Current jobs related to GWIM Credit Executive - Miami - Bank of America


  • Miami, Florida, United States Bank of America Corporation Full time

    Job Title: GWIM Credit ExecutiveJob Summary:We are seeking a skilled GWIM Credit Executive to join our team at Bank of America Corporation. As a key member of our Global Wealth and Investment Management (GWIM) division, you will be responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and...

  • GWIM Credit Executive

    4 months ago


    Miami, United States Bank of America Full time

    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...


  • Miami, Florida, United States Bank of America Corporation Full time

    At Bank of America, we foster a culture of responsible growth, where every connection matters.We seek individuals with diverse backgrounds and experiences to join our team, investing heavily in their well-being through competitive benefits.The Credit Executive role is a client-facing position, responsible for developing new custom credit relationships with...


  • Miami, United States City National Bank Full time

    The Credit Portfolio Analyst is responsible for supporting Credit Line Increase Analytics and Strategy. Design and execute analytical recommendations to support strategic business initiatives within the Credit Strategy Team. Principal Duties & Respon Portfolio, Analyst, Credit, Strategy, Technology, Banking


  • Miami, United States OneSearch Group Full time

    One of the fastest-growing Corporate & Investment Banking groups in the South Florida is seeking to add a Credit Analyst II to join their team based in Miami. The Corporate Credit Analyst II is responsible for performing due diligence, credit execution and ongoing review of Leveraged Finance, Acquisition Finance, Asset-Based and Project Finance facilities...


  • miami, United States OneSearch Group Full time

    One of the fastest-growing Corporate & Investment Banking groups in the South Florida is seeking to add a Credit Analyst II to join their team based in Miami. The Corporate Credit Analyst II is responsible for performing due diligence, credit execution and ongoing review of Leveraged Finance, Acquisition Finance, Asset-Based and Project Finance facilities...


  • Miami, United States OneSearch Group Full time

    One of the fastest-growing Corporate & Investment Banking groups in the South Florida is seeking to add a Credit Analyst II to join their team based in Miami. The Corporate Credit Analyst II is responsible for performing due diligence, credit execution and ongoing review of Leveraged Finance, Acquisition Finance, Asset-Based and Project Finance facilities...


  • Miami, United States OneSearch Group Full time

    One of the fastest-growing Corporate & Investment Banking groups in the South Florida is seeking to add a Credit Analyst II to join their team based in Miami. The Corporate Credit Analyst II is responsible for performing due diligence, credit execution and ongoing review of Leveraged Finance, Acquisition Finance, Asset-Based and Project Finance facilities...


  • miami, United States OneSearch Group Full time

    One of the fastest-growing Corporate & Investment Banking groups in the South Florida is seeking to add a Credit Analyst II to join their team based in Miami. The Corporate Credit Analyst II is responsible for performing due diligence, credit execution and ongoing review of Leveraged Finance, Acquisition Finance, Asset-Based and Project Finance facilities...


  • miami, United States OneSearch Group Full time

    Corporate Credit AnalystOneSearch Group, a leading Corporate & Investment Banking group in South Florida, is seeking a skilled Credit Analyst II to join their team in Miami. The successful candidate will be responsible for performing due diligence, credit execution, and ongoing review of Leveraged Finance, Acquisition Finance, Asset-Based, and Project...


  • Miami, United States Metis Search Full time

    Investment Analyst/Associate – Asset Based Private Credit InvestmentA leading US mid-market Asset Based Alternative Investor is recruiting for an Investment Analyst/Associate to join their high achieving Private Credit team in Miami FL, due to an exceptional period of deal flow, successful fundraising and internal growth.This is a standout opportunity to...


  • miami, United States Metis Search Full time

    Investment Analyst/Associate – Asset Based Private Credit InvestmentA leading US mid-market Asset Based Alternative Investor is recruiting for an Investment Analyst/Associate to join their high achieving Private Credit team in Miami FL, due to an exceptional period of deal flow, successful fundraising and internal growth.This is a standout opportunity to...


  • Miami, United States Metis Search Full time

    Investment Analyst/Associate – Asset Based Private Credit Investment, LAA leading US mid-market Asset Based Alternative Investor is recruiting for an Investment Analyst/Associate to join their high achieving Private Credit team in Los Angeles, due to an exceptional period of deal flow, successful fundraising and internal growth.This is a standout...


