Life Event Services Consultant I – Operations

Bank of America

. Deliver end-to-end case management support to employees around complex life events from initial inquiry through case resolution .

Posted 11/4/2026full-timeUnited StatesJunior💰 $75,400 - $103,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong analytical skills and the ability to manage complex life event cases while maintaining confidentiality and compliance. Proficient in collaborating with cross-functional teams and influencing stakeholders to achieve optimal resolutions.

Highest-signal resume keywords

Case Management SupportAnalytical SkillsProject Management ExperienceSalesforce ExperienceHR Systems Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data AnalysisProcedure DocumentationProject ManagementProblem SolvingConfidentiality Management

Soft Skills

Strong Communication SkillsEmpathyOrganizational SkillsProactive Work EthicAbility to Influence

Tools & Technologies

SalesforceSharePointMicrosoft WordMicrosoft ExcelMicrosoft PowerPoint

Industry Keywords

Life Event ServicesHuman ResourcesComplianceRisk ManagementStandard Operating Procedures

About the role

Key responsibilities & impact

Deliver end-to-end case management support to employees around complex life events from initial inquiry through case resolution
Respond to inquiries effectively and timely while demonstrating empathy
Provide guidance to Line of Business employees regarding complex situations and recommend options and resources
Prioritize urgent and sensitive employee, manager, or partner needs and engage other Life Event Services Support teams as needed
Document key facts and interactions in the case management system of record
Maintain confidentiality and protect employee information
Influence managers, HR partners, and others toward optimal resolutions balancing bank policies, employee needs, and risk
Gather, organize, and analyze data; interpret and communicate results to key stakeholders
Collaborate with stakeholders and cross-functional teams to define processes accurately and capture required data
Create and maintain standard operating procedures using the enterprise procedural template for Life Event Services processes
Support evaluation of existing processes, technologies, and routines to drive process improvements
Prioritize tasks and manage multiple projects

Requirements

What you’ll need

High School Diploma / GED / Secondary School or equivalent
Critical thinker with proven ability to create/document procedures or training including monthly and annual upkeep/revisions
Ability to handle confidential and proprietary information, including sensitive employee data, with discretion and a strong focus on compliance and risk management
Demonstrated analytical skills, ability to review data, identify gaps, and use data to support recommendations
Ability to turn complex ideas into well-structured materials and presentations
Strong written and verbal communication skills with ability to influence and drive accountability across stakeholders without direct authority
Highly organized, accuracy driven, proactive work ethic
Ability to work under pressure, evaluate priorities in a changing environment, and manage multiple projects with compressed timelines
Strong proficiency in Word, Excel, and PowerPoint
Ability to work with senior leaders and cross-functional teams
Demonstrated problem solving, strong follow-up skills, and ability to escalate and gain resolution
Detail oriented with strong organizational and planning capabilities
Ability to work independently and as a strong team player
Proficiency with HR systems and reporting tools
Working knowledge of the Life Event Services operating model
Recent experience supporting Life Event Services cases
Salesforce experience, including system navigation, reporting, data management, and solution development
Exposure to Life Event Services Standard Operating Procedures and Playbooks
SharePoint experience, including site administration, content management, list/library development, and workflow or process solutions
Knowledge of Human Resources benefit products and processes
Minimum of 1 year of project management experience

Benefits

Comp & perks

Discretionary incentive eligible
Annual discretionary award based on overall individual performance results and behaviors, line of business/group performance and Company success
Benefits eligible
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact