Process Excellence Lead (f/m/x) - Private Bank COO Team

Position Overview

Details of the role and how it fits into the team

Process and Service Excellence team (PSXT) is part of the PB Operating Model function under the global PB Chief Operating Office. The purpose of the team is to combine process excellence know-how with operational improvement and automation capabilities. The objective is to increase client satisfaction and capture operational efficiencies by front to back digitalization, automation and non-tech process improvements in close collaboration with key stakeholders.

PSXT strives to link the overall PB strategy to client journeys, product offering, IT platform and organizational set-up by ensuring a process design with E2E views & cost transparency. We work closely with Process Owners and the Transformation organisation across the PB division and drive accountability, ensure stakeholder alignments, deliver process and service enhancements, take care of communications, employee engagement & feedback loops for continuous process improvements.

Your key responsibilities

• Direct process and service excellence initiatives, projects or key workstreams

• Manage a structured central backlog of improvement requests and orchestrate their prioritization and funding ask in preparation of respective governance meetings

• Facilitate design workshops and lead the initial assessment including impact analysis with the aim to increase client experience and automation, reduce costs and processing times by considering target architecture and process design principles

• Support and partner with Process Owners on decision about process design by giving guidance on industry standard, best practices and lean thinking and ensure alignment with PB`s target operating model and target enterprise architecture

• Manage the implementation of non-technical process enhancements and coordinate and oversee technical process change implementations performed by Transformation team

Your skills and experiences

• Bachelor’s or Master’s degree in Business, Finance, Information Systems, or related discipline

• 7+ years of experience as a Process Expert, Consultant, Business Analyst or Change Practitioner, with at least 3 years in personal banking, private banking or wealth management environments

• Proven track record in process analysis, design/redesign, and process/capability mapping within complex change programs or run the bank process owner responsibility

• LEAN Six Sigma Black Belt or equivalent certifications (advantageous)

• In-depth knowledge of private banking products, services, and regulatory environment (e.g., MiFID II, ESG, FATCA) and familiarity with core banking platforms and related tools & interfaces (e.g., CRM, digital channels, product and service platforms, data hubs)

• Strategic and analytical mindset with a structured approach to problem-solving and excellent interpersonal and communication skills

What we offer

We provide you with a comprehensive portfolio of benefits and offerings to support both, your private and professional needs.

• Emotionally and mentally balanced
  A positive mind helps us master the challenges of everyday life – both professionally and privately. We offer consultation in difficult life situations as well as mental health awareness trainings.

• Physically thriving
  We support you in staying physically fit through an offering to maintain personal health and a professional environment. You can benefit from health check-ups; vaccination drives as well as advice on healthy living and nutrition.

• Socially connected
  Networking opens up new perspectives, helps us thrive professionally and personally as well as strengthens our self-confidence and well-being. You can benefit from PME family service, FitnessCenter Job, flexible working (e.g parttime, hybrid working, job tandem) as well as an extensive culture of diversity, equity and inclusion.

• Financially secure
  We provide you with financial security not only during your active career but also for the future. You can benefit from offerings such as pension plans, banking services, company bicycle or “Deutschlandticket”.

Since our offerings slightly vary across locations, please contact your recruiter with specific questions.

This job is available in full and parttime.

In case of any recruitment related questions, please get in touch with Ahmet Deniz.

Contact Ahmet Deniz: +49 69 910-45237

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