Data Analyst overseeing data infrastructure and operations supporting Wealth Management. Key liaison with Operations, Finance, and Wealth Management teams for automation and reporting.
About the role
- Quality Analyst driving process and product improvement in a banking environment. Working cross-functionally to enhance client experience and reduce complaints.
Responsibilities
- Conduct in-depth end-to-end analyses of the Ombudsman (customer relations) processes, identifying bottlenecks, inefficiencies, risks and improvement opportunities
- Evaluate operational data, performance indicators and customer feedback to support diagnostics
- Prioritize initiatives based on impact, feasibility, risk and business return
- Lead structured root cause analyses using recognized market methodologies
- Assess operational, regulatory, financial and customer experience impacts prior to implementation
- Plan and execute medium- to high-complexity continuous improvement projects
- Define scope, schedule, success indicators and monitoring criteria
- Work collaboratively with areas such as Operations, Product, Customer Service, Technology, Quality and Compliance
- Monitor the execution of implemented actions, ensuring adherence to the plan and expected results
- Track indicators and ensure the sustainability of improvements over time
- Establish governance for monitoring and process standardization
- Prepare management reports and executive presentations with analyses, recommendations and results
Requirements
- Bachelor's degree in Business Administration; Engineering; Economics; Process Management or related fields
- Knowledge of financial products
- Solid experience in Continuous Improvement within Ombudsman/Quality/Processes/Customer Experience (CX)
- Familiarity with process mapping tools and continuous improvement methodologies
- Knowledge of performance indicators (KPIs) and data analysis
- Preferred: Postgraduate/MBA in Process Management; Quality / Lean / Six Sigma; Customer Experience (CX); Project Management
- SQL
Benefits
- Medical and Dental Insurance: Comprehensive coverage for quality medical and dental care
- Meal/Food Allowance
- Life Insurance
- Childcare Assistance: Financial support to help balance work and family responsibilities
- Support for employees with children with disabilities: The company's commitment to the well-being and personal and professional development of employees and their families
- Extended Maternity and Paternity Leave: Full support for employees during these important life events
- Profit Sharing (PLR): Financial recognition for your effort and contribution to the company's success
- Performance-based Incentive Program: Ongoing incentives to achieve individual and collective goals
- Education Assistance: Support for academic and professional development, investing in your growth
- Discount Partnerships: Exclusive benefits on a range of products and services through strategic partners
- Day Off: Flexibility with one day off to recharge and balance responsibilities
- Totalpass - Health Incentive: Access to a wide network of fitness activities, promoting an active and healthy lifestyle
- Workplace exercise sessions: Promoting well-being and motivation among our employees
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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