Itaú USA · 3 months ago
Process Manager – Banking Operations
Miami, Florida, United States
Full-time
Onsite
Senior Level
5+ years expItaú USA is a financial institution seeking a Process Manager to lead design, implementation, and enhancement of process automation and operational initiatives for Itaú Private Bank. This role focuses on translating strategic objectives into efficient operational practices that deliver high-quality experiences for clients and internal stakeholders.
Financial Services
Responsibilities
Provide ongoing leadership for the strategic direction of process automation and operational improvement initiatives
Ensure alignment between stakeholders across Operations, IT, Risk, and Compliance to maintain efficiency, risk control, and regulatory adherence
Leverage client and internal insights to continuously improve the banking experience and ensure operational excellence
Partner with senior leadership and business units to evolve operational strategies that support growth, client satisfaction, and sustainable efficiency gains
Lead the design of new processes and automations ensuring they are feasible, compliant, and deliver measurable value to clients and internal teams
Foster a collaborative approach, engaging multiple disciplines across Operations, Risk, IT, and Client Journey teams to drive effective solutions
Ensure that operational processes enhance client experience, support business growth, and strengthen risk management controls
Develop clear business cases, process documentation, and data-driven analyses to support decision-making and stakeholder alignment
Serve as Project Manager within a Squad team, overseeing the implementation and rollout of process improvements and automation initiatives across banking operations
Partner with IT and Operations to ensure solutions are delivered on time, within scope, and aligned with strategic objectives
Monitor and measure outcomes using operational and client 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 impacts to senior management and key stakeholders through clear reporting and presentations
Qualification
Required
Bachelor's degree in Business Administration, Finance, Engineering, Information Systems, or related field
Minimum 5 years of experience in banking operations, process management, or financial services consulting
Excellent written and verbal communication skills with the ability to influence stakeholders at all levels
English required
Preferred
Master's degree (MBA)
PMP or Prince2 certification
Strong knowledge of Agile methodologies (Scrum, Kanban, SAFe) with experience leading squads or Agile teams
Lean Six Sigma Green/Black Belt certification
Advanced proficiency in Microsoft Excel (modeling, scenario analysis, dashboards)
Strong working knowledge of Power BI for reporting and visualization
SQL or Python
Spanish and/or Portuguese strongly preferred due to regional coordination
Company
Itaú USA
Itaú Unibanco is a global financial services firm and the largest private sector financial institution in Latin America.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mauricio Correa
CTO Itaú USA and Zurich
Fabiana Pascon
CFO
Company data provided by crunchbase