Portfolio Manager - Client Experience & Insights

Bank of America•Scranton, PA

1d•$127,000 - $158,000•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! Role Description The Portfolio Manager for Client Experience & Insights will lead strategic initiatives designed to improve and elevate client experience across multiple business segments. This role is responsible for identifying high-impact opportunities, defining project scope, and driving execution of initiatives that improve client experience metrics and engagement. The ideal candidate combines strategic thinking, strong analytical capabilities, and exceptional communication skills. They will partner closely with leadership to shape client services messaging, translate complex business data into actionable insights, and develop compelling narratives that influence key stakeholders and drive meaningful business outcomes. This role requires the ability to integrate data, strategy, and storytelling to inform decisions and align leadership around initiatives that enhance the client journey.

Requirements

Demonstrated experience leading complex cross-functional projects or strategic initiatives.
Strong analytical skills with the ability to interpret complex business data and translate it into insights.
Proven ability to influence stakeholders and drive alignment across diverse teams.
Exceptional written and verbal communication skills with experience presenting to senior leadership.
Highly proficient in executive-level presentations, narratives, and strategic communications.
2 years of experience within Operations / related work experience

Nice To Haves

Consumer Banking experience
Program & Project Management Skills
Business Process Analysis
Customer and Client Focus
Project Management
Risk Management
Strategy Planning and Development
Controls Management
Process Design
Process Simplification
Stakeholder Management
Strategic Thinking
Analytical Thinking
Change Management
Influence
Innovative Thinking
Presentation Skills

Responsibilities

Identify and scope strategic initiatives aimed at improving client experience scores across multiple business segments.
Partner with business leaders to translate insights into actionable programs that improve engagement and client experience.
Collaborate with leadership to craft clear, high-impact messaging around client services strategy and initiatives.
Present complex business insights and strategic recommendations in a clear, compelling, and concise manner.
Craft clear narratives that connect data insights, strategic initiatives, and client outcomes.

Benefits

This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.
This role is currently benefits eligible.
We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Bank of America is committed to help employees through the transition period when they’re displaced as a result of a workforce reduction, realignment or similar measure.

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