Customer Segment Consultant I

Bank of America•Charlotte, NC

9h•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! Enterprise 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. Responsible for design and implementation of Specialized Consumer Client Solutions reporting tools, tactics and processes that improve business performance through leader and in-store associate productivity. Primary scope is reporting focused on development and production of reporting tools that enable the company's performance growth strategy, improve the client experience and associate experience, and measure success in platform (people, process, tech) capabilities.

Requirements

5+ years in role accountable for reporting and/or data analysis
Advanced skills in MS PowerPoint & Excel
Experience with SQL, Power BI tools
Experience in Financial Center or Contact Center and operational practices including field leader activities, routines, business reports and underlying information/drivers
Excellent verbal and written communications, high attention to detail
Must be able to effectively mitigate conflict and work effectively under aggressive deadlines
Understanding of One Team partner practices
Must be able to effectively communicate and present to senior leadership

Nice To Haves

Active Listening
Attention to Detail
Collaboration
Critical Thinking
Written Communications
Decision Making
Influence
Oral Communications
Prioritization
Problem Solving
Adaptability
Customer and Client Focus
Data Management
Emotional Intelligence
Risk Management

Responsibilities

Leads the design, analysis, and implementation of strategic initiatives that align with enterprise goals within a business segment
Analyzes existing processes to identify opportunities for efficiency, effectiveness, and long-term sustainability
Coordinates project tasks across teams and manage risks to ensure timely and successful delivery of initiatives
Collaborates with product, channel, and operations teams to ensure integrated execution and alignment with business objectives
Builds business cases, maintain stakeholder relationships, support change management efforts, and create documentation to promote transparency and long-term success