Bank of America
GWIM Credit Product Specialist
Los Angeles +1 · Full-time · Posted Mar 21, 2024
- Location
- Los Angeles
Newport Beach - Experience
- 3 years of progressively responsible experience in the job offered or a related finance / banking occupation. Preferred experience: 3 years in each of five specified areas.
- Education
- Bachelor’s degree or equivalent in Finance, Business Administration, Financial Economics, or related (desired).
About the job
Develops and supports wealth-management credit opportunities, helping Financial Advisors and clients establish or expand credit relationships while pursuing balance and revenue growth with appropriate risk-adjusted returns.
What you'll do
- Identify and deliver credit opportunities to Financial Advisors’ wealth-management clients and prospects.
- Support high-touch delivery of credit solutions and build new and existing credit relationships.
- Work with Financial Advisors, credit executives, Risk Management, and other teams on lending strategies and opportunities.
What they ask for
- 3 years of progressively responsible experience in the job offered or a related finance / banking occupation.
Nice to have
- 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; cultivating client and Financial Advisor relationships; negotiating loan structures with Underwriting and Risk; conducting financial analysis; and assessing loan portfolios.
Model-written summary · the original posting is authoritative