Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
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JAGDEEP SINGH

Toronto

Summary

Over 14 years of experience in Business Analysis and Product Management (Discovery and Solutions Delivery) with expertise in Requirement Management, Project Management, Vendor Management, Stakeholder Management, Project Planning and Project Support in Banking (Real Estate Secured Lending- Single Family Home Buying, Digital Banking, and Insurance sectors).

Overview

16
16
years of professional experience
1
1
Certification

Work History

Sr. Product Owner

CIBC, Toronto
07.2024 - Current
  • Domain Digital Banking – (Servicing and Transformation – Digital Containment)
  • Projects Digital Bank Drafts and E-Transfer Limit Increase
  • Managed entire delivery pod consisting of BSA, Designers, QA and Analytics to deliver high-value, critical projects leading to digital containment and customer experience enhancement.
  • Collaborated with analytics and reporting teams to conduct comprehensive cost-benefit analyses.
  • Partnered with UX research teams to identify user needs, behaviors, and pain points.
  • Managed requirements from Lines of Business (functional, non-functional, reporting, analytics, AML, compliance, infosec, etc.).
  • Worked alongside project management to establish timelines, provide business case estimates, and oversee resource management.
  • Established MVPs for various products using data-driven approach, managing LoB expectations and shortening go-to-market times
  • Facilitated various Agile ceremonies, including refinement, planning, sprint reviews, product demos, and pre-production testing.

Digital Product Manager

BMO, Toronto
04.2023 - 06.2024
  • Domain Small Business - Digital Banking/Money Movement
  • Projects Portfolio of features in Small Business Unsecured Lending (Credit Cards)
  • Created and implemented the roadmap and product vision for Small Business Credit Card management features (Lock/Unlock, Report Lost/Stolen, Report Damaged Card, Digital Card Activation, PIN Reset, Password Reset etc.)
  • Collaborated with Agile COE to establish a cross-functional team and assist the team, in defining the working agreement, outlining DOR and DOD
  • Worked with business partners and stakeholders(UI/UX, LoB, Risk, Legal, Compliance, Technology, Change Management etc) to identify the functional and design requirements, risks, risk mitigation strategies, OKRs, KPIs and delivery milestones
  • Partnered with the Customer Loyalty team to implement the CSAT dashboard to capture customer feedback based on intercepts
  • Managed the product backlog, and effectively identified the MVP by using a data-driven approach.
  • Collaborated with the project management team, to establish the project timelines, providing Business Case Estimates and high-level estimates and resource management.
  • Led the various agile ceremonies and events such as refinement, planning, sprint review, product demo, Pre-prod testing etc.

Sr. Product Owner

CIBC, Toronto
01.2022 - 02.2023
  • Domain Digital Banking (Online and native apps including iOS and Android) – Deposits and Payments
  • Projects Debit Non-Fraud Disputes, Balance Transfers / Convenience Cheques, Product Switch
  • Spearheaded end-to-end delivery of multiple digital initiatives(Using Agile delivery Methodology).
  • Managing the requirements, UI/UX designs, development, QA/BAT, resource allocation and timelines.
  • Worked with strategy teams to define the product roadmap and product vision, identifying key features, OKRs, MVPs and delivery milestones.
  • Conducted workshops with UX/UI design teams to facilitate UX research, drive the customer journeys and prepare the UI screens.
  • Managed the product backlog, and effectively identified the MVP by using a data-driven approach.
  • Collaborated with the project management team, to establish the project timelines, providing Business Case Estimates and high-level estimates and resource management.
  • Partnered with Scrum Master to establish Agile practices within the team, help the team define the working agreement, and clearly outline DoR and DoD.
  • Actively participated in and facilitated Agile ceremonies such as Sprint Planning, backlog refinements, PI Planning etc.

Sr. Product Owner

TD Bank, Toronto
02.2021 - 01.2022
  • Domain Personal and Business Banking, RESL-Mortgages(Digital Channels)
  • Project Implementation of the integrated e-Signature tool, to capture the digital signature of clients who wish to sign the onboarding documents (Credit Cards, HELOC) electronically.
  • Acted as the voice of the customer and provided a business perspective using a data-driven approach to analyze customer insights and trends.
  • Planned and estimated 2-week sprints in a realistic yet time-efficient manner that allowed the teams to deliver 97% of the MVP according to the company roadmap.
  • Acted as a liaison between technology and business teams, to clarify the requirements (Functional and Non-Functional).
  • Using Agile as core delivery strategy, researched and analyzed the Project Delivery Milestones which involved a critical collaboration with cross-functional teams (UI/UX, Development pods, Quality Engineering).
  • Effectively managed and prioritized the product backlog, using a data-driven approach, to help deliver the MVP.

Product Manager

Bank of Montreal, Toronto
10.2020 - 02.2021
  • Domain Personal and Business Banking (Digital Channels)
  • Project Implementation of Accounts Onboarding Transformation project, to replace the existing digital channel to fulfill everyday banking products such as Chequing and Savings Accounts, Overdrafts, and Debit and Credit Cards.
  • Collaborated with multiple business partners to understand the project vision and successfully delineate the idea to Scrum and Project team to fulfill the project roles and responsibilities.
  • Worked with Business and technology teams to articulate high-level requirements to digitize the Assisted channels and translate them into themes and epics.
  • Collaborated with UI/UX designers to design the screen flows and enhance the user experience aiming to reduce the overall onboarding time of a customer.
  • Maintained a healthy backlog and prioritized the features for MVP and national release.
  • Managed the daily bug triage sessions and worked with Cross-Functional teams to identify issues and expedite resolutions to achieve sprint velocity.
  • Created user stories for all requirements (using Confluence and JIRA), completed product backlog and created sprint backlogs and product backlog refining with the project manager and product owner as a part of the ongoing process.

