developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors existing wealth management clients and prospects
ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions
supporting the flawless delivery of these solutions through a high-touch advisor/client experience
establishing new credit relationships with the financial advisors wealth management clients/prospects
supporting/expanding existing GWIM credit relationships with the intent of generating balance and revenue growth

3 years of progressively responsible experience in the job offered or a related finance / banking occupation
Bachelor’s degree or equivalent in Finance, Business Administration, Financial Economics, or related
Prefer 3 years of experience in each of the following:
Marketing and selling Private Wealth credit solutions with a goal to engage and influence audience behavior to address the lending needs of clients
Cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business
Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities based loans, Commercial real estate loans, Recreational real estate loans, Hedge Fund loans, Fine Art loans, Yacht loans, Unsecured loans, and other miscellaneous loans
Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities
Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting, resolving margin calls, and debt service failures.

access to paid time off
resources and support to employees to make a genuine impact and contribute to the growth of business and communities

Credit Officer, Global Wealth & Investment Management

About this role