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Commercial Associate - Global Commercial Bank - Technology Group

Bank of America

Bank of America

San Francisco, CA, USA
Posted on Wednesday, January 31, 2024

Job Description:

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Summary

This job is responsible for delivering analytical research and developing innovative strategies to support client/prospects' needs. Key responsibilities include working closely with various banking partners to help create client/prospect presentations and providing support throughout the course of the transaction. Job expectations include leveraging data to help tell stories, uncovering valuable insights such as economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions.


  • Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitch books, and relationship reviews
  • Collaborates with Market Executives, Relationship Managers, and various team members across the bank to help prepare client presentations and support client deals
  • Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
  • Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval processes
  • Supports the coordination of clients/prospects and partners from product and deal teams throughout the course of a transaction
  • Supports the delivery of new business analytics and monitors client activities as directed to aid with identifying/expanding relationships and maintaining and/or enhancing business opportunities

  • Financial Analysis
  • Financial Modeling
  • Prospecting
  • Business Development
  • Relationship Building
  • Referral Identification
  • Critical Thinking
  • Problem Solving
  • Risk Management
  • Market Analysis
  • Data and Trend Analysis
  • Data Visualization
  • Continuous Improvement
  • Client Management
  • Project Management

Minimum Education Requirement:

Bachelor’s Degree preferred

Minimum of 3+ years of previous business experience

*Position may be hired as a Commercial Associate I, II, or III dependent upon experience


1st shift (United States of America)

Hours Per Week: