Commercial Banking Relationship Specialist

Bank of America; Chicago (IL); On-site; USD 44,000 - 64,000; Full time

Job summary

Bank of America is seeking a dedicated client relationship professional to support Global Commercial Banking teams. This role focuses on portfolio management, sales processes, and risk mitigation to help deepen client relationships and drive revenue.

The position emphasizes collaboration, data analysis, and CRM accuracy, with in-office expectations and role-specific flexibility. Candidates should have banking experience and strong Excel skills to succeed in a fast-paced environment.

Qualifications

• Must have strong analytical and communication skills.
• Experience in banking, financial services or sales support is preferred.
• Familiarity with bank products, services, and policies for business clients.
• Proficiency with CRM and data tools is a plus.

Responsibilities

• Support sales processes and portfolio management across client teams.
• Analyze industry and client data to identify opportunities and risks.
• Maintain accuracy of information in the client relationship management system.
• Lead analytics to grow revenue and deepen client relationships.
• Support risk mitigation and escalation for fraud and exits.
• Ensure delivery of client service aligned with bank goals.

Skills

Attention to Detail

Client Relationship

Time Management

Data Analysis

Communication

Problem Solving

Education

High School Diploma / GED

Bachelor’s degree

Tools

Microsoft Office

Excel

Job description

Bank of America is seeking a dedicated client relationship professional to support Global Commercial Banking teams. This role focuses on portfolio management, sales processes, and risk mitigation to help deepen client relationships and drive revenue.

The position emphasizes collaboration, data analysis, and CRM accuracy, with in-office expectations and role-specific flexibility. Candidates should have banking experience and strong Excel skills to succeed in a fast-paced environment.