Process Design Consultant

📍 Job Overview

Job Title: Process Design Consultant Company: Bank of America Location: Charlotte, North Carolina, United States Job Type: FULL_TIME Category: Operations / Process Improvement Date Posted: August 12, 2025 Experience Level: 5-10 Years Remote Status: On-site

🚀 Role Summary

• This role is central to driving operational excellence by analyzing and optimizing complex business processes within Global AML and Onboarding Operations (GAOO).
• It requires a strong aptitude for process engineering, continuous improvement methodologies, and the ability to translate business needs into actionable process designs and solutions.
• The position involves close collaboration with business leaders, subject matter experts (SMEs), and cross-functional teams to identify and implement impactful process transformations.
• Success in this role hinges on leveraging data-driven insights, critical thinking, and robust analytical skills to enhance efficiency, reduce risk, and mitigate operational challenges.

📝 Enhancement Note: Given the "Process Design Consultant" title and context within a large financial institution like Bank of America, this role is firmly rooted in Operations. It will likely involve deep dives into workflows, system integrations, and compliance-related processes, particularly within the AML (Anti-Money Laundering) and onboarding functions. The "Operational Excellence" focus suggests a mandate for standardized, efficient, and compliant operational procedures.

📈 Primary Responsibilities

• Conduct comprehensive analysis of current state processes within the GAOO organization, identifying bottlenecks, inefficiencies, and areas for improvement.
• Model and document end-to-end business processes, including detailed mapping of hand-offs, connectors, and stakeholder interactions.
• Develop business cases for process improvement and reengineering initiatives, clearly articulating benefits, ROI, and strategic alignment.
• Design and implement optimized future state processes that enhance efficiency, reduce variability, mitigate risks, and improve overall quality.
• Support the execution of change initiatives by contributing to enterprise change management deliverables, such as project charters, SIPOC diagrams, and RACI matrices.
• Collaborate with business function leaders, operations process owners, and SMEs to gather requirements, validate findings, and ensure buy-in for proposed solutions.
• Define and implement process testing programs and monitoring frameworks, establishing key performance indicators (KPIs) and controls that align with transformation goals.
• Evaluate the impact of process changes on metrics and assess testing strategies for technology implementations and process modifications.
• Act as a liaison between business units, Change Management, and Process Design teams to ensure seamless integration and communication.
• Contribute to the cultural shift towards operational excellence by promoting continuous improvement and providing proactive alignment to tactical and strategic projects.

📝 Enhancement Note: The responsibilities clearly indicate a focus on the full lifecycle of process improvement, from analysis and design to implementation and monitoring. The mention of AML and onboarding processes suggests a need for understanding regulatory environments and compliance requirements, which are critical in financial operations.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's degree in Business Administration, Operations Management, Industrial Engineering, Finance, or a related field is typically expected for a consultant role of this nature. Advanced degrees or relevant certifications could be advantageous. Experience: A minimum of 5 years of experience in process design, business process analysis, or a related operations consulting role is required. Experience within the financial services industry, particularly with Anti-Money Laundering (AML) or onboarding operations, is highly desirable.

Required Skills:

• Process Design & Analysis: Proven ability to analyze, model, and redesign complex business processes, including proficiency in tools like Visio or Lucidchart.
• Critical Thinking: Strong analytical skills to dissect problems, evaluate data, and develop data-driven solutions.
• Continuous Improvement: Deep understanding and practical application of continuous improvement methodologies (e.g., Lean, Six Sigma principles).
• Business Process Management (BPM): Knowledge of BPM frameworks and best practices for process governance, optimization, and automation.
• Project Management Fundamentals: Ability to support project execution, manage timelines, and contribute to project deliverables.
• Stakeholder Management: Excellent ability to collaborate with and influence stakeholders at various levels across different business units.
• Communication Skills: Strong verbal and written communication skills, with the ability to present complex information clearly and concisely to diverse audiences.
• Data Analysis & Visualization: Proficiency in collecting, analyzing, and visualizing data to identify trends, measure performance, and support decision-making.
• Active Listening: Ability to actively listen and understand diverse viewpoints to effectively gather information and build consensus.
• Strategic Thinking: Capacity to align process improvements with broader organizational strategies and roadmaps.

