Process Design Consultant II

📍 Job Overview

Job Title: Process Design Consultant II

Company: Bank of America

Location: Farmington, United States (with potential for Farmington, New Mexico; Tampa, Florida; Jacksonville, Florida; Plano, Texas; Charlotte, North Carolina)

Job Type: Full time

Category: Operations - Process Optimization & Workflow Automation

Date Posted: August 26, 2026

Experience Level: 5-10 years (based on AI analysis of requirements)

Remote Status: Hybrid (company emphasizes in-office culture with flexibility)

🚀 Role Summary

• This role is centered on enhancing operational efficiency and driving value through strategic process design and the technical configuration of workflow automation tools.

• It requires a blend of analytical rigor, technical expertise in workflow tools, and strong stakeholder management skills to implement impactful process improvements.

• The position is crucial for supporting Bank of America's "Responsible Growth" strategy by optimizing business processes, mitigating risks, and improving overall operational performance.

• Successful candidates will leverage their experience to translate complex business challenges into structured, technology-enabled solutions, contributing directly to cost efficiencies, quality enhancements, and risk reduction across various business lines.

📝 Enhancement Note: The job title "Process Design Consultant II" and the explicit mention of "Simplified Workflow Tool (SWFT)" configuration indicate a specialized role within Operations, focusing on the technical implementation and optimization of internal workflow systems rather than broad strategic GTM operations. The focus is on internal process efficiency and automation.

📈 Primary Responsibilities

• Analyze and design moderately complex business processes to identify opportunities for efficiency gains, risk mitigation, quality improvement, and enhanced sustainability.

• Collaborate directly with Line of Business (LOB) partners to gather requirements, understand critical business challenges, and implement targeted solutions that resolve these issues and capitalize on opportunities.

• Develop and implement a framework for continuous process improvement by applying established process engineering best practices and delivering reusable technology solutions.

• Utilize advanced analytics and critical thinking to dissect complex business problems, translating them into structured, design-oriented solutions with clearly defined business case benefits and ROI.

• Lead the creation of comprehensive enterprise change management deliverables for significant projects, including Project Charters, SIPOC (Suppliers, Inputs, Outputs, Customers), RACI (Responsible, Accountable, Consulted, Informed) process maps, risk assessments, and control plans.

• Execute technical configurations within the Simplified Workflow Tool (SWFT) to support adoption, drive value for business teams, and ensure quality, productivity, and risk mitigation objectives are met.

• Ensure collaboration and transparency across integrated business and technology teams, driving the execution of solutions within defined budgets and timelines.

📝 Enhancement Note: The responsibilities highlight a dual focus: traditional process design and the specific technical configuration of the SWFT tool. This suggests the role requires hands-on system implementation skills alongside analytical and design capabilities, typical of a senior analyst or consultant in workflow automation.

🎓 Skills & Qualifications

Education: While specific educational requirements are not detailed, a Bachelor's degree in Business Administration, Industrial Engineering, Information Technology, or a related field is typically expected for a Consultant II role at a financial institution of this caliber. Advanced degrees or relevant certifications are often preferred.

Experience: A minimum of 5-10 years of progressive experience in process improvement, business analysis, and technical configuration roles is implied by the "Consultant II" title and the specific experience requirements.

Required Skills:

• 3–5 years of direct experience with the Simplified Workflow Tool (SWFT) application.

• 5+ years of technical configuration experience, demonstrating proficiency in setting up and customizing software solutions.

• Strong leadership qualities, with the ability to influence stakeholders at all organizational levels and drive consensus.

• Excellent communication and executive presence, enabling effective interaction with senior leaders and diverse teams.

• Proven analytical and critical thinking skills for problem identification and solution development.

• Demonstrated solution-design capabilities, translating business needs into functional and technical specifications.

• Proven ability to influence stakeholders and build strong, cross-functional partnerships.

• Experience driving complex business outcomes and coordinating configuration teams to achieve project goals. Preferred Skills:

• Proven ability to lead projects and coordinate teams effectively, even without direct hierarchical authority.

• Ability to manage multiple priorities independently and collaboratively in a fast-paced environment.

• Capacity to provide technical guidance and strategic direction on key initiatives.

• Experience partnering closely with technical teams to deliver robust workflow solutions.

