Summary
Overview
Work History
Education
Skills
Contact
Timeline
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Genesia Tseng

Vancouver,BC

Summary

Results-oriented Portfolio Manager with a strong work ethic and commitment to exceeding stakeholder expectations. Applies knowledge and abilities in enhancing operational efficiency through innovative and orderly portfolio management strategies, including the successful streamlining of reporting processes and the development of performance tracking tools. Dedicated in building productive and positive relationships that drive collaboration and success.

Overview

26
26
years of professional experience

Work History

Manager, Performance & Portfolio Management

RBC
Vancouver, BC
04.2024 - Current
  • Coordinate presentations and reports for senior leadership on current strategies, emphasizing performance, trends, and risks.
  • Leverage business acumen and analytical skills to identify and enhance improvement opportunities.
  • Support development of Personal Banking's 'Performance Tracker' to monitor target horizon goals.
  • Streamlined Planview lifecycle input screens to simplify and improve portfolio planning and delivery management.
  • Support the Portfolio governance business operational model planning and communications rollout

Business Management Analyst

HSBC
Vancouver, BC
06.2021 - 03.2024
  • Support WPB lines of business and special projects assignments (ex. structure reorganization, location offshoring initiatives, HSBC/RBC banking merger's PB organization transitioning and GL closures coordination)
  • Support the Wealth and Personal Banking(WPB) management community, enabling cost control practices and resource management along with the reports provisioning to Senior Management
  • Coordinate financial reporting along with risk escalation and investigation of financial queries of cost centres, working collaboratively with Finance partners
  • Ad-hoc support to the lines of business with financial cost management queries

Programme & Project Services Manager, EPMO

Group Transformation – Business Services Canada - HSBC
Vancouver, BC
07.2018 - 06.2021
  • Lead the WPB EPMO team, working directly with the WPB Business Transformation Lead and in partnership with WPB Transformation, to support and deliver Business Portfolio Services for WPB Business Transformation.
  • Drive and support planning and manage the WPB Transformation Orderbook end to end (budget vs cost control financial management analysis, investigations, opportunity and risks insights, mitigation, readiness for decision making, and change management)
  • Oversight of Resource Management, Business and Senior Management Reporting (Value Stream Priorities, WPB Business Transformation Financials), Governance/Control alignment across the WPB Value streams
  • Ambassador and socialize project/programme management best practices to WPB Business Transformation and support Project Management tooling (Clarity, GPDM, Sharepoint, EPMO tools)
  • Deliver and support the change rollout of enhanced reporting functionalities to the WPB Transformation team.

Process & Business Consultant

Design & Initiation & Operations, Transformation Canada - HSBC
Vancouver, BC
02.2014 - 06.2018
  • Process re-engineer end-to-end Consumer Wealth Operations customer journeys to identify pain points opportunities, quick wins for Business process changes, and solutions to paper cost efficiencies(HIDC Account Opening, WPB Amend Customers Profile, and RRSP Renewals processes)
  • Program Governance lead role working on the Global Operations Transformation Program (a 2016-2017 High-Priority Program), to track actuals against forecasted saves), facing off to Business Services Heads on behalf of the Program Lead, leveraging relationships and aligning Business Heads to planning estimates, and preparing reporting packages to local and global leadership
  • Experience in business case and change recommendations to support both country orderbook and global programs
  • Streamline initiatives ranging from process efficiencies to larger end to end reengineering to support the shaping of key programs and projects, while applying a customer lens approach in each project initiative, leveraging industry knowledge and experience
  • Major Initiatives include: 1) Time and Motion Study for Canada across multiple LOBs: observed branch roles and activities, interviewed branch staff to determine pain points, and assessed branch processes to uncover opportunities and recommendations to streamline branch activities, 2) Privacy Review Remediation Review: Project output included the creation of a Privacy Governance Model outlining the formation of a Governance Steering Committee and individual Working Groups to enable an improved coordination approach of outstanding audit action statuses and establish an escalation framework for unresolved issues; and 3) TFSA Reject Remediation Process: Conducted a root-cause analysis of the TFSA account opening and remediation processes and established a structured process between RBWM, and Service and Tax Delivery with recommended improvements to the account opening and remediation processes to handle rejected TFSA files
  • Additional achievements include: Nomination and participation in the 2014 ‘Future Leaders’ Talent Development Program (HTS) and leading the team participation with the design and initiation of the Sustainability Benefits OpenWork initiative (The Future Leaders’ individual project)

Senior GPfMO Analyst

Global Portfolio Management Office, Canada Change Delivery - HSBC
10.2012 - 02.2014
  • Accountable for various key areas within the GPfMO, which include: Manage the Resource Demand Planning and Initiation process for Change delivery (Strong knowledge with Global Standard tools, includes Clarity, Sharepoint, GPDM, etc.)
  • Coordinate and align the approved Orderbook with different reporting tools and participated in the annual business and functions project planning process. (Additional responsibilities include liaising with the Change Delivery Portfolio Managers as the GPfMO Portfolio Manager for the Global Functions, and preparing and coordinating the monthly COO and EXCO Transformation Steering Committee (TSC) meetings.)
  • Additional accomplishments in 2012/2013 include: Leadership Development Experience (LDE) programme alumni achievement
  • Migration of the Pipeline reporting database from Sharepoint to Clarity which enabled the alignment of using one tool for reporting and resource management
  • Assumed the sole coordinator role for supporting and coordinating activities for Bermuda’s 2013 orderbook and Clarity systems support.

