Customer Segment Consultant I - FC Design Team

Job Description:

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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:
This job is responsible for leading the design, analysis, execution, and sustainment of strategic initiatives that support enterprise goals within a business segment. Key responsibilities include analyzing processes to identify improvements, coordinating project tasks, managing risks, and partnering with product, channel, and operations teams for integrated execution. Job expectations include building business cases, maintaining stakeholder relationships, supporting change management, and creating documentation to ensure transparency and long-term success.

Accountable for supporting the operational needs of the Financial Center Design and Merchandising team.  Provides support to senior team leaders and partners while working closely with internal and external cross-functional partner teams. 

This role is responsible for project/initiatives coordination, data gathering, robust analysis, reporting, and communications within the merchandising space. Sitting within the Financial Center Design and Merchandising team, the Customer Segment Consultant I role helps support the operational requirements of the team including 3rd party vendor setup/maintenance, invoicing management, reconciliation of POs, request intake management, stakeholder and network communications, reporting, documentation and tracking of deliverables.

This role may also include the coordination and support of small Merchandising or Design initiatives through data input/analysis, field/vendor communications, and miscellaneous administrative tasks.  This role will also be responsible for supporting administrative needs of the broader design team including website access management, reporting, troubleshooting, and ongoing platform support.

Responsibilities:

• Leads the design, analysis, and implementation of strategic initiatives that align with enterprise goals within a business segment

• Analyzes existing processes to identify opportunities for efficiency, effectiveness, and long-term sustainability

• Coordinates project tasks across teams and manage risks to ensure timely and successful delivery of initiatives

• Collaborates with product, channel, and operations teams to ensure integrated execution and alignment with business objectives

• Builds business cases, maintain stakeholder relationships, support change management efforts, and create documentation to promote transparency and long-term success

Required Qualifications:

• 3+ years of relevant experience

• Advanced skills in MS PowerPoint and Excel

• Knowledge of business process workflows and database-driven solutions

• Intellectually curious

• Strong attention to detail and commitment to data quality, documentation, and operational controls

• Strategic thinking skills with ability to translate strategy into executable steps

• Proven ability to effectively lead meetings, set agenda, and monitor/track deliverables

• Ability to manage multiple priorities, track deliverables, and follow up on action items

• Ability to interact and influence multiple stakeholders and SMEs across multiple business units, product lines or business processes

• Leverages an exceptional understanding of the bank's organizational structure to navigate complex, matrixed environments, rapidly access critical information, align stakeholders, and consistently deliver results

• Applies strong process design expertise to develop, manage, and optimize workflows that drive efficiency and deliver successful outcomes.

• Proven ability to successfully interact, provide consultative support, and effectively influence senior leaders

• Ability to effectively operate in a high demand, fast paced environment while maintaining the highest level of accuracy

• Excellent written and verbal communications and presentation skills

Desired Qualifications:

• Working knowledge of Airtable

• Financial Center knowledge

• Structured training in Business Intelligence and analytics to be able to build simple tools (queries/pivot tables) to simplify and automate repetitive tasks

• Experience in documenting processes and creating training materials

• Ability to execute training sessions on work improvement

Skills:

• Active Listening

• Attention to Detail

• Collaboration

• Critical Thinking

• Written Communications

• Decision Making

• Influence

• Oral Communications

• Prioritization

• Problem Solving

• Adaptability

• Customer and Client Focus

• Data Management

• Emotional Intelligence

• Risk Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil ​liability.​  

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - MA - Waltham - 1025 Main St - 1025 Main St - Waltham (MA6536), US - NY - Garden City - 1325 FRANKLIN AVE - MERRILL LYNCH (NY3325), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544)

Pay and benefits information

Pay range

$78,000.00 - $118,600.00 annualized salary, offers to be determined based on experience, education and skill set.

Discretionary incentive eligible

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.

Benefits

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.