Innovation Process Specialist

Job location:

Hybrid from any one of our three locations:
Summerland, Osoyoos, Revelstoke

Schedule:

Full Time, with variable work weeks (every second Friday off)

How to apply:

email resume and cover letter to

About the Position

The Innovation & Process Specialist plays a critical role in enabling service excellence, process efficiency, automation and consistency across the organization by ensuring policy, guidelines, processes and procedures are clear, current, and aligned. In addition to owning operational documentation, this role is accountable for identifying opportunities to reduce friction, improve efficiency, and responsibly implementing automation and emerging technologies (including AI) while maintaining appropriate risk levels and regulatory compliance standards in pursuit of high-quality member service.

This role is responsible not only for defining how work should be done, but also for building and maintaining the workflows and tools that enable processes to be executed efficiently, consistently, and at scale.

As a trusted partner to branch teams and business units, the Specialist builds strong relationships to understand operational needs, identify gaps, train and implement standardized, user-friendly workflows for processes. By continuously improving and innovating procedures, this role enhances employee experience, supports sound decision-making, and contributes to operational efficiency, risk mitigation, and overall organizational performance.

• Develops strong relationships with branch teams and business units to understand operational needs, identify gaps, and support the alignment and standardization of processes and procedures (SOPs) across the organization.
• Promotes consistency and operational excellence by establishing, maintaining, and continuously improving processes and procedures, ensuring alignment across all branches and departments.
• Creates, edits, and maintains clear, accurate, and user-friendly documentation for processes and procedures within process management tools, ensuring employees have the information required to perform their roles effectively.
• Designs, configures, and maintains end-to-end workflows using low-code and automation tools to operationalize processes and reduce manual effort.
• Analyzes existing processes, including manual or fragmented workflows, to identify opportunities for improvement through automation, integration, or redesign.
• Identifies and implements practical applications of automation, workflow orchestration, and emerging technologies to reduce friction, errors, and cycle time while maintaining risk and compliance controls.
• Monitors and improves workflows and low-code solutions based on user feedback, performance metrics, and evolving business or regulatory requirements.
• Establishes and maintains standards and best practices for process documentation, work‑flow design, and automation to ensure consistency, scalability, and usability.
• Provides knowledgeable support to employees in various capacities including, but not limited to, interpreting procedures, guiding process adherence, and supporting the implementation of new or updated workflows.
• Collaborates with subject matter experts and stakeholders to develop, review, and validate procedures, ensuring accuracy, completeness, and alignment with business, risk, and compliance requirements.
• Supports operational and project changes by updating documentation and workflows, communicating updates, and ensuring adoption across teams.
• Demonstrates sound judgement, maintains strong risk management knowledge, and ensures adherence to all legislative, security and regulatory requirements (e.g., Privacy, Money Laundering); performs additional responsibilities aligned with team goals as assigned.

• Demonstrates ability to design, configure, and manage automated workflows and low-code solutions that support operational processes
• Comfortable working in low-code environments to build forms, automate approvals, orchestrate tasks, and integrate systems where appropriate
• Strong analytical skills with the ability to assess processes, identify automation opportunities, and…