Customer Segment Consultant I – FC Design Team

Bank of America

. Lead the design, analysis, and implementation of strategic initiatives aligned with enterprise goals within a business segment .

Posted 9/17/2026full-timeCharlotte • New York • United StatesMid-LevelSenior💰 $78,000 - $118,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced skills in MS PowerPoint and Excel, with a strong focus on business process workflows and data quality. Capable of leading cross-functional teams, managing stakeholder communications, and supporting operational needs within a fast-paced environment.

Highest-signal resume keywords

MS PowerPointMS ExcelBusiness Process WorkflowsStakeholder ManagementProcess Design Expertise

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProject CoordinationDocumentation CreationWorkflow OptimizationTraining Session Execution

Soft Skills

Strategic ThinkingAttention to DetailEffective CommunicationInfluencing SkillsMulti-Priority Management

Tools & Technologies

AirtableBusiness IntelligenceDatabase-Driven Solutions

Industry Keywords

Financial Center KnowledgeChange ManagementOperational ControlsVendor ManagementDesign Team Administration

About the role

Key responsibilities & impact

Lead the design, analysis, and implementation of strategic initiatives aligned with enterprise goals within a business segment
Analyze existing processes to identify opportunities for efficiency, effectiveness, and long-term sustainability
Coordinate project tasks across teams and manage risks for timely delivery
Collaborate with product, channel, and operations teams for integrated execution
Build business cases and maintain stakeholder relationships
Support change management efforts and create documentation
Support operational needs of the Financial Center Design and Merchandising team
Coordinate projects and initiatives, data gathering, analysis, reporting, and communications
Manage third-party vendor setup and maintenance, invoicing, purchase-order reconciliation, and request intake
Manage stakeholder and network communications, reporting, documentation, and deliverable tracking
Support small Merchandising or Design initiatives through data input/analysis and field/vendor communications
Support broader design-team administration, including website access management, reporting, troubleshooting, and platform support

Requirements

What you’ll need

3+ years of relevant experience
Advanced skills in MS PowerPoint and Excel
Knowledge of business process workflows and database-driven solutions
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, track deliverables, and follow up on action items
Ability to interact with and influence multiple stakeholders and SMEs across multiple business units, product lines or business processes
Exceptional understanding of the bank's organizational structure
Strong process design expertise to develop, manage, and optimize workflows
Proven ability to provide consultative support and effectively influence senior leaders
Ability to operate in a high-demand, fast-paced environment while maintaining accuracy
Excellent written and verbal communication and presentation skills
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Working knowledge of Airtable (desired)
Financial Center knowledge (desired)
Structured training in Business Intelligence and analytics (desired)
Experience documenting processes and creating training materials (desired)
Ability to execute training sessions on work improvement (desired)

Benefits

Comp & perks

Inclusive workplace culture
Opportunities to learn, grow, and build a career
Physical, emotional, and financial wellness support
Affordable, competitive and flexible benefits
Annual discretionary incentive plan eligibility
Paid time off
Resources and support to make an impact
Benefits eligibility