Credit Product Specialist
Company: Disability Solutions
Location: Dallas
Posted on: September 28, 2024
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Job Description:
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!Job Description: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.Responsibilities:
Keywords: Disability Solutions, Dallas , Credit Product Specialist, Other , Dallas, Texas
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