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$108k–$164k/yr
Full-time
bachelor degree
Health Insurance, Paid Time Off, Financial Wellness Support, Retirement Benefits, Discretionary Incentive Plan
Posted 23h ago
~40 hrs/week
Responsibilities
The consultant leads cross-functional initiatives focused on process transformation, strategic planning, and operational fulfillment within financial centers. They are responsible for managing multiple workstreams, influencing executive stakeholders, and ensuring seamless integration across product, channel, and operations teams.
Requirements
Candidates must have at least 3 years of program management or related experience with strong business acumen in financial center sales and operations. Proficiency in project management, process design, and the ability to build strong relationships across a large organization are essential.
Full 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 cross-functional initiatives aligned with enterprise strategy and goals, with accountability for strategic planning, execution, and oversight. Key responsibilities include driving process transformation, developing business cases, managing risk across workstreams, and ensuring integration across product, channel, and operations teams. Job expectations include influencing decisions, maintaining stakeholder relationships, overseeing change management, and delivering outcomes through governance and performance tracking.
The Customer Segment Sales Process Design Consultant will actively lead, manage, participate or consult on Financial Center sales or operational fulfillment and servicing processes. The role will be responsible for working on multiple projects, analyses and priorities concurrently, with a focus on process analysis & design, performance and controls.The ideal candidate will demonstrate a strong combination of strategic thinking, tactical planning and project management skills along with the ability to complete analysis and prioritize multiple projects without direct management. The role requires the ability to develop strong partnerships and coordination with business partners in Retail, Preferred, Small Business, Mortgage and other lines of business as well as LRC, Technology, HR and Finance.
Responsibilities:
Provides oversight and direction for multiple workstreams within enterprise initiatives, ensuring alignment with overall transformation goals and business strategy
Defines workstream objectives, timelines, and deliverables, and lead disciplined execution to achieve measurable outcomes.
Coordinates efforts across product, channel, and operations teams to ensure seamless integration and progress across workstreams
Engages with senior leaders and executive stakeholders to influence priorities, maintain governance standards, and ensure accountability
Drive innovation and support change leadership by identifying opportunities for improvement and fostering a culture of continuous transformation
Platform enhancements, maintenance/fix and performance
Field Support [performance, Academy/training support, SME]
Product and partner engagement and alignment (tech, HR, risk, controls, leadership, etc.)
Coordination with Business Control team on issues and enhancements required for processes
Managerial Responsibilities: This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.
Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.
Required Qualifications:
3+ years of program management or related experience
Business acumen (Financial Center Sales and Operations) with proven ability to leverage expertise with credibility and impact
Leadership skills and proven experience leading projects with multiple stakeholders
Ability to develop and maintain strong relationships across the organization
Strong written and oral communication skills, including ability to influence partners and drive consensus
Excellent project management and process design skills
Proficiency with Microsoft PowerPoint, Excel and Office suite
Comfortable presenting to and interacting with leadership
Comfortable working in a fast-paced, collaborative environments
Ability to lead others
Desired Qualifications:
Bachelors Degree
Understanding, knowledge in Financial Center practices, processes and controls
Excellent writing skills
Skills:
Attention to Detail
Change Management
Oral Communications
Process Management
Risk Management
Collaboration
Customer and Client Focus
Decision Making
Problem Solving
Result Orientation
Business Analytics
Process Design
Process Simplification
Recording/Organizing Information
Written Communications
Builds strategic relationships with key business partners to ensure financial center business initiatives are met.
Strong business, operational, and procedural knowledge of a financial center.
Ability to work effectively under pressure and time constraints.
Ability to adjust rapidly to changing demands and priorities.
Ability to manage multiple priorities simultaneously & work independently.
Organized and professional with an ability to work with business partners to meet deadlines.
Minimum Education Requirement:Bachelor’s Degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - San Diego - 12830 El Camino Real - San Diego North (CA0819), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NV - Las Vegas - 6900 Westcliff Dr - BANK OF AMERICA WEST BC (NV1149)Pay and benefits informationPay range$108,000.00 - $163,800.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Related keywords
Program ManagementProcess DesignStrategic PlanningChange ManagementFinancial CenterOperationsRisk ManagementProcess TransformationStakeholder ManagementBusiness Case DevelopmentGovernancePerformance TrackingMicrosoft OfficeRetail BankingSmall BusinessMortgage
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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How much do Customer Service & Support jobs in California pay?
Based on 8685 listings with disclosed salaries, most customer service & support jobs in California pay between $60k–$138k per year. Individual offers vary with seniority, company size, and specialization.
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