Client Segment Consultant II

Bank of America

. Delivering data-driven insights to support process design, performance management, and strategic decision-making .

Posted 5/16/2026full-timeSan Francisco • California, Illinois, Massachusetts, New York, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $104,800 - $163,300 per yearWebsite

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Delivering data-driven insights to support process design, performance management, and strategic decision-making
Analyze data, design scalable processes, develop forecasting models, and support end-to-end delivery of key initiatives
Ensure data, customer, and associate perspectives are central to enterprise objectives and execution
Design, develop, and sustain reporting tools, dashboards, and performance metrics to support business and operational outcomes
Pull, analyze, and interpret data from multiple sources to deliver clear insights for leaders
Establish and maintain KPIs and leading indicators to monitor performance, productivity, and process health
Build and maintain forecasting and scenario models to inform planning, process design, and performance improvement
Coordinate cross-functional partners across Technology, UX, Data, Operations, Risk, and Lines of Business
Serve as a thought partner to senior leaders, strategy teams, and operations

Requirements

What you’ll need

5+ years of experience in data analysis, reporting, forecasting, or related analytical roles
Proficiency in SQL, Power BI, Excel, and PowerPoint
Strong experience analyzing large datasets and translating findings into business insights
Knowledge of Financial Center and/or Contact Center operational practices, including leader routines and performance reports
Excellent verbal and written communication skills with strong attention to detail
Ability to manage multiple priorities, work under tight deadlines, and navigate ambiguity
Proven ability to collaborate effectively across teams and mitigate conflict

Benefits

Comp & perks

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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data analysisreportingforecastingKPI establishmentperformance metricsdata interpretationprocess designscenario modelingperformance improvementdata-driven insights

Soft Skills

communication skillsattention to detailcollaborationconflict mitigationtime managementability to navigate ambiguityprioritizationstrategic thinkingcross-functional coordinationthought partnership