Jobs · Analyst · North Carolina

Channel & Client Insights Analyst

Bank of America · Charlotte, NC · 1 mo ago
AnalystFull-time
We need to output HTML fragment with sections: About the role? Actually the posting includes a description about Bank of America culture, then job description. We need to use

for section headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should only include sections that have real specific content. We have content: About the role (the initial paragraph about Bank of America mission, culture). That's substantive. Then Responsibilities (list). Then Requirements? There's "Required Skills" and "Desired Skills". Could combine as Requirements? The instruction: Use headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what to include. We have Required Skills and Desired Skills. Could treat as Skills section. Also we have Qualifications: Bachelor's degree etc. Could be Qualifications. We have Shift and Hours Per Week: that's Schedule. So we can include Schedule section. No explicit Pay or Benefits mentioned besides generic benefits earlier (affordable, competitive and flexible benefits) but that's in the intro about Bank of America benefits. That is substantive? It mentions benefits generically but not specific. The rule: never create Benefits section unless posting actually states them. It does mention "affordable, competitive and flexible benefits" as part of culture. That is a statement about benefits. Could include Benefits section with that sentence. However we need to avoid filler like "commensurate with experience". This is specific enough? It says "affordable, competitive and flexible benefits". That's substantive. So we can include Benefits. Pay: not mentioned. So omit Pay. Now we need to output HTML fragment only, no /. Use

headings,
  • for lists,

    for prose. We need to preserve all substantive information, not invent or summarize away detail. Must not repeat job title as heading. No Job ID etc. We need to remove boilerplate: cookie/navigation/legal/EEO etc. There's none. We need to ensure we don't create sections with placeholder text. Let's extract content: About the role: The first paragraph(s) up to "Join us!"? Actually there is a repeated "Job Description:" line. The content: "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!" That's the About the role. Then after "Job Description:" again, we have description of AMI organization etc. That could be part of About the role as well? Might be considered part of role description. But we already have About the role covering Bank of America culture. The AMI description is more about the team and mission. Could be part of About the role as well, but we could also treat as part of About the role. However we need to avoid duplication. The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have About the role covering both the Bank of America culture and the AMI mission description. That's fine. Then Responsibilities: we have a list after "Responsibilities In this role, the analyst will translate complex client and channel data into meaningful insights, owning quantitative work from business question through actionable recommendation. Responsibilities may include:" then bullet points. We need to capture that introductory sentence as prose (

    ) then list. Then Required Skills: list of bullet-like sentences separated by periods. Could be turned into

