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Bank of America

Credit Officer, Global Wealth & Investment Management

Bank of America

. Acting as an extension of the Credit Advisor .

Posted 5/23/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $99,000 - $150,800 per yearWebsite

About the role

Key responsibilities & impact
  • Acting as an extension of the Credit Advisor
  • Developing and supporting strategies to identify and deliver credit opportunities
  • Ensuring wealth management clients are knowledgeable of the Banks full suite of GWIM credit solutions
  • Supporting the flawless delivery of solutions through a high-touch advisor/client experience
  • Establishing new credit relationships and expanding existing GWIM credit relationships

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
  • 3 years of experience in marketing and selling Private Wealth credit solutions
  • Cultivating relationships with clients and Financial Advisors to identify credit opportunities
  • Negotiating with Underwriting and Risk
  • Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations
  • Assessing existing portfolio of loans ensuring compliance with financial covenants

Benefits

Comp & perks
  • Discretionary incentive eligible
  • Industry-leading benefits
  • Access to paid time off
  • Resources and support for employees

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial analysisratio analysisDSC analysiscollateral evaluationscredit solutionsmarketingsellingnegotiationcomplianceportfolio assessment
Soft Skills
relationship cultivationclient experiencecommunicationstrategic developmenthigh-touch service
Certifications
Bachelor’s degree in FinanceBachelor’s degree in Business AdministrationBachelor’s degree in Financial Economics