Process Design Consultant I

📍 Job Overview

Job Title: Process Design Consultant I Company: Bank of America Location: Charlotte, North Carolina, United States (with opportunities in Atlanta, GA; Jacksonville, FL; Plano, TX; Newark, NJ) Job Type: FULL_TIME Category: Operations / Process Improvement / Consulting Date Posted: October 17, 2025 Experience Level: 2-5 Years (Estimated) Remote Status: Hybrid

🚀 Role Summary

• This role is pivotal in driving operational excellence by analyzing and optimizing business processes within a large financial institution.
• The Process Design Consultant will be instrumental in identifying opportunities for efficiency, cost savings, quality enhancement, and risk mitigation through structured process improvement initiatives.
• Collaboration with Line of Business partners and technology teams is essential to translate complex business challenges into actionable, data-driven solutions with measurable business case benefits.
• The position requires a strong understanding of process engineering best practices and the ability to develop reusable technology solutions for continuous improvement.

📝 Enhancement Note: The "Process Design Consultant I" title, coupled with the responsibilities of implementing "low to moderately complex solutions" and supporting "material projects," suggests an early to mid-career level role, likely requiring 2-5 years of relevant experience. The emphasis on "Operational Excellence objectives" and "process engineering best practices" positions this role within the broader GTM and Operations support functions, focusing on internal efficiency and effectiveness that indirectly supports Go-To-Market strategies.

📈 Primary Responsibilities

• Analyze existing business processes to identify inefficiencies, risks, and areas for improvement, documenting findings and potential solutions.
• Develop detailed business cases for process improvement initiatives, quantifying potential benefits such as cost efficiencies, quality enhancements, productivity gains, and risk reduction.
• Implement process improvement and transformation initiatives, ensuring alignment with Operational Excellence objectives and strategic business goals.
• Collaborate closely with Line of Business partners and subject matter experts to gather requirements, validate solutions, and ensure successful adoption of new processes.
• Support the execution of change initiatives, ensuring seamless integration with existing business operations and technology systems.
• Work with integrated business and technology teams to drive the execution of process solutions within defined budgets and timelines.
• Establish and promote a model for continuous process improvement by applying process engineering best practices and delivering reusable technology solutions.
• Utilize analytics and critical thinking to dissect complex business problems, translating them into structured, design-oriented solutions with clearly defined business case benefits.
• Contribute to the development of enterprise change management deliverables for key projects, including project charters, SIPOC diagrams, RACI matrices, risk assessments, and control plans.
• Support the implementation of investigative processes, financial crimes, or law enforcement-related improvements, if applicable.

📝 Enhancement Note: The responsibilities highlight a hands-on approach to process improvement, moving beyond mere analysis to active implementation and stakeholder management. The mention of "SIPOC," "RACI," and "control plans" indicates a structured, methodology-driven approach, common in larger enterprises, particularly in regulated industries like banking. This role is less about strategic GTM planning and more about optimizing the internal engines that support GTM execution.

🎓 Skills & Qualifications

Education: While not explicitly stated, a Bachelor's degree in Business Administration, Operations Management, Industrial Engineering, Information Systems, or a related field is typically expected for this level of consulting role within a large financial institution. Advanced degrees or certifications may be preferred.

Experience: 2-5 years of progressive experience in process analysis, business process improvement, or a related operations consulting role. Demonstrated experience in implementing process optimization initiatives within a corporate environment.

Required Skills:

