Customer Segment Consultant I

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!

Enterprise Job Description:
The Customer Segment Consultant I supports the Financial Center Channel by developing reporting, analytics, and data-driven insights that inform management decision making and drive execution against business priorities. This role partners closely with business stakeholders to understand reporting needs, translate requirements into scalable solutions, and deliver executive-level content that supports strategic planning, performance management, and responsible growth initiatives.

 This role will be responsible for performing data research and sourcing, creating report visualizations, and developing reports and dashboards. The consultant will execute ad hoc analyses, identify actionable insights, and collaborate across lines of business to improve productivity, support strategic initiatives, and ensure alignment between organizational priorities, capacity, and execution goals

Responsibilities:

•  Designs, develops, and maintains innovative reports, dashboards, and analysis using Business Intelligence tools including Excel and MicroStrategy

•  Support projects, pilots, and strategic initiatives by sourcing data and delivering executive level insights.

•  Partners with business stakeholders to translate business requirements into technical specifications

•  Works collaboratively in a cross-functional team, learns from colleagues, and provides routine updates related to projects

•  Execute ad hoc analyses and manage competing priorities effectively, delivering high quality work under tight deadlines with minimal supervision

Required Qualifications:

Solid understanding of data gathering tools; proficient with business intelligence reporting tools including Excel and MicroStrategy

Proficiency with PowerPoint

Strong problem solving and analytical reasoning capabilities

Ability to prioritize work, manage complexity, and meet tight deadlines

Operates with minimal guidance; high degree of independence

Experience managing multiple projects, deliverables, and timelines independently

Strong verbal, written, and presentation skills across all organizational levels

Ability to translate complex data into clear, actionable insights for various levels of leadership

Proven ability to influence outcomes without formal authority

Knowledge of data quality, validation, and reporting controls

Desired Qualifications:

•Experience with SQL Server, Power Pivot, Power Query, Micro strategies, and Data Management tools

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

Shift:

1st shift (United States of America)

Hours Per Week: 

40