate and bridge between business/operations & IT. (E)
- Strong planning, organizational time management skills and attention to detail
- Excellent technology skills with advanced Excel and PowerPoint abilities
- Excellent computer skills – Excel, Power Point, Database management
- Proven negotiation and business development skills
- Excellent verbal and written communication skills. .Ability to coordinate multiple projects and satisfy deadline
- One year or more of work experience in a Corporate Banking setting, preferably with Media Telecom experience
3
Experience For Analyst, Corporate Banking Resume
- Prioritize tasks and handle tasks with competing priorities
- Experience in handling trade import/export operations (preferably also with experience in Guarantee transactions)
- Preferably at least 3 year experience in handling trade import/export operations preferably also with experience in export LC related transactions
- Financial modeling and Powerpoint skills are considered beneficial
- Partner effectively with the Investment banking team to execute episodic transactions
- Distinctive analytical and organisational skills
- Sound functional analysis and project management skills
- Good communication and coordination skill among multiple teams that are cross cultural and cross country. [E]
- Well developed written, communication and presentation skills
4
Experience For Corporate Banking Associate Resume
- Be able to proficiently demonstrate to customers all Transaction Banking electronic products including online banking and Trade Finance solutions
- Hands-on experience with data/interface mapping and troubleshooting
- Credit experience ideally from a training program with a money center bank/regional formal credit training or equivalent
- Working experience in financial institutions or equivalent in credit and risk related function analyzing general corporate customers
- Or more of work experience in a Corporate Banking setting
- Credit experience, ideally from a training program with a money center bank/regional formal credit training or equivalent
5
Experience For Associate, Corporate Banking Resume
- Knowledge of corporate finance and accounting, and experience analyzing company financials
- Experience underwriting for complex leveraged lending situations
- CPA or MBA or equivalent experience in banking, debt capital markets, finance, accounting
- Completion of a formal bank credit training program and prior lending authority
- Previous banking experience, primarily in corporate finance/banking, portfolio management, etc
- One year or more of work experience in a Corporate Banking setting
- E-Banking end-to-end client experience
- Credit experience ideally with a money center/regional bank, and formal credit training or the equivalent
6
Experience For Corporate Banking Operations Specialist Resume
- Interact with product partners to provide materials supporting various business priorities
- Previous coursework or experience in Finance, Accounting, and Economics
- Operate as key member of the deal team and lead preparation of lending proposals and pitches to prospective clients
- Experience in Corporate Lending / Corporate Finance
- Experience working w Financial Institutions, specifically the insurance sector, is beneficial
- At least one year experience in customer service
- Handle stress and manage priorities
- Develop and maintain in depth knowledge of clients’ business and the industries in which they operate
- Credit experience ideally with a money center bank, formal credit training or equivalent
7
Experience For Director, Corporate Banking Resume
- Ten or more years of Commercial or Corporate Banking experience
- Banking or credit risk management experience
- Build solid, lasting relationships, which are built on trust, with clients
- Review of all expenses booked prior to month-end to ensure cost center accuracy
- Preferably (internship) experience with commercial real estate and/or corporate finance
- Experience with spreadsheets and financial modeling
- BA; MBA or comparable amount or comparable amount of related business/industry experience
- Experiences with Citi’s KYC / CADD process and able to coordinate and run relevant process if need be
- Experience in a relevant practice area of a top-tier law firm
8
Experience For Corporate Banking IT Resume
- Credit analytics, financial analysis experience and risk assessment
- Good team player with great commitment and attitude. [E]
- Strong ability to build personal relationships with current and potential clients
- Relevant experience in Capital Markets
- Management and Prioritization of Deal Closings in a high volume environment
- Experience working with Institutional Clients
9
Experience For AVP Corporate Banking Axis Migration Resume
- Experience with spreadsheets and modeling desirable
- Experience with commodities, asset backed securities and/or mortgage backed securities
- Strong knowledge of bank operations and products
- High energy with a strong work ethic
- Demonstrated ability to work independently and in a time-sensitive environment
- Strong knowledge of E2E operations related to US Corp and IB&M
- Ensures adequate staff, materials and procedures are in place for effective operations
10
Experience For Corporate Banking Operations Professional Resume
- Recommends and implements effective departmental policies and procedures to remain in line with industry trends, market needs and bank objectives
- Knowledge of how Large Corporate clients operate
