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Manage a portfolio of projects to enhance finance systems, partnering with leadership and stakeholders to deliver strategy and governance.

The Financial Solutions Advisor provides customized financial advice to clients, helping to achieve their financial goals through investment strategies and effective communication within a contact center environment.

The role involves providing financial advice, building financial plans, making product recommendations, and engaging with clients to achieve financial goals while ensuring regulatory compliance.

The Credit Officer manages renewable energy and infrastructure project finance portfolios, ensuring compliance, conducting credit analyses, and monitoring performance.

Provide client service support to Financial Advisors by managing client requests, educating clients on banking and investment offerings, ensuring accuracy and compliance, deepening client relationships, and supporting day-to-day team operations to deliver a high-quality client experience.

Acquire and deepen high-net-worth client relationships, lead client team processes, source new clients, deliver integrated private banking solutions, ensure client retention, and coordinate across the bank to provide wealth, credit, banking and mortgage services.

Attend training to obtain SIE, Series 7 and Series 66 licenses, learn advisory skills, build and manage client relationships, deliver banking and investment solutions, comply with regulatory requirements (SAFE Act), and progress through Merrill Advisor Development stages toward a Merrill Financial Advisor role.

Provide comprehensive financial advice and customized solutions, triage client leads, refer to internal partners, recommend banking and investment products, build financial plans, identify and engage prospects, and complete required licenses and trainings. May require SAFE Act registration for residential mortgage originations.

Process and service standby letters of credit, research and resolve trade document exceptions, evaluate issuances/amendments, provide client servicing, prepare reconciliations and reports, and support operational improvements within Global Trade Operations.

Trainee Financial Solutions Advisor who will obtain SIE/Series 7/66 licenses, complete training, build and manage client relationships, recommend banking and investment solutions, collaborate with partners, and comply with SAFE Act registration for mortgage originations.