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Bank of America

Commercial Support Specialist – Sales

Bank of America

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

Posted 5/20/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $32 - $46 per hourWebsite

Tech Stack

Tools & technologies
Tableau

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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
  • 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

Benefits

Comp & perks
  • industry-leading benefits
  • access to paid time off
  • resources and support to employees for making a genuine impact

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
data analysiscritical thinkingclient relationship managementbanking operationscommercial bankingfinancial servicessales analyticsrisk managementbanking regulationscustomer insights
Soft Skills
effective communicationcollaborationtime managementproactive mindsetresults-drivenclient relationship buildingmultitaskingproblem-solvingorganizational skillsstrategic planning
Certifications
Bachelor's degree