Preferred Skills:

• AML/Onboarding Operations Experience: Prior experience working within Anti-Money Laundering (AML) or global onboarding operations environments.
• Operational Excellence Exposure: Familiarity with frameworks and best practices for achieving operational excellence.
• Testing/QA Experience: Experience in quality assurance, testing methodologies, and validation processes for system and process changes.
• Data-Driven Mindset: A strong orientation towards using data and metrics to measure performance, identify opportunities, and demonstrate impact.
• Creativity: Ability to approach problems from new perspectives and develop innovative solutions.
• Intellectual Curiosity: Eagerness to learn about new technologies and their potential applications in process improvement.
• Global Environment Experience: Experience working effectively within a global, cross-cultural business context.

📝 Enhancement Note: The required skills list is extensive, covering both technical process skills and essential soft skills critical for a consulting role. The emphasis on data, critical thinking, and stakeholder management aligns with the demands of a process consultant in a large, complex organization. The preferred skills highlight specialized knowledge in AML/onboarding and operational excellence, which would significantly differentiate candidates.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Process Improvement Case Studies: Showcase at least 2-3 detailed case studies demonstrating end-to-end process analysis, problem identification, solution design, implementation, and quantifiable results.
• Process Mapping Examples: Include examples of current-state and future-state process maps (e.g., using BPMN or similar notations) that illustrate complexity, stakeholder interactions, and optimization efforts.
• Business Case Documentation: Provide a sample or template of a business case, highlighting how benefits (e.g., cost savings, efficiency gains, risk reduction) were quantified and presented.
• Metrics & KPI Development: Demonstrate experience in defining relevant metrics and Key Performance Indicators (KPIs) for measuring process performance and the impact of improvements.
• System Integration Awareness: Include examples or discussions of how process changes interact with or require modifications to existing systems (e.g., CRM, workflow automation tools).

Process Documentation:

• Workflow Design: Evidence of designing clear, efficient, and scalable workflows, considering user experience and operational impact.
• Implementation Support: Examples of contributing to the implementation phase of process changes, including testing, training material development, or change management communication.
• Performance Measurement & Analysis: Documentation of how processes were monitored post-implementation, including data analysis and reporting on performance against established metrics.

📝 Enhancement Note: For a Process Design Consultant, a portfolio is crucial. It should not just list responsibilities but demonstrate tangible outcomes. The focus should be on showcasing the candidate's ability to analyze, solve, and measure impact, particularly in the context of complex operational environments. Demonstrating an understanding of how process changes integrate with technology and require robust documentation will be key.

💵 Compensation & Benefits

Salary Range: For a Process Design Consultant with 5-10 years of experience in Charlotte, NC, the estimated salary range is typically between $90,000 and $130,000 annually. This range can vary based on specific experience, qualifications, and internal compensation structures.

• Research Methodology: This estimate is based on industry benchmarks for similar roles in the financial services sector in major metropolitan areas like Charlotte, NC, considering the experience level and the nature of consulting work within a large enterprise. Data from reputable salary aggregators (e.g., Glassdoor, LinkedIn Salary, Salary.com) for "Process Consultant," "Business Process Analyst," and "Operations Analyst" roles in Charlotte, NC, were reviewed. Benefits: Bank of America typically offers a comprehensive benefits package, which may include:

• Medical, Dental, and Vision Insurance
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• 401(k) Retirement Plan with Company Match
• Paid Time Off (PTO), including vacation, sick leave, and holidays
• Employee Stock Purchase Program (ESPP)
• Life Insurance and Disability Insurance
• Employee Assistance Program (EAP)
• Professional Development and Tuition Reimbursement programs
• Wellness programs and benefits

Working Hours: The role is listed as 40 hours per week, which is standard full-time. The shift is described as "1st shift," indicating a typical daytime work schedule. While the role is on-site, there might be some flexibility in daily start/end times, provided core business hours and team collaboration needs are met.

📝 Enhancement Note: The salary range is an estimate. Bank of America, as a major financial institution, generally offers competitive compensation and benefits. The benefits listed are standard for large corporations, with a strong emphasis on retirement savings and health & wellness.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (Banking) Company Size: Bank of America is a global financial services company with a very large employee base, often exceeding 200,000 employees worldwide. This signifies a highly structured, complex, and resource-rich environment. Founded: 1998 (through the merger of NationsBank and BankAmerica), with roots tracing back to 1784, indicating a long history and established presence in the financial industry.

