The Core Responsibilities 20% Customer Service: Perform a high level of Customer Service by: Promptly responding to client inquiries received from the Contact Centre, Fraud Group or directly from clients.

Ensure customer satisfaction; must be well versed in product knowledge and features as well as policies and procedures.

Resolving any issues that may arise and escalating as needed. 30% Client Onboarding Review and Input: Facilitate the regulatory onboarding of customers in an productive, compliant, and client-centric manner.

Rapidly triage and escalate complex issues to management for resolution.

For each application being processed: Ensure all required record keeping documentation has all been received in good order Confirm receipt of initial deposit and resolving discrepancies or recommending exceptions where and when appropriate Input the deposit details accurately into the banking system. 50% Processing: On a daily or periodic basis, Officers must review & process: Cheque deposits Incoming EFTs Returned items Transfer-In and Transfer-Out requests for Registered Retirement Savings Plan (RRSP) & Tax-free savings account (TFSA) Let''s Talk About You Minimum of 2 yearsproven financial services operations experience.

Exhibit sufficient judgment to detect, solve, or escalate problems efficiently and effectively.

High level of accuracy in daily tasks, the ability to prioritize and multitask.

Strong computer skills; ability to work independently on assigned tasks.

Excellent oral/written communication, relationship management, and timemanagement skills are a must.

Must be able to operate effectively within a fast-paced environment with tight time frames which are closely scrutinized by Senior/Executive Management.

Strong Customer Service orientation.

Able to perform well in a high volume, high intensity environment.

Product knowledge of Deposit & Registered products would be an asset.

Proficient computer skillsincludingMS Office.

May be required to be on call, and to work occasionalweekend/holiday/evening hours.





Schedules will be in shifts to service clients from 8AM 8PM EST.

Key Areas of Focus Job Complexities / Thinking Challenges: The position requires the ability to identify issues and deficiencies in the administration of procedures and processes.

Must use autonomy to decide on the best option based on past experiences and guidelines given by policies and management.

In addition the position also requires effective time-management skills and ability to prioritize workload.

Accountability: Complete responsibilities in a proficient and timely manner Escalate issues to Manager when necessary Ensure time sensitive functions are completed before the deadlines (time management);failure to do so could have significant negative effects on relations with regulators, the reputation of the Company with the public and may result in and significant regulatory sanctions, including regulatory fines of material amounts Key Internal and External Contacts: The incumbent will report to the Senior Manager, Operations The incumbent will often work closely with various internal departments (e.g., Fraud, Compliance, Contact Center, etc.) The incumbent will need to interact with external stakeholders (e.g., Vendors, Regulators) Physical Demands / Working Conditions: Normal office environment with no physical demands; however there is substantial pressure placed on the incumbent due to time sensitivity of each new transaction, service level standards attached to various aspects of the customer experience.

Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role.





What we offer [For full-time permanent roles] Competitive discretionary bonus Market leading RRSP match program Medical, dental, vision, life, and disability benefits Employee Share Purchase Plan Maternity/Parental top-up while you care for your little one Generous vacation policy and personal days Virtual events to connect with your fellow colleagues Professional development and comprehensive Career Development program A fulfilling opportunity to join one of the top Fin

Techs and help create a new kind of banking experience The incumbent will be working hybrid and in office time will be spent working from EQ Banks additional office space located at 2200-25 Ontario Street, Toronto, ON .

Equity, Diversity & Inclusion EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported.

We believe our organization is stronger and our people thrive when we honour and celebrate diverse experiences, identities, and perspectives.

Were equally committed to supporting your growth, both professionally and personally.

We provide a barrierfree recruitment process and work environment.

If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.

As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position.

All AI-enabled outputs are reviewed and validated by our talent team.

All candidates considered for hire must successfully complete a criminal background check and credit check.

While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role. EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country''s seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada''s Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.

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📌 Operations Officer, Digital Banking (contract) (Toronto)
🏢 Equitable Bank
📍 Toronto