Credit Advisor - Global Wealth & Investment Management

Bank of America (GHR)

Scottsdale, AZ, United States
Client-facing credit advisory
Develop custom credit relationships
Manage existing credit portfolios
The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner

Job Summary

  • The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner.
  • The CA leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.
  • Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Matching Summary

The Credit Advisor is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner.

Skills & Requirements

Must-have

  • Client-facing credit advisory
  • Develop custom credit relationships
  • Manage existing credit portfolios
  • Partner with Advisors and Underwriting
  • Structure complex loan solutions

Nice-to-have

  • Thought leadership in credit
  • Client-centric culture
  • In-office culture
  • Inclusive workplace

Key Requirements

  • 10+ years commercial credit experience
  • 10+ years wealth management credit experience
  • Strong oral and written communication skills
  • Strong credit skills (commercial / UHNW)
  • Ability to work well with business partners

Work Rights

Not specified

Tailored Resume

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