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About the Role
This role involves delivering analytical research and data-driven insights to support commercial banking client and prospect needs. You will develop economic and market insights, industry analysis, and pitchbooks, while leveraging data to inform strategy and strengthen client engagement.
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
- Los Angeles, CA
- San Francisco, CA
- Seattle, WA
Work Type
- In-office
- Full-time
Experience Level
- Entry-level
- 2+ years professional or business experience
Education Level
- Bachelor’s degree in a related field or equivalent work experience
Salary/Compensations
- $85,000.00 - $140,000.00 annualized salary
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 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.
- Global Commercial Banking (GCB) provides a wide range of solutions to Technology and Emerging Growth companies including Global Treasury Services, Credit, Risk Management (FX & Derivatives), Capital Raising & Investment Banking Services, Wealth Management and Financial Life Benefits.
- The Bank of America Middle Market segment serves public and private companies with annual revenues of $50 million to $2 billion, primarily in the U.S. and Canada, as well as their international subsidiaries.
Equal Opportunity
- 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.