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Bank Of America Commercial Associate - Global Banking 
United States, Florida, Miami 
914596506

02.07.2024

Job Summary:

Primary responsibilities of the Commercial Associate (CA) are focused around 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 Commercial Banking clients.

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.

The CA role is a developmental role for future client-facing associates, specifically RelationshipManagers. Positionmay be hired as a Commercial Associate I, II, or III dependent uponexperience. Thisposition will be located in Miami, Fort Lauderdale or West Palm Beach.


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

• 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

Requirements:

  • Bachelor’s degree in Accounting, Finance, or related field or comparable relevant work experience

  • Completion of Commercial Credit Training Program preferred

  • Minimum 3-5 years of previous business experience

  • Demonstratesinitiative/self-motivation

  • Possesses strong interpersonal skills

  • Possesses strong analytical and financial modeling skills

  • Possesses understanding of corporate financial statements

  • Demonstrates strong critical thinking

  • Demonstrates the ability to independently make decisions

  • Knowledge and proficiency of internal/external programs such as Navigator, GUS, Cape, Pitch book, Fact set, SalesForce, etc

1st shift (United States of America)