Credit Officer – Global Wealth & Investment Management

Role Overview

• Actively developing and supporting strategies to identify and deliver credit opportunities
• 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 financial advisors and wealth management clients/prospects
• Supporting and 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 to identify credit opportunities
• 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 and reporting

Benefits

• Discretionary incentive eligible
• Access to paid time off
• Industry-leading benefits
• Resources and support to contribute to the sustainable growth of the business