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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 vendor management. Proficient in driving automation initiatives and enhancing customer onboarding experiences through strategic collaboration.
Highest-signal resume keywords
Operations ManagementTeam LeadershipVendor ManagementProcess ImprovementAutomation 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 QualityPerformance MonitoringSLA ManagementContinuous ImprovementCustomer Onboarding Processes
Soft Skills
Influencing SkillsStakeholder ManagementPragmatic Problem Solving
Tools & Technologies
AI-Based SolutionsBPO Management
Certifications & Qualifications
Bachelor's DegreePostgraduate Degree
Industry Keywords
Financial ServicesOperational StabilityCross-Functional Collaboration
About the role
Key responsibilities & impact- Coordinate the execution of the shared services team's activities, responsible for centralized opening of current accounts and customer data updates, ensuring process quality, efficiency and compliance.
- Ensure operational stability, focusing on service levels, productivity and the experience of members and cooperatives.
- Identify, prioritize and lead the implementation of continuous process improvements, seeking efficiency gains, quality improvements and cost reductions.
- Work in an integrated way with business areas, technology and cooperatives, facilitating problem resolution and the evolution of account and registration journeys.
- Manage and monitor operational indicators, ensuring visibility of performance, adherence to targets and direction of corrective actions.
- Oversee governance of external suppliers (BPO), monitoring performance, delivery quality, SLAs and contractual evolution.
- Identify opportunities and support process automation initiatives, focusing on operational simplification and application of technologies, including AI-based solutions.
- Serve as a subject-matter reference for accounts and customer records, contributing to the evolution of the member journey and to the organization's strategic initiatives.
- Lead the team, promoting development, engagement and alignment with business priorities.
Requirements
What you’ll need- Experience in operations management, preferably in financial services or in high-scale, complex environments.
- Experience leading teams and managing performance.
- Experience managing third-party vendors/BPOs and controlling SLAs.
- Ability to lead improvement and operational transformation initiatives.
- Pragmatic profile with a strong results and execution orientation.
- Holistic business perspective with the ability to work cross-functionally.
- Influencing and stakeholder management skills.
- Knowledge of current account, customer registration or onboarding processes (advantage).
- Experience or familiarity with automation initiatives and the use of technology/AI (advantage).
- Bachelor's degree completed (postgraduate degree desirable).
Benefits
Comp & perks- 14th and 15th fixed salaries
- Profit-sharing / results participation (depending on seniority)
- Health and dental plans with no co-pay
- Wellbeing programs with Wellhub (formerly Gympass), nutrition, psychology, occupational health, massage, running groups and local gym access
- Meal and food allowance – flexible percentage allocation between VA/VR cards, no co-pay
- Extended maternity and paternity leave
- Childcare or nanny assistance for children up to 6 years and 11 months
- Assistance for children with disabilities, no age limit
- Life insurance
- Private pension up to 8% of salary
- Training platform – Sicredi Aprende, offering various courses
- 40-hour workweek – using a time bank system
- Remote work allowance (except for positions that require 100% on-site presence).
