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Navigating Corporate Banking: Essentials and Insights (Udemy.com)

Introduction Guide for Financial Services Enthusiasts - Corporate Lending, Corporate Clients and Risk Management

Created by: Ana Lucas

Last updated December 2025

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What you will learn

  • Learn about Corporate Banking, Banking Products and Services and the Risks Associated
  • Learn about Lending Products, Loan Applications, Financial Statements, Approving Lending Deals, Negotiating Loan Agreements and Monitoring of Lending Risks
  • Learn essential Concepts: Cash Pooling, Financial Ratios, Money Laundering, KYC, Client Due Diligence, Risk Mitigation, Incident Management and Control Testing
  • Understand the Skills needed to Acquire and Maintain Corporate Clients Relationships: Analysing the Corporates' Business, Prepare Meetings, Build Trust
  • Understand what are Financial and Non-Financial Risks in a Corporate Bank and Why they Matter
  • Understand how Banking is changing: what new Jobs and Business Strategies are emerging because of Climate Change, Climate risks, and other Economic Challenges
  • Learn What Bank Interviewers look for in Candidates for Banking Positions: What Questions they will likely Ask

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.5 out of 5higher than 47% of them
  • Reviews412#203 of 377 by number of reviews
  • Length5.3 hourslonger than 51% of them
  • Last updatedDecember 2025more recently than 57% of them

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Course Description

The great thing about working at a Corporate Bank is that Banks actually build things; they make things possible in the economy. They make things happen. And the possibility of having a part in it, of actually contributing to building what the world needs - this is the most passionate thing about working for a Corporate Bank.

But to do this, many skills and knowledge need to be had. I want to teach those skills and that knowledge to all those that are interested in Banking, including those actively seeking a job in one.

During the course I provide an overview of what goes on inside a Corporate Bank, how things work in order for Banks to be able to make things happen. I will give a summary of the crucial topics anyone needs to know when planning a career in a Corporate Bank. I will go through the major knowledge topics in relation to each department, so that after taking the course students can have a pretty solid conversation with an interviewer, or a banking manager in the areas of interest. To do this, we will go through the major banking products, reveal how client acquisition works, what are the criteria used to analyze and approve corporate loans, what are the major risks to take into account and how all of it is interconnected.

The course not only prepares candidates for interviews to the related job positions at a Corporate Bank, but also helps with real knowledge of the positions in case anyone aspires to a promotion within a Bank or to a career in other financial institutions that deals with corporate relationships or in corporates themselves - in a department that deals with their Banks for example.

Unlike other courses aimed just at negotiation and preparation for job interviews, this course teaches you what Corporate Bankers in these positions actually need to know and what keeps them busy day by day. Many crucial risk considerations are analyzed too, from credit risk, to financial markets risks, and last but not least the impact of Climate Change and the ever evolving ESG and sustainability risks areas for Banks - including what new Jobs are being created in Banking to deal with these issues.

I have worked and been engaged with hiring corporate bankers for these departments in a Corporate Bank for over two decades - and I will now share the real thing with you: what really goes on inside the Bank and what you must know to get in and be a solid banking performer.


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Instructor Details

Ana Lucas

Over 25 years of experience in International Corporate Banking in Lisbon, Bratislava, Moscow, and Vienna. Started as a credit analyst, later a Relationship Manager, then managed the Clients and Lending Products Department, and served as member of the Management Board. In the job, I was daily involved with all departments of the Bank, and with top Corporate Clients from many different industries. Later I joined Operational Risk Management which allowed me to have a deeper view into Risk, Compliance and Control functions within the Bank from a back-office angle. 

Recently,  I moved on to establish my own company, an online business origination platform that helps entrepreneurs find financing, which is a startup still in development. 

I managed, trained and mentored many banking colleagues in several locations, and was also a guest speaker for the MBA students at Vienna University. I have now six courses at Udemy and my goal is to pass on the knowledge, experience, and also the passion for Corporate Banking acquired through the years to a wider audience.

Course 1 on Relationship Management:

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Reviews

4.5

412 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Florin Andris on 12/30/2025

I felt that the explanations get better and better throughout the course. Really a beginner in the field, (data analysis that tries to understand the basic concepts). It was really helpful. Remaining to see how I can apply these concept (the expectations is that I would handle the stakeholders conversations with much more ease, knowing the basics)

By Mpumi Mdziniso on 7/2/2025

She has been able to relay the information very simplistically. She is very easy to understand. Im looking forward to the rest of the course.

By Nolina Monalisa Ngoma on 2/24/2025

I really enjoyed taking this course. I'm currently working in retail banking but would like to shift to corporate banking and this has been really insightful. I'm more confident with the knowledge I've gained and I've been inspired just be learning how diverse the world of corporate banking is. I look forward to taking another one of Ana's courses.

By Niharika Chhabra on 11/9/2024

so far at appears to be a good match for my requriements. and the trainer knows the content and she is able to explain in a very simplistic and structured way

By Adil Azeez on 8/4/2024

Being a Retail banker for almost two decades , i actually wanted to get some insights on corporate banking and came across Udemy . This course was completely transparent , precise and covered the basics of corporate banking in a very structured manner without being too overwhelming. Thank You Ana for the course as it was really insightful. Adil Azeez

By Jeffrey Belfor on 6/26/2024

nee , voor iemand die 25 jaar geroutineerd is in de bank wereld moet je op zijn minst vloeiend b1 engels kunnen spreken.

By Amol Pagare on 6/18/2024

Good till now, it will help to know more about banking sector

By Anubhav Chowdhury on 5/4/2024

Great course for someone who would want to be in the corporate lending field. Loved the lectures, the simplicity of teaching and the assignments.

By Alechandre Lopes António on 10/13/2023

It's fantastic to see Ana's improvements and attention to detail, course after course. Very informative and from a clear point of view of someone with their big share of experience. Thank you!!

By Sally Nielsson on 10/3/2023

Above expectations. Very well structured, so much banking knowledge and content. Well explained, an amazing overview of Corporate Banking. Thank you!

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Overall Score : 90 / 100