Bank of America

Customer Segment Consultant II

Bank of America  •  Fort Worth, TX (Onsite)  •  4 days ago
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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
This role supports report process and design initiatives by delivering data-driven insights and developing key reporting tools to inform strategic and operational decisions. The position partners with key stakeholders and senior leaders to analyze data and processes, identify optimization opportunities, and design scalable, future-state solutions.

Key Responsibilities:

Reporting Process Design & Optimization

Analyze end-to-end business reporting processes to identify inefficiencies, risks, and improvement opportunities

Partner with stakeholders to design future-state processes and reporting tools that are scalable, repeatable, and aligned to business strategy

Translate business requirements into analytical frameworks, process flows, and measurable success criteria

Support change initiatives by defining performance metrics and tracking post-implementation outcomes

Data-Driven Insights

Synthesize complex data from multiple sources to deliver actionable insights for leadership

Develop dashboards, reports, and executive-ready summaries that clearly link data to decisions

Establish KPIs and leading indicators to monitor process health and performance over time

Ensure data integrity and consistency across analyses

Forecasting & Modeling

Build and maintain forecasting models to support process design and/or performance improvement

Perform scenario modeling and sensitivity analysis to support strategic choices

Continuously refine models based on new data, changing assumptions, and business needs

Stakeholder Partnership

Serve as a thought partner to business leaders, strategy teams, and operations

Clearly communicate findings, recommendations, and trade-offs to both technical and non-technical audiences

Influence decisions by connecting analytics to operational and financial impacts

Required Qualifications

5+ years in role accountable for data analysis, data management, data querying, report process and design

Proficiency in MS PowerPoint & Excel

Proficiency in analyzing large data sets, SQL, Power BI tools

Experience in Financial Center/Contact Center and operational practices including field leader activities, routines, business reports and underlying information/drivers

Excellent verbal and written communications, high attention to detail

Must be able to effectively mitigate conflict and work effectively under aggressive deadlines

Understanding of One Team partner practices     

Desired Qualifications

Master’s degree (MBA, MS Analytics, MS Operations, or similar)

• Experience supporting large-scale transformation or process redesign initiatives

• Familiarity with Lean, Six Sigma, or other process improvement methodologies

• Experience in enterprise reporting environments

Skills:

  • Attention to Detail
  • Change Management
  • Oral Communications
  • Process Management
  • Risk Management
  • Collaboration
  • Customer and Client Focus
  • Decision Making
  • Problem Solving
  • Result Orientation
  • Business Analytics
  • Process Design
  • Process Simplification
  • Recording/Organizing Information
  • Written Communications

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

Shift:

1st shift (United States of America)

Hours Per Week:

40

Bank of America

About Bank of America

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

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Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Charlotte, NC
Year Founded
Unknown
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