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

• Strategy and Vision: Provide ongoing leadership for the strategic direction of process automation and operational improvement initiatives.
• Process Definition and Design: Lead the development of new processes and automation initiatives to ensure they are feasible, compliant, and deliver measurable value to customers and internal teams.
• Responsibilities and Deliverables: Serve as a project manager within a squad team to oversee the implementation and rollout of process improvements and automation initiatives in banking operations.

Qualifications

• Education: Bachelor’s degree in business administration, finance, engineering, information systems, or a related field. Master’s degree (MBA) preferred.
• Experience: At least 5 years of experience in banking operations, process management, or financial services consulting.
• Project Management: PMP or Prince2 certification preferred; proven experience in managing cross-functional projects.
• Agile Delivery: Strong knowledge of Agile methodologies (Scrum, Kanban, SAFe) with experience leading squads or Agile teams.
• Process and improvement: Lean Six Sigma Green/Black Belt certification is a plus. Experience in implementing process automation, RPA, or workflow optimization.
• Technical Skills: Advanced proficiency in Microsoft Excel (modeling, scenario analysis, dashboards). Strong proficiency in Power BI for reporting and visualization. Knowledge of SQL or Python is a plus.
• Communication: Excellent written and verbal communication skills, with the ability to influence stakeholders at all levels.

We offer

No information available.