Process Manager – Banking Operations

Job description

Job Details

• Job Category: Associate
• Requisition Number: PROCE001878
• Posted: October 17, 2025
• Full-Time
• Florida

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 continuous modernization of banking systems and workflows. This person will oversee strategic rollout efforts to ensure that processes are scalable, compliant, and aligned with customer needs. To be successful, the Process Manager will collaborate with various departments such as Operations, IT, Risk Management, Customer Journey, Products, Sales, and Compliance to realize process improvements while balancing innovation with operational feasibility and regulatory requirements.

Tasks and responsibilities

Strategy & Vision

• Provide ongoing leadership for the strategic direction of process automation and operational improvement initiatives.
• Ensuring alignment between stakeholders across operations, IT, risk, and compliance to maintain efficiency, risk control, and regulatory compliance.
• Leverage customer and internal insights to continuously improve the banking experience and ensure operational excellence.
• Work with senior leadership and business units to develop operational strategies that support growth, customer satisfaction, and sustainable efficiency gains.

Process definition & design

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

Execution & Delivery

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

Requirements

• Bachelor's degree in business administration, finance, engineering, information systems, or a related field. Master's degree (MBA) preferred.
• 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 methods (Scrum, Kanban, SAFe) with experience in leading squads or agile teams.
• Process & Improvement: Lean Six Sigma Green/Black Belt certification is a plus. Experience with