Jobs · Management · Indiana

Commercial Associate - Middle Market (Indianapolis)

Bank of America · Indianapolis, IN · 2 mo ago
ManagementFull-time

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. We foster 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 teammates’ physical, emotional, and financial wellness through affordable, competitive, and flexible benefits. We value unique perspectives from all backgrounds and career paths, including military service, community college education, and diverse work and life experiences.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development, with clear in-office expectations and flexibility based on role-specific responsibilities and business needs.

About the role

This role delivers analytical research and data-driven insights to support commercial banking client and prospect needs in partnership with banking and product teams. Responsibilities include developing economic and market insights, industry analysis, pitchbooks, and relationship reviews to inform strategy, as well as providing support throughout client interactions.

Responsibilities

  • Supports the analysis of market and industry data to uncover insights for client/prospect meetings, pitchbooks, and relationship reviews.
  • Collaborates with Market Executives, Relationship Managers, and cross-functional teams to 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 requirements.
  • Coordinates clients, prospects, and partners from product and deal teams throughout the course of a transaction.
  • Delivers new business analytics, monitors client activities, and performs portfolio optimization to identify and expand client relationships while maintaining business opportunities.
  • Interprets financial and cash flow statements to assess and analyze financial conditions of companies and industry trends.
  • Collaborates 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.
  • Excellent written and verbal communication skills.
  • Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook).
  • Strong attention to detail and organizational skills.
  • Strong interpersonal skills with the ability to work collaboratively in a team environment.
  • Ability to interpret corporate financial statements.

Qualifications

  • Bachelor’s degree in a related field or equivalent work experience.
  • Previously held an internship or entry-level role in financial services (desired).

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

Schedule

  • 1st shift (United States of America)
  • 40 hours per week

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