Intake Triage Manager – Banking

Are you experienced in managing intake processes and stakeholder coordination? Apply Now!

Working with one of our top financial clients, this role calls for an Intake Triage Manager – Banking. This position involves leading the intake triage management of new initiatives within the Commercial Banking Project Management Office, supporting client’s Commercial Banking. The successful candidate will oversee the assessment, routing, and prioritization of project requests, ensuring efficient workflows, stakeholder alignment, and high-quality outputs. This role offers broad visibility across Commercial Banking functions and the opportunity to contribute to building and scaling a new integrated intake process.

Pay rate range (CAD): $61.59/hr – $73.91/hr

Responsibilities

Manage day-to-day intake processes, ensuring requests meet quality and completeness standards
Facilitate triage and support prioritization based on value, urgency, complexity, and dependencies
Partner with stakeholders to clarify requirements and ensure alignment
Define high-level scope, identify risks, and ensure readiness for delivery
Maintain the intake pipeline, track status, and support reporting activities
Follow and improve intake processes, tools, and governance practices
Support additional responsibilities after process operationalization as needed
Desired Skill-Set

4–7 years of experience in project management, business analysis, demand management, or intake
Proven ability to support cross-functional stakeholders, governance, or prioritization forums
Strong organizational and coordination skills
Ability to structure ambiguous requests into clear, actionable inputs
Effective stakeholder communication skills
High attention to detail and process discipline
Experience with tools such as JIRA, Confluence, PowerApps, Excel, or reporting tools
Nice to Have

Experience in financial services or large enterprise environments
Exposure to waterfall and agile delivery methodologies
PMP, SM, or BA certification