  • Miami, Florida, United States Florida International University Full time

    Job SummaryThe Campus Life department at Florida International University is seeking a highly motivated and dedicated individual to join their team as a Student RSOC Executive Board Member. This is an excellent opportunity for students to gain leadership experience, develop their skills, and make a positive impact on campus life.Key ResponsibilitiesServe as...


  • Miami, United States PGL Full time

    Job DescriptionJob Title: Global Sales ExecutiveJob Summary:We are seeking a highly experienced Global Sales Executive to join our team at PGL. The successful candidate will be responsible for facilitating the sale of our services throughout a major geographical area and providing superior customer support to each and every business partner.Key...


  • Miami, Florida, United States Educational Federal Credit Union Full time

    Job Summary: As a Compliance Analyst at Educational Federal Credit Union, you will play a crucial role in ensuring the organization's compliance with all applicable regulatory requirements. This position involves coordinating compliance initiatives with other departments, tracking compliance management centrally, and serving as a liaison with various...


  • Miami, United States Hispanic Technology Executive Council Full time

    Job Title: Vice President Associate Banker LeadThe Associate Banker Lead is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized as a technical authority for an area within the business, this role requires basic...


  • Miami, Florida, United States Educational Federal Credit Union Full time

    Job SummaryThe Compliance Analyst role at Educational Federal Credit Union is a critical position that ensures the organization's compliance with all applicable regulatory requirements. This position coordinates compliance initiatives with other departments, tracks compliance management centrally, and serves as a liaison with various business units when...


  • Miami, Florida, United States Educational Federal Credit Union Full time

    Job Summary:As a Risk Analyst at Educational Federal Credit Union, you will be responsible for developing, implementing, and executing operational, functional, and compliance risk assessments. Your goal will be to identify all risk threats, potential impact to safety and soundness, as well as regulations, and mitigating controls. You will provide...


  • Miami, United States Educational Federal Credit Union Full time

    Job Summary:As a Risk Analyst at Educational Federal Credit Union, you will play a critical role in identifying and mitigating operational, functional, and compliance risks. Your expertise will help ensure the organization's safety and soundness, as well as compliance with regulations.We encourage you to explore this opportunity and learn more about our...

GWIM Credit Executive

3 months ago


Miami, United States Bank of America Full time

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 Credit Executive (CE) is a client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on our credit solutions and risk appetite. Within their targeted geographic territory, the CE leads the credit delivery process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management, and Servicing & Fulfillment.  The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients.

Responsibilities:
•    Leads the growth of funded loans and revenue, while mitigating risks and adhering to regulatory requirements
•    Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility
•    Creates a client-centric culture by applying in-depth knowledge of clients, timely renewals, and issue resolution, and providing competitive deal structuring while serving as the key point of contact for credit clients
•    Educates key partners and Advisors on platform capabilities and risk appetite to increase engagement and penetration
•    Partners and collaborates with Underwriting, Risk, Operations, and Portfolio Management to deliver a seamless client experience
•    Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits

Skills:
•    Business Development
•    Loan Structuring
•    Negotiation
•    Prospecting
•    Relationship Building
•    Active Listening
•    Business Acumen
•    Client Management
•    Customer and Client Focus
•    Profitability Analysis
•    Influence
•    Pipeline Management
•    Portfolio Management
•    Problem Solving
•    Sales Strategy

Required Qualifications:

•   Strong oral and written communication skills
•   Effectively present to Merrill leadership and advisors around Custom Credit
•   Strong credit skills (commercial / UHNW)
•   Organized and can handle/prioritize several transactions at the same time
•   Ability to work well with with underwriting, risk, and other business partners
•   Find new deals, structure, prepare deal sheets, negotiate, and close complex loan structures
•   Conduct preliminary analysis to determine viability of of loan opportunities (run ratios, DSC analysis, risk rating estimates, etc.
•   Manage ongoing loan portfolio (reporting, covenants, etc.)

Desired Qualifications:

•   Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds, yachts, as well as unsecured loans
•   BS degree / MBA

Shift:

1st shift (United States of America)

Hours Per Week: 

40