About The Position

The Commercial Associate supports client coverage teams in Bank of America’s Global Commercial Bank Middle Market segment, serving public and private companies with annual revenues of $50 million to $2 billion, primarily in the U.S. and Canada and their international subsidiaries. The role develops foundational skills in financial analysis, client relationship support, and commercial banking operations, while helping banking and product partners address client and prospect needs. The position delivers analytical research and data-driven insights, including economic and market insights, industry analysis, pitchbooks, and relationship reviews. Associates use data to inform business decisions, support internal idea generation and transaction execution, strengthen client engagement, and build foundational knowledge by observing client interactions. They work with Market Executives, Relationship Managers, and partners across the bank, and support clients throughout transactions. Successful associates may grow into Relationship Managers or other client-facing associate roles over approximately four to five years.

Requirements

  • Minimum of two years of professional or business experience.
  • Analytical thinking and financial modeling skills.
  • Strong critical thinking and ability to work independently.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office, including Excel, PowerPoint, Word, and Outlook.
  • Strong attention to detail and organizational skills.
  • Strong interpersonal skills and ability to collaborate in a team environment.
  • Bachelor’s degree in a related field or equivalent work experience.

Nice To Haves

  • Previous internship or entry-level role in financial services.
  • Bachelor’s degree in accounting, finance, or a related field.

Responsibilities

  • Analyze market and industry data to uncover insights for client and prospect meetings, pitchbooks, and relationship reviews.
  • Collaborate with Market Executives, Relationship Managers, and team members across the bank to prepare client presentations and support client deals.
  • Observe and support credit approval and treasury solutions processes to develop knowledge of products, services, and approval and packaging requirements.
  • Coordinate clients, prospects, and product and deal team partners throughout transactions.
  • Support delivery of new business analytics, monitor client activities, and perform portfolio optimization to identify and expand client relationships while maintaining and enhancing business opportunities.
  • Interpret financial and cash flow statements to assess company financial conditions and industry trends.
  • Observe and collaborate with domestic and international teammates, including Investment Banking, Foreign Exchange, and Wealth Management.
  • Facilitate client relationships with Product Specialists in Credit, Treasury Management, and Merchant Services to design and deliver financial solutions.

Benefits

  • Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.
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