Gwim Credit Product Specialist

Bank of America (GHR)

Not specified; not specified; competitive benefits...
Not specified
3 years finance banking experience
Loan structuring and portfolio management
Client relationship building and sales strategy
Bank of America is seeking a Gwim Credit Product Specialist to enhance its wealth management services by developing and supporting credit strategies aimed at Financial Advisors' clients. The role emphasizes relationship building, credit product knowledge, and a client-focused approach to drive revenue growth while ensuring compliance with risk management protocols

Job Summary

  • The Credit Product Specialist acts as an extension of Credit Executives to identify and deliver credit opportunities to wealth management clients.
  • Responsibilities include establishing new credit relationships and expanding existing ones to generate balance and revenue growth with appropriate risk-adjusted returns.
  • The role requires collaboration with Financial Advisors, Risk Management, and GWIM Custom Lending Credit Executives to ensure flawless delivery of credit solutions.

Matching Summary

Match Score: 85

Bank of America is seeking a Gwim Credit Product Specialist to enhance its wealth management services by developing and supporting credit strategies aimed at Financial Advisors' clients. The role emphasizes relationship building, credit product knowledge, and a client-focused approach to drive revenue growth while ensuring compliance with risk management protocols.

Salary

Not specified; Not specified; Competitive benefits for physical, emotional, and financial well-being

Skills & Requirements

Must-have

  • 3 years finance banking experience
  • Loan structuring and portfolio management
  • Client relationship building and sales strategy

Nice-to-have

  • Experience with private wealth credit solutions
  • Negotiating with underwriting and risk teams
  • Conducting ratio and DSC analysis

Key Requirements

  • Bachelor's degree in Finance or related field
  • 3 years progressively responsible experience in finance/banking
  • Experience marketing private wealth credit solutions

Work Rights

Not specified

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