GWIM (HNW) Credit Sales Analyst GWIM (HNW) Credit Sales Analyst …

Bank of America Merrill Lynch
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Competitive
Bank of America Merrill Lynch
in Chicago, IL, United States
Permanent, Full time
Be the first to apply
Competitive
GWIM (HNW) Credit Sales Analyst
Job Description:

The GWIM Credit Product Specialist acts as an extension of the Financial Advisors. 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 Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience.

The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating 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.
Required Skills:
  • 5 plus years of banking experience
  • Prior experience required with a financial institution focusing on sales, preferably in the high net worth space
  • Strong verbal and written communication skills
  • Strong problem solving skills and the ability to influence others while building strong partnerships
  • Commercial Credit training strongly preferred, but not required
  • Bachelors Degree
  • Series 7 and 63 required for this role
  • *** Candidates may apply without licenses, but must achieve all required licenses within 120 days of accepting the position ***


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
--> Job Description:

The GWIM Credit Product Specialist acts as an extension of the Financial Advisors. 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 Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience.

The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating 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.
Required Skills:
  • 5 plus years of banking experience
  • Prior experience required with a financial institution focusing on sales, preferably in the high net worth space
  • Strong verbal and written communication skills
  • Strong problem solving skills and the ability to influence others while building strong partnerships
  • Commercial Credit training strongly preferred, but not required
  • Bachelors Degree
  • Series 7 and 63 required for this role
  • *** Candidates may apply without licenses, but must achieve all required licenses within 120 days of accepting the position ***


Job Band:
H5

Shift:
1st shift (United States of America)

Hours Per Week:
40

Weekly Schedule:

Referral Bonus Amount:
0
Job Description:

The GWIM Credit Product Specialist acts as an extension of the Financial Advisors. 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 Banks full suite of GWIM credit solutions and by supporting the flawless delivery of these solutions through a high-touch advisor/client experience.

The primary mission of the Credit Product Specialist is to establish new credit relationships with the financial advisors wealth management clients/ prospects in addition to supporting/ expanding existing GWIM credit relationships with the intent of generating 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.
Required Skills:
  • 5 plus years of banking experience
  • Prior experience required with a financial institution focusing on sales, preferably in the high net worth space
  • Strong verbal and written communication skills
  • Strong problem solving skills and the ability to influence others while building strong partnerships
  • Commercial Credit training strongly preferred, but not required
  • Bachelors Degree
  • Series 7 and 63 required for this role
  • *** Candidates may apply without licenses, but must achieve all required licenses within 120 days of accepting the position ***


Shift:
1st shift (United States of America)

Hours Per Week:
40
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