Credit Officer, Global Wealth & Investment Management

Bank of America

. The GWIM Credit Officer acts as an extension of the Credit Advisors.

Posted 5/13/2026full-timeChicago • Illinois, Maryland • 🇺🇸 United StatesMid-LevelSenior💰 $99,000 - $150,800 per yearWebsite

About the role

Key responsibilities & impact

The GWIM Credit Officer acts as an extension of the Credit Advisors.
Responsible for actively developing and supporting strategies to identify and deliver credit opportunities
Ensure wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions
Support the flawless delivery of these solutions through a high-touch advisor/client experience
Establish new credit relationships with the financial advisors wealth management clients/ prospects
Support/expand existing GWIM credit relationships with the intent of generating balance and revenue growth

Requirements

What you’ll need

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

Benefits

Comp & perks

We provide industry-leading benefits
Access to paid time off
Resources and support to our employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisratio analysisDSC analysiscollateral evaluationscredit solutionsportfolio assessmentcompliancenegotiationmarketingsales

Soft Skills

relationship buildingclient managementcommunicationstrategic thinkingproblem solvingadvisory skillscustomer servicecollaborationinterpersonal skillsorganizational skills

Certifications

Bachelor's degree in FinanceBachelor's degree in Business AdministrationBachelor's degree in Financial Economics