- Self initiative, flexible, ability to prioritize and possess a positive attitude
- Providing extensive secretarial support to the team including Senior Management of CIB
- Assisting with GCB business across revenue budgets, forecasts, exposure, expenses and headcount reporting and initiatives
List of Typical Skills For a Corporate Banking Resume
1
Skills For Senior Corporate Banking Manager Resume
- Proven and progressive related lending/credit experience or equivalent product experience
- Strong planning, negotiation, organizational together with Superior analytical & Team Work skills
- Strong reporting skills, ability to interpret audited accounts, balance sheets and cash flows
- Financial modeling skills and Microsoft Office (Excel, PPT and Word) experience is necessary
- Strong quantitative analytics, financial and credit analysis skills
2
Skills For Corporate Banking Analyst Resume
- Outgoing and personable, a team player able to work effectively in small groups
- Broadening of network relationship management skills and knowledge of the entire Institutional product suite
- Outstanding financial modeling, valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions and three-statement models
- Demonstrated experience calling on large public and private companies, and managing large portfolios of complex credit relationships
- Exceptional skills in quantitative analytics, financial modeling and credit analysis
- Client and franchise level planning skills
- Establish an effective working relationship with Risk Management teams, in order to validate the accuracy of the customer risk profile
3
Skills For Analyst, Corporate Banking Resume
- Secretarial experience and with substantial experience in supporting a team and or senior executives
- Good functional experience in Supply chain/Trade/Electronic invoicing applications. [E]
- Exceptional skills in quantitative analytics and credit analysis
- Experience managing a Corporate Banking team
- Extensive experience in the areas of loan structuring and approval, credit analysis, underwriting, and portfolio management
- Good understanding of credit underwriting
- (Proven) affinity for finance and capital markets, as well as a passion for banking
- Exercise effective portfolio stewardship and control, ensuring adherence to all relevant Risk policies, Audit and Compliance standards
4
Skills For Corporate Banking Associate Resume
- Demonstrable experience as an Executive Secretary and Administrator within a fast paced and demanding environment
- Thorough knowledge of credit and a solid understanding of collateral requirements
- Experience in financial statement analysis and financial modeling
- Experience with Diversified, TMT, preferably in lending is an asset
- Preferably 4 - 6 years of experience in a commercial banking environment or related industry
- Strong knowledge of the marketplace including customer and competitor dynamics
- Strong knowledge of Corporate Banking, market, industry sector, and/or financial products
- Credit experience ideally with money center bank/regional formal credit training or equivalent
5
Skills For Associate, Corporate Banking Resume
- Experience developing loan strategy and credit policies
- Experience implementing enterprise-wide initiatives
- Experience performing credit analysis at a financial institution
- Market: Proven client relationships and track record of building senior relationships
- Functional: credit officer with strong credit knowledge; In-depth understanding of compliance; knowledge of global regulatory requirements
- Experience in working within a matrix organization and cross-functional teams
- Handle multiple priorities in a deadline environment
- Excellent capability to independently and proactively service multiple clients and projects
6
Skills For Corporate Banking Operations Specialist Resume
- Service multiple clients and time-sensitive requests in an effective manner
- Strong proficiency in other Microsoft Office products
- Knowledge of how ISB corporate clients operate
- (Internship) experience in the financial sector
- Demonstrates sound knowledge of all lending, capital markets products and non-lending available in the U.S
- Cooperate with Products and other Global Businesses to capture as much business as possible
- Promote a collective and inclusive culture to spread experience & best practice
- Winning and retaining business in challenging and competitive market environments
- Identifying the needs of sophisticated customers and subsequently presenting, and profitably implementing the most appropriate solutions
7
Skills For Director, Corporate Banking Resume
- Understanding of local banking landscape in the US and China
- Driving efficient, accurate and timely processing of client requests and transactions
- Coordinating cross-border coverage for international customers across multiple timezones, cultures, languages, and regulatory environments
- Driving all internal review and/or external regulators’ requirements to ensure they are dealt with dealt with in an accurate and timely manner
- Speaking Mandarin is an asset
8
Skills For Corporate Banking IT Resume
- Understanding of Corporate Banking business and related business processes
- Support new and existing colleagues promoting and contributing to an engagement culture
- Sound understanding of the middle market business, pertinent regulations affecting it and the lending and credit approval process
- Assist in the structuring, deliver (pitch through to deal close) and monitoring of syndicated and bi-lateral loan transactions
