Customer Segment Consultant II

Bank of America•San Diego, CA

23h•$108,000 - $163,800•Onsite

About The Position

This job is responsible for leading cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking. The Customer Segment Sales Process Design Consultant will actively lead, manage, participate or consult on Financial Center sales or operational fulfillment and servicing processes. The role will be responsible for working on multiple projects, analyses and priorities concurrently, with a focus on process analysis & design, performance and controls. The ideal candidate will demonstrate a strong combination of strategic thinking, tactical planning and project management skills along with the ability to complete analysis and prioritize multiple projects without direct management. The role requires the ability to develop strong partnerships and coordination with business partners in Retail, Preferred, Small Business, Mortgage and other lines of business as well as LRC, Technology, HR and Finance.

Requirements

3+ years of program management or related experience
Business acumen (Financial Center Sales and Operations) with proven ability to leverage expertise with credibility and impact
Leadership skills and proven experience leading projects with multiple stakeholders
Ability to develop and maintain strong relationships across the organization
Strong written and oral communication skills, including ability to influence partners and drive consensus
Excellent project management and process design skills
Proficiency with Microsoft PowerPoint, Excel and Office suite
Comfortable presenting to and interacting with leadership
Comfortable working in a fast-paced, collaborative environments
Ability to lead others
Strong business, operational, and procedural knowledge of a financial center.
Ability to work effectively under pressure and time constraints.
Ability to adjust rapidly to changing demands and priorities.
Ability to manage multiple priorities simultaneously & work independently.
Organized and professional with an ability to work with business partners to meet deadlines.

Nice To Haves

Bachelors Degree
Understanding, knowledge in Financial Center practices, processes and controls
Excellent writing skills

Responsibilities

Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy
Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams
Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability
Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation
Platform enhancements, maintenance/fix and performance
Design & Implementation [Process, procedures, solution center]
Technology & Tools [requirements, testing, planning]
Field Support [performance, Academy/training support, SME]
Product and partner engagement and alignment (tech, HR, risk, controls, leadership, etc.)
Coordination with Business Control team on issues and enhancements required for processes
Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Assesses talent and builds bench strength for roles across the organization.
Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.