Document Governance Specialist

We are currently seeking a Document Governance Specialist to join our team. This is a hybrid role with an option to work from our Collaboration Centers in Langley, Kelowna, Penticton, Duncan, or Victoria.

The Document Governance Specialist is responsible for overseeing the end-to-end process of document governance including the completion of the annual review cycle. This position is responsible for providing guidance to other departments with creation and updating and ensures governance standards are followed and implemented and providing thorough operational advice, and analysis related to all functional business areas. The Specialist leads or provides support with operational projects and initiatives.

Here’s what would be included as a part of your typical day

1. Document Management Creation: Works with document owners and subject matter experts to review and complete requests for creating and revising documents submitted to the Document Governance team. Creates and updates documents within the PGPP portal and banking system while ensuring it meets regulatory requirements. Ensures documents are clear and concise while aligning with the Tru Cooperative Bank style guide and template standards.
2. Document Testing: Participates in planning test efforts, completes test plans, runs e-sign and SQL scripts, leads QA cycle and ensures scripts are written and test results are recorded correctly. Works with Agile squads on creating and identifying new merge fields in documents. Provides document to stakeholder for review as required. Completes handover documents for deployment.
3. Document Management Governance: Oversees the end-to-end document governance ensuring the annual review cycle is complete. Monitors for adherence to established workflows & escalates to their leader in cases of non-conformity. Maintains and updates document templates and approval matrix. Collaborates with content owners and subject matter experts to identify gaps and ensure content is current, complete, clear and easy to understand. Flags or removes documents that does not meet standards, archiving old documents.
4. Operations: Completes thorough analysis to provide the appropriate advice while optimizing service delivery. Ensures documents are updated or developed, in collaboration with appropriate stakeholders.
5. Agile: Provides support and direction where needed/requested to Agile squads through Compliance and Document Governance Center of Excellence.

Required Skills, Experience & Qualifications

• College, Trade or Tech School Diploma (2 years) in a related discipline required
• 4 years' related experience required; experience working in the financial services industry with exposure to business functions and integrated credit union/business systems required
• Experience and knowledge in operations, compliance, Central 1 manuals, acts and regulations
• Ability to work independently, as well as collaboratively in a team environment
• Effective interpersonal and communication skills, both verbally and in writing with a wide variety of stakeholders
• Proven organizational skills, including balancing multiple responsibilities, and effectively meeting deadlines
• Demonstrated track record of logical and critical thinking, with superior project management and planning skills
• Proficient with computer software applications e.g., MS Office
• Strong understanding of internet and web-based applications
• Demonstrated operational expertise in various financial services systems
• Knowledge of FI policies, procedures, product/services
• Strong understanding of SQL and running scripts, leading QA cycles,
• Displays an understanding of risk and risk ownership by being able to demonstrate adherence to policies and procedures.

What’s in it for you:

First, we strive to make our team members feel genuinely rewarded. You’ll have:

• Mental health coverage and resources
• Customizable health benefits, as well as topped-up parental leave
• Performance-based compensation, employee banking advantages and group RRSP matching
• Vacation time and flexible work arrangements to support your lifestyle

We are committed to providing a fair, equitable, and competitive rewards package that reflects the value an individual brings to our organization. The compensation mentioned in this job posting should serve as a guide. The total cash compensation earned may vary based on a variety of factors including bonuses and/or incentives, an individual’s skills and experience, and may correlate with performance in the role.

We also provide and encourage opportunities for our employees to make a meaningful impact. After all, as a credit union we’re powered by giving back—in big ways and through small gestures. That's why we offer employees paid time off to volunteer, partner with thousands of local charities, build long-lasting relationships that help our members get ahead and commit to environmental, social and governance (ESG) practices.

By joining our team, you’ll be able to elevate your potential. Wherever your own purpose leads, we’re here to support you with award-winning in-house training programs, access to LinkedIn Learning, and reimbursement for external courses to help you get ahead.

Take the next step in your career as part of our team. Apply for this opportunity!

Candidates, please note: if you are being considered for this role, you will be required to complete a background check, such as employment verification, credit check and criminal record check.

Diversity, Equity, Inclusion & Belonging

At Tru Cooperative Bank, we embrace diversity regardless of gender identity or expression, sexual orientation, religion, race, ethnicity, age, diverse ability, and any aspect that makes someone unique. Inclusion is woven through our organization, from our employee-led network groups, hiring practices and education programs that address barriers and continually grow our equitable, diverse and inclusive culture.

We encourage people who are from equity-deserving groups to apply for a career with us, including women or non-binary people, persons with diverse abilities, Black, Indigenous Peoples, People of Colour and members of 2SLGBTQIA+ communities.

If an accommodation would help you during the process of applying or interviewing for a career with us, please let us know how we can assist you, whether it’s preparing materials in an alternate format, booking an accessible meeting room or other arrangement.

Your individuality is welcome here.

About Us

We’re a financial cooperative that does things differently. We provide time-tested advice that helps our members feel optimistic about their future, and we offer comprehensive banking solutions that enable people to confidently reach their goals. With the financial strength and extended branch network of a large financial institution, we maintain local connections to our communities and take a unique grassroots approach to service. Our more than 250,000 members and approximately 1,250 employees operate from 45 branches throughout the province of BC, under the Envision Financial, Valley First, Island Savings and Enderby & District Financial brands. Visit trucooperativebank.ca for more information on Tru Cooperative Bank.

Statement on AI Use:

In accordance with Ontario’s Employment Standards Act, we confirm that no artificial intelligence (AI) tools are used to screen, assess, or select applicants for this position. All applications are reviewed by our recruitment team.

Statement of Genuine Vacancy:

This posting represents a true and current vacancy within our organization. We are actively seeking to fill this role and welcome applications from qualified candidates.

Please know we appreciate your interest in us but only candidates selected for an interview will be contacted.