• Process Mapping: Ability to create clear and comprehensive visual representations of existing and proposed processes (e.g., Visio).
• Lean Six Sigma or Process Efficiency Methodologies: Proficient knowledge and practical application of methodologies like Lean, Six Sigma, Kaizen, or similar frameworks for driving efficiency and quality.
• Business Process Analysis: Strong ability to dissect complex processes, identify root causes of issues, and design effective solutions.
• Project Management: Proven ability to manage projects, track deadlines, prioritize tasks, and manage competing demands effectively.
• Critical Thinking: Exceptional analytical and problem-solving skills to interpret data, identify trends, and develop strategic solutions.
• Continuous Improvement: A mindset focused on ongoing enhancement of processes, systems, and operational outcomes.
• Written and Verbal Communication: Exceptional skills in communicating complex information clearly and concisely to audiences at various organizational levels, including senior leaders and subject matter experts.
• Microsoft Suite Proficiency: Advanced skills in Microsoft Office applications, particularly Excel for data analysis, PowerPoint for presentations, and Word for documentation.
• Visio Proficiency: Demonstrated expertise in using Microsoft Visio for process mapping and diagramming.
• Data Collection and Entry: Ability to accurately gather and record process-related data.
• Reporting: Skill in generating clear and informative reports on process performance and project status.
• Active Listening: Ability to keenly understand stakeholder needs and process challenges.
• Strategic Thinking: Capacity to align process improvements with broader business objectives and long-term goals.

Preferred Skills:

• Process Design: Experience specifically in designing new or re-engineered processes for optimal efficiency and effectiveness.
• Data Visualization: Ability to translate data into easily understandable visual formats to support analysis and communication.
• Process Effectiveness & Performance Measurement: Experience in defining metrics and measuring the impact of process changes.
• Process Simplification: A knack for identifying and eliminating unnecessary steps or complexities in workflows.
• Experience with Investigative Processes: Prior knowledge or experience working with investigative processes, financial crimes, or law enforcement environments.
• Change Management: Understanding of change management principles and practices to facilitate smooth transitions.

📝 Enhancement Note: The listed skills are comprehensive and highly relevant to a process improvement role. The emphasis on both analytical (Critical Thinking, Data Analysis) and interpersonal (Communication, Active Listening) skills, alongside methodological expertise (Lean Six Sigma, Process Mapping), indicates a need for a well-rounded professional. The preferred skill in financial crimes/investigative processes suggests potential specialization within Bank of America's operations.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Process Improvement Case Studies: Candidates should be prepared to showcase specific examples of processes they have analyzed, redesigned, and implemented improvements for. These should demonstrate a clear understanding of the "before" and "after" states.
• Metrics and ROI Documentation: Portfolios should include evidence of how process improvements were measured, including key performance indicators (KPIs) and the quantifiable return on investment (ROI) achieved.
• Process Mapping Artifacts: Examples of process maps (e.g., SIPOC, flowcharts, workflows) created using tools like Visio, illustrating the complexity and clarity of your documentation.
• Business Case Examples: If possible, include anonymized examples of business cases developed, highlighting problem statements, proposed solutions, and expected benefits.
• Playbook/Guideline Samples: Demonstrations of written playbooks, guidelines, or policies developed to support process implementation and standardization.

Process Documentation:

• Workflow Design: Examples of designing efficient and effective workflows that streamline operations and reduce manual intervention.
• Implementation & Automation: Evidence of involvement in the implementation of new processes or automated solutions, detailing the steps taken and challenges overcome.
• Measurement & Analysis: Documentation of how process performance was tracked, analyzed, and reported on post-implementation to ensure sustained benefits.

📝 Enhancement Note: For a Process Design Consultant role, a portfolio is crucial. It should not just list skills but demonstrate their application. Candidates should be ready to walk through their contributions to projects, explaining their role in analysis, design, implementation, and measurement. The focus should be on tangible improvements and quantifiable results.

💵 Compensation & Benefits

Salary Range: $89,900 - $109,900 annualized salary. This range is based on the provided information and represents the typical compensation for a Process Design Consultant I with 2-5 years of experience in major US financial hubs like Charlotte, NC. Factors such as specific experience, educational background, and skill set will influence the final offer.

Benefits:

• Industry-Leading Benefits: Comprehensive health, dental, vision, and life insurance plans.
• Paid Time Off (PTO): Generous PTO package for vacation, personal time, and sick leave.
• Resources and Support: Access to a wide range of employee support programs, including wellness initiatives, financial planning resources, and professional development tools.
• Discretionary Incentive Eligible: This role is eligible for an annual discretionary bonus based on individual, business, and company performance.
• Retirement Savings Plan: Access to a 401(k) or similar retirement savings plan with potential company match.
• Employee Assistance Program (EAP): Support services for personal and work-related challenges.
• Potential for Stock Purchase Plans: Opportunities to invest in company stock.

