Commercial Associate
Bank of America
Posted 13 Nov 2026, 05:41 ET
This job at a glance
- Who can apply
- 2 years+ of experience · Bachelor's degree
- Must know
- Business analysisFinancial modelingExcelMicrosoft OfficeFinancial analysisData visualization
- Work
- On-site in San Francisco
- Pay
- Not stated by the employer.
- Skill demand
- Microsoft Office45%Excel40%Financial modeling10%Business analysis8%of 99 similar entry-level jobs posted in the US this week
- Listed
- Nov 13, 2026 · still open
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About the Role
Bank of America is seeking a Commercial Associate to join their Global Commercial Banking (GCB) Transformative Technology team. This role focuses on serving public and private companies with annual revenues of $50 million to $2 billion.
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 help prepare client presentations and support client deals.
- Observes and supports the credit approval and treasury solutions 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, monitors client activities, and performs portfolio optimization to identify and expand client relationships.
- Understands and interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
- Observes with domestic and international teammates and facilitates client relationships with Product Specialists to design and deliver financial solutions.
Requirements & Tech Stack
- 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 with the ability to work collaboratively.
- Understanding and interpretation of corporate financial statements.
- 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
Qualifications
- Minimum of two years of professional or business experience.
- Previously held an internship or entry-level role in financial services (Desired).
- Bachelor’s degree in a related field or equivalent work experience.
- Understanding and interprets corporate financial statements.