Senior Financial Analyst supporting FP&A team with financial reporting, budgeting, and insightful performance analysis. Collaborating with cross - functional teams in a dynamic CPG environment.
About the role
- Credit Officer developing credit solutions for wealth management clients at Bank of America. Establishing new credit relationships and supporting existing ones for balance and revenue growth.
Responsibilities
- Actively 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 these solutions through a high-touch advisor/client experience
- Establishing new credit relationships with financial advisors and wealth management clients/prospects
- Supporting and expanding existing GWIM credit relationships
Requirements
- 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 to identify credit opportunities
- Negotiating with Underwriting and Risk to structure sound loans
- Conducting financial analysis including ratio analysis, DSC analysis, and collateral evaluations
- Assessing existing portfolio of loans ensuring compliance with financial covenants and reporting
Benefits
- Discretionary incentive eligible
- Access to paid time off
- Industry-leading benefits
- Resources and support to contribute to the sustainable growth of the business
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