Senior Manager, Treasury Sales Operations & Reporting, term-(Hybrid

Central 1 Overview

Central 1 cooperatively empowers credit unions and other financial institutions to deliver banking choice to Canadians. Central 1 provides critical services at scale to enable a thriving credit union system. We do this by collaborating with our clients, developing strategies, products and services to support the financial well‑being of their more than 5 million diverse customers in communities across Canada.

• Work‑life flexibility
• Hybrid work environment
• Variable annual incentive plan
• Generous annual vacation allotment
• Top‑notch flexible benefits plan including family building and gender affirmation
• Retirement plan, matched contributions at 6%
• Access to a learning platform and educational assistance support
• Access to a virtual wellness platform
• Career development opportunities
• Wellness Flex Fund to support personal interest and activities
• Day off to volunteer in your community and other paid time off options
• Corporate discounts
• Subject to employment agreement

The Senior Manager, Treasury Sales Operations & Reporting is a key driver of growth at Central 1, leading client onboarding, operational execution, reporting, and CRM excellence in support of Treasury Client Sales. In this role, you’ll own the end‑to‑end onboarding experience ensuring a seamless, client‑focused journey while maintaining high‑quality Salesforce data to enable strong insights and decision‑making. This is a great opportunity to make a direct impact, improve processes, and contribute to a collaborative, high‑performing team.

While this is initially a 12‑month term position, there is potential for the role to become permanent or be extended, depending on performance and business needs.

• Lead all client onboarding activities for the Treasury Client Sales and New Business team, ensuring a seamless, timely, and well‑controlled experience for clients and internal stakeholders.
• Manage client document requirements, including preparing, completing, organizing, tracking, and maintaining onboarding documents and related records.
• Coordinate with internal partners to confirm client setup requirements, product readiness, approvals, and operational handoffs.
• Monitor onboarding progress, identify delays or gaps, and proactively resolve issues to support growth and new business development objectives.

• Create, develop, and maintain new reports and dashboards based on the evolving needs of the team.
• Provide reporting on opportunities, pipeline activity, client onboarding status, business development initiatives, and team priorities.
• Translate requests from the Head, Treasury Client Sales and New Business into actionable reporting outputs, insights, and delivery timelines.
• Use data and reporting to identify trends, support decision‑making, and enable growth and new business development.

• Own day‑to‑day CRM activity for the team and ensure Salesforce is maintained as the source of truth for client, opportunity, pipeline, and activity information.
• Ensure all client and opportunity records are accurate, complete, current, and consistently updated.
• Establish and reinforce CRM standards, data hygiene expectations, reporting cadence, and follow‑up processes.
• Partner with team members to improve Salesforce adoption, data quality, and visibility into business development activity.

• Draft clear, professional, and client‑ready communications on behalf of the Treasury Client Sales and New Business team.
• Manage client distribution lists, ensuring contacts are accurate, current, appropriately segmented, and aligned to communication objectives.
• Coordinate communications related to onboarding, business development initiatives, client updates, and team priorities.
• Ensure communications are accurate, appropriately reviewed, and delivered in a timely and professional manner.

• Coordinate and manage operational activities that support client onboarding, business development execution, reporting, and team delivery.
• Develop practical…