The Guide to Corporate Banking & Relationship Manager

Name: The Guide to Corporate Banking & Relationship Manager
Rating: 5.0 (1 reviews)

Master Credit Analysis, Client Management, and Financial Products to Launch Your Career as a Corporate Banking Relations

Created byRami Qarman, Abderhman Haji

Last updated 2/2026

English

What you'll learn

Define the core functions and responsibilities of a Corporate Banking Relationship Manager
Analyze corporate client financial statements to identify borrowing needs and assess credit risk
Structure and propose appropriate credit facilities and banking solutions for corporate clients
Master client relationship management techniques to build and maintain a profitable client portfolio

Course content

1 section • 48 lectures • 1h 48m total length

Introduction to Corporate Banking & The Evolution of Banks2:55
The Key Forces Reshaping the Banking Industry2:55
What is a Relationship Manager? Defining Your Value and Purpose2:36
How to Analyze a Business Before Lending1:53
The Banker's Dilemma: Balancing Risk and Reward for Profitability2:19
Why are Banks Different from Investors3:06
Measuring Profitability: An Introduction to RORAC and RAROC2:24
Bank's Guideline and Policies2:26
Test Your Knowledge
The Analysis Framework1:52
The Business Life Cycle5:54
Test Your Knowledge
Financial & Business Analysis Resources0:51
Introduction to Porter's Five Forces4:26
Porter's Five Forces Quiz
Why Management is a Key Driver2:39
Case Study: General Electric's Leadership Failures and Turnaround2:02
Introduction Into Shareholders0:31
Assessing Your Borrower: A Guide to Legal Obligors2:41
Introduction into Group Structuring1:32
Understanding Shareholders, Legal Obligors, and Group Structures
Case Study into Legal Obligors2:34
Introduction Into Cash Flow and Financial Risk4:01
Testing your understanding
Secondary Repayment Options3:05
The Financial Risk Guide4:32
Test your knowledge
Introduction into sustainable lending1:36
Test your knowledge
Sustainable Lending: Case Study2:25
Introduction into Monitoring, Controls, and Security1:26
Enhancing Covenants and Risk Triggers0:59
Early Warning Signs of Credit Deterioration1:40
Case Study: Applying the Previous Concepts1:12
Overview of Securities in Banking1:20
Case Study: Securities in Banking1:18
Introduction to Proper Documentation in Banking0:58
Knowledge Check. Proper Documentation in Banking
Introduction into Banking Facility Structure1:05
Discovering the world of Capital Loans0:47
Introduction into Letter of Credits1:00
Treasury and Cash Management Fundamentals1:27
Trade Finance & Guarantees Resources1:20
Quiz on Banking Facilities
Introduction to International Trade5:05
Trade Finance Payment Methods3:14
Letters of Credit. In-Depth Analysis2:31
Bonds and Guarantees. Types and Applications3:04
Test your knowledge
How to be a Relationship Manager3:39
Key Stakeholders in the Relationship Management Process0:50
Preparing for a Client Visit0:47
The Realities of Relationship Management0:49
Quiz on Relationship Management
Writing an Effective Credit Memo4:11
Credit Memo Writing. Importance, Strategic Fit, and Profitability3:27
Credit Structuring, Project Finance & Monitoring Resources1:27
Test your knowledge
Course Conclusion1:30
Final Thanks and Next Steps1:51

Requirements

A basic understanding of business or financial concepts would be beneficial but is not mandatory

Description

Are you aiming for a high-impact career in finance? Do you want to understand how banks work with large corporations to finance their growth and manage their operations? Welcome to the ultimate guide to starting your career as a Corporate Banking Relationship Manager.

This course is your comprehensive roadmap into the competitive and rewarding world of corporate banking. We will demystify the core functions of a bank, from analyzing multi-million dollar companies to structuring complex credit deals and building lasting client relationships. You will move beyond theory and learn the practical, real-world skills that top banking professionals use every day.

In this course, you will master:

The Fundamentals of Corporate Banking: Understand the landscape, the key players, and the vital role a Relationship Manager (RM) plays in the financial ecosystem.
Corporate Credit Analysis: Learn to read and interpret financial statements (Income Statement, Balance Sheet, Cash Flow) like a professional. You'll assess a company's financial health, identify risks, and determine its creditworthiness.
Structuring Credit Facilities: Discover the main banking products offered to corporations, including term loans, revolving lines of credit, and trade finance. Learn how to tailor these solutions to meet specific client needs.
Client Relationship Management: Master the art of client acquisition, onboarding, and portfolio management. Learn the communication and negotiation skills needed to build trust and become a valued advisor to your clients.
The Complete Deal Process: We will walk you through a case study of a corporate deal from the initial client meeting to the final approval and funding.

This course is designed for aspiring bankers, recent finance graduates, and professionals looking to transition into a corporate banking role. By the end of this course, you will not just understand what a Corporate Banking RM does—you will have the confidence and foundational knowledge to pursue the role yourself.

Enroll now and take the first critical step toward your career in corporate banking!

Who this course is for:

Anyone curious about a career as a Corporate Banking Relationship Manager and wanting a comprehensive overview of the role