Employee Banking & Investments - Client Segment Consultant II

Bank of America • Plano, TX

2d • $104,800 - $163,300 • Onsite

About The Position

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

• 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

• 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
• 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
• 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
• 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
• 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

• Access to paid time off
• Resources and support to our employees
• Discretionary incentive eligible
• Annual discretionary award based on individual performance, line of business performance, and overall company success.

What This Job Offers

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