• Strong organizational skills with a keen eye for detail.

• Ability to drive innovation and foster a culture of continuous improvement.

• Excellent communication skills with the ability to articulate complex outcomes clearly and build positive working relationships.

📝 Enhancement Note: The emphasis on SWFT application and technical configuration experience is critical. Candidates without specific SWFT experience but with transferable skills in similar workflow automation or business process management (BPM) tools (e.g., Appian, Pega, ServiceNow Workflow, Salesforce Flow) should highlight these transferable skills and their ability to learn new platforms quickly.

📊 Process & Systems Portfolio Requirements

Portfolio Essentials:

• Process Improvement Case Studies: Showcase projects where you analyzed existing processes, identified bottlenecks, designed optimized workflows, and implemented them, demonstrating measurable improvements in efficiency, cost reduction, or quality.

• Technical Configuration Examples: Provide examples of your work configuring workflow automation tools (ideally SWFT, or similar BPM/workflow platforms) to meet specific business requirements, including screenshots or descriptions of complex logic, rule-based automation, or user interface customization.

• Business Case Development: Include examples of business cases you've developed, outlining the problem, proposed solution, expected benefits (quantified where possible), and implementation plan.

• Process Documentation Artifacts: Samples of process maps (e.g., SIPOC, RACI), control plans, risk assessments, or user guides developed as part of process improvement initiatives.

Process Documentation:

• Demonstrate proficiency in creating clear, concise, and actionable process documentation, including detailed workflow diagrams, standard operating procedures (SOPs), and user manuals.

• Exhibit experience in documenting the implementation and automation phases of process changes, outlining the technical steps taken and the integration points with other systems.

• Showcase your ability to document process performance metrics, analysis methods, and the outcomes of improvement initiatives to track effectiveness and identify further optimization opportunities.

📝 Enhancement Note: For this specific role, a portfolio heavily featuring examples of workflow automation configuration and the resulting business impact will be highly advantageous. Candidates should be prepared to discuss the technical aspects of their configuration work and how it directly solved business problems.

💵 Compensation & Benefits

Salary Range: $112,500 - $156,500 annually. This range is competitive for a Process Design Consultant II role in the financial services industry, especially considering the specialized technical skills required and Bank of America's standing. The final offer will be determined by experience, education, and specific skill set.

Benefits:

• Discretionary Incentive: Eligibility for an annual discretionary bonus based on individual performance, business unit success, and overall company performance.

• Paid Time Off: Comprehensive paid time off to support work-life balance.

• Wellness Support: Resources and support for physical, emotional, and financial wellness, aligning with the company's commitment to employee well-being.

• Comprehensive Benefits Package: Industry-leading benefits are available, including health, dental, vision, and retirement savings plans (details not specified but typical for a large financial institution).

• Career Development: Opportunities for learning, growth, and professional advancement.

Working Hours: 40 hours per week, typically within the 1st shift (United States of America). While the company emphasizes an in-office culture, there is an acknowledgement of "appropriate level of flexibility based on role-specific responsibilities and business needs," suggesting a hybrid arrangement.

📝 Enhancement Note: The salary range is provided and aligns with industry benchmarks for a senior-level process consultant with specialized technical skills in a major financial institution. The inclusion of a discretionary incentive program is standard for such roles.

🎯 Team & Company Context

🏢 Company Culture

Industry: Financial Services. Bank of America operates within a highly regulated and competitive global financial services industry, emphasizing stability, security, and customer trust.

Company Size: Large enterprise (tens of thousands of employees globally). This implies a structured environment with established processes, extensive resources, and significant opportunities for career progression.

Founded: 1998 (through the merger of NationsBank and BankAmerica), with a history tracing back to 1784. This deep history provides a foundation of stability and extensive market experience.

Team Structure:

• The role likely sits within an Operations or Operational Excellence department, possibly integrated with technology or business transformation teams. The team size and specialization will vary but will likely involve other process analysts, engineers, and technical specialists.

• Reporting structure will be hierarchical, with the Consultant II likely reporting to a Process Design Manager or Director, who in turn reports to higher levels of operational leadership.

• Cross-functional collaboration is explicitly mentioned as a key expectation, requiring interaction with business leaders, subject matter experts, and integrated business and technology teams across various departments. Methodology:

• Data Analysis & Insights: Emphasis on leveraging analytics to understand complex business problems and define quantifiable benefits for proposed solutions.

