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About the Role

This role 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.

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

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

Skills

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

Location

San Francisco, CA

Work Type

In-office
Full-time

Experience Level

Entry-level
2+ years

Education Level

Bachelor's degree in related field or equivalent work experience

Salary/Compensations

$85,000.00 - $125,000.00

Benefits

Industry-leading benefits
Access to paid time off
Resources and support
Discretionary incentive eligible

About the Company

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
We drive Responsible Growth and deliver 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.
We value the unique perspectives individuals bring from all backgrounds and career paths.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact.

Equal Opportunity

Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.