Commercial Associate - Middle Market (Texas/Gulf Coast Market - Houston)

Job Description:

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!

Job Description:

This job 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 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

Required Qualifications:

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

Desired Qualifications:

Previously held an internship or entry-level role in financial services

Bachelor’s degree in related field or equivalent work experience

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

Minimum Education Requirement: Bachelor’s degree in related field or equivalent work experience

Shift:

1st shift (United States of America)

Hours Per Week:

40