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Added 21 mins ago
Digital Student Service Administrator
George Brown Polytechnic
Toronto, ON
Reporting to the Senior Manager, Student Service
Added 35 mins ago
T
Senior Siebel CRM Developer – Siebel Public Sector | Oracle | REST APIs
ThoughtStorm
Toronto, ON
- Contract
Hiring: Senior Siebel CRM Developer – Siebel Public Sector | Oracle | REST APIs
Added 35 mins ago
FS
Manager, Public Relations and Marketing Communications – Americas
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Toronto, ON · Four Seasons Corporate Headquarters Toronto
- Full-time
Reporting to the Director, Public Relations and Corporate Communications – Americas, and working closely with the Senior Director, Marketing – Americas, the Manager will collaborate with…
Added 50 mins ago
Q
Conversation Bot Engineer - Dialogflow CX
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Toronto, ON
- $140,000 to $150,000 CAD / year
- Full-time
Integrate Dialogflow bots with backend systems, APIs, CRM platforms, and third-party services.
Added 50 mins ago
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Business Systems Developer
Grantek
Burlington, ON
- Full-time
…off their careers at Grantek and have grown into successful senior team members who are integral to our client's manufacturing…
Added 1 hour ago
MS
Senior Product Manager
MSZ Systems
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- Contract
MSZ Systems is seeking an experienced Senior Product Manager to lead the development and delivery of a modern digital registration and permit management system
Added 1 hour ago
TI
Senior API Developer
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- Contract
The client is seeking an experienced Senior Software Developer API to design, develop, implement, and maintain enterprise-level APIs, web applications, and system integrations. The ideal…
Added 1 hour ago
R
Associate Director, Operational Resilience
RBC
Toronto, ON
- Full-time
…resilience data and prepare comprehensive periodic reports for senior leadership and…
Added 1 hour ago
BS
Key Account Manager
Bushbalm Skincare
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- Full-time
The role is a new role. It will be reporting directly to the Senior Sales Manager.
Added 1 hour ago
EB
Sales Development Representative
EP Boards
Toronto, ON
- $50,000 to $75,000 CAD / year
Executive Platforms (executiveplatforms.com) hosts summits that provide senior executives with a unique space to explore new ideas, innovations, and inspirations, fostering personal and…
Added 1 hour ago
VB
Associate Director, Business Development (IT Agency Staffing & Recruitment)
Vaco by Highspring
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- Full-time
Develop and grow relationships with technology leaders, including CIOs, CTOs, and other senior decision-makers.
Added 1 hour ago
A
Sales Development Representative
Assemble
Toronto, ON · Greater Toronto Area, Canada
- $50,000 to $75,000 CAD / year
- Full-time
Executive Platforms (executiveplatforms.com) hosts summits that provide senior executives with a unique space to explore new ideas, innovations, and inspirations, fostering personal and…
Added 1 hour ago
VB
Senior Associate, Business Development (Finance/Accounting Staffing Agency)
Vaco by Highspring
Toronto, ON
- Full-time
Senior Associate, Business Development, Talent Solutions
Added 1 hour ago
VB
Executive Finance and Accounting Recruiter (Full Desk)
Vaco by Highspring
Montreal, QC
- Full-time
Develop and grow relationships with accounting and finance leaders, including CFOs, Controllers, CAOs, and other senior decision-makers.
Added 1 hour ago
F
Business Development Representative
Forma.ai
Toronto, ON
- Full-time
Use CRM and sales engagement tools to manage activity, track engagement, and stay organized
Added 1 hour ago
Q
Senior Revenue Enablement Specialist, Digital
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
We are looking for an experienced and results-driven Senior Revenue Enablement Specialist, Digital to join our global Revenue Enablement team.
Added 2 hours ago
Sales - Director of Sales (Quebec and Eastern Canada)
The Erb Group
Vaudreuil-Dorion, QC
Oversee CRM adoption, pipeline management, sales forecasting, and reporting.
Added 2 hours ago
I
Senior Account Manager
Innovex
Calgary, AB
- Full-time
Innovex Canada is seeking a commercially driven Senior Account Manager to grow revenue, expand market share, and strengthen customer relationships across the well construction and…
Added 2 hours ago
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Senior Vice President, Health Digital
Edelman
Toronto, ON
- Full-time
Edelman is looking for a Senior Vice President, Health Digital to help shape the future of digital marketing for some of the world's leading pharmaceutical brands. Sitting at the…
Added 2 hours ago
P
Senior Revenue Operations Manager
Pepper
Canada
- Full-time
At most companies, RevOps maintains the CRM and builds reports. At Pepper, RevOps builds the AI agents, internal tools, and automations our go-to-market team runs on every day. The work…
Added 2 hours ago
Q
Senior Revenue Enablement Specialist, Digital
Quadient
Markham, ON
- $90,000 to $100,000 CAD / year
- Full-time
We are looking for an experienced and results-driven Senior Revenue Enablement Specialist, Digital to join our global Revenue Enablement team.
Added 3 hours ago
B
Sales Manager - SaaS (OTE: upto 130k)
BoomerangFX
Mississauga, ON
- $85,000 to $100,000 CAD / year
- Full-time
…processes, and overseeing pipeline management, forecasting, and CRM performance. Experience building and scaling high-performing sales teams in a fast-paced, growth-oriented environment is…
Added 4 hours ago
J
Senior Commercial Account Executive
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Commercial Account Executive based in Canada.
Added 4 hours ago
AA
Vice President, Business Development
AIP Asset Management
Winnipeg, MB · Greater Winnipeg Metropolitan Area
- Full-time
AIP's convertible private debt strategy provides senior secured, asset-based loans to North American small-cap public companies, with the potential to participate in equity upside through…
Added 4 hours ago
A
Représentant(e) des ventes, nouvelles affaires - Marché intermédiaire/Mid-Market Account Executive - New Business
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Montreal, QC
- Full-time
Utiliser les outils CRM et d’automatisation des ventes afin d’assurer des prévisions précises et une gestion rigoureuse de la performance

