Gwim Credit Product Specialist

Bank of America Merrill Lynch

Not specified; not specified; competitive benefits...
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3 years finance banking experience
Loan structuring securities based loans
Financial analysis ratio dsc analysis
** Bank of America Merrill Lynch is seeking a Gwim Credit Product Specialist to enhance credit opportunities for wealth management clients. This role focuses on building relationships with financial advisors and delivering credit solutions while ensuring compliance and risk management. **

Job Summary

  • The Credit Product Specialist acts as an extension of Credit Executives to identify and deliver credit opportunities to wealth management clients.
  • The role requires actively developing strategies to generate balance and revenue growth while maintaining appropriate risk-adjusted returns.
  • Bank of America offers a diverse and inclusive workplace with competitive benefits supporting physical, emotional, and financial well-being.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Gwim Credit Product Specialist to enhance credit opportunities for wealth management clients. This role focuses on building relationships with financial advisors and delivering credit solutions while ensuring compliance and risk management. **

Salary

Not specified; Not specified; Competitive benefits package including physical, emotional, and financial support

Skills & Requirements

Must-have

  • 3 years finance banking experience
  • Loan structuring securities based loans
  • Financial analysis ratio DSC analysis
  • Relationship building with financial advisors
  • Portfolio management compliance monitoring

Nice-to-have

  • Experience selling private wealth credit solutions
  • Negotiating with underwriting and risk teams
  • Knowledge of commercial real estate loans
  • High-touch advisor client experience focus
  • Strategic planning for balance sheet growth

Key Requirements

  • Bachelor's degree in Finance or related field
  • 3 years progressively responsible experience in finance
  • Experience marketing private wealth credit solutions
  • Ability to conduct collateral evaluations and debt service analysis

Work Rights

Not specified

Tailored Resume

Cover Letter