Relationship Manager

Bank of America•Charlotte, NC
•Onsite

About The Position

The Relationship Support Manager partners with Relationship Managers, stakeholders, and delivery teams to manage requirements, oversee execution quality, and drive process improvement. Using Jira, data analytics, reporting, and process engineering principles, the role ensures requirements are effectively managed, controls are embedded, and operational processes remain scalable, measurable, and aligned with business objectives. The position provides trusted advice, collaborates across business, delivery, and technical teams, and uses process and performance data to identify risks, root causes, and opportunities for improvement. It also supports data-driven decision-making through governance routines, metrics, dashboards, and reporting. Bank of America describes its purpose as helping make financial lives better through every connection and driving Responsible Growth. The company emphasizes an inclusive workplace, talent development, teammate wellness, recognition, and community impact. It is committed to an in-office culture, with role-specific flexibility.

Requirements

  • At least 3 years of experience supporting relationship management, project delivery, or operational execution in a structured business or technology environment.
  • At least 2 years of hands-on experience performing data analysis and reporting, including manipulating large or complex datasets to support operational decision-making.
  • At least 1 year of direct experience using Jira to manage end-to-end requirements lifecycles, including intake, prioritization, execution tracking, and reporting.
  • Experience developing KPIs, dashboards, and performance reporting.
  • Knowledge of process design, controls, governance, and risk management practices.
  • Strong analytical, problem-solving, and root cause analysis skills.
  • Advanced Excel and data analysis capabilities.
  • Excellent stakeholder management, communication, and presentation skills.
  • Proven ability to drive process improvements and operational efficiencies.

Nice To Haves

  • Experience in relationship management, process improvement, governance, operations, or technology delivery.
  • Strong requirements management and Jira expertise.
  • Experience developing KPIs, dashboards, and performance reporting.
  • Knowledge of process design, controls, governance, and risk management practices.
  • Strong analytical, problem-solving, and root cause analysis skills.
  • Advanced Excel and data analysis capabilities.
  • Excellent stakeholder management, communication, and presentation skills.
  • Proven ability to drive process improvements and operational efficiencies.

Responsibilities

  • Act as a trusted advisor, providing insights and challenging inefficient practices.
  • Collaborate across business, delivery, and technical teams to drive operational excellence and continuous improvement.
  • Design and enhance operational processes, controls, metrics, and governance practices.
  • Analyze process and performance data to identify trends, root causes, and optimization opportunities.
  • Identify delivery risks, control gaps, and process improvement opportunities.
  • Partner with stakeholders to gather, prioritize, and manage requirements in Jira.
  • Identify automation, simplification, and AI-enabled improvement opportunities.
  • Ensure requirements align to business objectives, stakeholder needs, and process controls.
  • Maintain traceable requirements, workflows, and reporting to support effective delivery.
  • Monitor execution quality through governance routines, metrics, and performance measures.
  • Develop dashboards, KPIs, and reporting that support data-driven decision-making.
  • Leverage Jira, workflow tools, and analytics to improve process visibility and execution.
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