Junior & Technical Project Manager

PMO, HTS Canada - HSBC
Vancouver, BC
03.2009 - 10.2012
  • Managed various activities to support and prepare for quarterly Major Release implementations and monthly HBCA deployments; responsibilities included the Quarterly Major Release Operations Circulars communications, Dispensations Requests for systems outside of the regular schedule, process to ensure proper controls were in place for projects deploying outside of the release calendar, Project Deployments Dashboard)
  • 2-month current-state assessment of the small enhancements process, resulting in quick-win efficiencies and a team being established exclusively for Minor Enhancements handling. Managed and streamlined the Project, Portfolio and Program Reporting Process for HTS projects, which included both One HSBC and non-One HSBC projects.
  • Coordinated with various PMs to compile financial and qualitative portfolio and project information to produce reports to Senior Management and various other offices, such as the OneHSBC team.
  • Created new processes to monitor and track project initiation documents, integrated several PM groups (HBCA, HBUS, Insurance, Head Office) into the project management and reporting process, and supported further improvements and enhancements to reporting processes, which included facilitating training sessions to train PMs on new and updated reporting.
  • Created the new Change Request – BAU (Business-As Usual) Small Enhancements Projects Process in HTS Canada
  • Coordinated the end-to-end process of all incoming minor enhancements requests: Included the engagement of the appropriate IT team members, the execution of regular follow-up with I.T. Relationship Managers to obtain Business approvals to proceed with requests, and the project status communication to stakeholders on the completion and implementation of these requests.
  • Designed the newly-created Project Managers Projects Dashboard for HTS Canada to ensure that management was well-aware of all project statuses and when project releases were scheduled.

Business Support Officer

Operations Design & HTS Canada - HSBC
Vancouver, BC
10.2007 - 03.2009
  • Created the new Change Request – BAU (Business-As Usual) Small Enhancements Projects Process in HTS Canada
  • Coordinated the end-to-end process of all incoming minor enhancements requests: Included the engagement of the appropriate IT team members, the execution of regular follow-up with I.T. Relationship Managers to obtain Business approvals to proceed with requests, and the project status communication to stakeholders on the completion and implementation of these requests.
  • Designed the newly-created Project Managers Projects Dashboard for HTS Canada to ensure that management was well-aware of all project statuses and when project releases were scheduled.
  • Supported the initialization of the Capital Loans Centralization project: preparation of the business case and managing project status meetings to ensure relevant project stakeholders engagement and representation
  • Completed Commercial RM Coding project, assisted with CMB and PFS projects: Commercial Account Opening 2007 and Savers Power Mortgage project
  • Provided post implementation and BAU support with mortgage and loan processing inquiries(WILAS, clientCONNECT, and mutual fund systems)

Premier Officer, RM, Teller Services

Retail (multiple locations) - HSBC
Port Coquitlam, West Vancouver, Burnaby, British Columbia
02.1999 - 10.2007
  • Coordinated Branch Premier sales support team to provide effective and efficient support to Premier RMs(preparation and completion of investment and lending applications submissions)
  • Build and managed client portfolios to identify banking service opportunities to best suit client needs, contributing to new client referrals and sales generation in deposits, investments, and lending
  • Designated as branch clientCONNECT front-end system champion to train and onboard front-counter sales staff and PFS staff with new system change enhancements
  • Processed daily client transactions(deposits, payments, cash custodial duties, end of day balancing)

Education

Certificate of Achievement - Financial Counselling, Investment Funds in Canada

ICB

Diploma of Technology - Financial Management

BCIT
Burnaby, B.C.

Skills

  • Strong communication skills
  • Supportive stakeholder collaboration
  • Driven and reliable
  • Thorough in qualitive assurance and delivery
  • Experienced in transformation planning, change and management
  • Process improvement
  • Systematic workflow coordination
  • Effective leadership abilities
  • Passionate and inquisitive learner
  • Ability to work independently and with others
  • Banking knowledge
  • Knowledge of Personal Banking products and services(investments,
    credit lending, Operations, and Business Services)

Contact

604-623-4634, 604-838-5773

Timeline

Manager, Performance & Portfolio Management

RBC
04.2024 - Current

Business Management Analyst

HSBC
06.2021 - 03.2024

Programme & Project Services Manager, EPMO

Group Transformation – Business Services Canada - HSBC
07.2018 - 06.2021

Process & Business Consultant

Design & Initiation & Operations, Transformation Canada - HSBC
02.2014 - 06.2018

Senior GPfMO Analyst

Global Portfolio Management Office, Canada Change Delivery - HSBC
10.2012 - 02.2014

Junior & Technical Project Manager

PMO, HTS Canada - HSBC
03.2009 - 10.2012

Business Support Officer

Operations Design & HTS Canada - HSBC
10.2007 - 03.2009

Premier Officer, RM, Teller Services

Retail (multiple locations) - HSBC
02.1999 - 10.2007

Certificate of Achievement - Financial Counselling, Investment Funds in Canada

ICB

Diploma of Technology - Financial Management

BCIT

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Genesia Tseng