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 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.
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.
