Reporting to the Director of Data Governance, this role supports the maintenance and administration of Commercial Banking Business Technology applications used for CRM, pipeline management, credit compliance, and data-driven decision-making. The role includes supporting project planning, leading stakeholder sessions, gathering business requirements, and assisting with other project activities.
Key Responsibilities:
Work closely with the CB business and technology team to provide ongoing support for the Commercial Bank CRM / Salesforce applications
Support and monitor shared mailboxes for Salesforce related questions
Support the documentation of workflows including detailed activities, controls, and relevant documentation
Keep application materials up-to-date including Job Aids and supporting process documentation
Provide recommendations for improvement, including process re-engineering and aligning activities with best-fit areas
Collaboration with vendors and CIBC Technology to implement application changes for the Salesforce application
Support application development and testing by assisting Technology teams with interpreting business requirements and resolving discrepancies
Plan and execute Business Acceptance Testing, including the creation of testing plans, scenarios, and acceptance criteria
Review testing results and make go/no-go recommendations for production changes
Support Project Management activities for Commercial Banking Application initiatives, as assigned
Perform data analyses to support recommendations or investigate application issues
Maintain and review application user access controls and process.
Required Skills:
Business Analyst experience
3-6 Years
2 years of experience with Salesforce Platform Administration
1 year of experience with Salesforce Financial Services Cloud (FSC)