Customer Segment Consultant I

Bank of America

. Support the Financial Center Channel by developing reporting, analytics, and data-driven insights .

Posted 10/13/2026full-timeUnited StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis, reporting, and visualization, utilizing tools such as Excel and MicroStrategy to deliver actionable insights. Capable of managing multiple projects and collaborating effectively across teams to support strategic initiatives and meet tight deadlines.

Highest-signal resume keywords

Data AnalysisBusiness Intelligence ReportingExcel ProficiencyMicroStrategy ProficiencySQL Server Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data GatheringData QualityData ValidationAnalytical ReasoningReport VisualizationDashboard DevelopmentAd Hoc AnalysisData Management

Soft Skills

Problem SolvingVerbal CommunicationWritten CommunicationPresentation SkillsProject Management

Tools & Technologies

ExcelMicroStrategyPowerPointPower PivotPower Query

Certifications & Qualifications

High School DiplomaGEDSecondary School Equivalent

Industry Keywords

Data-Driven InsightsReporting ControlsCross-Functional CollaborationExecutive-Level InsightsStrategic Initiatives

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Support the Financial Center Channel by developing reporting, analytics, and data-driven insights
Perform data research and sourcing
Create report visualizations, reports, and dashboards
Execute ad hoc analyses and identify actionable insights
Partner with business stakeholders to understand reporting needs and translate requirements into scalable solutions and technical specifications
Support projects, pilots, and strategic initiatives by sourcing data and delivering executive-level insights
Collaborate across lines of business to improve productivity and support strategic initiatives
Design, develop, and maintain reports, dashboards, and analyses using Excel and MicroStrategy
Work collaboratively in cross-functional teams and provide routine project updates
Manage competing priorities and deliver high-quality work under tight deadlines with minimal supervision

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Solid understanding of data gathering tools
Proficiency with business intelligence reporting tools including Excel and MicroStrategy
Proficiency with PowerPoint
Strong problem solving and analytical reasoning capabilities
Ability to prioritize work, manage complexity, and meet tight deadlines
Operates with minimal guidance; high degree of independence
Experience managing multiple projects, deliverables, and timelines independently
Strong verbal, written, and presentation skills across all organizational levels
Ability to translate complex data into clear, actionable insights for various levels of leadership
Proven ability to influence outcomes without formal authority
Knowledge of data quality, validation, and reporting controls
Experience with SQL Server, Power Pivot, Power Query, Micro strategies, and Data Management tools

Benefits

Comp & perks

Affordable, competitive, and flexible benefits
Support for teammates’ physical, emotional, and financial wellness
Opportunities to learn, grow, and make an impact
In-office culture supporting collaboration, engagement, and career development
Full-time schedule, 40 hours per week