Commercial Support Specialist (CSS) - Sales- Midwest

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

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! This job is responsible for serving as the primary partner for relationship management teams in the management of their portfolio.

Key responsibilities

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
• Leveraging 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

1st shift (United States of America)

Hours Per Week

40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MN - Minneapolis - 80 S 8TH ST - IDS CENTER (MN1150)

Pay and benefits information

Pay range $32.22 - $46.20 hourly pay, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company. This role is currently benefits eligible. We provide industry‑leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

Resume Tips

Please review the resume writing and interviewing tips provided below to help prepare you for your next career opportunity.

Getting started

1. Determine the job or types of jobs you want to do and research their responsibilities and qualifications.
2. Think about why you can do the job and make a list of your skills that are relative to the job.
3. Identify experiences or accomplishments that show your proficiency in the skills required for the job.
4. Summarize your abilities, accomplishments and skills into a brief, concise document.
5. Considerations when writing a resume: Do be brief. Resumes should be 1-2 pages in length. Do be upbeat and active in your wording. Do emphasize what you have done clearly and concretely. Do be neat and well organized. Do have others proofread and critique your resume. Spell check. Make it error free. Do use high quality, white or light colored 8½ x 11 paper. Use a laser printer if possible. Don't be dishonest, always tell the truth about yourself in the most flattering light. Don't include salary history or requirements. Don't include references. Don't include accomplishments that do not support your professional goals. Don't include anything that isn't relevant. (For example, don't mention your fondness for swimming unless you want to work on the water.) Don't use italics, underlining, shadows or other fancy treatments.
6. Seven steps to a successful interview: 1. Anticipate –Put yourself in the interviewer's position. What do you believe the interviewer is most interested in? 2. Research –What are the primary functions of the line of business? What are the success factors for the job? Is there a job description available? 3. Assess –Think about your skills, abilities, knowledge, interests, traits, values and accomplishments. Match them to what you know about the job. 4. Prepare Answers –Think about what the interviewer may ask, determine what the best answer is and write it down. 5. Prepare Questions – Interviewing is a two-way street. By asking thoughtful questions, you communicate your interest and learn a lot about the job. 6. Practice – It may seem awkward, but it is the best way to come across well in an interview. 7. Follow-up – Send a brief follow-up letter to the interviewer. Keep in mind that the many job searchers will not send a follow-up letter. Sending one can become a competitive advantage.

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https://careers.bankofamerica.com/en-us/pay-transparency

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