Thanks for making this, I’ll be starting in almost exactly the same position you did and this is great information that I’m sure will save a lot of time and heartache getting started!
Check out my careers in commercial banking video. There is a section on CB to PE transition which covers this subject. Hopefully I can create more content in the future on the topic. Thanks.
I'm a commercial banker from the Philippines and this was insanely helpful. Maybe a good way to do it is to further breakdown hard and soft skills required, and which websites you use to target a specific industry if you do..(for example wanting to prioritize tech compankes since it's booming)
I’ve just started on a commercial banking rotational graduate programme. The programme seems cool. I get to do four rotations and then hopefully secure a permanent role at the end. Any tips for success?
Good luck with your rotation. I highly recommend you get involved in as many deals as possible + spend as much time with senior bankers. Just watching them work and talk to clients is invaluable teaching time, try to go attend as many client meetings & site visits even if that means you have to work late at night, those rational programs are awesome accelerators to learning and career development.
Oh I have definitely had my fair share of "different" clients in mid-market commercial lending. Ultimately all entrepreneurs have their own unique style, it just depends on who you end up meeting rather than what market you play in.
1-3 years would be the range. Usually 2 years is enough to get promoted from an experience perspective, it can be quicker if you have good sales abilities already.
@@galaticoera7022 Depends. If you're literally talking an assistant to the RM (like an admin assistant/customer care specialist) definitely a Credit Analyst. If there's a clear program to become an RM where you are an assistant RM I suppose you could go that route. But in my opinion long-run Credit Analyst is the better route. Plus down the line employers will like that you were in Credit and learned that side. Just my 2 cents.
I appreciate your video. I am Starting as a SBA Commercial lending officer in a couple weeks. I need some advice and videos that will help me get on top and stay on top.
Starting my internship for Wells Fargo in a week and these videos are a gold mine! Can’t thank you enough 👌🙏
Thanks! Good luck with your internship.
Thanks for making this, I’ll be starting in almost exactly the same position you did and this is great information that I’m sure will save a lot of time and heartache getting started!
Great to hear, good luck with your new role! Thanks for watching :)
Great Video. As a Commercial Banker I can say you are spot on with everything you are saying!
Glad to hear! Thanks for watching.
Your very good communicator, I would love to connect with you. Thank you for making this video!
Thanks for watching the video!
I am interviewing at Roynat next week. Thanks for the video!
ROYNATTTTT! Home sweet home. Good luck with your interview.
@@financekid3163 Thank you. Can you please make a detailed video on Commercial Banking to Private Equity.
Check out my careers in commercial banking video. There is a section on CB to PE transition which covers this subject. Hopefully I can create more content in the future on the topic. Thanks.
amazing content thank you brother! keep the commercial banking videos coming a very underlooked topic compared to Investment Banking etc
Agreed! Thanks for watching.
I'm a commercial banker from the Philippines and this was insanely helpful.
Maybe a good way to do it is to further breakdown hard and soft skills required, and which websites you use to target a specific industry if you do..(for example wanting to prioritize tech compankes since it's booming)
Good video idea, yes I will add it to the list. There are lots of topics to cover in CB. Thanks for your kind words and for watching.
Full circle
Love your videos bro
Do you mind talking about you career progression in commercial banking?
What roles did you do and how long for?
Thanks for watching, yes eventually I will do a Q&A video on my own path in CB and beyond thanks.
Love these videos!
Thanks!
I’ve just started on a commercial banking rotational graduate programme.
The programme seems cool. I get to do four rotations and then hopefully secure a permanent role at the end.
Any tips for success?
Good luck with your rotation. I highly recommend you get involved in as many deals as possible + spend as much time with senior bankers. Just watching them work and talk to clients is invaluable teaching time, try to go attend as many client meetings & site visits even if that means you have to work late at night, those rational programs are awesome accelerators to learning and career development.
Does commercial banking client as hard as retail client? Sometime i find retail client very weird/ insane lol
Oh I have definitely had my fair share of "different" clients in mid-market commercial lending. Ultimately all entrepreneurs have their own unique style, it just depends on who you end up meeting rather than what market you play in.
Realistically how long does it take to go from an assistant rm/ credit analyst to an RM?
1-3 years would be the range. Usually 2 years is enough to get promoted from an experience perspective, it can be quicker if you have good sales abilities already.
@@financekid3163 Thanks man
What would get me to an RM quicker, starting as an assistant RM or starting as a credit analyst?
@@galaticoera7022 Depends. If you're literally talking an assistant to the RM (like an admin assistant/customer care specialist) definitely a Credit Analyst. If there's a clear program to become an RM where you are an assistant RM I suppose you could go that route. But in my opinion long-run Credit Analyst is the better route. Plus down the line employers will like that you were in Credit and learned that side. Just my 2 cents.
I appreciate your video. I am
Starting as a SBA Commercial lending officer in a couple weeks. I need some advice and videos that will help me get on top and stay on top.
Best of luck! Thanks for watching.
Amazing for all your video… God blesses you. thanks to your contents and materials. Thank you so much for helping us to succeed.
Thanks for watching!