Customer Segment Consultant I / Data Analyst & Reporting Lead – Financial Center Operations

Bank of America•Hunt Valley Estates, MD

22h•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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: Accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications. This role supports Financial Center Strategic Operations by producing and analyzing large data sets, validating operational reporting, and ensuring data integrity for enterprise initiatives. The position requires strong technical skills, constructing business narratives through data visualization and presentations, attention to detail, and the ability to execute complex data workflows while delivering exceptional partner support and operational risk awareness.

Requirements

Ability to effectively juggle multiple high-priority activities concurrently
Build relationships and think critically about people, process, and technology opportunities
Proficiency in MS Office Suite (Word, Excel, PowerPoint, SharePoint)
Excellent verbal, written, and listening skills; integrity and ability to work as part of a team
Strong organizational, time management, and teamwork skills
Strong analytical, negotiation, and problem-solving skills
Attention to detail and ability to escalate issues appropriately
Familiarity with executive level reporting and operational compliance metrics
2 years of reporting/analytical experience

Nice To Haves

Aptitude in generating business narratives through data visualizations and presentation materials
Technical aptitude (Alteryx, Tableau, PowerQuery, MS Power Platform, SharePoint Integration)
5+ years of experience in banking
Strong interest in process improvement, cross-line of business partnerships, and managing risk
Bachelor’s Degree in Business, Data Science, or related field

Responsibilities

Produce, validate, and analyze operational reports (weekly, monthly, quarterly, annually) for metrics such as CTR, MIS, CIP, Cash Compliance, Balancing Accuracy, and Performance Losses
Conduct trend analysis and root cause investigations to support strategic planning and risk mitigation
Maintain data integrity across operational reporting platforms and ensure timely delivery of insights
Build dashboards, presentations and visualizations to support executive decision-making
Collaborate with cross-functional teams to implement process improvements based on findings
Ensure compliance with data governance and risk management standards
Deliver high-quality partner support, problem resolution, service/product knowledge, cross channel collaboration
Manage end-to-end routines and governance tracking of deliverables
Perform ad-hoc data analysis with rapid turnaround and high accuracy
Convert complex data narratives into executive presentations that support decision making