Operations Project Consultant - Learning / Training Manager

Bank of America; Plano (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America is hiring a Training/Project Specialist to manage medium to large training-focused projects within Global Credit Operations. You will coordinate task delivery, develop cost estimates, and partner with senior leadership to implement policy and process improvements.

The role emphasizes stakeholder communication, risk management, and producing clear project documentation to support business-wide improvements.

Qualifications

• Experience designing and delivering training content.
• Ability to coach, mentor and influence employees at multiple levels.
• Experience onboarding and training new hires.
• SME support on policies, procedures and best practices.

Responsibilities

• Recommends policy changes and develops project plans with cost/resource estimates.
• Analyzes current processes to identify pain points and build business cases.
• Coordinates with the business to track tasks, deliverables and progress.
• Supports operations management to guide project impact and execution.
• Maintains relationships with client stakeholders and escalates issues as needed.
• Conducts risk management activities to minimize project risks.
• Creates and maintains comprehensive project documentation.
• Uses business knowledge to identify improvement opportunities and support change execution.

Skills

Active Listening

Attention to Detail

Collaboration

Critical Thinking

Written Communications

Decision Making

Influence

Oral Communications

Prioritization

Problem Solving

Adaptability

Customer and Client Focus

Data Management

Emotional Intelligence

Risk Management

Education

2+ years of classroom or on the job training experience

Job description

Company Overview

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.

Job Summary

This job is responsible for handling medium to large projects for a Line of Business that may be regional or national in scope. Key responsibilities include recommending policy and procedural changes and developing measurement criteria and project plans such as cost and resource estimates. Job expectations include working with senior management to evaluate current methods and develop strategies to implement change and improvements brought about by the project.

Line of Business (LOB)

Global Credit Operations (GCO): Responsible for the fulfillment, servicing and protection of credit offerings for business banking, Global Wealth & Investment Management (GWIM), commercial and corporate clients as well as leasing and trade products.

Responsibilities

• Recommending policy and procedural changes and developing measurement criteria and project plans such as cost and resource estimates.
• Analyzes current state processes, existing operations, procedures, and workflows and discovers pain points to develop approaches for potential solutions, including building a business case for improvement recommendations and driving the execution of implementation.
• Coordinates with the business to support defined project tasks, tracking deliverables and their statuses, and measuring progress against ongoing success measures.
• Supports partnerships with operations management to create project impact and provide direction and guidance to internal teams.
• Establishes and maintains relationships with relevant client stakeholders to communicate updates and escalates issues.
• Performs risk management activities to minimize project risks.
• Assists with creating and maintaining comprehensive project documentation.
• Leverages business knowledge to identify opportunities for improvement and supports change execution.

Minimum Requirements

• 2+ years of classroom or on the job training experience
• Ability to coach, mentor and influence employee at multiple levels
• Deliver instructor-led training sessions for both new and existing employees
• Conducted onboarding and new hire training programs
• Served as a subject matter expert (SME) providing guidance on policies, procedures and best practice
• Experience developing and delivering content

Desired Skills

• Commercial lending/corporate lending experience
• Active Listening
• Attention to Detail
• Collaboration
• Critical Thinking
• Written Communications
• Decision Making
• Influence
• Oral Communications
• Prioritization
• Problem Solving
• Adaptability
• Customer and Client Focus
• Data Management
• Emotional Intelligence
• Risk Management

Shift & Hours

Shift: 1st shift (United States of America)

Hours Per Week: 40

Policy Statements

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency

Opportunity and Inclusion

We’re devoted to being a diverse and inclusive workplace for everyone.

We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Partnering Locally

Learn about some of the ways Bank of America is making a difference in the communities we serve.

Global Impact

Learn about the six areas that guide Bank of America's efforts to help make financial lives better for customers, clients, communities and our teammates.

Our Values

Learn about our four values that represent what we believe.