Customer Segment Consultant II - Digital and Intake Management

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This role will be responsible for the management, oversight, and coordination of initiative intake for Consumer Investments, including digital and technology portfolio management. The role will drive engagement with key leaders and partners to help decide on projects that align with the organization’s strategic direction for 2025 and beyond. The ideal candidate is detail-oriented, has strong presentation skills, and expertise in navigating complex discussions to drive decisions. The role requires developing strong partnerships and coordination with business partners in Consumer Investments and across lines of business, including Employee Banking & Investing, Small Business, Consumer Lending, and GWIM. Responsibilities: Act as Point of Contact for all tech planning and funding for line of business sustaining needs and manage the centralized intake process of all strategic non-tech initiatives (including tracking projects in pipeline, new, in-year funding, prioritization, etc.). Perform recurring process management routines (meeting facilitation, status reporting, etc.) with Digital, Strategy Teams, and line of business partners. Partner closely with key stakeholders including Digital, Business, Technology, and FLU to prioritize strategic change initiatives and projects for tech funding. Support the development of technology business cases and related presentation materials. Develop executive presentations and provide updates to the line of business senior leadership team. Serve as the primary point of contact for technology-related questions and updates on all project activity. Periodically review program/project health and communicate project status, risks, and issues to stakeholders, providing regular updates and reports. Cultivate a positive team culture and ensure broader collaboration across the enterprise. Mentor and support the development of Customer Segment Consultant I team members. Required Qualifications: Proven presentation skills (written and oral): ability to present key messages, recommendations, and information clearly and concisely, and synthesize information for Senior Executives. Proven executive presence, horizontal and strategic thinking with the ability to influence effectively at all levels within the organization. Good judgment, knowing when to escalate and how to manage expectations. Program management experience. Business acumen with proven ability to leverage expertise with credibility and impact. Strong working knowledge of Consumer Investments processes and systems. Ability to develop and maintain strong relationships across the organization. Excellent organization and project management skills. Exceptional proficiency with Microsoft PowerPoint, Excel, and Office suite. Comfortable working in a fast-paced, collaborative environment. Desired Qualifications: Familiarity with Consumer Investments products/services. Familiarity with Global Wealth and Investment Management (GWIM) and/or Retirement & Personal Wealth Solutions (RPWS) solutions/processes. 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 - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NV - Las Vegas - 6900 Westcliff Dr - BANK OF AMERICA WEST BC (NV1149) Pay range $104,800.00 - $163,300.00 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.

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