Process Design Consultant I

Merrill

Charlotte (NC)

On-site

USD 90,000 - 120,000

Full time

8 days ago

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Job summary

Bank of America seeks a Process Design Consultant I within Global Operations to manage and improve the Single Process Inventory by combining portfolio/program management, process design and data analysis. You will work with Process Owners, Delegates and key partners to drive operational excellence.

The role requires data literacy, strong Excel/PowerPoint skills and the ability to deliver executive-ready insights while handling multiple priorities in a fast-paced environment.

Qualifications

  • 5+ years of relevant experience in process design or management, portfolio/program/project management, business or data analysis, operational excellence, or a related field.
  • Demonstrated data literacy: define questions, locate data, evaluate data quality, analyze information and communicate evidence-based conclusions.
  • Experience analyzing operational data, identifying trends and root causes, translating findings into improvements.
  • Ability to select and apply analytical tools; advanced proficiency in Excel and strong PowerPoint and Word skills.
  • Experience developing metrics, scorecards, dashboards or executive reporting and explaining insights to diverse audiences.
  • Strong organization, attention to detail and ability to manage multiple priorities and deadlines.

Responsibilities

  • Analyze SPI, POP, program and VOC data to identify trends, risks and improvement opportunities; translate findings into insights and recommendations.
  • Frame business questions, identify data sources, assess data quality, and apply fit-for-purpose analytical tools.
  • Deliver executive-ready analysis, presentations, scorecards and dashboards within tight timelines; define success measures and outcomes.
  • Coordinate governance for SPI changes, including scope and regional breakouts with Process Engineers.
  • Support deployment of process maturity assessments and targeted redesign efforts.
  • Administer PPM portfolio routines: work intake, prioritization, status reporting, action tracking.
  • Design and deliver Process Management education for Owners, Delegates and support partners.

Skills

Data Analysis
Process Mapping
Project Management
Reporting
Data Visualization
Process Design
Strategic Thinking
Business Process Analysis

Tools

Cognos
Alteryx
Tableau
Power BI
Excel
Word

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!

Role Description

The Process Design Consultant I is a member of the Portfolio & Program Management (PPM) team within Global Operations Process Ownership & Operational Excellence. The role enables Process Owners, Process Delegates and key support partners to manage and improve the Single Process Inventory (SPI) by combining portfolio/program management, process design and data analysis.

Key Responsibilities
  • Analyze SPI, Process Owner Portal (POP), program and Voice of the Customer data to identify trends, risks, process-design issues, waste and improvement opportunities; translate findings into clear insights and recommendations.
  • Frame business questions, identify appropriate data sources, assess data quality, and select and apply fit-for-purpose analytical and visualization tools.
  • Respond effectively to urgent and rapidly changing requests, producing accurate, concise and executive-ready analysis, presentations, scorecards, dashboards and recommendations-often within short timelines. Define and track success measures, benefits, milestones, risks, dependencies and outcomes.
  • Coordinate and provide governance for SPI changes and deliverables, including scope, process granularity, process splits, regional breakouts and multi-team processes, in partnership with Process Engineers.
  • Support deployment of process maturity assessments, process and control deep dives, Walk the Process, client journeys and targeted process redesign and improvement efforts.
  • Administer and improve PPM portfolio routines, including work intake, prioritization, status reporting, and action and decision tracking.
  • Design and deliver Process Management education, onboarding and enablement for Process Owners, Delegates, Advisors and support partners.
  • Maintain accurate documentation and POP/SPI data; promote consistent standards, controls and data lifecycle practices across FLUs.
  • Facilitate cross-functional working sessions and communicate recommendations, decisions, progress and risks to stakeholders, including senior leaders.
  • Use feedback, lessons learned and emerging capabilities, including responsible use of AI where appropriate, to simplify and improve team processes
Required Skills: What We Are Looking For

We are seeking a proactive, data-literate and detail-oriented professional who can turn complex information into practical recommendations while managing multiple portfolio and program priorities.

Required Experience & Attributes
  • 5+ years of relevant experience in process design or management, portfolio/program/project management, business or data analysis, operational excellence, or a related field.
  • Demonstrated data literacy: able to define the question, locate and evaluate relevant data, identify data-quality limitations, analyze information, and communicate evidence-based conclusions.
  • Experience analyzing operational or process data, identifying trends and root causes, and translating findings into actionable process or program improvements.
  • Ability to select and apply appropriate analytical tools for the task; advanced proficiency in Excel and strong skills in PowerPoint and Word.
  • Experience developing metrics, scorecards, dashboards or executive reporting and explaining insights to technical and non-technical audiences.
  • Highly organized, with strong attention to detail and the ability to manage multiple priorities, dependencies, risks and deadlines without compromising quality.
  • Strong written, verbal and visual communication skills, including the ability to create and present clear, concise, executive-ready analysis and presentations to cross-functional partners and senior leaders.
  • Demonstrated composure, sound judgment and flexibility in a high-pressure, fast-paced and continually evolving environment; comfortable handling rush requests, shifting priorities and ambiguity while maintaining accurate documentation.
  • Sound judgment when handling sensitive information and a strong commitment to data quality and control standards.
Desired Skills: Skills That Will Help
  • Working knowledge of Single Process Inventory (SPI), Process Owner Portal (POP), Cognos reports or comparable process-governance platforms.
  • Completion of The Business of Data 100 and 200 learning pathway, or equivalent proficiency in data literacy and applied analysis; willingness to complete the pathway after joining if needed.
  • Experience with data preparation and visualization tools such as Alteryx, Tableau or Power BI, and the ability to choose the appropriate tool for the analysis.
  • Process Management, Lean or Six Sigma Green Belt certification, or equivalent practical process-improvement experience.
  • Experience with process maturity assessments, process/control deep dives, process mapping, Walk the Process, client journeys or end-to-end process redesign.
  • Global Operations or comparable financial-services operations experience, including familiarity with risk and control practices, data lifecycle management or change-management standards.
  • Project management experience or certification, with practical knowledge of planning, prioritization, governance, dependency management and delivery tracking.
  • Demonstrated experience using different Microsoft Copilot experiences or comparable generative-AI tools to support work and data analysis-for example, framing questions, summarizing information, exploring or validating data, developing insights, drafting executive presentations, or improving productivity-while applying appropriate human review, data-handling and risk controls.
Skills:
  • Data Analysis
  • Process Mapping
  • Project Management
  • Reporting
  • Continuous Improvement
  • Critical Thinking
  • Data Visualization
  • Process Design
  • Strategic Thinking
  • Business Process Analysis
  • Process Effectiveness
  • Process Performance Measurement
  • Process Simplification
Shift:

1st shift (United States of America)

Hours Per Week:

40

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