Product Manager

Equitable Bank, Toronto
11.2015 - 10.2020
  • Domain Real Estate Secured Lending (Single Family Mortgages and Commercial Mortgages)
  • Project Mortgage Broker Integration System (SDLC–Agile): Equitable bank partnered with Lendesk (A Vancouver based Broker Software firm) to integrate their API into Equitable Bank’s Underwriting platform, to gain more business in Residential Lending by spreading its base on more broker platforms
  • Collaborated with Business Development Managers, Mortgage Officers and Underwriters to capture the User Journey maps, to ensure all client use cases are accounted for.
  • Led the complete rollout (Story Mapping to UAT) of the Mortgage Broker Integration Project for Real estate Secured Lending Team
  • Collaborated with members of the Product, Business and Engineering Teams to develop and maintain Product Backlogs.
  • Created user stories for all requirements (Using INVEST Criteria), identifying Acceptance Criteria, using Specifications by Example.
  • Worked with Legal (Ex- CASL requirements), Regulatory (Ex. FINTRAC Requirements), and Compliance and Marketing teams to identify the implications associated with Product Launch and mitigating foreseen risks.
  • Acted as an Agile Evangelist in imparting the concept of Minimum Viable Product (MVP) to Business Teams

Sr. Business Analyst (SDLC – Agile)

Royal Bank of Canada, Toronto
05.2014 - 08.2014
  • Project Implementation of CRM Software (Salesforce-COTS) and Report Generation (VBA) – P&CB (Personal and Commercial Banking) team needed to implement salesforce for their internal clients. The project revolved around capturing the requirements for the same and also ensuring that decision-makers get to look at the filtered data from different perspectives and help them in identifying the services or applications which are overused or underused in a particular month and also to recognize trends in any of the services. Also, developed a macro script (using VB) that reduced the turn-around time by 50% enabling quick decision-making.
  • Conducted Stakeholder Analysis to develop the RACI matrix and define the vision and scope of the project
  • Worked with project sponsors to determine the requirements to transfer data from Spreadsheets to CRM tool
  • Incorporated Risk Management and reduced the risks and errors by performing impact Analysis and root cause analysis, which optimized the functioning of the tool.
  • Increased efficiency of the usage of the tool by designing a User Reference Guide (Training manuals) and provided training using Microsoft PowerPoint presentations enabling the user to have a better understanding of the tool.
  • Worked closely with the business group to Gather, Analyze (GAP analysis) and document User Stories, Test Plans and Test cases

Business Analyst

Infosys Limited (India / US)
03.2009 - 07.2013
  • Client Citi Bank and BNP Paribas
  • Domain Wealth Management
  • The project involved the legacy migration of the Citi Private Bank website from the WebLogic server to the IBM WebSphere server in the Wealth/Portfolio Management Domain. The development environment involved Java, EJB 2.5, RAD, JIRA, Hibernate and SQL. The End Users of the website involved the High Net worth Individuals and the Investment Bankers assigned to them managing investments and portfolios of HNW individuals using various financial products of Citi Bank. Delivered seamless client service by displaying proficiency in programming languages (Java, Javascript and HTML) and related frameworks.
  • Facilitated and contributed to Joint Application Development (JAD) sessions, requirements gathering sessions, walkthroughs, review meetings, audits, issue resolution meetings, weekly status meetings and UAT session.
  • Analyzed the scope of QA testing effort, coordinated test plan and guided the team in developing Test Cases and Test Scenarios to accurately test critical functionalities
  • Managed UAT engagement with the user community. Developed a UAT plan to help users perform testing according to the expected system behaviour, test environment and timelines

Education

Master of Business Administration (MBA) -

Goodman School of Business, Brock University
04.2015

Bachelor of Technology - undefined

Uttar Pradesh Technical University
09.2008

Skills

  • Product Management & Strategy
  • Business Process Improvement
  • Agile & Scrum Methodologies
  • Financial & Banking Applications
  • Stakeholder Engagement and Management (Technology and Business)
  • Requirements Elicitation & Documentation
  • User Acceptance Testing (UAT)
  • Data Analysis & Reporting
  • Roadmap & Release Planning
  • Risk & Change Management

Languages

English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual

Certification

  • Certified Scrum Master, Scrum Alliance, Toronto April 2020
  • Certified Agile Project Manager, PMAC (Project Management Association of Canada) February 2018
  • Certified Scrum Product Owner, Scrum Alliance, Toronto March 2017
  • Foundations of Quality and Process Excellence, University of Toronto, Toronto July 2016

Timeline

Sr. Product Owner

CIBC, Toronto
07.2024 - Current

Digital Product Manager

BMO, Toronto
04.2023 - 06.2024

Sr. Product Owner

CIBC, Toronto
01.2022 - 02.2023

Sr. Product Owner

TD Bank, Toronto
02.2021 - 01.2022

Product Manager

Bank of Montreal, Toronto
10.2020 - 02.2021

Product Manager

Equitable Bank, Toronto
11.2015 - 10.2020

Sr. Business Analyst (SDLC – Agile)

Royal Bank of Canada, Toronto
05.2014 - 08.2014

Business Analyst

Infosys Limited (India / US)
03.2009 - 07.2013

Bachelor of Technology - undefined

Uttar Pradesh Technical University

Master of Business Administration (MBA) -

Goodman School of Business, Brock University

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JAGDEEP SINGH