Customer Segment Consultant I : Reporting & Workforce Management Systems Support

Bank of America

Plano, Texas

JOB DETAILS
SKILLS
Administrative Skills, Alliance/Partner Management, Analysis Skills, Business Analysis, Business Intelligence Software, Business Processes, Business Solutions, Business Support, Call Center Management, Call Center Operations, Call Centers, Career Development, Consulting, Customer Relations, Customer Service Systems, Data Management, Data Quality, Detail Oriented, Documentation, Establish Priorities, Financial Reporting, IEX Workforce Management, Leadership, Market Segmentation, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Military, Multitasking, Operational Audit, Operational Support, Operations Processes, Organizational Skills, Performance Analysis, Performance Management, Performance Metrics, Presentation/Verbal Skills, Problem Solving Skills, Process Management, Reporting Dashboards, Reporting Skills, Risk Management, SQL (Structured Query Language), Scorecarding, Software Administration, System Validation, Systems Administration/Management, Systems Maintenance, Systems Reliability, Talent Management, Testing, Time Management, Trend Analysis, Validation Testing, Workforce Management, Writing Skills
LOCATION
Plano, Texas
POSTED
3 days ago

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!

Enterprise Job Description:

The Customer Segment Consultant 1 is responsible for providing analytical, reporting, and operational support for initiatives aligned with enterprise strategy and performance goals across Customer Segments. This role partners with product, channel, technology, and business teams to deliver actionable insights, maintain critical reporting and workforce management applications, and support data-driven decision-making. The position is accountable for reporting, analysis, application administration, initiative coordination, and stakeholder communications.

The Customer Segment Consultant 1 primarily serves as a reporting and analytics specialist supporting contact center performance management through dashboard development, report administration, application maintenance, and business intelligence solutions. This role is responsible for the creation, maintenance, and delivery of operational and executive reporting, including KPI scorecards, performance metrics, trend analysis, and ad hoc reporting requests. The consultant provides historical and real-time performance insights to business leaders and executive management while ensuring the accuracy, integrity, and reliability of reporting systems and data.

In addition, the role supports workforce management technologies, including administration and Level 1 support for NICE IEX/EEM applications. Responsibilities include troubleshooting user issues, supporting system access and administration, testing technology enhancements, and partnering with enterprise technology teams to optimize reporting and workforce management capabilities.

Key Responsibilities

•Design, develop, maintain, and publish operational dashboards, KPI scorecards, and performance reporting packages for daily, weekly, monthly, and quarterly business reviews.

•Generate, validate, and administer reports using OBI, Excel, Power Query, and other business intelligence tools to support operational and executive decision-making.

•Provide historical, current, and trend-based performance analysis for business partners, leadership teams, and executive stakeholders.

•Maintain and support OBI and OBI Answers applications, ensuring reporting accuracy, data integrity, and application functionality.

•Partner with technology teams to implement enhancements, support upgrades, and validate system changes impacting reporting and analytics platforms.

•Ensure contact center performance goals are supported through accurate reporting, application maintenance, and technology solutions.

•Build and maintain strategic partnerships with business leaders, technology partners, reporting teams, and operational stakeholders to support business initiatives and performance objectives.

•Provide Level 1 support and administration for NICE IEX/EEM workforce management applications, including troubleshooting, access support, and issue resolution.

•Serve as a subject matter expert for NICE IEX/EEM administrative processes and workforce management system functionality.

•Conduct testing and validation activities for reporting and workforce management system updates, upgrades, and enhancements to ensure accuracy and reliability.

Process system access requests and support application governance and compliance activities.

•Develop and maintain documentation, policies, and procedures that support reporting, workforce management, and operational effectiveness.

•Manage multiple priorities and projects while delivering high-quality analytical and operational support with limited supervision.
 

Required Qualifications:

3+ years of contact center experience with working knowledge of workforce management and reporting tools, including NICE IEX and OBI.

• 2+ years of workforce management and reporting experience; 3–5 years preferred.

• Advanced proficiency in OBI, Excel, Power Query, SQL, PowerPoint, and Word.

• Strong analytical, quantitative, reporting, and problem-solving skills.

• Strong understanding of contact center operations, business processes, and performance metrics.

• Excellent written, verbal, organizational, and stakeholder management skills.

• Ability to manage multiple priorities, work independently, and perform effectively in a fast-paced environment.

• BS/BA degree or equivalent combination of education and experience.

Desired Qualifications:

•Self-starter mentality with minimal supervision

•Ability to manage multiple priorities and recurring deliverables

•Strong time management and organizational skills

•Curiosity and continuous learning

•Ability to anticipate stakeholder needs rather than simply fulfilling requests

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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - MA - Boston - 285 Huntington Ave - HUNTINGTON AVENUE BC (MA5141), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - RI - Lincoln - 670 George Washington Hwy (RI1541)

Pay and benefits information

Pay range

$78,000.00 - $118,600.00 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.

About the Company

B

Bank of America