Working Hours: 40 hours per week. This is a standard full-time schedule, likely with flexibility within the typical business day, aligning with a hybrid work model.

📝 Enhancement Note: The salary range appears competitive for a Process Design Consultant I role in a major metropolitan area, especially within a large, established financial institution like Bank of America. The inclusion of a discretionary incentive and comprehensive benefits package is standard for such positions. The mention of "industry-leading benefits" and "resources and support" aligns with Bank of America's commitment to employee well-being.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services (Banking) Bank of America operates within the highly regulated and competitive global financial services industry. This context means a strong emphasis on compliance, risk management, data security, and client trust. Operational efficiency and process integrity are paramount to maintaining profitability and reputation.

Company Size: Bank of America is one of the world's largest financial institutions, employing hundreds of thousands of people globally. This scale implies a complex organizational structure, extensive resources, and a wide array of internal processes and systems.

Founded: 1998 (through the merger of BankAmerica and NationsBank), with roots tracing back to 1874. This long history signifies stability, a deep understanding of financial markets, and a culture that has evolved over decades, balancing tradition with innovation.

Team Structure:

• Operations Teams: Within Bank of America, operations teams are typically large, specialized, and structured hierarchically. The Process Design Consultant role likely sits within a larger Operational Excellence, Business Process Management, or a dedicated transformation/strategy group.
• Reporting: The role likely reports to a Process Design Manager or a similar lead within an operations or transformation office, who in turn reports to higher levels of management.
• Cross-functional Collaboration: A significant aspect of this role involves working across various business lines (e.g., Consumer Banking, Global Wealth & Investment Management, Global Banking & Markets) and with IT, risk, compliance, and other support functions.

Methodology:

• Data-Driven Decision Making: Bank of America emphasizes leveraging data analytics to understand performance, identify trends, and inform strategic decisions.
• Structured Process Improvement: The company likely follows established methodologies for process analysis and improvement, such as Lean Six Sigma, Waterfall, or Agile frameworks, depending on the project's nature.
• Risk-Awareness: All process initiatives are conducted with a keen awareness of regulatory requirements and internal risk controls.

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

📝 Enhancement Note: Operating within a financial giant like Bank of America means adherence to stringent protocols and a focus on data integrity. The "Responsible Growth" ethos suggests a commitment to ethical practices and sustainable business development. For an operations professional, this environment offers stability, structured career paths, and exposure to large-scale, complex projects.

📈 Career & Growth Analysis

Operations Career Level: Process Design Consultant I is an entry-level to early-career position within a specialized operations consulting track. It provides foundational experience in process analysis, improvement methodologies, and stakeholder engagement within a large corporate setting.

Reporting Structure: This role typically reports to a Senior Consultant, Manager, or Director overseeing process improvement initiatives within a specific business unit or a centralized Operational Excellence function. Collaboration will be with subject matter experts and project teams across various departments.

Operations Impact: The work of a Process Design Consultant directly impacts the Bank's efficiency, client experience, and risk management. By optimizing processes, they contribute to cost savings, improved service delivery, reduced operational errors, and enhanced compliance, all of which are critical to the Bank's overall financial health and strategic objectives.

Growth Opportunities:

• Specialization: Develop expertise in specific areas like Lean Six Sigma Black Belt certification, Agile methodologies, or specialized process domains (e.g., financial crime investigation processes).
• Advancement: Progress to Senior Process Design Consultant, Process Improvement Manager, or move into related fields such as Project Management, Business Analysis, or Operations Management roles.
• Leadership Development: Opportunities to lead smaller projects or workstreams, mentor junior team members, and gain exposure to strategic decision-making processes.
• Cross-Functional Exposure: Gain broad understanding of different business units within Bank of America, opening doors to diverse career paths.

📝 Enhancement Note: This role serves as a strong stepping stone for a career in operations, business process management, or consulting within the financial services industry. The structured environment of Bank of America offers clear pathways for skill development and career progression, emphasizing continuous learning and practical application of methodologies.

