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Navigating Corporate Banking: Essentials and Insights
Role Play
Rating: 4.5 out of 5(231 ratings)
989 students
Created byAna Lucas
Last updated 12/2025
English

What you'll 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

Course content

6 sections • 37 lectures • 5h 20m total length

  • Introduction - Learning points of the course6:20

    Master corporate banking basics by learning relationship building, client needs assessment, lending processes, and risk management, plus KYC, credit analysis, and interview skills.

  • What is Corporate Banking: Brief history and importance to the Economy7:27
  • Due Diligence, Know Your Client (KYC) and Integrity in Corporate Banking9:48
  • Current Challenges for Corporate Banks13:10
  • AI Adoption in the Financial Sector0:24
  • Corporate Clients, Corporate Lending and Risk Management at the Banks' core6:18

Requirements

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

Description

The great thing about working at a Corporate Bank is that Banks actually build things; they make things possible in the economy. They make things happen. And the possibility of having a part in it, of actually contributing to building what the world needs - this is the most passionate thing about working for a Corporate Bank.

But to do this, many skills and knowledge need to be had. I want to teach those skills and that knowledge to all those that are interested in Banking, including those actively seeking a job in one.

During the course I provide an overview of what goes on inside a Corporate Bank, how things work in order for Banks to be able to make things happen. I will give a summary of the crucial topics anyone needs to know when planning a career in a Corporate Bank. I will go through the major knowledge topics in relation to each department, so that after taking the course students can have a pretty solid conversation with an interviewer, or a banking manager in the areas of interest. To do this, we will go through the major banking products, reveal how client acquisition works, what are the criteria used to analyze and approve corporate loans, what are the major risks to take into account and how all of it is interconnected.

The course not only prepares candidates for interviews to the related job positions at a Corporate Bank, but also helps with real knowledge of the positions in case anyone aspires to a promotion within a Bank or to a career in other financial institutions that deals with corporate relationships or in corporates themselves - in a department that deals with their Banks for example.

Unlike other courses aimed just at negotiation and preparation for job interviews, this course teaches you what Corporate Bankers in these positions actually need to know and what keeps them busy day by day. Many crucial risk considerations are analyzed too, from credit risk, to financial markets risks, and last but not least the impact of Climate Change and the ever evolving ESG and sustainability risks areas for Banks - including what new Jobs are being created in Banking to deal with these issues.

I have worked and been engaged with hiring corporate bankers for these departments in a Corporate Bank for over two decades - and I will now share the real thing with you: what really goes on inside the Bank and what you must know to get in and be a solid banking performer.


Who this course is for:

  • 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

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