Process Design Consultant I

Location: Charlotte

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!

This job is responsible for analyzing processes, documenting business case opportunities, and implementing process improvement/transformation initiatives in support of Operational Excellence objectives. Key responsibilities include supporting the execution of change initiatives which may result in cost efficiencies, quality, productivity, and risk mitigation. Job expectations include working with business leaders and subject matter experts, ensuring collaboration and transparency across integrated business and technology teams, and driving execution of solutions within the budget and timeline.

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.

Responsibilities

Implements low to moderately complex solutions to address issues and risks, optimize efficiency, reduce variability, and improve controls, quality, and sustainability

Works directly with Line of Business partners to gather information needed to identify and implement solutions that resolve critical business challenges and opportunities

Establishes a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions

Leverages analytics and critical thinking to solve complex business problems and translate issues into structured design oriented solutions with clearly defined business case benefits

Supports the development of enterprise change management deliverables for material projects including project charters, Suppliers, Inputs, Outputs, and Customers (SIPOC), Responsible, Accountable, Consulted, and Informed (RACI) process maps, risk assessments, control plans, and related artifacts

Managerial Responsibilities

• This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
• Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
• Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
• Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
• Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
• People Manager & Coach: Knows and develops team members through coaching and feedback.
• Financial Steward: Manages expenses and demonstrates an owner’s mindset.
• Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
• Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
• 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

Active Listening

Data Collection and Entry

Process Mapping

Project Management

Reporting

Continuous Improvement

Critical Thinking

Data Visualization

Process Design

Strategic Thinking

Administrative Services

Business Process Analysis

Process Effectiveness

Process Performance Measurement

Process Simplification

Shift

1st shift (United States of America)

Hours Per Week

40

Additional Locations: Tampa, Jacksonville, Newark