- As directed by the MD or Director, assist in the preparation and presentation of marketing pitches to existing and potential clients
- Expertise in Microsoft Office applications including PowerPoint and Excel and other analytical platforms for executive management reporting
- Deep understanding of corporate lending and portfolio management policies and objectives
- Constant vigilance in identifying and mitigating financial, operational, fraud and financial crime risks
- Assist in structuring and underwriting new securitizations
9
Skills For AVP Corporate Banking Axis Migration Resume
- Research and analyze financial and operating performance relating to companies and industries
- Fluency with reading/speaking in Mandarin/Cantonese language is added advantage. (D)
- Knowledge of Fund Manager counterparty credit is ideal as well as understanding of lending practices
- Knowledge of international business and various industry sectors Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
- Keen interest in pursuing a long-term career in Corporate Banking
- Typically has final authority concerning staffing, performance evaluations, promotions, salary recommendations and terminations
10
Skills For Corporate Banking Operations Professional Resume
- Knowledge of Commercial Banking policies and procedures as per Commercial Banking Financial Instruction Manual
- Familiarity with reviewing legal, technical, accounting and other due diligence reports
- Familiarly with bank returns methodology (including the underlying drivers) and risk systems/processes
- Support the Corporate Bank team with regional and global initiatives (including responding to information requests)
- Provide critical support in the credit underwriting and review processes
- Ambitious, inquisitive and enterprising
- Thorough knowledge of capital markets and investment banking products
- Motivated, fast learning, and able to work with limited supervision
- Expertise in financial computer applications including MS Word and Excel
List of Typical Responsibilities For a Corporate Banking Resume
1
Responsibilities For Senior Corporate Banking Manager Resume
- Manage client’s expectations and effectively engage in difficult discussions with clients
- Understand, and effectively manage, Citi’s capabilities to increase and maximize Clients’ share of wallet
- Manage several projects at once and work effectively as a supervisor, as an individual and as part of a team
- Develop a strong knowledge and understanding of credit and corporate banking products
- Ensure the solution is implemented correctly by conducting design review and if required, conduct pre-SIT testing to validate the solution
- In depth experience in Payments, Cash Management, and Transaction Banking projects
- Utilize Japanese communication skill to follow up with the customers including the Parent Company in Japan
- Experience working in an operational capacity at a commercial bank
- Experience with commercial bank mainframe systems, including: ACBS, IMMS, CDL, EXIM, Systematics, G-CARS/CAL. ZEUS and KYC/R system
2
Responsibilities For Corporate Banking Analyst Resume
- Management and Prioritization of of Daily Loan Servicing workflow activities
- Demonstrate the ability to coordinate and build global relationships
- Opportunity to develop strong knowledge and understanding of credit and banking products
- Demonstrating satisfactory understanding of Barclays’ strategy and team objectives
- Ongoing maintenance of loan documentation files and update of loan documentation tracking system/SharePoint
- Upgrading program components following a philosophy of continuous improvement
3
Responsibilities For Analyst, Corporate Banking Resume
- Supporting the Relationship Managers and Associate with client presentations and meetings, including
- Working knowledge of computers and of standard Microsoft software
- During the implementation stage, work closely with technical team to ensure the technical design is in-lined with the solution
- Ensuring the program complies with corporate and regulatory requirements
- Ensuring adequate resources are applied and risks are highlighted and addressed
4
Responsibilities For Corporate Banking Associate Resume
- Provide support in managing and executing transactions from beginning to closing, including building and maintaining financial models
- Opportunity to work in a large global organisation with a demanding customer base and in a challenging and changing business environment
- Call current and/or prospective customers to develop new business while increasing and retaining existing business
- Capable of developing initiatives for the department, setting employees' goals and coaching employees to meet individual and department objectives
- Responsibility for provision of business legal support to, and management of legal risks of, the Corporate Banking business lines, including reporting
- Perform comprehensive and in-depth company, industry research and peer benchmarking, developing industry specific expertise
- Prepare various committee memorandum, including acquisition financing and normal course capital approval
5
Responsibilities For Associate, Corporate Banking Resume
- Render engineering opinions regarding client companies’ assets, operations and management strategies
- Knowledge of banking products and operation : knowledge of electronic banking platforms and cash management (payments) operations
- In-market presence establishing a network and building SVB’s brand
- 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.)
