Employee Banking & Investments - Client Segment Consultant II

Bank of America • Charlotte, NC

16h • Onsite

About The Position

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 role is responsible for delivering data-driven insights to support process design, performance management, and strategic decision-making. The position partners closely with business, operations, technology, and strategy teams to analyze data, design scalable processes, develop forecasting models, and support end-to-end delivery of key initiatives. The role ensures data, customer, and associate perspectives are central to enterprise objectives and execution.

Requirements

• 5+ years of experience in data analysis, reporting, forecasting, or related analytical roles
• Proficiency in SQL, Power BI, Excel, and PowerPoint
• Strong experience analyzing large datasets and translating findings into business insights
• Knowledge of Financial Center and/or Contact Center operational practices, including leader routines and performance reports
• Excellent verbal and written communication skills with strong attention to detail
• Ability to manage multiple priorities, work under tight deadlines, and navigate ambiguity
• Proven ability to collaborate effectively across teams and mitigate conflict

Nice To Haves

• Skills: Attention to Detail, Change Management, Oral Communications, Process Management, Risk Management, Collaboration, Customer and Client Focus, Decision Making, Problem Solving, Result Orientation, Business Analytics, Process Design, Process Simplification, Recording/Organizing Information, Written Communications

Responsibilities

• Data Analysis, Reporting & Insights: Design, develop, and sustain reporting tools, dashboards, and performance metrics to support business and operational outcomes
• Pull, analyze, and interpret data from multiple sources to deliver clear, actionable insights for leaders
• Establish and maintain KPIs and leading indicators to monitor performance, productivity, and process health
• Ensure data accuracy, integrity, and consistency across analyses and reporting
• Create executive-ready summaries, presentations, and documentation that clearly link data to business decisions
• Forecasting & Modeling: Build and maintain forecasting and scenario models to inform planning, process design, and performance improvement
• Conduct scenario, sensitivity, and trend analysis to support strategic and operational decision-making
• Continuously refine models based on new data, assumptions, and evolving business needs
• Process Design & Optimization: Analyze end-to-end business processes to identify inefficiencies, risks, and improvement opportunities
• Design current-state and future-state processes that are scalable, repeatable, and aligned with strategy
• Translate business needs into documented process flows, analytical frameworks, requirements, and success metrics
• Define and track post-implementation performance to support continuous improvement
• Initiative & Project Delivery: Own end-to-end delivery for assigned initiatives, including planning, execution, dependencies, risks, and status reporting
• Coordinate cross-functional partners across Technology, UX, Data, Operations, Risk, and Lines of Business
• Support change readiness activities including communications, training coordination, rollout planning, and post-launch support
• Contribute to governance routines, leadership forums, and executive updates
• Stakeholder Partnership: Serve as a thought partner to senior leaders, strategy teams, and operations
• Clearly communicate insights, recommendations, risks, and trade-offs to technical and non-technical audiences
• Influence decisions by connecting analytics to operational, customer, and financial impacts
• Applies strong B2B product knowledge and relationship‑building skills to collaborate effectively with internal stakeholders.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED