Customer Segment Consultant
Company: Bank of America
Location: Charlotte
Posted on: April 1, 2026
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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 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! This role is 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 will
reside within the Business Enablement and Intelligence team and
will be responsible for supporting the Workplace Benefits data
strategy to help drive revenue, optimize expenses, and deliver for
our clients. The role will partner directly with stakeholders to
develop business requirements, participate in user acceptance
testing, and analyze data. Additionally, this individual will be
asked to explore leveraging enterprise Business intelligence tools
(e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver
streamlined / automated reporting. The candidate will be required
to work with peers across Workplace Benefits and across the company
in other LOBs ( e.g. Technology, CXO, Merrill, Consumer, etc.) to
exert influence, integrate, and ultimately deliver mutually
beneficial outcomes. Responsibilities: Liaison with technology and
business partners to develop and design consumable reporting views
Partner with Workplace Benefits Sales, Product, Relationship
Management and Participant Experience teams to define data and
reporting priorities Partner with Workplace Benefits Controls and
LRC to proactively manage risk associated with access and use of
Workplace Benefits data Proactively identify new reporting tools to
streamline processes and provide improved insight to business
partners Proactively develop and deepen trusted relationships with
peers across Workplace Benefits and partner LOBs (e.g. Workplace
Benefits Technology, Merrill, Private Bank, etc.) Support the
development of data requirements , analysis , and reporting for
other ad hoc priorities Requirements: Minimum of 5 years of data
analysis / data strategy Demonstrated experience with reporting
analytics platforms and tools Desired: Hadoop Alteryx Tableau
MicroStrategy Agile Project Management Bachelor’s Degree or
equivalent work experience Skills: Attention to Detail
Collaboration Verbal and Written Communications Problem Solving
Business Analytics Continuous Improvement Critical Thinking
Excellent analytical and organizational skills, with reporting and
/ or data management experience strongly preferred. Proficiency in
data management - data quality, metadata management and governance
Data analysis experience with strong SQL writing skills Ability to
translate requirements from business leaders to operationalize
reporting Minimum Education Requirement: High School Diploma / GED
/ Secondary School or equivalent It is unlawful in Massachusetts to
require or administer a lie detector test as a condition of
employment or continued employment. An employer who violates this
law shall be subject to criminal penalties and civil liability. For
internal employees; participation in a work from home posture does
not make you ineligible to post Shift: 1st shift (United States of
America) Hours Per Week: 40 Pay Transparency details US - MA -
Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ -
Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and
benefits information Pay range $73,200.00 - $116,900.00 annualized
salary, offers to be determined based on experience, education and
skill set. Discretionary incentive eligible This 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. Benefits This 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.
Keywords: Bank of America, Kannapolis , Customer Segment Consultant, IT / Software / Systems , Charlotte, North Carolina
