Description
Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. Overall we serve more than 670,000 people across Canada through Equitable Bank, Canada’s Challenger Bank™, and have been around for more than 50 years. Equitable Bank’s wholly-owned subsidiary, Concentra Bank, supports credit unions across Canada that serve more than six million members. Together we have over $125 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people’s lives. Our customers have named our EQ Bank digital platform ( eqbank.ca ) one of the top banks in Canada on the Forbes World’s Best Banks list since 2021. 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. Promptly responding to client inquiries received from the Contact Centre, Fraud Group or directly from clients ~ must be well versed in product knowledge and features as well as policies and procedures ~ Facilitate the regulatory onboarding of customers in an efficient, compliant, and client-centric manner ~ Transfer-In and Transfer-Out requests for Registered Retirement Savings Plan (RRSP) & Tax-free savings account (TFSA) Strong computer skills; 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. Product knowledge of Deposit & Registered products would be an asset. Proficient computer skills including MS Office May be required to be on call, and to work occasional weekend/holiday/evening hours. Schedules will be in shifts to service clients from 8AM – 8PM EST. What we offer [For full-time permanent roles] Medical, dental, vision, life, and disability benefits Generous vacation policy and personal days Virtual events to connect with your fellow colleagues A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience Equitable Bank is deeply committed to inclusion.