• Workflow Planning & Optimization: Application of process engineering best practices to design, document, and implement efficient and sustainable workflows.

• Automation & Efficiency: Focus on utilizing tools like SWFT to automate processes, reduce manual effort, mitigate risks, and improve overall operational efficiency and quality.

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

📝 Enhancement Note: Bank of America's emphasis on "Responsible Growth" and "a culture of caring" suggests a workplace that values ethical conduct, client focus, and employee well-being, alongside performance. The explicit mention of an "in-office culture" with flexibility indicates a hybrid work model is expected.

📈 Career & Growth Analysis

Operations Career Level: Process Design Consultant II represents a mid-to-senior level individual contributor role within the operations function. It signifies a level of expertise and experience where individuals are expected to lead moderately complex initiatives, mentor junior colleagues, and contribute significantly to process optimization efforts without necessarily managing a team directly. The scope involves influencing outcomes and driving execution.

Reporting Structure: This role likely reports to a Process Design Manager or Director. The individual will collaborate extensively with business leaders, subject matter experts (SMEs), and technical teams, requiring strong influencing skills to drive change and ensure alignment across various stakeholders.

Operations Impact: The core impact of this role is on improving operational efficiency, reducing costs, enhancing quality, mitigating risks, and driving adoption of workflow automation tools like SWFT. This directly contributes to the company's "Responsible Growth" objectives by making business processes more effective and sustainable.

Growth Opportunities:

• Specialization: Deepen expertise in SWFT configuration, process engineering, or change management, potentially leading to senior consultant or subject matter expert roles.

• Leadership Progression: Advance to roles like Senior Process Design Consultant, Process Design Manager, or Program Manager, where individuals take on more strategic responsibilities and potentially manage teams or larger portfolios of initiatives.

• Cross-Functional Mobility: Leverage process and technical skills to transition into roles in business transformation, project management, technology solutions, or specific business line operations.

• Skill Development: Opportunities to learn new technologies, methodologies, and gain exposure to diverse business areas within a large financial institution.

📝 Enhancement Note: The "Consultant II" title suggests a clear career path within Bank of America's operational structure, with opportunities to grow into more senior or leadership roles based on performance and demonstrated expertise.

🌐 Work Environment

Office Type: Bank of America emphasizes an "in-office culture that supports collaboration, engagement, and career development." This suggests a traditional office environment with dedicated workspaces, meeting rooms, and common areas designed for collaboration. While hybrid work is acknowledged, the primary expectation is for in-office presence.

Office Location(s): The role is listed with primary location Farmington, United States, but also includes potential locations in Tampa, Jacksonville (Florida), Plano (Texas), and Charlotte (North Carolina). This indicates potential for internal mobility or that these are common hubs for such roles within the company.

Workspace Context:

• The workspace is expected to be collaborative, fostering interaction with business partners, SMEs, and technology teams.

• Access to relevant operations tools and technology, including SWFT, analytical software, and standard office productivity suites, will be provided.

• Opportunities for direct interaction with operations teams, project stakeholders, and business leaders are integral to the role's success.

Work Schedule: Standard 40-hour work week, primarily during the 1st shift (US). While flexibility is mentioned, the expectation is for consistent availability during core business hours to support ongoing projects and team collaboration, particularly within a hybrid model.

📝 Enhancement Note: The emphasis on "in-office culture" is a key differentiator. Candidates should be prepared for a hybrid model that likely requires significant time spent in the office, fostering in-person collaboration and engagement, which is typical for established financial institutions.

📄 Application & Portfolio Review Process

Interview Process:

• Initial Screening: A recruiter or hiring manager will likely review applications and conduct an initial screening call to assess basic qualifications, experience with SWFT, and cultural fit.

• Technical/Skills Assessment: Expect a technical interview focusing on your SWFT configuration experience, process design methodologies, and problem-solving skills. This may involve discussing specific use cases or hypothetical scenarios.

• Case Study/Problem-Solving Exercise: A common step for process roles. You might be given a business problem or a process to analyze and asked to present your findings, proposed solutions, and implementation approach. This will test your analytical, design, and communication skills.

