GWIM Credit Product Specialist
Listed on 2026-09-18
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Finance & Banking
Loan Officer / Lending, Credit Analyst, Financial Advisor / Consultant, Financial Sales
GWIM Credit Product Specialist
The GWIM Credit Product Specialist acts as an extension of the Credit Executives. The Specialist is responsible for actively developing and supporting strategies to identify and deliver credit opportunities (e.g., LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors’ existing wealth management clients and prospects. These responsibilities are achieved by ensuring wealth management clients are knowledgeable of the bank’s full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high‑touch advisor/client experience.
Primary mission: establish new credit relationships with the financial advisors’ wealth management clients/prospects and support/expand existing GWIM credit relationships to generate balance and revenue growth with appropriate risk‑adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.
Key Skills- Attention to Detail
- Business Development
- Loan Structuring
- Portfolio Management
- Relationship Building
- Active Listening
- Analytical Thinking
- Client Management
- Customer and Client Focus
- Profitability Analysis
- Collaboration
- Financial Forecasting and Modeling
- Pipeline Management
- Sales Performance Management
- Sales Strategy
- 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.
- 3 years of experience marketing and selling Private Wealth credit solutions to engage and influence audience behavior to address lending needs of clients.
- Experience cultivating relationships with clients and Financial Advisors to identify credit opportunities and grow lending business.
- Negotiating with Underwriting and Risk on behalf of the client to structure sound loans including securities‑based loans, commercial real‑estate loans, recreational real‑estate loans, hedge fund loans, fine art loans, yacht loans, unsecured loans, and other miscellaneous loans.
- Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations to determine viability of loan opportunities.
- Assessing existing portfolio of loans to ensure compliance with financial covenants and reporting, resolving margin calls, and debt service failures.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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