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Bank of America

Runs a US consumer bank, brokerage and investment bank

Financial Center Operations Support Team - Customer Segment Consultant 1

Business OperationsUpdated on Nov 7
Full-time

About the Job

Requirements

  • At least 5 years of experience in banking or customer service.
  • Excellent engagement skills and experience handling client relationships.
  • Advanced analytical and problem-solving skills.
  • Strong organizational, written, and verbal communication skills.
  • Ability to balance multiple high-priority activities concurrently.
  • Ability to build strong relationships and think critically about people, process, and technology opportunities for future improvement.
  • Ability to work in a team/group environment and willingness to share experiences or ideas with others.
  • Advanced skills in Microsoft Office Suite, including Excel, SharePoint, and Word.
  • Minimum education requirement of a high school diploma, GED, secondary school credential, or equivalent.

Responsibilities

  • 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 to ensure timely and successful initiative delivery.
  • Collaborate with product, channel, and operations teams to ensure integrated execution and alignment with business objectives.
  • Build business cases, maintain stakeholder relationships, support change management, and create documentation that promotes transparency and long-term success.
  • Build relationships and influence process design changes in a rapidly changing environment.
  • Resolve day-to-day operational tasks, including research, and participate in the design, development, and implementation of complex processes, systems, and services in an operations environment.
  • Own and remain accountable for specific project work, drive results, represent the business as an expert, and serve as a visible leader within the team based on individual expertise and capabilities.
  • Function as the technical expert in the assigned area.
  • Apply in-depth understanding of business-unit operations processes and their implications for other operations groups and company divisions; serve as a recognized content expert among peers.
  • Perform day-to-day analysis, research, and review of client remediation initiatives and complaints, and support Financial Centers with complex account issues.
  • Resolve problems, research escalated financial center operations issues, document processes to reduce risk and meet process requirements, and partner with line-of-business leaders.

Desired Qualifications

  • Experience with client escalations or concerns.
  • Strong interest in process improvement, cross-line-of-business partnerships, and risk management.
  • Bachelor's degree or comparable work experience.

About the Company

Bank of America

Runs a US consumer bank, brokerage and investment bank

Bank of America runs one of the largest US banks, serving consumers, small businesses, wealthy families, corporations and institutional investors. Alongside checking accounts, credit cards, mortgages and business loans, it owns the Merrill brokerage, a private bank for wealthy clients and a global investment bank that advises on deals and trades stocks and bonds. Customers reach it through thousands of branches and ATMs and its mobile banking app. It earns money mainly from the gap between what it charges on loans and pays on deposits, plus fees from advice, asset management, deal work and trading. It grew from a San Francisco bank founded in 1904 and is headquartered in Charlotte, North Carolina.

Company size
10,001+
Company stage
IPO
Headquarters
Charlotte, NC
Founded
1904

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