Process Design Consultant I

Bank of America•Charlotte, NC

About The Position

The Process Design Consultant I is a member of the Portfolio & Program Management (PPM) team within Global Operations Process Ownership & Operational Excellence. The role supports Process Owners, Process Delegates and key support partners in managing and improving the Single Process Inventory (SPI), combining portfolio and program management, process design, and data analysis. The consultant analyzes SPI, Process Owner Portal (POP), program and Voice of the Customer data to identify trends, risks, process-design issues, waste and opportunities for improvement. The role frames business questions, evaluates data sources and quality, selects appropriate analysis and visualization tools, and develops concise, accurate, executive-ready analysis, presentations, scorecards, dashboards and recommendations. It also defines and tracks measures, benefits, milestones, risks, dependencies and outcomes. The position coordinates governance for SPI changes and deliverables, supports process assessments and redesign activities, administers portfolio routines, and designs and delivers Process Management education and enablement. It maintains documentation and data standards, facilitates cross-functional working sessions, and communicates progress, decisions, risks and recommendations to stakeholders, including senior leaders. The consultant uses feedback and emerging capabilities, including AI where appropriate, to simplify and improve team processes.

Requirements

At least 5 years of relevant experience in process design or management, portfolio/program/project management, business or data analysis, operational excellence, or a related field.
Data literacy, including the ability to define questions, locate and evaluate relevant data, identify data-quality limitations, analyze information and communicate evidence-based conclusions.
Experience analyzing operational or process data, identifying trends and root causes, and translating findings into actionable process or program improvements.
Ability to select and apply appropriate analytical tools; advanced proficiency in Excel and strong skills in PowerPoint and Word.
Experience developing metrics, scorecards, dashboards or executive reporting and explaining insights to technical and non-technical audiences.
Strong organization and attention to detail, with the ability to manage multiple priorities, dependencies, risks and deadlines while maintaining quality.
Strong written, verbal and visual communication skills, including creating and presenting clear, concise, executive-ready analysis and presentations to cross-functional partners and senior leaders.
Composure, sound judgment and flexibility in a high-pressure, fast-paced and evolving environment, including handling rush requests, shifting priorities and ambiguity while maintaining accurate documentation.
Sound judgment when handling sensitive information and commitment to data quality and control standards.

Nice To Haves

Working knowledge of Single Process Inventory (SPI), Process Owner Portal (POP), Cognos reports or comparable process-governance platforms.
Completion of The Business of Data 100 and 200 learning pathway, or equivalent data-literacy and applied-analysis proficiency; willingness to complete the pathway after joining if needed.
Experience with data preparation and visualization tools such as Alteryx, Tableau or Power BI, and ability to choose the appropriate tool for the analysis.
Process Management, Lean or Six Sigma Green Belt certification, or equivalent practical process-improvement experience.
Experience with process maturity assessments, process/control deep dives, process mapping, Walk the Process, client journeys or end-to-end process redesign.
Global Operations or comparable financial-services operations experience, including familiarity with risk and control practices, data lifecycle management or change-management standards.
Project management experience or certification, with practical knowledge of planning, prioritization, governance, dependency management and delivery tracking.
Experience using Microsoft Copilot or comparable generative-AI tools to support work and data analysis, with appropriate human review, data-handling and risk controls.

Responsibilities

Analyze SPI, Process Owner Portal (POP), program and Voice of the Customer data to identify trends, risks, process-design issues, waste and improvement opportunities, and translate findings into recommendations.
Frame business questions, identify and assess data sources and data quality, and select and apply fit-for-purpose analytical and visualization tools.
Respond to urgent and changing requests by producing accurate, concise, executive-ready analysis, presentations, scorecards, dashboards and recommendations.
Define and track success measures, benefits, milestones, risks, dependencies and outcomes.
Coordinate and provide governance for SPI changes and deliverables, including scope, process granularity, process splits, regional breakouts and multi-team processes, in partnership with Process Engineers.
Support deployment of process maturity assessments, process and control deep dives, Walk the Process, client journeys, and targeted process redesign and improvement efforts.
Administer and improve PPM portfolio routines, including work intake, prioritization, status reporting, and action and decision tracking.
Design and deliver Process Management education, onboarding and enablement for Process Owners, Delegates, Advisors and support partners.
Maintain accurate documentation and POP/SPI data, and promote consistent standards, controls and data lifecycle practices across FLUs.
Facilitate cross-functional working sessions and communicate recommendations, decisions, progress and risks to stakeholders, including senior leaders.
Use feedback, lessons learned and emerging capabilities, including responsible use of AI where appropriate, to simplify and improve team processes.