Commercial Associate – Global Commercial Banking - Dealer Financial Services (Chicago/Dallas/Denver/Phoenix/San Francisco/Newport Beach)

Bank of America • Walnut Creek, CA

8d • $85,000 - $125,000 • Onsite

About The Position

This job is responsible for delivering analytical research and data-driven insights to support commercial banking client and prospect needs with banking and product partners. Key responsibilities include developing economic and market insights, industry analysis, pitchbooks, and relationship reviews that inform strategy, and providing support throughout interactions. Job expectations include leveraging data to tell stories, supporting internal idea generation and transaction execution, strengthening client engagement, and observing client interactions to build foundational knowledge.

Requirements

• 2-3 years of professional or business experience (internships or entry-level roles in financial services preferred)
• Bachelor’s degree in a related field or equivalent work experience (Accounting, Finance or related field preferred)
• Possesses strong analytical and financial modeling skills
• Demonstrates strong critical thinking skills
• Excellent written and verbal communication skills
• Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook)
• Demonstrated ability to work collaboratively in a team environment
• High attention to detail and organizational skills
• Possesses strong interpersonal skills
• Understanding of corporate financial statements
• Demonstrates the ability to work independently

Nice To Haves

• Commercial Credit skills

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 across the bank to help 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 approval and packaging 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 while maintaining and enhancing business opportunities
• 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 including Investment Banking, Foreign Exchange, and Wealth Management, and facilitates client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions

Benefits

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Annual discretionary award based on individual performance, line of business performance, and overall company success.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level