Commercial Support Specialist – Sales

Bank of America

Partnering with relationship management teams to support sales and portfolio management at Bank of America. Focus on client retention, acquisition, and deepening relationships with analytics.

Posted 7/24/2026full-timeRaleigh • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management, sales analytics, and client retention strategies within the banking and financial services sector. Proficient in leveraging data insights to enhance client relationships and drive revenue growth.

Highest-signal resume keywords

Relationship ManagementSales AnalyticsClient Retention StrategiesData AnalysisMicrosoft Excel Expertise

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data AnalysisSales Process CoordinationClient Relationship ManagementRisk MitigationSales Tools UtilizationPresentation DevelopmentTrend IdentificationCritical ThinkingProactive MindsetTime Management

Soft Skills

Effective CommunicationCollaborationResults-Driven Mindset

Tools & Technologies

Client Relationship Management SystemMicrosoft Office

Industry Keywords

BankingFinancial ServicesSales SupportCommercial ClientsClient Acquisition

About the role

Key responsibilities & impact

Serving as the primary partner for relationship management teams in the management of their portfolio
Working with internal partners to support sales processes, portfolio management, and risk mitigation
Supporting the achievement of team or market goals in client delight and retention, risk mitigation, new client acquisition, and client relationship deepening
Leading core sales routines and analytics
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
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

Benefits

Comp & perks

affordable, competitive and flexible benefits