Team Structure:

• GAOO (Global AML and Onboarding Operations): This role sits within a specialized operational unit focused on critical compliance and client onboarding functions.
• Reporting Structure: The Process Design Consultant will report into the GAOO organization, likely to a manager or director overseeing Process Design, Change Management, or Operational Excellence initiatives.
• Cross-functional Collaboration: The role demands significant collaboration with Line of Business partners, operations process owners, subject matter experts (SMEs), IT teams, and potentially compliance or risk management departments.

Methodology:

• Data Analysis & Insights: Emphasis on using quantitative and qualitative data to identify trends, assess process performance, and support decision-making.
• Process Optimization Strategies: Application of structured methodologies for process reengineering, simplification, and continuous improvement.
• Automation & Efficiency Practices: Exploring and contributing to the implementation of technology solutions and automation to enhance process efficiency and reduce manual effort.

Company Website: https://www.bankofamerica.com/

📝 Enhancement Note: The company culture at Bank of America is likely driven by its status as a major financial institution, emphasizing stability, compliance, and customer-centricity. The GAOO context suggests a highly regulated environment where precision, risk mitigation, and adherence to procedures are paramount. Collaboration across diverse teams will be a key aspect of the work.

📈 Career & Growth Analysis

Operations Career Level: This role is positioned as a mid-level to senior consultant within the operations function. It requires substantial experience in process design and a strong understanding of operational methodologies. It's a contributor role with significant influence on process outcomes. Reporting Structure: The Process Design Consultant will likely report into a Manager or Director of Operational Excellence or Process Design within GAOO. This provides exposure to senior operational leadership and strategic decision-making. Operations Impact: The role has a direct impact on the efficiency, effectiveness, and compliance of critical operations within GAOO. By optimizing processes, the consultant contributes to cost savings, improved client experience, reduced operational risk, and enhanced regulatory adherence.

Growth Opportunities:

• Specialization: Opportunity to deepen expertise in AML, onboarding processes, and specific operational excellence methodologies.
• Leadership: Potential to move into team lead or management roles within Process Design, Operational Excellence, or other operational functions.
• Project Management: Development of skills and experience that can lead to dedicated Project/Program Management roles.
• Cross-functional Mobility: Possibility to transition into other operational or business analysis roles within different divisions of Bank of America.
• Industry Certifications: Encouragement and potential support for obtaining certifications like Lean Six Sigma (Green Belt, Black Belt) or Certified Business Process Associate/Professional (CBPA/CBPP).

📝 Enhancement Note: This role offers a solid foundation for a career in operations management, process improvement, or consulting within the financial services industry. The scale of Bank of America provides numerous avenues for growth and specialization.

🌐 Work Environment

Office Type: Bank of America operates with an "in-office culture," meaning this position is strictly on-site. The work environment will be a corporate office setting. Office Location(s): Charlotte, North Carolina. This is a major hub for Bank of America, likely offering a well-equipped corporate campus with extensive amenities.

Workspace Context:

• Collaborative Environment: Expect a dynamic office space designed to foster collaboration, with meeting rooms, shared workspaces, and potentially open-plan seating arrangements.
• Tools & Technology: Access to standard corporate IT infrastructure, including high-speed internet, computers, and potentially specialized process modeling and analytics software.
• Team Interaction: Frequent opportunities for face-to-face interaction with team members, managers, and stakeholders for brainstorming, problem-solving, and project updates.

Work Schedule: The standard work schedule is 40 hours per week, likely during typical business hours (e.g., 9 AM to 5 PM EST), with a focus on meeting project deadlines and supporting operational needs.

📝 Enhancement Note: The emphasis on an "in-office culture" is a critical detail. Candidates must be prepared for a traditional office-based work arrangement, with no remote or hybrid flexibility indicated.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: HR or recruiter screening to assess basic qualifications and cultural fit.
• Hiring Manager Interview: Discussion focused on experience, skills, and understanding of the role's responsibilities, often with scenario-based questions.
• Technical/Panel Interview: May involve a panel of team members or SMEs to assess technical skills, process design capabilities, and problem-solving approaches. This is where portfolio review often occurs.
• Case Study/Presentation: Candidates might be asked to complete a take-home case study or present a prepared case study from their portfolio related to process improvement.
• Final Interview: Potentially with senior leadership to discuss strategic alignment and overall fit.

