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Commercial Support Specialist – Sales, HTSR Sales Support
Bank of America. Serve as the primary partner for relationship management teams in managing their portfolio .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in relationship management, sales analytics, and risk mitigation within the banking sector, with a strong focus on client retention and acquisition. Proficient in utilizing data insights and CRM systems to enhance client relationships and drive revenue growth.
Highest-signal resume keywords
Banking ExperienceSales AnalyticsClient Relationship ManagementData AnalysisRisk Mitigation
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisSales Process ManagementClient Relationship ManagementRisk ManagementPortfolio Management
Soft Skills
Effective CommunicationCritical ThinkingProactive MindsetTime ManagementResults-Driven
Tools & Technologies
Microsoft OfficeExcelCustomer Relationship Management SystemsTableauBanking Software Tools
Certifications & Qualifications
High School DiplomaGEDBachelor’s Degree (Desired)
Industry Keywords
Global Commercial BankingBank ProductsTreasury ManagementDepositsBanking Regulations
Tech Stack
Tools & technologiesTableau
About the role
Key responsibilities & impact- Serve as the primary partner for relationship management teams in managing their portfolio
- Support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking client teams
- Support team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening
- Lead core sales routines and analytics
- Coordinate sales process activities, including contact strategies, client meeting planning, presentation materials, action plans, and collaboration with solutions partners
- Use analytics and sales tools to research industries, clients, and prospects
- Conduct proactive analytics using sales tools and dashboards to enhance existing relationships and identify deepening opportunities
- Lead market-level sales analytics to grow revenue, deepen relationships, and facilitate digital adoption
- Identify thought leadership content to support client and prospect relationship-building
- Own and maintain accurate information in the client relationship management system
- Manage risk activities and escalations related to fraud, exception wires, uncollected funds, and overdraft remediation
- Meet sales and service needs of existing and potential customers in accordance with bank goals for growth, profitability, and satisfaction
Requirements
What you’ll need- Experience in banking, financial services or sales support roles
- Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients
- Ability to analyze data, identify trends and make recommendations based on data insights
- Critical thinking to determine solutions and improve clients’ financial lives
- Effective communication and collaboration to build strong client relationships
- Ability to execute multiple tasks simultaneously
- Proactive mindset and effective time management
- Results-driven mindset and prioritization of client interests
- Strong computer application skills, including Microsoft Office with expertise in Excel
- High School Diploma / GED / Secondary School or equivalent
- Bachelor’s degree (desired)
- Experience in banking center relationship management, commercial or business banking (desired)
- Knowledge of global commercial banking products, including loans, treasury management and deposits (desired)
- Understanding of banking regulations and compliance policies (desired)
- Experience using Customer Relationship Management systems, Tableau and/or banking software tools (desired)
Benefits
Comp & perks- Annual discretionary incentive plan eligibility
- Benefits eligibility
- Paid time off
- Resources and support for employees
- In-office flexibility based on role-specific responsibilities and business needs
- Opportunities to learn, grow, and build a career