Process Manager – Banking Operations

Job description

The Process Manager will be responsible for leading the design, implementation, and improvement of process automation and operational initiatives for Itaú Private Bank. This role ensures that strategic goals are translated into efficient operational practices to deliver high-quality customer and internal experiences that reflect Itaú’s commitment to excellence in private banking. The Process Manager will lead the implementation and execution of new process designs, automation initiatives, operational improvements, and the continuous modernization of banking systems and workflows. This individual will oversee strategic rollout efforts to ensure that processes are scalable, compliant, and aligned with client needs. To succeed, the Process Manager will collaborate with Operations, IT, Risk Management, Client Journey, Products, Sales, and Compliance to implement process improvements while balancing innovation and operational feasibility with regulatory requirements.

Key duties and responsibilities

• Provide ongoing leadership for the strategic direction of process automation and operational improvement initiatives.
• Ensure alignment among stakeholders in Operations, IT, Risk, and Compliance to maintain efficiency, risk control, and regulatory compliance.
• Use customer and internal insights to continuously improve the banking experience and ensure operational excellence.
• Work with senior management and the business units to develop operational strategies that support growth, customer satisfaction, and sustainable efficiency gains.

Process Definition and Design

• Lead the design of new processes and automation initiatives to ensure they are feasible, compliant, and deliver measurable value to customers and internal teams.
• Promote a collaborative approach by involving multiple disciplines—including operations, risk, IT, and client journey teams—to develop effective solutions.
• Ensure that operational processes enhance the customer experience, support business growth, and strengthen risk management controls.
• Develop clear business models, process documentation, and data-driven analyses to support decision-making and stakeholder alignment.

Manufacturing and Delivery

• Serve as a project manager within a squad team to oversee the implementation and rollout of process improvements and automation initiatives in banking operations.
• Work closely with IT and Operations to ensure that solutions are delivered on time, within the project scope, and aligned with strategic goals.
• Monitor and measure results using operational and customer experience KPIs to continuously refine processes for greater efficiency and quality.
• Ensure full compliance with regulatory standards, internal audit requirements, and operational risk frameworks.
• Communicate updates, project milestones, and strategic implications to senior management and key stakeholders through clear reporting and presentations.

Qualifications

• Education: Bachelor's degree in Business Administration, Finance, or Engineering