🌐 Work Environment

Office Type: Bank of America promotes an in-office culture with an appropriate level of flexibility. This role is classified as Hybrid, meaning it requires a balance of in-office presence for collaboration and flexibility for remote work. Specific office attendance requirements will be role-specific.

Office Location(s): While the primary posting is Charlotte, NC, the role also lists opportunities in Atlanta, GA; Jacksonville, FL; Plano, TX; and Newark, NJ. These are major operational hubs for Bank of America, offering diverse work environments and access to extensive resources.

Workspace Context:

• Collaborative Environment: The in-office component is designed to foster collaboration, idea-sharing, and team cohesion, essential for complex problem-solving and process design.
• Tools and Technology: Access to a robust technology infrastructure, including standard office software, specialized process modeling tools (like Visio), and potentially enterprise-level project management and analytics platforms.
• Team Interaction: Opportunities to interact with a diverse range of colleagues, from subject matter experts in business units to fellow consultants, project managers, and IT professionals.

Work Schedule: A standard 40-hour work week. While core hours will likely be expected, the hybrid nature may offer some flexibility in daily start/end times, provided business needs and project deadlines are met. This schedule allows for dedicated time for process analysis, documentation, and team meetings.

📝 Enhancement Note: The Hybrid work arrangement is a key aspect of this role, reflecting a modern approach to work-life balance while maintaining the benefits of in-person collaboration crucial for process design and stakeholder alignment. Candidates should be prepared to discuss their hybrid work preferences and how they manage productivity in both office and remote settings.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A review of your resume and potentially a brief phone screen by an HR representative or recruiter to assess basic qualifications and cultural fit.
• Hiring Manager Interview: A more in-depth discussion with the hiring manager to evaluate your experience, understanding of process improvement methodologies, and alignment with the role's responsibilities.
• Technical/Skills Assessment: This may involve a case study or a practical exercise focused on process mapping, problem-solving, or data analysis. You might be asked to demonstrate your proficiency with tools like Visio.
• Panel Interview: An interview with potential team members or stakeholders to assess collaboration skills, communication style, and ability to integrate into the team.
• Final Interview/Offer: A final discussion, potentially with a senior leader, followed by an offer if successful.

Portfolio Review Tips:

• Tailor to the Role: Highlight projects and achievements that specifically demonstrate your experience in process analysis, design, and improvement, using Lean Six Sigma principles.
• Quantify Impact: For each case study, clearly articulate the problem, your solution, your specific role, and the measurable outcomes (e.g., X% reduction in processing time, Y% decrease in error rates, Z cost savings).
• Showcase Process Maps: Include clear, well-organized process maps (e.g., SIPOC, flowcharts) that illustrate your ability to visualize complex workflows. Anonymize sensitive data.
• Detail Your Contributions: Be specific about your actions and contributions within team projects. Use the STAR method (Situation, Task, Action, Result) to structure your descriptions.
• Prepare for "Why": Be ready to explain your thought process behind your solutions and why you chose certain methodologies or tools.

Challenge Preparation:

• Process Case Study: Expect a scenario requiring you to analyze a given process, identify bottlenecks or inefficiencies, and propose solutions. Practice breaking down problems logically and articulating your recommendations clearly.
• Methodology Application: Be prepared to discuss how you would apply Lean Six Sigma or other process improvement frameworks to specific business challenges.
• Communication Skills: Practice explaining technical concepts and process improvements to non-technical stakeholders.

📝 Enhancement Note: The interview process at a large bank like Bank of America is typically structured and thorough. Candidates should prepare to demonstrate not only technical proficiency but also strong communication, collaboration, and problem-solving skills. A well-curated portfolio that showcases quantifiable results will be a significant advantage.

