Credit Officer, Global Wealth & Investment Management
Bank of America (GHR)
In-office with flexibility based on role-specific considerations.
3 years finance banking experience
Private wealth credit solutions sales
Financial analysis ratio dsc collateral
Bank of America is seeking a Credit Officer for its Global Wealth & Investment Management division. The role focuses on developing and supporting credit opportunities for wealth management clients, requiring strong relationship-building skills and financial analysis expertise
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, supporting existing GWIM credit relationships, and generating balance and revenue growth with appropriate risk-adjusted returns.
The role requires conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine loan viability.
Matching Summary
Match Score: 85
Bank of America is seeking a Credit Officer for its Global Wealth & Investment Management division. The role focuses on developing and supporting credit opportunities for wealth management clients, requiring strong relationship-building skills and financial analysis expertise.
Skills & Requirements
Must-have
3 years finance banking experience
Private Wealth credit solutions sales
Financial analysis ratio DSC collateral
Loan structuring securities commercial real estate
Portfolio compliance covenant monitoring
Nice-to-have
Relationship building with financial advisors
Negotiating with underwriting risk teams
High-touch client advisor experience
Inclusive workplace culture commitment
Strategic balance revenue growth focus
Key Requirements
Bachelor's degree in Finance or related field
3 years progressively responsible experience in finance/banking