Customer Segment Consultant I - FC Design Team
- Source: Workday
- Bank Of America
- $78,000 to $118,600 /yr
- On-site
- Charlotte
- Full-Time
- Mid level
Job Description
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 the design, analysis, execution, and sustainment of strategic initiatives that support enterprise goals within a business segment. Key responsibilities include analyzing processes to identify improvements, coordinating project tasks, managing risks, and partnering with product, channel, and operations teams for integrated execution. Job expectations include building business cases, maintaining stakeholder relationships, supporting change management, and creating documentation to ensure transparency and long-term success.
Accountable for supporting the operational needs of the Financial Center Design and Merchandising team. Provides support to senior team leaders and partners while working closely with internal and external cross-functional partner teams.
This role is responsible for project/initiatives coordination, data gathering, robust analysis, reporting, and communications within the merchandising space. Sitting within the Financial Center Design and Merchandising team, the Customer Segment Consultant I role helps support the operational requirements of the team including 3rd party vendor setup/maintenance, invoicing management, reconciliation of POs, request intake management, stakeholder and network communications, reporting, documentation and tracking of deliverables.
This role may also include the coordination and support of small Merchandising or Design initiatives through data input/analysis, field/vendor communications, and miscellaneous administrative tasks. This role will also be responsible for supporting administrative needs of the broader design team including website access management, reporting, troubleshooting, and ongoing platform support.
Responsibilities:
- Leads the design, analysis, and implementation of strategic initiatives that align with enterprise goals within a business segment
- Analyzes existing processes to identify opportunities for efficiency, effectiveness, and long-term sustainability
- Coordinates project tasks across teams and manage risks to ensure timely and successful delivery of initiatives
- Collaborates with product, channel, and operations teams to ensure integrated execution and alignment with business objectives
- Builds business cases, maintain stakeholder relationships, support change management efforts, and create documentation to promote transparency and long-term success
Required Qualifications:
- 3+ years of relevant experience
- Advanced skills in MS PowerPoint and Excel
- Knowledge of business process workflows and database-driven solutions
- Intellectually curious
- Strong attention to detail and commitment to data quality, documentation, and operational controls
- Strategic thinking skills with ability to translate strategy into executable steps
- Proven ability to effectively lead meetings, set agenda, and monitor/track deliverables
- Ability to manage multiple priorities, …
Skills
- microsoft-powerpoint
- Airtable
- ability-lms
- workday