Yochana

Business Analyst with banking experience

Toronto, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 28, 2026
Experience: 15+ years of experience in Banking / Financial Services, with significant experience in Retail and Branch Banking.
Posting language: English
Posted: Oct 29, 2026

Original job description

Business Analyst with banking experience

Lead Business Analyst – Branch Banking & Offer Management Transformation

Domain: Retail Banking / Branch Banking / Offer Management

Program: Large-scale, multi-million-dollar banking transformation

Role Overview

We are looking for a seasoned Lead Business Analyst with 15+ years of banking experience and a proven track record of leading business analysis for large, multi-million-dollar transformation programs involving multiple business units, technology platforms, data sources, risk/decision engines and customer-facing banking systems.

This is a high-visibility leadership role, not a traditional BA position. The candidate must be capable of independently driving a complex transformation program, working directly with senior business and technology leaders, managing competing stakeholder priorities, navigating significant leadership scrutiny, and converting ambiguous business objectives into clear, executable requirements.

Mandatory Experience

15+ years of experience in Banking / Financial Services, with significant experience in Retail and Branch Banking.

Proven experience as a Lead / Principal BA on multi-million-dollar banking transformation programs.

Strong knowledge of Branch Banking systems, processes, customer journeys and frontline/advisor workflows.

Hands-on experience with Offer Management, Next Best Offer or Next Best Action capabilities.

Experience defining how customer products, interactions, inquiries, profile data and needs are used to generate relevant offers.

Strong understanding of customer data, eligibility rules, decision engines, risk engines and AI/ML or propensity models used for real-time customer decisioning.

Experience working across a complex ecosystem of multiple upstream and downstream banking systems, APIs, data platforms and integration layers.

Demonstrated ability to perform end-to-end impact analysis across business processes, applications, integrations and data flows.

Proven ability to convert vague, incomplete and ambiguous business needs into clear, concrete and achievable requirements, features, user stories and acceptance criteria.

Strong experience driving requirements from discovery through design, development, testing, UAT, implementation and post-production stabilization.

Stakeholder & Leadership Management

The candidate must have demonstrated experience:

Working directly with senior executives, business heads, product leaders, technology executives, architects, risk, compliance, operations and delivery teams.

Leading large requirements and solution workshops involving multiple business and technology stakeholders.

Managing conflicting stakeholder priorities and driving teams toward decisions and closure.

Communicating complex business and technology issues in a concise, executive-friendly manner.

Presenting risks, dependencies, options, recommendations and decisions to senior leadership.

Operating successfully within programs receiving significant executive and leadership scrutiny.

Challenging assumptions and pushing back constructively when requirements or proposed solutions are unclear or unrealistic.

Taking end-to-end ownership and accountability rather than functioning only as a requirements/documentation BA.

Key Responsibilities

Serve as the Lead BA and requirements owner for the transformation program.

Drive requirements across Branch Banking, CRM, Customer 360, Offer Management, Product, Risk, Decisioning, Data and downstream platforms.

Map the complete journey from customer interaction → customer/product data → eligibility/risk/model decisioning → offer selection → real-time presentation → customer acceptance → fulfillment → outcome tracking.

Identify cross-system impacts, dependencies, risks and gaps early in the delivery lifecycle.

Translate strategic business objectives into actionable capabilities, features, requirements, user stories, business rules and acceptance criteria.

Drive alignment among Business, Product, Architecture, Data, Risk, Technology, QA and Operations.

Maintain end-to-end requirements and business outcome traceability.

Support solution design, testing, UAT, implementation and production readiness.

Proactively escalate critical risks and decisions with clear business impact and recommended options.

Act as the trusted bridge between senior business leadership and technology delivery teams.

Apply About employer

More about this job

Responsibilities

Lead business analysis and own end-to-end requirements for a large banking transformation spanning branch banking, CRM, customer data, offer management, risk, decisioning, and downstream platforms. Align business and technology stakeholders, assess cross-system impacts and risks, and support solution design, testing, implementation, and production readiness.

Requirements

Requires 15+ years of banking or financial services experience, including significant retail and branch banking experience, and a track record leading multi-million-dollar transformation programs. Candidates must have hands-on offer management or next-best-action experience, strong knowledge of customer data and decisioning ecosystems, and the ability to lead senior stakeholders and turn ambiguous needs into actionable requirements.

Skills

Lead Business Analysis
Retail Banking
Branch Banking
Offer Management
Next Best Offer
Next Best Action
Customer Journey Mapping
Requirements Management
Stakeholder Management
Impact Analysis
Customer Data
Eligibility Rules
Decision Engines
Risk Engines
AI/ML and Propensity Models
UAT

Visa sponsorship

Not detected in the job text

Keywords

Retail Banking
Branch Banking
Banking Transformation
Offer Management
Next Best Offer
Next Best Action
CRM
Customer 360
Customer Data
Customer Journeys
Eligibility Rules
Decision Engines
Risk Engines
AI/ML
Propensity Models
Real-Time Decisioning
APIs
Data Platforms
Integration Layers
Impact Analysis
Requirements Traceability
User Stories
Acceptance Criteria
Solution Design
UAT
Production Readiness
Stakeholder Management
Executive Communication
Risk and Compliance
Business Analysis

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