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Careers in Commercial Banking

Careers in Commercial Banking

51mBeginner2025-02-10

Authors

Corporate Finance Institute (CFI)

Corporate Finance Institute (CFI)

Course details

This course offers a comprehensive overview of the different roles and opportunities available in the commercial banking industry. Learn about each role’s function and responsibilities, as well as what a typical day-in-the-life looks like for each position. Additionally, you gain practical and nuanced knowledge, as this course helps you identify role fits based on the experience, technical skills, and personality traits responsible for driving success in each position. Lastly, get the information you need to ensure that your career research is focused and will be a valuable resource when preparing for the commercial banking recruiting process. Check out this course to gain a better understanding of how a commercial bank is structured, as well as a real-world perspective of what the different roles in a commercial bank entail and the traits needed to succeed in each position.

Learning objectives
Discuss what a commercial bank does and the various components of the business.
Compare the different roles in a commercial bank and the differences in their work, lifestyle, and function.
Identify important characteristics of each role and how they participate in the origination and underwriting process.
Explain how the different roles work together to achieve revenue growth while mitigating the risk of default and loan loss.
Identify potential career paths based on experience, technical skills, and personality types.

Skills covered

Corporate FinanceFinance and AccountingOne-Off

Concepts

Careers in Commercial Banking

  • 01 - Introduction
  • 02 - Overview of the banking spectrum
  • 03 - Key focus areas in commercial banking
  • 04 - Types of borrowing in commercial baking
  • 05 - The purpose of a commercial bank
  • 06 - Career learning path in commercial banking
  • 07 - Commercial banking process explained

1. The Relationship Team

  • 08 - Overview of the relationship team
  • 09 - The relationship manager role
  • 10 - A day in the life of a relationship manager
  • 11 - The commercial banking associate role
  • 12 - A day in the life of a associate
  • 13 - The credit analyst role
  • 14 - A day in the life of a credit analyst
  • 15 - The vp commercial role
  • 16 - A day in the life of a vp commercial

2. The Middle and Back Office

  • 17 - Middle and back office roles in commercial banking
  • 18 - Commercial banking workout banker role explained
  • 19 - A day in the life of a workout banker
  • 20 - Role of a credit adjudicator in commercial banking
  • 21 - A day in the life of a credit adjudicator
  • 22 - Fulfillment officer role in commercial banking

3. Summary

  • 23 - Career overlap in commercial banking
  • 24 - Alternative career paths in commercial banking

Conclusion

  • 25 - Course summary

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