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Credit Product Specialist

Tampa, Florida;

Job Description:

The GWIM (Global Wealth Investment Management) Credit Product Specialist works in conjunction with the Credit Executive team serving the custom lending needs of Merrill clients.  The primary mission of the Credit Product Specialist is to assist in establishing new credit relationships and maintaining existing relationships in partnership with the credit executive.  These responsibilities are achieved by 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 and sound portfolio management practices.  The Credit Product Specialist works closely to support and expand existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.  The specialist will work with GWIM Custom Lending Credit Executives, Financial Advisors, Wealth Management Clients, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.  

An undergraduate degree along with 5-7 years of wealth management experience preferred.

Formal credit training is strongly preferred.

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The GWIM (Global Wealth Investment Management) Credit Product Specialist works in conjunction with the Credit Executive team serving the custom lending needs of Merrill clients.  The primary mission of the Credit Product Specialist is to assist in establishing new credit relationships and maintaining existing relationships in partnership with the credit executive.  These responsibilities are achieved by 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 and sound portfolio management practices.  The Credit Product Specialist works closely to support and expand existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.  The specialist will work with GWIM Custom Lending Credit Executives, Financial Advisors, Wealth Management Clients, GWIM Credit leadership, Risk Management and other specialist organizations to meet these objectives.  

An undergraduate degree along with 5-7 years of wealth management experience preferred.

Formal credit training is strongly preferred.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22049479

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Matthew Winters [C]

Referral Bonus:

0