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Commercial Associate
Bank of America. Analyze market and industry data to uncover insights 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 assess industry trends. Proficient in client relationship management and collaboration across various banking sectors, including Credit and Treasury Management.
Highest-signal resume keywords
Financial AnalysisClient Relationship ManagementAnalytical ThinkingMicrosoft Office ProficiencyCritical 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 ModelingPortfolio OptimizationCash Flow Statement InterpretationMarket AnalysisClient Presentation Preparation
Soft Skills
Attention to DetailOrganizational SkillsInterpersonal SkillsTeam CollaborationWritten and Verbal Communication
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft WordMicrosoft Outlook
Industry Keywords
Commercial BankingCredit SolutionsTreasury ManagementInvestment BankingWealth Management
About the role
Key responsibilities & impact- Analyze market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
- Collaborate with Market Executives, Relationship Managers, and bank team members to prepare client presentations and support client deals
- Observe and support credit approval and treasury solutions processes
- Coordinate clients/prospects and product and deal team partners throughout transactions
- Deliver new business analytics, monitor client activities, and perform portfolio optimization
- Identify and expand client relationships while maintaining and enhancing business opportunities
- Interpret financial and cash flow statements to assess company financial conditions and industry trends
- Collaborate 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
- Develop foundational skills in financial analysis, client relationship support, and commercial banking operations
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
- Bachelor’s degree in accounting, finance or related field (desired qualification)
Benefits
Comp & perks- Discretionary incentive eligible; eligible to participate in the annual discretionary plan
- Annual discretionary award based on individual, line of business/group, and Company performance
- Benefits eligible
- Paid time off
- Resources and support for employees
- In-office culture with role-specific flexibility based on responsibilities and business needs
- Opportunities to learn, grow, and make an impact