Credit Officer, Global Wealth & Investment Management

Responsibilities

• Act as an extension of the Credit Advisors.
• Actively develop and support strategies to identify and deliver credit opportunities.
• Ensure wealth management clients are knowledgeable of the Bank's full suite of GWIM credit solutions.
• Support flawless delivery of these solutions through a high-touch advisor/client experience.
• Establish new credit relationships with financial advisors and wealth management clients/prospects.
• Support/expand 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 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 ensuring compliance with financial covenants.