Portfolio Review Tips:

• Structure: Organize your portfolio logically, perhaps chronologically or by project type. Use clear headings for each case study.
• Detail: For each case study, clearly outline the problem statement, your role, the methodologies used, the solutions implemented, challenges faced, and most importantly, the quantifiable results and impact.
• Visuals: Include process maps, diagrams, or charts where relevant to illustrate your work effectively.
• Conciseness: Be prepared to walk through your portfolio concisely, highlighting the most relevant projects for this specific role. Focus on impact and outcomes.
• Relevance: Tailor your presentation to emphasize experience in financial services, AML, onboarding, process optimization, and stakeholder management.

Challenge Preparation:

• Process Mapping: Be ready to draw or describe a process map for a common banking operation or a hypothetical scenario.
• Problem Solving: Prepare to discuss how you would approach a specific process-related challenge (e.g., reducing onboarding time, improving data accuracy).
• Metrics & KPIs: Practice articulating how you would define success metrics for a process improvement initiative.
• Stakeholder Management: Think about examples of how you've managed conflicting stakeholder requirements or gained buy-in for your recommendations.

📝 Enhancement Note: A strong portfolio is essential for this role. Candidates should prepare to articulate the "why," "how," and "what" of their process improvement projects, focusing on tangible business outcomes and the specific methodologies applied.

🛠 Tools & Technology Stack

Primary Tools:

• Process Modeling Software: Experience with tools like Microsoft Visio, Lucidchart, ARIS, or similar for creating process maps (SIPOC, RACI, flowcharts).
• Productivity Suites: Proficiency in Microsoft Office Suite (Excel for data analysis, PowerPoint for presentations, Word for documentation).
• Data Analysis & Visualization Tools: Familiarity with tools like Microsoft Excel (advanced functions, pivot tables), potentially SQL for data querying, and data visualization tools such as Tableau or Power BI for reporting and dashboard creation.

Analytics & Reporting:

• Reporting Tools: Experience generating reports on process performance, identifying trends, and presenting findings.
• Dashboarding Tools: Ability to contribute to or utilize performance dashboards that track key operational metrics.

CRM & Automation:

• CRM Systems: While not explicitly mentioned, experience with CRM systems used in financial services (e.g., Salesforce, proprietary systems) might be beneficial for understanding customer-facing processes.
• Workflow Automation: Familiarity with workflow automation concepts and tools (e.g., RPA, business process management suites) is a plus, especially for identifying opportunities for automation.
• Integration Tools: Understanding how processes integrate with different systems within a large enterprise environment.

📝 Enhancement Note: The core requirement is proficiency in process mapping and data analysis tools. While specific CRM or automation tool experience isn't mandated, familiarity with these concepts will enhance a candidate's profile, especially given the "transformation" aspect of the role.

👥 Team Culture & Values

Operations Values:

• Efficiency & Optimization: A strong drive to streamline processes, eliminate waste, and improve operational performance.
• Data-Driven Decision Making: Reliance on data and analytics to inform process design choices and measure success.
• Collaboration & Teamwork: Emphasis on working effectively with diverse teams and stakeholders to achieve common goals.
• Risk Mitigation & Compliance: Commitment to maintaining high standards of compliance and minimizing operational risks, particularly within regulated areas like AML.
• Continuous Improvement Mindset: Proactive approach to identifying opportunities for enhancement and fostering a culture of ongoing learning and adaptation.

Collaboration Style:

• Cross-functional Integration: Actively seeking input and alignment from various departments to ensure process solutions are holistic and well-integrated.
• Process Review & Feedback: Engaging in constructive feedback loops for process designs and implementations, fostering a culture of continuous refinement.
• Knowledge Sharing: Willingness to share best practices, learnings, and insights with colleagues to elevate the team's overall capabilities.

📝 Enhancement Note: Bank of America likely promotes a culture of responsibility, integrity, and customer focus. Within operations, these values translate into diligent work, adherence to procedures, and a commitment to service excellence and compliance.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Large Enterprise Complexity: Understanding and influencing processes within a vast, established organization with potentially siloed departments and legacy systems.
• Change Management Resistance: Overcoming potential resistance to change from stakeholders accustomed to existing processes.
• Balancing Efficiency with Compliance: Striking the right balance between streamlining operations for efficiency and ensuring rigorous adherence to regulatory requirements (e.g., AML).
• Data Availability & Quality: Ensuring access to reliable and comprehensive data for accurate process analysis and performance measurement.
• Driving Cultural Adoption: Contributing to a broader organizational shift towards a proactive operational excellence mindset.

