Customer Segment Consultant I

Charlotte, North Carolina;Atlanta, Georgia; Boston, Massachusetts; Austin, Texas; Wilmington, Delaware; Westlake Village, California; Frisco, Texas; Houston, Texas; Pennington, New Jersey; Jacksonville, Florida

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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Job Description:

Process Owner that is responsible for ongoing management of one or more client engagement processes as well as providing business support to enterprise-wide initiatives that transform tools and processes to drive revenue, performance, and risk mitigation. Work closely with Performance Execution, Technology, Marketing and Support teams to drive strategy and integrate delivery to ensure the client is at the forefront of decisions in the achievement of goals. Drives decisions, including process changes, based on performance metrics, VOA/VOC feedback and data analytics. Could be responsible for training and developing teammates.

LOB Job Description:

Lead client engagement initiatives and cross-organizational projects that impact the Financial Center channel organization and /or enterprise. Initiatives span strategic direction, regulatory responses, client experience, associate experience, and platform capabilities. The role will be responsible for leading and managing multiple projects and priorities at the same time, including program design, analysis, deliverables, communications and deployment. The ideal candidate will demonstrate a strong combination of strategic thinking, tactical planning and project management skills along with the ability to lead and influence project teams without direct management and a strong understanding of Financial Center client engagement processes. The role requires the ability to develop strong partnerships and coordination with business partners.

Specific responsibilities will include:

•Working with key stakeholders across marketing, technology and field execution teams to establish implementation plans for outreach campaigns

• Serve as Process Owner for one or more Financial Center Client Engagement Processes, identifying opportunities to improvements with the goal of driving performance, gaining efficiencies and reducing risks.

• Partner with Legal, Risk and Compliance as well as Business Controls partners to conduct risk assessments and identify mitigations, coordinate and execute governance stakeholder reviews and approvals

• Represent the Financial Center Client Engagement Process team in discussions with business leaders and support partners

•Evaluate program performance, proactively identify opportunities for enhancement, and design and implement solutions

NOTE: This role can be filled in any Bank of America location within the United States

Required Skills:

• 5+ years of Process Design, Program Management, Product Management or related experience

• Business acumen (Financial Center Client Engagement Processes) with proven ability to leverage expertise with credibility and impact

• Strong written and oral communication skills, including ability to influence partners and drive consensus

• Leadership skills and proven experience leading projects with multiple stakeholders and maintaining strong relationships across the organization

• Excellent project management & solution development skills

• Exceptional proficiency with Microsoft PowerPoint

• Comfortable presenting to and interacting with leadership at all levels

• Comfortable working in a fast-paced, collaborative environment with flexibility to addressing evolving client needs

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 - CA - Westlake Village - 31303 Agoura Rd - 31303 Agoura Road (CA6917)

Pay and benefits information

Pay range

$72,100.00 - $114,400.00 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.

Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.

To view the "EEO is the Law" poster, CLICK HERE (https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf) .

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View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) .

Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy (“Policy”) establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.

To view Bank of America’s Drug-free Workplace and Alcohol Policy, CLICK HERE .

This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.