🛠 Tools & Technology Stack

Primary Tools:

• Microsoft Visio: Essential for process mapping, creating flowcharts, SIPOC diagrams, and RACI matrices. Proficiency is a stated requirement.
• Microsoft Office Suite:
  • Excel: For data analysis, creating reports, and performing quantitative assessments of process performance.
  • PowerPoint: For developing presentations of findings, business cases, and project updates to stakeholders.
  • Word: For documenting policies, guidelines, and project charters.
• Lean Six Sigma Tools: Familiarity with tools and templates common in Lean Six Sigma methodologies for root cause analysis, process mapping, and data analysis (e.g., Pareto charts, fishbone diagrams).

Analytics & Reporting:

• Spreadsheet Software (Excel): Likely the primary tool for initial data analysis and reporting.
• Business Intelligence Tools (Potential): While not explicitly mentioned, exposure to BI tools like Tableau, Power BI, or internal Bank of America analytics platforms would be beneficial for more advanced data visualization and dashboard creation.
• Reporting Dashboards: Experience in creating or interpreting performance dashboards to track process efficiency and project progress.

CRM & Automation:

• CRM Systems (Potential): Depending on the specific business unit, familiarity with CRM systems (e.g., Salesforce, internal banking CRMs) could be relevant if processes touch customer interactions.
• Workflow Automation Tools (Potential): Exposure to workflow automation technologies or platforms might be a plus, especially if the role involves recommending or supporting the implementation of such solutions.
• Internal Bank of America Systems: Candidates should be prepared to learn and adapt to proprietary internal systems and platforms used for workflow management, data storage, and project tracking.

📝 Enhancement Note: The emphasis on Microsoft Visio and the broader Office suite indicates a need for strong foundational technical skills. While specific enterprise-level analytics or automation tools aren't detailed, a willingness to learn and adapt to Bank of America's internal technology stack is crucial. Candidates with experience in financial industry-specific software or data platforms will have an advantage.

👥 Team Culture & Values

Operations Values:

• Responsible Growth: A core principle at Bank of America, emphasizing ethical conduct, sustainability, and client-centricity in all operations. This translates to processes that are robust, compliant, and deliver value.
• Client Focus: All operational processes are ultimately designed to serve clients effectively and efficiently, whether internal or external.
• Data-Driven: A strong reliance on data and analytics to understand performance, identify issues, and measure the impact of improvements.
• Excellence and Efficiency: A continuous drive to achieve high standards in operational execution, streamline workflows, and reduce waste.
• Integrity and Trust: Foundational values in financial services, requiring processes to be transparent, secure, and reliable.

Collaboration Style:

• Cross-Functional Integration: The role demands close collaboration with diverse teams across business units, IT, risk, and compliance, requiring strong communication and relationship-building skills.
• Process Review Culture: An environment where processes are regularly reviewed and open to feedback for continuous improvement.
• Knowledge Sharing: Encouragement of sharing best practices, lessons learned, and insights across teams to foster collective growth and efficiency.
• Structured Problem-Solving: A tendency towards methodical, data-backed approaches to tackling challenges, rather than purely intuitive solutions.

📝 Enhancement Note: Bank of America's operational culture is likely characterized by a blend of established corporate protocols and a modern emphasis on data-driven innovation and employee well-being. For a Process Design Consultant, thriving in this environment means being adaptable, detail-oriented, and collaborative, while always keeping the company's core values and client needs at the forefront.

⚡ Challenges & Growth Opportunities

Challenges:

• Navigating Large Corporate Structures: Understanding and influencing processes within a vast, complex organization like Bank of America can be challenging, requiring strong stakeholder management and political acumen.
• Data Availability and Quality: Accessing, cleaning, and analyzing data for process improvement initiatives may require significant effort due to data silos or legacy systems.
• Resistance to Change: Implementing new processes or methodologies can sometimes face resistance from individuals or teams accustomed to existing ways of working. Effective change management communication is key.
• Balancing Efficiency with Risk/Compliance: In a regulated industry, optimizing for speed and cost must be carefully balanced against stringent risk and compliance requirements.
• Technology Integration: Ensuring new process designs integrate seamlessly with existing, potentially older, technology infrastructure.

