Product Specialist I
About The Position
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! The Regional Loan Syndications group originates and executes club syndicated bank loans for Commercial Banking clients and prospects. The team partners closely with the Commercial Bank, Enterprise Credit, Middle Market Leveraged Finance and Regional Investment Banking to drive new Bank of America led syndicated loans and corresponding ancillary business.
Requirements
- Extensive product knowledge.
- Demonstrates initiative/self-motivation/capacity to learn.
- Possesses strong interpersonal skills.
- Possesses strong analytical and modeling skills.
- Possesses understanding of corporate financial statements.
- Possesses understanding of financial covenants and basic structuring; familiar with credit agreements.
- Demonstrates strong critical thinking.
- Demonstrates the ability to independently make decisions.
- Licensing required – Series 79 & 63 (will support the employee through registration process if needed).
Nice To Haves
- Commercial Credit experience recommended.
Responsibilities
- Acts as the secondary coverage for clients.
- Executes complex product transactions that generate significant revenue.
- Performs financial and statistical analyses.
- Conducts research and prepares support documentation and client presentation materials.
- Develops/Maintains Regional Loan Syndication comparative transactions.
- Assists with quarterly/periodic data reporting and analysis.
- Prepares quarterly business updates.
- Assists with logistical and operational tasks associated with lender meetings and loan closings.
- Works under the direction of more senior associates.
Benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
