Commercial Support Specialist (CSS) - Sales - Charlotte, NC

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 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 Qualifications:

• Experience in banking, financial services or sales support roles

• Understanding of bank products, services operations, systems and policies and procedures for business and commercial clients

• Ability to analyze data, identify trends and make recommendations based on data insights

• Applies critical thinking to determine solutions and experiences to improve clients’ financial lives

• Builds strong client relationships through effective communication and collaboration

• Executes multiple tasks simultaneously

• Displays a proactive mindset and effective time management

• Demonstrates a results-driven mindset and prioritizes client interests

• Strong computer application skills, including Microsoft Office with expertise in Excel

Desired Qualifications:

• Bachelor’s degree

• Experience in banking center relationship management, commercial or business banking

• Knowledge of global commercial banking products, client management processes and services such as loans, treasury management and deposits

• Understanding of banking regulations and compliance policies

• Experience using Customer Relationship Management systems, Tableau and/or banking software tools

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:

Hours Per Week: