13 Aug
|
Kinvie
|
Ontario
Join a Challenger
At EQ, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences. The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward. If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you! We can’t wait to get to know you!
The Work
Reporting to the Senior Manager, Operations, the Operations Officer is responsible for a variety of functions within the Digital Banking group that include client onboarding, problem resolution, customer communication, processing of transactions, and data input. The Officer is responsible for performing the role with a high degree of accuracy and with a superb level of customer service and professionalism.
20% Customer Service
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 escalation 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
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 eliminate 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 environment.
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 FinTechs 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. We’re equally committed to supporting your growth, both professionally and personally.
We provide a barrier‑free recruitment process and work setting. 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.
To learn more, visit eqb.investorroom.com and eqbank.ca.
#J-18808-Ljbffr
📌 Operations Officer, Digital Banking - 6 months contract (Ontario)
🏢 Kinvie
📍 Ontario