Learning & Development Opportunities:

• Specialized Training: Access to training programs in advanced process modeling, Lean Six Sigma, project management, and financial industry regulations.
• Mentorship: Opportunities to learn from experienced professionals within Operational Excellence and GAOO.
• Exposure to Strategic Initiatives: Involvement in high-impact projects that shape the future of operations within Bank of America.
• Networking: Building professional relationships across various business units and functions within a global organization.

📝 Enhancement Note: The challenges are typical for large, regulated industries. The growth opportunities are significant due to the company's size and commitment to professional development.

💡 Interview Preparation

Strategy Questions:

• Process Improvement Approach: "Describe your methodology for analyzing a complex business process from end-to-end. What steps would you take to identify key areas for improvement in a banking onboarding process?"
  • Preparation: Focus on a structured approach: stakeholder interviews, process mapping, data analysis, identifying root causes, solution brainstorming, business case development, and implementation planning.
• Stakeholder Management: "How have you managed conflicting priorities or resistance from stakeholders during a process redesign project? Provide a specific example."
  • Preparation: Use the STAR method (Situation, Task, Action, Result). Emphasize active listening, clear communication of benefits, involving stakeholders in the design, and finding common ground.
• Problem Solving & Data: "Imagine a scenario where client onboarding times have significantly increased. How would you investigate the root cause using available data and what types of metrics would you focus on?"
  • Preparation: Discuss data sources (e.g., system logs, customer feedback, process step timings), analytical techniques (e.g., Pareto analysis, root cause analysis), and key metrics (e.g., cycle time, error rates, touchpoints).

Company & Culture Questions:

• "What do you know about Bank of America's commitment to Operational Excellence?"
  • Preparation: Research Bank of America's corporate values, mission, and any public statements about efficiency, customer service, or innovation.
• "How do you see yourself contributing to our GAOO team's goals and the broader company culture?"
  • Preparation: Align your skills and values with the job description and company culture, emphasizing collaboration, data-driven approaches, and a focus on continuous improvement.
• "How do you measure the success of a process improvement initiative?"
  • Preparation: Discuss quantifiable metrics (ROI, cost savings, cycle time reduction, error rate decrease) and qualitative benefits (improved customer satisfaction, better employee experience).

Portfolio Presentation Strategy:

• The Narrative: For each case study, tell a compelling story: What was the problem? What was your role? What did you do? What was the outcome?
• Quantify Impact: Use numbers and data to demonstrate the tangible results of your work (e.g., "reduced processing time by 20%", "decreased error rate by 15%", "saved $X annually").
• Show, Don't Just Tell: Use visuals (process maps, charts) to support your explanations.
• Focus on Relevance: Prioritize projects that align most closely with the responsibilities and industry context of this role (banking operations, compliance, efficiency).
• Conciseness: Practice presenting your key achievements within a designated timeframe (usually 5-10 minutes). Be prepared for follow-up questions.

📝 Enhancement Note: Preparation should focus on demonstrating a structured, data-driven, and collaborative approach to process improvement, backed by concrete examples from the candidate's portfolio. Understanding the financial services context, particularly AML/onboarding, is crucial.

📌 Application Steps

To apply for this operations position:

• Submit your application through the provided link on the Bank of America careers portal.
• Portfolio Customization: Review your existing projects and select 2-3 case studies that best demonstrate your process analysis, design, implementation, and results measurement skills, with a preference for those related to financial services or complex operational environments. Ensure these case studies highlight quantifiable improvements and your role's impact.
• Resume Optimization: Tailor your resume to highlight keywords from the job description, such as "process design," "operational excellence," "business process analysis," "continuous improvement," "stakeholder management," and any relevant financial industry experience (AML, onboarding). Quantify achievements wherever possible.
• Interview Practice: Prepare for behavioral questions using the STAR method and practice articulating your process improvement methodology. Be ready to discuss your portfolio in detail and potentially walk through a process map or case study.
• Company Research: Thoroughly research Bank of America, its values, its position in the financial industry, and the specific functions of the Global AML and Onboarding Operations (GAOO) team. Understand the importance of compliance and efficiency in this sector.

⚠️ Important Notice: This enhanced job description includes AI-generated insights and operations industry-standard assumptions. All details should be verified directly with the hiring organization before making application decisions.