Employee Banking & Investments Client Segment Consultant II

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 role is responsible for delivering data-driven insights to support process design performance management and strategic decision-making. The position partners closely with business operations technology and strategy teams to analyze data design scalable processes develop forecasting models and support end-to-end delivery of key initiatives. The role ensures data customer and associate perspectives are central to enterprise objectives and execution.

Key Responsibilities:

Data Analysis Reporting & Insights

• Design develop and sustain reporting tools dashboards and performance metrics to support business and operational outcomes

• Pull analyze and interpret data from multiple sources to deliver clear actionable insights for leaders

• Establish and maintain KPIs and leading indicators to monitor performance productivity and process health

• Ensure data accuracy integrity and consistency across analyses and reporting

• Create executive-ready summaries presentations and documentation that clearly link data to business decisions

Forecasting & Modeling

• Build and maintain forecasting and scenario models to inform planning process design and performance improvement

• Conduct scenario sensitivity and trend analysis to support strategic and operational decision-making

• Continuously refine models based on new data assumptions and evolving business needs

Process Design & Optimization

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

• Design current-state and future-state processes that are scalable repeatable and aligned with strategy

• Translate business needs into documented process flows analytical frameworks requirements and success metrics

• Define and track post-implementation performance to support continuous improvement

Initiative & Project Delivery

• Own end-to-end delivery for assigned initiatives including planning execution dependencies risks and status reporting

• Coordinate cross-functional partners across Technology UX Data Operations Risk and Lines of Business

• Support change readiness activities including communications training coordination rollout planning and post-launch support

• Contribute to governance routines leadership forums and executive updates

Stakeholder Partnership

• Serve as a thought partner to senior leaders strategy teams and operations

• Clearly communicate insights recommendations risks and trade-offs to technical and non-technical audiences

• Influence decisions by connecting analytics to operational customer and financial impacts

• Applies strong B2B product knowledge and relationshipbuilding skills to collaborate effectively with internal stakeholders.

Required Qualifications:

• 5 years of experience in data analysis reporting forecasting or related analytical roles

• Proficiency in SQL Power BI Excel and PowerPoint

• Strong experience analyzing large datasets and translating findings into business insights

• Knowledge of Financial Center and/or Contact Center operational practices including leader routines and performance reports

• Excellent verbal and written communication skills with strong attention to detail

• Ability to manage multiple priorities work under tight deadlines and navigate ambiguity

• Proven ability to collaborate effectively across teams and mitigate conflict

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

California: The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC

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:

Hours Per Week:

Pay Transparency details