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Bank Of America Commercial Associate Role - Middle Market Banking 
United States, New York, Buffalo 
871665159

10.05.2024

Primary responsibilities of the Commercial Associate (CA) are focused on working with Relationship Managers and their client teams to help deliver the financial services/products and consultative advice that Bank of America delivers to our Middle Market clients. The CA role is a developmental role for future client-facing associates, specifically Relationship Managers.Position may be hired as a Commercial Associate I, II, or III dependent upon experience.This position can be located in Albany, Rochester, Syracuse or Buffalo, NY.

Job Description:


This job is responsible for delivering analytical research and developing innovative strategies to support client/prospects' needs. Key responsibilities include working closely with various banking partners to help create client/prospect presentations and providing support throughout the course of the transaction. Job expectations include leveraging data to help tell stories, uncovering valuable insights such as economic updates, markets forecasts, new business reports, and industry valuations to inform important business decisions.

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 various team members across the bank to help prepare client presentations and support client deals
  • Observes and/or supports the credit approval process to gain knowledge of credit products and help provide clients with exposure to the bank's credit products
  • Observes and/or supports the treasury solutions packaging process to gain exposure to treasury products/services and their related approval 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 and monitors client activities as directed to aid withidentifying/expandingrelationships and maintaining and/or enhancing business opportunities

Required Qualifications:

  • Minimum 3 years of previous business experience
  • Demonstratesinitiative/self-motivation
  • Possesses strong interpersonal communication skills
  • Possesses strong analytical and financial modeling skills
  • Proficient in reading & interpreting corporate financial statements
  • Demonstrates strong critical thinking skills
  • Demonstrates the ability to independently make decisions


Desired Qualifications:

  • Bachelor’s Degree in Finance, Accounting, or related area
  • Formal Commercial Credit Training


• Relationship Building
• Data Visualization
• Continuous Improvement
• Project Management
• Client Management
• Referral Identification
• Financial Analysis
• Data and Trend Analysis
• Risk Management
• Market Analysis
• Business Development
• Client Solutions Advisory
• Pipeline Management


Minimum Education Requirement:

Bachelor’s Degree in related field or equivalent work experience

1st shift (United States of America)