Navigating Corporate Banking: Essentials and Insights

Introduction Guide for Financial Services Enthusiasts - Corporate Lending, Corporate Clients and Risk Management

Created by: Ana Lucas
Corporate Banker, Banking Instructor, Advisor to SMEs

What Will I Learn?

• Learn about Corporate Banking, Banking Products and Services and the Risks Associated
• Learn about Lending Products, Loan Applications, Financial Statements, Approving Lending Deals, Negotiating Loan Agreements and Monitoring of Lending Risks
• Learn essential Concepts: Cash Pooling, Financial Ratios, Money Laundering, KYC, Client Due Diligence, Risk Mitigation, Incident Management and Control Testing
• Understand the Skills needed to Acquire and Maintain Corporate Clients Relationships: Analysing the Corporates' Business, Prepare Meetings, Build Trust
• Understand what are Financial and Non-Financial Risks in a Corporate Bank and Why they Matter
• Understand how Banking is changing: what new Jobs and Business Strategies are emerging because of Climate Change, Climate risks, and other Economic Challenges
• Learn What Bank Interviewers look for in Candidates for Banking Positions: What Questions they will likely Ask
• What Tasks are done inside the Bank on a daily basis and what Skills and Knowledge is needed in the three Main Departments
• Learn how Knowing the Clients Business (KYC), the Assessment of Financial Statements and of Creditworthiness of Borrowers is done in Corporate Lending
• Learn what Career paths are possible in these Banking Departments and what You need to be a solid performer
• Understand why the Cooperation between These Core Departments is Essential to Protect the Bank and its Customers

Requirements

• Basic knowledge of how a Bank works within its several departments
• Basic knowledge of Financial Statements of companies

Target audience

• Anyone already working at a Bank and aspiring at a job in Corporate Clients and Lending or Risk Management
• Junior colleagues or professionals in Finance and Bank departments that want to excel at their jobs and enhance their career
• Employees at Centres of Excellence of Banks and Financial Institutions aiming for a broad Banking understanding
• Insurance, Asset Managers, Accountants and other finance professionals who want to explore a career in Banking
• Recent or about-to-be-graduates who want to apply for a job in Banking and Finance
• Employees of Finance Departments at Corporations and Businesses responsible for the relationship with Corporate Banks
• Anyone interested in Banking and Finance that wants to know how it all works in the inside
• Those who want to learn/understand better Credit Risk, non Financial Risks, Anti Money Laundering and Climate Risks from a Bank's perspective