Credit Officer, Global Wealth & Investment Management

Role Overview

• Actively developing and supporting strategies to identify and deliver credit opportunities to Financial Advisors
• Ensuring clients are knowledgeable of the bank's 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 financial advisors' clients/prospects
• Supporting/expanding existing GWIM credit relationships

Requirements

• 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 marketing and selling Private Wealth credit solutions
• Cultivating relationships with clients and Financial Advisors
• Negotiating with Underwriting and Risk to structure sound loans
• Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations
• Assessing existing portfolio of loans ensuring compliance with financial covenants

Benefits

• Discretionary incentive eligible
• Industry-leading benefits
• Access to paid time off and resources
• Support for employees’ physical, emotional, and financial wellness