Credit Officer, Global Wealth & Investment Management

Bank of America

Credit Officer delivering credit opportunities and managing relationships for wealth management clients at Bank of America. Focused on establishing new credit relationships and supporting existing ones.

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