Commercial Associate - Middle Market (Texas/Gulf Coast Market - Houston)

Bank of America•Houston, TX

7d•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

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

Nice To Haves

Previously held an internship or entry-level role in financial services
Bachelor’s degree in related field or equivalent work experience
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

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