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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in operations management within financial services, focusing on process improvement, team leadership, and stakeholder engagement. Proficient in managing external providers and implementing automation initiatives to enhance operational efficiency and service quality.
Highest-signal resume keywords
Operations ManagementTeam LeadershipProcess ImprovementStakeholder EngagementAutomation Initiatives
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process QualityOperational MetricsPerformance MonitoringService Level AgreementsContinuous ImprovementCustomer Record ManagementOnboarding ProcessesOperational TransformationTechnology AdoptionAI Solutions
Soft Skills
Influencing SkillsCross-Functional CollaborationResults OrientationEngagementPragmatic Problem Solving
Certifications & Qualifications
Bachelor's DegreePostgraduate Education
Industry Keywords
Financial ServicesShared ServicesBPO ManagementOperational StabilityMember Journey
About the role
Key responsibilities & impact- Coordinate the execution of the shared services team’s activities, responsible for centralized account openings and customer record updates, ensuring process quality, efficiency and compliance.
- Ensure operational stability with a focus on service levels, productivity and the experience of members and cooperatives.
- Identify, prioritize and lead the implementation of continuous process improvements to achieve gains in efficiency, quality and cost reduction.
- Work collaboratively with business areas, technology teams and cooperatives, facilitating problem resolution and the enhancement of account and onboarding journeys.
- Manage and monitor operational metrics, ensuring visibility into performance, adherence to targets and guidance for corrective actions.
- Oversee governance of external service providers (BPO), monitoring performance, delivery quality, SLAs and contractual evolution.
- Identify opportunities and support process automation initiatives focused on operational simplification and technology adoption, including solutions using AI.
- Serve as a subject-matter reference for accounts and customer records, contributing to the evolution of the member journey and to strategic initiatives across the organization.
- Lead the team, fostering development, engagement and alignment with business priorities.
Requirements
What you’ll need- Experience in operations management, preferably within financial services or in high-scale/complex environments.
- Experience leading teams and managing performance.
- Experience managing external providers/third parties (BPO) and controlling SLAs.
- Ability to lead improvement and operational transformation initiatives.
- Pragmatic profile with a strong results and execution orientation.
- Systemic and business-oriented mindset with the ability to work cross-functionally.
- Strong influencing skills and the ability to engage with diverse stakeholders.
- Knowledge of processes related to current accounts, customer records or onboarding (advantageous).
- Experience or familiarity with automation initiatives and the use of technology/AI (advantageous).
- Bachelor's degree (postgraduate education desirable).
Benefits
Comp & perks- Fixed 14th and 15th salaries.
- Profit-sharing (based on seniority).
- Health and dental plans with no co-pay.
- Well-being programs via Wellhub (formerly Gympass), including Nutrition, Psychology, Occupational Health, Massage, running groups and local gym partnerships.
- Meal and food allowances – flexible allocation percentage between VA/VR cards, no co-pay.
- Extended maternity and paternity leave.
- Childcare or nanny subsidy for children up to 6 years and 11 months.
- Support for children with disabilities, no age limit.
- Life insurance.
- Private pension plan up to 8% of salary.
- Training platform – Sicredi Aprende, offering a variety of courses.
- 40-hour workweek – using a time bank system.
- Work-from-home allowance (except for positions that are 100% on-site).
