Process Design Consultant II

Bank of America•Plano, TX

2d•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! This job is responsible for analyzing processes, documenting business case opportunities, and implementing process improvement/transformation initiatives in support of Operational Excellence objectives. Key responsibilities include executing on change initiatives which may result in breakthrough cost efficiencies, quality, productivity, and risk mitigation. Job expectations include working with business leaders and subject matter experts, ensuring collaboration and transparency across integrated business and technology teams, and driving execution of solutions within the budget and timeline. The Client Onboarding & Activation Transformation (COAT) team is seeking a critical Process Design Lead to drive a target state design for a multi-generational roadmap to modernize and digitize Commercial Banking client onboarding and account activation. The role coordinates and leads SMEs and process owners across the enterprise, including GCB, BB, GCIB, Treasury Sales, and Global Operations (onboarding, account setup, treasury servicing/fulfillment.) The lead collaborates with business and technology roles to deliver an improved end-to-end client and associate experience. Leads day-to-day workstream process design from discovery through implementation, ensuring the target-state process, controls, and requirements are defined, ratified, and maintained in alignment with the program roadmap. Facilitates current-state and future-state mapping, decisioning, and prioritization; authors and governs business requirements; and partners with product and technology leads to translate requirements into solution and technical designs that satisfy end-to-end needs. Works with program/project management and enablement leads to assess change impacts, coordinate dependencies across upstream/downstream processes, and supports enablement’s execution of the plan. Job expectations include working with business leaders and subject matter experts, ensuring collaboration and transparency across business and technology teams, and driving execution of solutions within the budget and timeline. Requires meticulous attention to detail and the ability to effectively communicate at all levels, verbally and written.

Requirements

8+ years of proven process reengineering, improvement, and/or process design experience, with a track record of delivering measurable business outcomes.
Direct experience translating business needs and features into clear business requirements for technical teams.
Demonstrated attention to detail and a continuous-improvement mindset; produces high-quality meeting outcomes, presentations, documentation, and other work products with disciplined follow-through.
Strong collaborator who builds trusted partnerships, promotes a positive team culture, and addresses disagreement constructively to drive timely decisions and outcomes.
Strong project/program management capability, with the ability to structure ambiguous problems, simplify complex work, manage dependencies, and drive delivery across multiple stakeholders.
Excellent executive communication and influencing skills; aligns stakeholders, drives change, identifies opportunities, resolves issues, and delivers outcomes in a fast-paced, cross-functional environment.

Nice To Haves

3+ years of experience translating business needs, features, and high-level requirements into detailed requirements for product and technology partners to support solution design and delivery.
Global Operations process management/ownership certification and/or Lean Six Sigma Black Belt or Master Black Belt (or equivalent) strongly preferred.
Operational risk and controls expertise, including experience strengthening the process control environment and partnering with risk/compliance stakeholders.
Comfort operating in ambiguity; able to define structure, drive clarity, and make progress amid competing priorities and evolving information.

Responsibilities

Partner with the workstream lead to define and execute the vision, scope, and delivery plan to digitize an end-to-end, horizontal client onboarding and account opening experience.
Lead end-to-end current-state discoveries across business and operations, documenting process flows, handoffs, systems, controls, cycle times, pain points, and root causes; validate findings with SMEs and process owners.
Own process design work products and timelines from discovery through implementation, aligning deliverables to the multi-generation roadmap, workstream milestones and plans, and program governance cadence.
Maintain the process change log and prioritization backlog, including intake, impact assessment, and traceability from current state to target state across releases.
Elicit, document, and obtain approvals for business requirements (functional and non-functional), ensuring alignment to target-state outcomes; partner with product teams to translate requirements into features/user stories and validate proposed designs.
Identify, track, and manage cross-process dependencies and interlocks (business, operations, technology, data, and risk/compliance) required for successful implementation, drive mitigation plans and decisions.
Engage lines of business and operations stakeholders to obtain required process-owner approvals, coordinate applicable Single Process Inventory (SPI) updates, and ensure process documentation meets audit and control standards.
Support downstream program activities that rely on process artifacts, including solution refinement, design walkthroughs, test/UAT readiness, operating procedures, training and communications inputs, and rollout/cutover planning.
Ensure scope, change, and prioritization decisions remain anchored to the end-to-end target-state process, approved roadmap, and documented requirements; surface risks and trade-offs for timely decisions.
Serve as the primary point of contact for process owners across impacted processes; steward the process repository (maps, narratives, controls, and decision logs) to keep artifacts accurate, current, and audit-ready.
Establish and run the process governance and decision-intake model for enhancements, including facilitating decision forums, documenting outcomes, and preparing inputs for program prioritization and release planning.