Customer Segment Consultant

Job Description

This role is accountable for designing, automating, and managing a comprehensive reporting portfolio that supports business decision-making and strengthens control processes. The analyst will lead efforts to streamline and modernize manual reporting, applying a risk‑mitigation and efficiency mindset to every solution. The position requires end‑to‑end ownership of reporting solutions—from requirements gathering and data sourcing to development, testing, and delivery. Success in this role means creating scalable, accurate, and timely reporting that enables operational transparency and drives process improvements across Financial Center Operations & Controls.

In addition to reporting responsibilities, the analyst will contribute to internal control discipline and operational excellence by supporting governance activities, monitoring key metrics, and identifying opportunities for automation and quality assurance. This includes evaluating data to detect issues, implementing remediation strategies, and ensuring adherence to enterprise‑wide standards.

• Responsible for providing business metric and program analysis, report management, and project support at several different levels.
• The position requires the incumbent to have diverse administrative expertise and to oversee various programs and initiatives, to be able to think strategically, as well as perform in a proactive manner with limited supervision.
• The position also requires the individual to build and maintain relationships with field management and work closely with other organizations within the LOB.
• Support and lead the execution of the Financial Center Operations, focusing on automation, process optimization, and data integrity.
• Design and implement automated solutions using enterprise‑approved BI tools (e.g., Tableau, Power BI, Alteryx).
• The ability to work independently, multi‑task, assist partners with complex items and those that require extensive research, while prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude.
• Manage and improve existing processes to ensure consistency and continuity across the Preferred business. Ability to coordinate all essential work‑streams (people/process, controls, business leads and technology) to ensure project / program delivers on time and to the business case.
• Develop strong working partnerships across the organization and work with various LOB partners, and other key LOB support partners to manage, develop and execute reporting on Financial Center Operations.
• Detailed Documentation – Procedures and Business Requirements. Must gather and document requirements, interpret business needs against data availability to develop best possible solution.
• Consider all possible improvement opportunities by identifying gaps and developing process improvements.
• Support leadership while being able to influence through sound reasoning and solid analytics.

• Detail oriented and possess excellent problem solving and decision‑making skills
• Effective comprehension and listening skills
• Strong time management skills
• Proficient in Excel‑ Basic & Complex formulas and the ability to interpret large amounts of distinct data
• Excellent PC skills including (but not limited to) MS Word, MS Excel, PowerPoint, Microsoft Edge or Chrome
• Must be able to attend to detail in order to make comparisons based on desired outcomes and guidelines
• Must demonstrate multi‑tasking skills to handle various task/responsibilities and alternate between differing work processes and shift priorities
• Must display decision making ability
• Must have excellent verbal and written communication skills
• Must display organizational skills
• Must be able to comprehend and follow instructions and guidelines

• Project Planning/Management
• Leadership experience
• Knowledge of financial center operations and controls

• Bachelor’s Degree or equivalent work experience

1st shift (United States of America)

40

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MD - Hunt Valley - 11333…