• Behavioral Interviews: Questions assessing leadership, stakeholder management, conflict resolution, and how you handle challenges, aligned with Bank of America's values and culture.

• Final Round: Potentially with senior leadership, focusing on strategic thinking, executive presence, and overall fit for the role and company.

Portfolio Review Tips:

• SWFT Focus: Prioritize examples showcasing your SWFT configuration work. Detail the specific functionalities you implemented, the business problems they solved, and the resulting metrics.

• Quantifiable Results: For all process improvement examples, clearly state the quantifiable outcomes (e.g., X% reduction in processing time, Y% decrease in errors, $Z cost savings).

• Structured Case Studies: Present process improvement initiatives using a clear structure: Problem Statement, Your Role & Approach, Solution Designed/Implemented, Results Achieved, Lessons Learned.

• Visual Aids: Use process maps, flowcharts, or system screenshots where appropriate to illustrate your work. Be prepared to walk interviewers through these visuals.

• Tailor to SWFT: If you lack direct SWFT experience, highlight analogous experience with other robust workflow automation tools and emphasize your adaptability and quick learning ability.

Challenge Preparation:

• Process Analysis: Practice analyzing common business processes (e.g., customer onboarding, claims processing, loan origination) and identifying areas for improvement.

• SWFT Scenarios: Anticipate questions about how you would configure SWFT to handle specific business rules, automate approvals, or integrate with other systems.

• Stakeholder Management: Prepare examples of how you've influenced stakeholders, managed conflicting priorities, and communicated complex technical information to non-technical audiences.

📝 Enhancement Note: The emphasis on SWFT configuration means candidates should be ready to demonstrate practical, hands-on experience. A portfolio that clearly articulates the "how" and "why" behind technical configurations and process designs will be most impactful.

🛠 Tools & Technology Stack

Primary Tools:

• Simplified Workflow Tool (SWFT): This is the core tool for this role. Deep proficiency in its configuration, workflow design, rule engines, and user interface customization is essential.

• Process Mapping Software: Tools like Visio, Lucidchart, or similar for creating SIPOC, RACI, and detailed workflow diagrams.

• Collaboration Platforms: Microsoft Teams, Slack, or other internal communication and collaboration tools for team interaction and project management.

Analytics & Reporting:

• Data Analysis Tools: Proficiency in Excel is a given. Experience with business intelligence tools (e.g., Tableau, Power BI) or database querying (SQL) may be beneficial for analyzing process performance and identifying opportunities.

• Reporting Tools: Ability to generate reports from SWFT or other systems to track process metrics and business case benefits.

CRM & Automation:

• CRM Systems: While not explicitly mentioned, familiarity with CRM systems (e.g., Salesforce) that often integrate with workflow tools can be advantageous for understanding end-to-end business processes.

• Integration Technologies: Understanding of how workflow tools integrate with other enterprise systems (e.g., via APIs) can be a plus.

📝 Enhancement Note: Given the role's focus, deep expertise in SWFT is paramount. Candidates should be prepared to discuss their specific experience with SWFT features, limitations, and best practices for configuration. If SWFT is proprietary or less known, candidates with strong experience in other leading BPM/workflow platforms should clearly articulate transferable skills.

👥 Team Culture & Values

Operations Values:

• Responsible Growth: A core Bank of America value emphasizing ethical conduct, client focus, and sustainable business practices. Operations professionals are expected to contribute to this by ensuring processes are efficient, compliant, and customer-centric.

• Client Focus: Processes should ultimately serve clients effectively and efficiently. Operations professionals must understand how their work impacts the end-customer experience.

• Integrity: Upholding the highest ethical standards in all actions and decisions, especially critical in a financial institution.

• Efficiency & Effectiveness: A drive to continuously improve processes, reduce waste, and achieve optimal outcomes through smart design and automation.

• Collaboration: Working effectively with diverse teams and stakeholders to achieve common goals.

Collaboration Style:

• Cross-Functional Integration: A strong emphasis on working seamlessly with business units, technology teams, and risk/compliance departments.

• Process Review Culture: Openness to feedback and collaborative refinement of processes and system configurations.

• Knowledge Sharing: A culture that encourages sharing best practices, lessons learned, and technical expertise, particularly within the operations and technology spheres.

