Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well-being of their more than 5 million diverse customers in communities across Canada. For more information, visit www.central1.com.

What we offer:

• Work-life flexibility 

• Hybrid work environment 

• Variable annual incentive plan

• Generous annual vacation allotment

• Top-notch flexible benefits plan including family building and gender affirmation

• Retirement Plan, matched contributions at 6%

• Access to a learning platform and educational assistance support

• Access to a virtual wellness platform

• Career development opportunities

• Wellness Flex Fund to support personal interest and activities

• Day off to volunteer in your community and other paid time off options

• Corporate discounts

*subject to employment agreement

Job Summary:

What you’ll be doing:
 

Client Onboarding and Documentation Management:

• Lead all client onboarding activities for the Treasury Client Sales and New Business team, ensuring a seamless, timely, and well-controlled experience for clients and internal stakeholders
• Manage client document requirements, including preparing, completing, organizing, tracking, and maintaining onboarding documents and related records
• Coordinate with internal partners to confirm client setup requirements, product readiness, approvals, and operational handoffs
• Monitor onboarding progress, identify delays or gaps, and proactively resolve issues to support growth and new business development objectives
   

Reporting, Dashboards and Business Insights:

• Create, develop, and maintain new reports and dashboards based on the evolving needs of the team
• Provide reporting on opportunities, pipeline activity, client onboarding status, business development initiatives, and team priorities
• Translate requests from the Head, Treasury Client Sales and New Business into actionable reporting outputs, insights, and delivery timelines.
• Use data and reporting to identify trends, support decision-making, and enable growth and new business development
   

CRM and Salesforce Management:

• Own day-to-day CRM activity for the team and ensure Salesforce is maintained as the source of truth for client, opportunity, pipeline, and activity information
• Ensure all client and opportunity records are accurate, complete, current, and consistently updated
• Establish and reinforce CRM standards, data hygiene expectations, reporting cadence, and follow-up processes
• Partner with team members to improve Salesforce adoption, data quality, and visibility into business development activity

Client Communications and Distribution Management:

• Draft clear, professional, and client-ready communications on behalf of the Treasury Client Sales and New Business team
• Manage client distribution lists, ensuring contacts are accurate, current, appropriately segmented, and aligned to communication objectives
• Coordinate communications related to onboarding, business development initiatives, client updates, and team priorities
• Ensure communications are accurate, appropriately reviewed, and delivered in a timely and professional manner
   

Operations Coordination and Delivery:

• Coordinate and manage operational activities that support client onboarding, business development execution, reporting, and team delivery
• Develop practical processes, trackers, workflows, and routines that improve team organization, visibility, and accountability
• Monitor key deliverables, follow up on outstanding items, and escalate risks or dependencies as required
• Support the Head, Treasury Client Sales and New Business by taking requests from concept to execution with limited direction
   

Automation, Process Improvement and Technical Enablement:

• Identify opportunities to automate manual reporting, reduce repetitive work, and improve the accuracy and timeliness of team outputs
• Apply technical expertise to build scalable reporting tools, dashboards, templates, and process improvements
• Recommend enhancements to systems, workflows, and data structures that strengthen operational effectiveness and insight generation
• Support a continuous improvement mindset by challenging current processes and implementing practical solutions

Risk, Controls and Data Quality:

• Ensure onboarding documentation, Salesforce records, reports, and client communications are complete, accurate, appropriately retained, and aligned with internal policies
• Identify operational, documentation, or data quality risks and take action to resolve gaps or escalate as appropriate
• Maintain strong controls over client information, distribution lists, reporting outputs, and documentation workflows
• Support audit readiness by maintaining organized records and clear evidence of process completion
• Other duties and projects, as assigned.

What you’ll have:

• Minimum 10 years of progressive experience in client onboarding, operations, sales enablement, reporting, CRM administration, business management, or financial services operations.
• Strong experience developing reports, dashboards, trackers, and business insights to support leadership decision-making, opportunity management, and growth initiatives.
• Advanced proficiency with Salesforce or comparable CRM platforms, including data quality management, opportunity tracking, activity management, and reporting.
• Demonstrated experience managing client onboarding and documentation processes, including document preparation, completion, tracking, retention, and stakeholder coordination.
• Strong technical capability with reporting, dashboarding, and automation tools, with the ability to streamline manual processes and improve accuracy and efficiency.
• Excellent written communication skills, with experience drafting client communications, executive updates, process documentation, and business correspondence.
• Advanced analytical, organizational, and problem-solving skills, with the ability to work independently through ambiguity and deliver practical solutions.
• Ability to take direction from senior leadership, clarify objectives, determine the required approach, and execute with limited supervision.
• Strong attention to detail and commitment to data accuracy, documentation quality, control, and follow-through.
• University degree in Business Administration, Finance, Economics, Data Analytics, Operations, or a related discipline.
• Experience in Treasury, financial services, credit unions, capital markets, or business development environments is considered an asset.

Salary range: $115,000-$130,000

The salary represents the job rate determined for the successful candidate who is fully competent in the role. The actual salary will vary depending on market conditions and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. 

#LI-Hybrid

Central 1 does not use Artificial Intelligence (AI) technology to screen, assess, or select applicants during our recruitment process. This job posting is for an existing, specific vacancy within our organization. All applications will be considered exclusively for the position described in this posting.

Central 1 is an equal opportunity employer and committed to building an inclusive workforce by creating an environment where everyone feels like they belong and has the opportunity to be successful. We welcome all applicants to join our diverse workforce and we will provide an accessible candidate experience including, but not limited to accommodations to interview sites and alternate formats upon request to our Recruitment team.