Customer Segment Consultant II at Bank of America · Upper…

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 cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. This position serves as the subject matter expert responsible for the process design, governance, and execution of appointment strategy across the Financial Center Channel. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking.

Responsibilities:

• Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy
• Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
• Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams
• Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability
• Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation

Required Qualifications:

• 2+ years of experience in process design, project management, and execution with a focus in Financial Center Channel
• Demonstrated experience delivering complex, cross functional initiatives from planning through execution
• Strong understanding of end to end initiative lifecycle, including planning, delivery, governance, and controls
• Ability to translate business needs into documented processes, requirements, and execution plans
• Strong verbal and written communication skills, including experience creating executive level materials
• Proficiency in PowerPoint and Excel; ability to learn additional tools and systems as required
• Detail oriented, highly organized, and able to manage multiple concurrent priorities
• Self starter with the ability to operate effectively in a fast paced, ambiguous environments

Desired Qualifications:

• Experience supporting enterprise platforms, workflow tools, or performance management solutions
• Project management and facilitation experience across multiple stakeholders and lines of business
• Familiarity with regulated environments and governance frameworks
• Strong analytical, problem solving, negotiation, and influencing skills
• Ability to balance strategic thinking with hands on execution

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

Pay Transparency details

US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Upper Montclair - 560 Valley Rd (NJ6280), US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544)

Pay and benefits information

Pay range

$108,000.00 - $163,800.00 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.