Corporate banking officer vs investment banker

Differences between corporate banking officer and investment banker duties and responsibilities

Corporate banking officer example responsibilities.

• Manage a combination of commercial and personal banking relationships, and promote cross-selling across multiple product lines.
• Complete random audits on vaults, ATM's, cash boxes, and cash machines.
• Monitor and track securities transactions, fund transfers, margin accounts.
• Assist in cross selling new treasury services to existing clients in order to increase revenue.
• Service and fund all daily treasury and corporate credit functions, checking for loan compliance and legal documentation.
• Supervise end-of-dayprocessing for: teller, vault and ATM cash balancing, wire transfers, overdrafts and checkprocessing.
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Investment banker example responsibilities.

• Utilize Bloomberg system and company proprietary research to actively monitor portfolios and manage trading activities to achieve customers' goals.
• Provide service for existing brokerage accounts, manage accounts, annuities, and securities-base lines of credit.
• Attain NMLS identification number for mortgage origination.
• Generate reporting data from Salesforce platform to facilitate growth and manage firm operations.
• Manage customer portfolios, service relationships, and used profiling analysis tools to identify cross-selling opportunities.
• Manage a variety of internal initiatives including merchandising, cross-selling, customer retention programs and promotional campaigns.
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