Business Operations Lead, Senior Manager

2 weeks ago


Vancouver BC, Canada Insight Global Full time

Senior Manager - Deposit Operations Full-Time Permanent
3 days on-site: Advanced experience with Central 1s (Online banking platform)
~ Knowledge of the legal, regulatory, and operational environment of the deposit business, to ensure adherence to policies and best practices
~ Knowledge of all deposit operational processes and policies
~ Experience with CRM tools (Microsoft Dynamics 365) for case management and reporting.
~ Excel reporting: pivot tables, v lookups, efficient


Portfolio Plus banking platform is an asset.
Bilingual English and French would be an asset.
Understanding of Agile methodologies and tools is an asset (Confluence, JIRA).
Expert CRM/Dynamics user implement efficiencies etc

Schedule and manage daily tasks for your team, ensuring efficient onboarding of clients and addressing any Electronic Funds Transfer (EFT) inquiries.
Issue Resolution : Actively support the team in investigating fraud issues and managing client communications through the general mailbox, ensuring timely responses to inquiries regarding services like maturity instructions for Guaranteed Investment Certificates (GICs).
Performance Monitoring: Conduct daily audits and balance department transactions, providing regular reports on workload and efficiency to management.
Project Involvement : Participate in enterprise-wide projects, leveraging your expertise to guide initiatives that impact Deposit Operations. This role requires a proactive approach to managing operations while fostering a collaborative team environment that aligns with Peoples Group's values.


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