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Commercial Support Specialist-Sales

Bank of America • Orlando, FL 32806 • Posted 3 days ago

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In-person • Full-time • Mid Level

Job Highlights

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The Commercial Support Specialist-Sales at Bank of America is responsible for partnering with relationship management teams to manage their portfolios, supporting sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams. This role involves coordinating sales process activities, leveraging analytics and sales tools, conducting proactive analytic activities, leading market-level sales analytics, and managing risk activities. The position aims to support teammates, clients, and the community while contributing to Responsible Growth at Bank of America.

Responsibilities

  • Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners
  • Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships
  • Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships
  • Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building efforts
  • Owns, ensures, and manages accuracy of information within the client relationship management system
  • Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts
  • Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction

Qualifications

Required

  • Strong aptitude for strategic and critical thinking with the ability to connect analytical work to the client needs and strategic objectives; client focused
  • Strong business and financial acumen; familiarity with commercial banking a plus
  • Proven organizational skills and ability to execute tasks and projects independently
  • Efficiently able to meet deadlines while balancing competing demands of multiple internal partners
  • Must demonstrate strong interpersonal, collaboration and communication skills
  • Proficiency with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook; advanced Excel skills

Preferred

  • Undergraduate Degree preferred

About Bank of America

Bank of America is a leading financial institution in the United States, offering a wide range of banking and financial services. Headquartered in Charlotte, North Carolina, the bank operates through a network of branches across the country. It provides products and services including checking and savings accounts, credit cards, mortgages, loans, investment solutions, and is actively involved in investment banking, wealth management, and corporate banking services.

Full Job Description

Commercial Support Specialist-Sales

Orlando, Florida;Jacksonville, Florida

**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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

**Job Description:**

This job is responsible for serving as the primary partner for relationship management teams in the management of their portfolio. Key responsibilities include working with internal partners to support sales processes, portfolio management, and risk mitigation for multiple Global Commercial Banking (GCB) client teams and supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening. Job expectations may include leading core sales routines and analytics.

**Responsibilities:**

+ Coordinates sales process activities including developing contact strategies, planning for client meetings, creating presentation materials, tracking action plans, and working with solutions partners

+ Leverages analytics and sales tools to gather research on industries, clients, and prospects to help client teams build existing and prospective relationships

+ Conducts proactive analytic activities, leveraging sales tools and dashboards to assist in enhancing existing relationships, and identifying opportunities for deepening client relationships

+ Leads market-level sales analytics to grow revenue, deepen client relationships, and facilitate digital adoption, proactively identifying thought leadership content to support client and prospect relationship building efforts

+ Owns, ensures, and manages accuracy of information within the client relationship management system

+ Manages risk activities and serves as the point of contact for escalations related to fraud, exception wires, uncollected funds, and timely remediation of overdrafts

+ Meets all sales and service needs of existing and potential customers in accordance with bank goals to attain growth, profitability, and customer satisfaction

**Required Skills:**

+ Strong aptitude for strategic and critical thinking with the ability to connect analytical work to the client needs and strategic objectives; client focused

+ Strong business and financial acumen; familiarity with commercial banking a plus

+ Proven organizational skills and ability to execute tasks and projects independently

+ Efficiently able to meet deadlines while balancing competing demands of multiple internal partners

+ Must demonstrate strong interpersonal, collaboration and communication skills.

+ Proficiency with Microsoft programs including Word, Excel, PowerPoint, SharePoint and Outlook; advanced Excel skills

**Desired Skills:**

+ Undergraduate Degree preferred

**Skills:**

+ Attention to Detail

+ Collaboration

+ Influence

+ Problem Solving

+ Risk Management

+ Business Acumen

+ Business Development

+ Business Process Analysis

+ Client Experience Branding

+ Data Collection and Entry

+ Business Analytics

+ Customer Experience Improvement

+ Data Visualization

+ Project Management

+ Sales Performance Management

**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

To view the "EEO is the Law" Supplement, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.