Commercial Associate

About the Role

Bank of America's Commercial Real Estate Team is seeking a Commercial Associate to join our Global Commercial Banking Team. This role develops foundational skills in financial analysis, client relationship support, and commercial banking operations.

Key Responsibilities

• 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 team members to prepare client presentations and support client deals.
• Observes and supports the credit approval and treasury solutions processes to build knowledge of products, services, and related requirements.
• 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, monitors client activities, and performs portfolio optimization to identify and expand client relationships.
• Understands and interprets financial and cash flow statements to assess the financial conditions of companies and industry trends.
• Observes with domestic and international teammates including Investment Banking, Foreign Exchange, and Wealth Management.
• Facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.

Requirements & Tech Stack

• Minimum of two years of professional or business experience.
• Applies analytical thinking and financial modeling skills.
• Demonstrates strong critical thinking and the ability to work independently.
• Displays excellent written and verbal communication skills.
• Possesses proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
• Maintains strong attention to detail and organizational skills.
• Has strong interpersonal skills with the ability to work collaboratively in a team environment.
• Understands and interprets corporate financial statements.

Qualifications

• Bachelor’s degree in a related field or equivalent work experience.
• Previously held an internship or entry-level role in financial services (Desired).
• Skills:
• Continuous Improvement
• Data Visualization
• Relationship Building
• Client Management
• Data and Trend Analysis
• Financial Analysis
• Project Management
• Referral Identification
• Business Development
• Client Solutions Advisory
• Market Analysis
• Pipeline Management
• Risk Management