Associate Roving Personal Banker with Wells Fargo providing customer support across branch locations. Flexibility required in changing priorities and building customer relationships.
About the role
- Knowledge Consultant developing KM solutions, best practices, and process optimization for Sun Life. Driving continuous improvement and supporting stakeholder relations.
Responsibilities
- Reporting to the Manager of Knowledge Management and Operational Training, the Knowledge Consultant will develop and evolve Knowledge Management (KM) solutions, establish and maintain KM best practices, create One Best Ways (OBW) for KM programs, and conduct process optimization to enhance existing processes and procedures.
- Ensure KM standards and best practices are well documented, accurate, well organized, consistent and highly effective.
- Provide recommendations and support regarding end-to-end KM solutions, standards, framework, tools and technology.
- Act as an advisor on matters related to KM systems, technology, and data.
- Work closely with other KM teams to ensure best practices are integrated into KM strategies and initiatives to ensure alignment and seamless service delivery.
- Manage sponsor/stakeholder relations to ensure that project delivery expectations are specified and met.
- Design efficient and effective process solutions.
- Build, sustain and leverage relationships and people networks with cross-functional teams.
- Manage Continuous Improvement activities by updating content and ensure easy access to resources that support key stakeholder groups.
- Lead the assessment of current processes, procedures and workflows to identify inefficiencies, streamline processes, reduce redundancies and enhance quality.
- Own the redesign and optimization efforts enduring alignment with business objectives and driving meaningful improvements.
- Foster and support collaboration across functional disciplines (e.g. Change Management, Training, Quality, etc.) to drive process optimization and knowledge sharing, ensuring greater efficiencies, alignment and continuous improvement, ultimately enhancing success through integrated efforts.
- Support change management efforts related to the implementation of new best practices, systems, and process and procedure changes.
- Develop and maintain Key Performance Indicators (KPI) and other metrics and provide regular reporting to leadership.
- Provide recommendations on actionable insights and areas for improvements.
- Demonstrate strong project management skills, with the ability to prioritize and manage multiple projects in a fast-paced, global environment.
- Work effectively in both team settings and independently, adhering to deadlines and contributing to collaborative success.
Requirements
- University degree or college diploma in business (or equivalent years of experience in the mutual fund industry or similar field)
- Three years of work experience in Knowledge Management, with technical writing experience, supporting content initiatives and working with cross-functional teams.
- 3-5 years of continuous improvement in a client focused environment.
- Proficient knowledge of KM principles, processes and tools, along with business areas processes, controls and technologies.
- Sound knowledge of project management techniques, tools and methodologies.
- Knowledge of change management methodologies.
- Demonstrated analytical, problem-solving, consulting and influencing skills.
- Experience with MS Excel, MS PowerPoint and MS Visio, and SharePoint.
- Demonstrated ability to deliver innovative solutions and ability to leverage data and technology.
- Strong customer service skills with a customer focused mindset, with a solid ability to create and maintain strong relationships across the organization at all levels.
- Excellent written and verbal communication skills with demonstrated facilitation skills.
- Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide.
Benefits
- A caring, supportive, and inclusive culture
- Competitive salary
- Flexible working hours
- Paid time off
- Professional development opportunities
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