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Commercial Associate
Bank of America. Analyze market and industry data for client/prospect meetings, pitch books, and relationship reviews .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong analytical thinking and financial modeling skills, with the ability to interpret corporate financial statements and deliver business analytics. Proficient in collaborating with cross-functional teams to facilitate client relationships and optimize portfolio performance.
Highest-signal resume keywords
Financial Modeling SkillsAnalytical ThinkingMicrosoft Office ProficiencyClient Relationship ManagementCritical Thinking
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisPortfolio OptimizationCash Flow Statement AnalysisMarket Data AnalysisCredit Approval Support
Soft Skills
Excellent Communication SkillsAttention to DetailOrganizational SkillsInterpersonal SkillsTeam Collaboration
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft Outlook
Industry Keywords
Client PresentationsTreasury SolutionsInvestment BankingForeign ExchangeWealth Management
About the role
Key responsibilities & impact- Analyze market and industry data for client/prospect meetings, pitch books, and relationship reviews
- Collaborate with Market Executives, Relationship Managers, and teams across the bank on client presentations and deals
- Support credit approval and treasury solutions processes
- Coordinate clients, prospects, and product and deal teams throughout transactions
- Deliver new business analytics, monitor client activities, and perform portfolio optimization
- Analyze financial conditions of companies and industry trends using financial and cash flow statements
- Observe and support collaboration with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management
- Facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services
Requirements
What you’ll need- Minimum of two years of professional or business experience
- Analytical thinking and financial modeling skills
- Strong critical thinking and ability to work independently
- Excellent written and verbal communication skills
- Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
- Strong attention to detail and organizational skills
- Strong interpersonal skills and ability to work collaboratively in a team environment
- Ability to understand and interpret corporate financial statements
- Bachelor's degree in a related field or equivalent work experience
Benefits
Comp & perks- Affordable, competitive and flexible benefits
- Support for physical, emotional, and financial wellness
- Opportunities to learn, grow, and build a career
- Annual discretionary incentive plan eligibility
- Paid time off
- Employee resources and support