📝 Enhancement Note: Bank of America's established culture values a blend of performance, compliance, and ethical conduct. Candidates should demonstrate an understanding of these values and how they translate into operational work, particularly in a regulated industry.

⚡ Challenges & Growth Opportunities

Challenges:

• SWFT Adoption & Complexity: Driving widespread adoption and effective utilization of the SWFT tool across diverse business units, potentially overcoming resistance to change or technical limitations.

• Integration with Legacy Systems: Navigating complex integration requirements with older, established banking systems, which can be time-consuming and technically challenging.

• Balancing Efficiency with Compliance: Ensuring that process improvements and automation efforts meet stringent regulatory requirements and internal controls within the financial services industry.

• Cross-Functional Alignment: Gaining consensus and managing priorities across multiple departments with potentially competing objectives.

Learning & Development Opportunities:

• Advanced SWFT Certification/Training: Opportunities to become a recognized expert in SWFT, potentially leading to specialized consulting or architecture roles.

• Financial Services Operations Expertise: Deepening knowledge of operational processes specific to the banking and financial services industry.

• Project/Program Management Skills: Developing skills in managing larger, more complex transformation initiatives.

• Leadership Development Programs: Access to company-sponsored programs for developing leadership and strategic thinking capabilities.

📝 Enhancement Note: The primary challenge and growth opportunity lie in mastering the SWFT tool and applying it to solve complex, real-world problems within a highly regulated financial environment. This specialization can be a significant career asset.

💡 Interview Preparation

Strategy Questions:

• "Describe a complex business process you analyzed and optimized using a workflow automation tool. What was the problem, your approach, the solution you configured, and the quantifiable results?" (Focus on SWFT if possible, or transferable skills).

• "How would you approach configuring SWFT to automate a multi-step approval process with conditional logic based on transaction value and risk assessment?" (Tests technical configuration and logical thinking).

• "Imagine a business partner is resistant to adopting a new workflow process you've designed. How would you influence them and gain their buy-in?" (Assesses stakeholder management and change management skills). Company & Culture Questions:

• "What do you understand about Bank of America's 'Responsible Growth' strategy, and how would your role as a Process Design Consultant contribute to it?" (Shows research and understanding of company mission).

• "Describe a time you had to collaborate with technical and business teams simultaneously. How did you ensure effective communication and alignment?" (Evaluates cross-functional collaboration).

• "How do you ensure that process improvements and automation initiatives maintain or enhance compliance and risk mitigation within a financial institution?" (Tests awareness of industry specifics). Portfolio Presentation Strategy:

• SWFT Configuration Deep Dive: Be prepared to walk through a specific SWFT configuration example in detail, explaining the rationale behind each step, rule, and integration point.

• Metrics-Driven Storytelling: Frame your case studies around the business problem, the solution you implemented (especially the technical configuration), and the impact measured by clear KPIs.

• Problem-Solving Walkthrough: For hypothetical challenges, outline your systematic approach: clarify requirements, analyze root causes, design options, evaluate trade-offs, propose a solution, and plan for implementation/monitoring.

• Highlight Leadership & Influence: Emphasize instances where you led initiatives or influenced stakeholders to adopt your recommendations, even without direct authority.

📝 Enhancement Note: Candidates should prepare to discuss their experience with SWFT in granular detail. If direct SWFT experience is limited, focus on transferable skills in process design, technical configuration of similar tools, and a strong understanding of financial services operations.

📌 Application Steps

To apply for this operations position:

• Submit your application through the Bank of America careers portal via the provided link.

• Tailor Your Resume: Highlight your experience with workflow automation tools (especially SWFT, or similar), process design methodologies (SIPOC, RACI), technical configuration, change management, and stakeholder influence. Quantify achievements whenever possible.

• Prepare Your Portfolio: Curate 2-3 strong case studies that showcase your process analysis, design, and technical implementation skills, ideally with a focus on workflow automation. Ensure clear articulation of problems, solutions, and measurable results.

• Research Bank of America: Understand their mission, values ("Responsible Growth"), and the specific challenges/opportunities within the financial services industry that relate to process optimization and automation.

• Practice Interview Questions: Rehearse answers to common behavioral, technical, and situational questions, with a particular focus on your SWFT experience and ability to drive process improvements in a large, regulated organization.

⚠️ 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.