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 the financial advisors' wealth management clients/prospects
• Supporting/expanding existing GWIM credit relationships with the intent of generating balance and revenue growth

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 on behalf of the client
• Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations
• Assessing existing portfolio of loans

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support for employees