- Origination, structuring and execution of transactions and financing
6
Responsibilities For Corporate Banking Operations Specialist Resume
- To assist the CB Head in planning and monitoring the group’s strategic objectives and revenue plan
- Secondary point of customer contact handling all aspects of client relationship (except pricing or complex structures)
- Responsible for underwriting new Principals within existing relationships on a daily/weekly basis
- Resolve and problems and answer inquires regarding new and existing services
- Creates new loan files by preparing loan documentation for scanning, entry into system and proper storage
- Thorough knowledge of regulatory and compliance issues pertaining to lending
- Detailed understanding of Corporate Banking processes and solutions
- Support execution efforts by reviewing due diligence reports, coordinating processes with clients, advisors, other lenders and internal counter-parties
- Conduct credit risk analysis of transactions using all available sources of information including, but
7
Responsibilities For Director, Corporate Banking Resume
- A Corporate Banking Execution Vice President typically works 3-5 years before having the opportunity to advance to the Director position
- Identify and recommend related ancillary investment and corporate banking products for existing clients
- Negotiate transactions with clients, including interfacing with the Bank’s credit department and internal / external legal representatives
- Credit training is highly desired
- Support various financial analyses, develop financial models and including capital structure analysis
8
Responsibilities For Corporate Banking IT Resume
- Prepare and drive content of presentation materials for clients, including pitch book, lender and investor presentations and information memorandums
- Participate in client planning sessions and monthly product partner meetings
- Participate in the recruitment, development and training of junior resources
- To supports and plan for users’ participation in Deployments and Implementation Users Sanity and/or Penny Testing (PVT)
- Update the monitoring procedures and incident management of the documentary database procedures
- Analyze and challenge exiting support processes to achieve continuous improvement
- Extremely familiar with Payments (TT, RTGS, LVP (Payroll), Direct Debit, Cheques), and Receivables (Collections) processing across the APAC region
- Sound domain knowledge in Corporate Banking and Wealth Management
9
Responsibilities For AVP Corporate Banking Axis Migration Resume
- Straight-thru processing (STP) and operational efficiency
- Define and implement the region’s Target Operating Model (TOM) for Cash, TF and CF operations
- Present monthly reporting, status/issues and initiatives to key stakeholders and Senior leaders
- Provide administrative assistance to the COO for ITO CB APAC via the following
- Process Letter of Credit applications, including verification of adequate credit facility and signature verification
- Knowledge of basic PC application (including MS Word and Excel)
10
Responsibilities For Corporate Banking Operations Professional Resume
- Creates profile for new customers and update existing profiles accordingly
- Responsible for negotiation of credit agreements and other security documents as it pertains to lending
- Work with other areas of the Bank to facilitate the onboarding of new Fund Managers
- Support client onboarding with respect it
- In-depth knowledge of corporate banking procedures, products and operations as required Bilingual in Japanese/English
- Negotiate conditions and interview customers regarding business strategy, needs and financial conditions
- Execute all secondary trading closings, and document management with counterparties and prospective investors
- Facilitate the processing of all bank documents submitted in alignment with business transactions completed in compliance with departments procedure
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