Learning & Development Opportunities:

• Methodology Mastery: Opportunities to deepen expertise in Lean Six Sigma methodologies, potentially leading to certifications (Green Belt, Black Belt).
• Industry Knowledge: Gaining a comprehensive understanding of financial services operations, regulatory landscapes, and specific business lines within Bank of America.
• Tool Proficiency: Becoming proficient in a wide array of enterprise-level process modeling, analytics, and project management tools.
• Project Leadership: Developing skills in leading change initiatives, managing project timelines, and influencing stakeholders.
• Mentorship and Networking: Access to experienced professionals and a broad network within a leading financial institution.

📝 Enhancement Note: This role offers a robust platform for professional development. The challenges are typical of large-scale operations environments and provide excellent learning opportunities. The growth potential is significant, especially for those who demonstrate a strong aptitude for process optimization and stakeholder engagement within the financial services sector.

💡 Interview Preparation

Strategy Questions:

• Process Improvement Approach: "Describe your typical approach to analyzing and improving a complex business process. What are the key stages you follow?" (Focus on structured methodologies like DMAIC, identifying root causes, and data validation).
• Stakeholder Management: "How would you engage with Line of Business partners who are resistant to process changes? Give an example of a time you successfully managed stakeholder concerns." (Emphasize active listening, clear communication of benefits, and collaborative problem-solving).
• Problem Solving: "Imagine a process is experiencing a significant increase in error rates. How would you diagnose the issue and what steps would you take to resolve it?" (Highlight your analytical process, data gathering, root cause analysis, and solution implementation).

Company & Culture Questions:

• Understanding Bank of America: "What do you know about Bank of America's commitment to 'Responsible Growth,' and how would that influence your approach to process design?" (Research the company's mission, values, and recent initiatives. Connect process improvements to ethical and sustainable business practices).
• Team Collaboration: "Describe your ideal team environment and how you contribute to positive team dynamics. How do you ensure effective collaboration with both business and technology teams?" (Focus on communication, mutual respect, shared goals, and adapting your style).
• Measuring Impact: "How do you measure the success of a process improvement initiative? What metrics would you track for a process aiming to reduce processing time?" (Be ready to discuss KPIs, baseline measurements, and ROI calculations).

Portfolio Presentation Strategy:

• The "Problem-Solution-Result" Narrative: For each case study, clearly articulate the initial problem, the specific solution you designed or implemented, your role in it, and the quantifiable results achieved.
• Visual Aids: Use your process maps and data visualizations to guide the interviewer through your work. Ensure they are clean, well-labeled, and easy to understand.
• Quantify Everything: Wherever possible, use numbers to demonstrate the impact of your work (e.g., "reduced processing time by 15%", "decreased error rate by 7%", "saved $X in operational costs").
• Focus on Your Contribution: Be precise about your specific actions and responsibilities within team projects.
• Be Prepared for Deep Dives: Anticipate questions about your methodology, decision-making process, and any challenges encountered.

📝 Enhancement Note: Candidates should prepare to articulate their process improvement philosophy and demonstrate how they apply methodologies in real-world scenarios. The interview will likely assess both technical skills and the ability to communicate complex ideas effectively to a diverse audience within a large financial institution.

📌 Application Steps

To apply for this operations position:

• Submit your application through the Bank of America careers portal via the provided link.
• Resume Optimization: Tailor your resume to highlight keywords and responsibilities mentioned in this job description, such as "Process Design," "Process Improvement," "Lean Six Sigma," "Process Mapping," "Business Process Analysis," and "Project Management." Quantify your achievements with specific metrics.
• Portfolio Preparation: Assemble a concise portfolio showcasing 2-3 key process improvement projects. Include examples of process maps (Visio), business case summaries, and documented results with quantifiable improvements. Be ready to discuss these in detail.
• Interview Practice: Rehearse answers to common interview questions, focusing on the STAR method for behavioral questions and preparing specific examples that demonstrate your problem-solving skills, analytical abilities, and stakeholder management experience. Practice explaining your process improvement methodology and its benefits.
• Company Research: Familiarize yourself with Bank of America's mission, values, and recent initiatives, particularly their focus on "Responsible Growth" and operational excellence. Understand the company's position in the financial services industry.

⚠️ 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.