GWIM Credit Product Specialist
Company: Disability Solutions
Location: Chicago
Posted on: May 5, 2024
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Job Description:
Job Description:At Bank of America, we are guided by a common
purpose to help make financial lives better through the power of
every connection. Responsible Growth is how we run our company and
how we deliver for our clients, teammates, communities and
shareholders every day.One of the keys to driving Responsible
Growth is being a great place to work for our teammates around the
world. We're devoted to being a diverse and inclusive workplace for
everyone. We hire individuals with a broad range of backgrounds and
experiences and invest heavily in our teammates and their families
by offering competitive benefits to support their physical,
emotional, and financial well-being.Bank of America believes both
in the importance of working together and offering flexibility to
our employees. We use a multi-faceted approach for flexibility,
depending on the various roles in our organization.Working at Bank
of America will give you a great career with opportunities to
learn, grow and make an impact, along with the power to make a
difference. Join us!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 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.Skills:Attention to DetailBusiness
DevelopmentLoan StructuringPortfolio ManagementRelationship
BuildingActive ListeningAnalytical ThinkingClient
ManagementCustomer and Client FocusProfitability
AnalysisCollaborationFinancial Forecasting and ModelingPipeline
ManagementSales Performance ManagementSales StrategyRequired
Qualifications:
Keywords: Disability Solutions, Berwyn , GWIM Credit Product Specialist, Other , Chicago, Illinois
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