    • . The instruction: Use
      • for any list of duties/requirements/benefits. So we should convert Required Skills into list. Similarly Desired Skills could be part of Skills section or separate? We have Skills heading. Could combine Required and Desired under Skills? But we have separate headings for Requirements, Qualifications, Skills. Might be better to treat Required Skills as Requirements, Desired Skills as Skills, and Qualifications as education. Let's map: - Requirements: maybe the Required Skills (experience, technical aptitude, etc.) plus maybe the Bachelor's degree? Actually Bachelor's degree is qualification. So Requirements could be the Required Skills list. - Qualifications: Bachelor's degree etc. - Skills: Desired Skills list. But we also have Shift and Hours Per Week => Schedule. Benefits: we have "affordable, competitive and flexible benefits" from earlier. We need to ensure we don't create sections with filler. All have specific content. Now we need to preserve all substantive information. Let's extract each piece. About the role prose: The paragraph(s) as above. We also have the AMI organization description: "The Analytics, Modeling & Insights (AMI) organization is on a mission to deliver significant value, create lasting impact, and influence the future of the Enterprise through trusted, objective insights, thoughtful experimentation, and next-level innovation. Our vision is to power responsible growth with insight, foresight, and clarity by demonstrating the principles that shape how we work: Objective: Maintain an unbiased lens to inform sound decisions grounded in data.Innovative: Embrace emerging technologies and methods to continuously amplify our capabilities.Strategic: Apply enterprise-wide data and deep expertise to anticipate needs and guide sustainable decisions.Collaborative: Partner across disciplines to deliver insights aligned with stakeholder needs.Effective Storytelling: Translate complex data into clear, compelling narratives that drive action.Efficient: Optimize tools and processes for timely, consistent, and scalable impact. AMI is looking for an intellectually curious, business-minded analyst who wants to turn complex data into insights that shape what comes next. As part of the Channel and Consumer Client Insights team, you will apply quantitative analysis to deepen understanding of consumer clients, their behaviors, journeys, and interactions across channels. Your work may span client segmentation and profiling, audience development, advanced behavioral analytics, and insights from financial centers, ATMs, contact centers, IVR, chat, and digital experiences. You will uncover meaningful patterns and translate them into strategies that improve client experiences and business outcomes. This is an opportunity to work at the intersection of data, strategy, and human behavior. You will tackle high-visibility questions, explore complex and varied data, and create clear recommendations for leaders across the organization. The strongest candidates will pair hands-on analytical skill with curiosity, creativity, and a talent for making complex findings meaningful." This is substantive and could be part of About the role. We'll include it after the Bank of America culture paragraph. Now Responsibilities: The introductory sentence: "In this role, the analyst will translate complex client and channel data into meaningful insights, owning quantitative work from business question through actionable recommendation." Then list items: - Developing Client and Channel Insights: Analyze client, household, transaction, and interaction data to identify patterns, needs, and opportunities that inform business strategy and improve client experiences. - Understanding Behaviors and Journeys: Examine how clients engage over time and across touchpoints to deepen understanding of behaviors, journeys, relationships, and channel usage. - Creating Segments and Audiences: Develop client profiles, segments, and actionable audiences that illuminate meaningful differences and support targeted business decisions. - Applying Advanced Analytics: Use appropriate statistical, behavioral, and quantitative techniques to evaluate trends, relationships, cohorts, and performance. - Assessing Channel Experiences: Generate insights across financial centers, ATMs, contact centers, IVR, chat, and digital experiences to identify opportunities to simplify service and improve how clients engage. - Advancing Analytic Methods: Improve approaches for organizing, classifying, and interpreting client and interaction data to increase the quality and usefulness of insights. - Creating Reusable Analytics: Build reproducible data sets, code, methodologies, and documentation that can scale into reusable analytic assets and data products. - Delivering Compelling Stories: Translate complex analysis into concise, executive-ready narratives, visualizations, and recommendations that drive action. - Partnering Across the Enterprise: Work with business, strategy, data, technology, risk, and analytics partners to clarify objectives and deliver timely, decision-relevant work. - Managing Work Responsibly: Lead assignments from intake through delivery while maintaining quality, documentation, and applicable data, privacy, risk, and analytic standards. We need to keep the colon after each heading? It's part of the text. We'll keep as is. Now Required Skills: list: - Demonstrated experience as an innovative thinker, self-starter, and creative problem solver who is intellectually curious and willing to challenge the status quo. - Experience performing quantitative analysis using large, complex, or multi-source data sets. - Technical and analytical aptitude to perform data analysis, trending, segmentation, behavioral analysis, and other statistical techniques. - Proficiency in SQL and at least one analytical programming language or statistical tool, such as Python, R, SAS, or an equivalent platform. - Ability to structure ambiguous business questions, select an appropriate analytical approach, validate results, and develop practical recommendations. - Crisp written and verbal communication skills, including the ability to explain complex concepts and develop compelling presentations for varied audiences. - Strong attention to detail, ability to manage competing priorities, and effectiveness working independently and across teams. - Bachelor’s degree in statistics, mathematics, economics, finance, data science, computer science, engineering, business analytics, or a related quantitative field, or equivalent relevant experience. Wait the last bullet about Bachelor's degree is actually qualification. But it's listed under Required Skills. We'll keep it there for now, but we might separate qualifications. However the instruction says we should not invent or summarize away detail. If we move the degree to Qualifications, we are not losing detail, just re categorizing. That's okay as long as we preserve the info. It's not inventing. So we can split. Thus Required Skills (maybe rename to Requirements) will be the first seven bullets (excluding the degree). Qualifications will be the degree bullet plus maybe advanced degree desired? Actually Desired Skills includes advanced degree. We'll handle. Desired Skills list: - Experience in financial services, consumer banking, client insights, channel insights, marketing analytics, or strategy. - Experience analyzing client behaviors, journeys, segmentation, audiences, channel usage, servicing interactions, acquisition, retention, or relationship deepening. - Working knowledge of statistical modeling, machine learning, experimental design, time-series analysis, cohort analysis, and measurement approaches. - Advanced degree in mathematics, statistics, economics, data science, or another related field. Now Benefits: "affordable, competitive and flexible benefits". Also maybe mention "supporting our teammates’ physical, emotional, and financial wellness". That's part of benefits. We'll capture that sentence. Schedule: "Shift: 1st shift (United States of America) Hours Per Week: 40". We'll output as a paragraph. Now we need to ensure we don't repeat content. Let's craft HTML. Structure:

        About the role

        Bank of America paragraph + AMI description.

        Responsibilities

        In this role, the analyst will translate complex client and channel data into meaningful insights, owning quantitative work from business question through actionable recommendation.

        • Developing Client and Channel Insights: Analyze client, household, transaction, and interaction data to identify patterns, needs, and opportunities that

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