AddressThe Associate, Policies & Planning will be responsible for supporting the ongoing curation, development, and management of the SMBC, Canada Branch's policies and procedures as prescribed by SMBC's Policy Governance Framework. Under supervision of the Co-Head of Accounting & Planning, the Associate will engage with subject matter experts, department management, and policy owners to develop standardized policies and procedures and update existing documentation for conformance with current documentation standards. The Associate will also provide support in maintaining the Policy Governance Framework, including maintaining the enterprise policy inventory and repository.
Responsibilities
- Analyze, research, and develop policy and procedure documents for SMBC Canada Branch.
- Review, revise, consult, and re-write existing policies and procedures.
- Develop, proofread, and edit training manuals, business manuals, standard operating procedures in a collaborative environment with SMEs and project leads.
- Ensure final published content adheres to SMBC’s Policy Governance Framework standards and any legal/regulatory requirements.
- Perform process walkthroughs to learn appropriate subject matter as needed.
- Track changes, updates and deletions to a manual or project guidelines.
- Partner with the SMBC Americas Division stakeholders to ensure policy alignment between both entities.
- Assist with requests from auditors and examiners related to the Policy Governance Framework.
- Develop and maintain effective working relationships with appropriate corporate and business unit management.
- Utilize creative thinking to suggest process streamlining or improvements.
- Create job aids and desk reference material to assist in training.
- Assist with maintaining the enterprise policy inventory and support activities to manage the policy and procedure lifecycle as per the Policy Governance Framework.
- Conduct other ad-hoc projects and duties.
Knowledge & Experience:
- University degree in the Humanities. A post graduate degree (MBA) will be an added advantage.
- Minimum three years of technical writing experience, preferably in the financial services industry
- Knowledge and understanding of operation of foreign banks in general is desirable
- Experience within a banking environment and familiarity with bank laws/regulations, specifically in the context of the Office of the Superintendent of Financial Institutions (OSFI).
- Proficient in technical writing/authoring, including advanced knowledge of grammatical structure and content; including the meaning and spelling of words, rules of composition, and grammar.
- Outstanding interpersonal and communications skills; ability to communicate effectively with technical and non-technical audiences, including the ability to interface with senior management and present ideas to a large audience.
- Strong reasoning ability: understand complex situations, people and systems needs against backdrop of an ever-changing regulatory environment.
- Able to work independently on projects with little oversight, able to learn quickly and dissect complicated issues within a large and complex financial institution
- Excellent time management with the ability to multitask, prioritize workflows and meet deadlines.
- Advanced skill in the use of Microsoft Word, Excel, PowerPoint, Outlook, etc.
- Motivated and action-oriented, adaptable to changes.
- Time pressure/deadlines -- Significant
- Stress of multiple demands -- Significant
- Attention to details -- Significant
- Environment -- Open office / Hybrid Work Model
- Other – Availability for weekday evenings and weekend on-call schedules required to support critical operations.
