Customer Segment Consultant II

Bank of America•Portland, OR

3d•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: This role is responsible for owning process design and end to end project delivery for key SCCS initiatives including Enterprise referral strategies. Responsibilities include translating business needs into defined processes, requirements, and execution plans; partnering with Market Growth & Collaboration leadership team, Finance, Technology, and Data teams; ensuring delivery against committed timelines; and supporting readiness, communications, and governance routines.

Requirements

5+ years of experience in process design, project management, program management, or business transformation with a focus in Financial Center and/or Contact Center
Foundational understanding Market Growth and Collaboration organization with knowledge of how enterprise partnerships contribute to the company's success
Demonstrated experience delivering complex, cross functional initiatives from planning through execution
Strong understanding of end to end initiative lifecycle, including planning, delivery, governance, and controls
Ability to translate business needs into documented processes, requirements, and execution plans
Strong verbal and written communication skills, including experience creating executive level materials
Proficiency in PowerPoint and Excel; ability to learn additional tools and systems as required
Detail oriented, highly organized, and able to manage multiple concurrent priorities
Self-starter with the ability to operate effectively in a fast paced, ambiguous environments

Nice To Haves

Experience supporting enterprise platforms, workflow tools, or performance management solutions
Project management and facilitation experience across executive stakeholders and multiple lines of business
Familiarity with regulated environments and governance frameworks
Strong analytical, problem solving, negotiation, and influencing skills
Ability to balance strategic thinking with hands on execution

Responsibilities

Design and document current state and future state business processes, workflows, controls, and roles for Market Growth & Collaboration capabilities
Translate business process designs into clear business and functional requirements, acceptance criteria, and delivery plans
Own project planning, execution, dependency management, risk management, and status reporting for in-year and year-over-year initiatives
Coordinate cross functional partners including Finance, Technology, Data, Risk, Operations, and LOB stakeholders
Manage readiness activities including communications, training coordination, rollout planning, and post launch support
Support governance routines, leadership forums, and executive updates aligned to introductions strategy
Create executive ready materials and documentation to clearly communicate progress, risks, and decisions