Customer Segment Consultant I / Data Analyst & Reporting Lead – Financial Center Operations

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

Accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications.

This role supports Financial Center Strategic Operations by producing and analyzing large data sets, validating operational reporting, and ensuring data integrity for enterprise initiatives. The position requires strong technical skills, constructing business narratives through data visualization and presentations, attention to detail, and the ability to execute complex data workflows while delivering exceptional partner support and operational risk awareness.

Responsibilities:

• Produce, validate, and analyze operational reports (weekly, monthly, quarterly, annually) for metrics such as CTR, MIS, CIP, Cash Compliance, Balancing Accuracy, and Performance Losses

• Conduct trend analysis and root cause investigations to support strategic planning and risk mitigation

• Maintain data integrity across operational reporting platforms and ensure timely delivery of insights

• Build dashboards, presentations and visualizations to support executive decision-making

• Collaborate with cross-functional teams to implement process improvements based on findings

• Ensure compliance with data governance and risk management standards

• Deliver high-quality partner support, problem resolution, service/product knowledge, cross channel collaboration

• Manage end-to-end routines and governance tracking of deliverables

• Perform ad-hoc data analysis with rapid turnaround and high accuracy

• Convert complex data narratives into executive presentations that support decision making

Required Qualifications:

• Ability to effectively juggle multiple high-priority activities concurrently

• Build relationships and think critically about people, process, and technology opportunities

• Proficiency in MS Office Suite (Word, Excel, PowerPoint, SharePoint)

• Excellent verbal, written, and listening skills; integrity and ability to work as part of a team

• Strong organizational, time management, and teamwork skills

• Strong analytical, negotiation, and problem-solving skills

• Attention to detail and ability to escalate issues appropriately

• Familiarity with executive level reporting and operational compliance metrics

• 2 years of reporting/analytical experience

Desired Qualifications:

• Aptitude in generating business narratives through data visualizations and presentation materials

• Technical aptitude (Alteryx, Tableau, PowerQuery, MS Power Platform, SharePoint Integration)

• 5+ years of experience in banking

• Strong interest in process improvement, cross-line of business partnerships, and managing risk

• Bachelor’s Degree in Business, Data Science, or related field

Minimum Education Requirements:

• Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

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