12 Aug
|
Equitable Bank
|
Toronto
12 Aug
Equitable Bank
Toronto
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 efficient, 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 positive 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 years proven 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 time management 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 workplace.
Product knowledge of Deposit & Registered products would be an asset.
Proficient computer skills including MS Office.
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 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 - 6 months contract (Toronto)
🏢 Equitable Bank
📍 Toronto