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    Operations Officer, Digital Banking - Toronto, Canada - Equitable Bank

    Equitable Bank
    Equitable Bank Toronto, Canada

    3 days ago

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    Description

    The Work

  • 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 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 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 environment
  • 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
    • #LI-HybridWhat 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, personal days and even a moving day Virtual events to connect with your fellow colleagues Annual professional development allowance and a comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experienceThe incumbent will be working hybrid and in office time will be spent working from Equitable Bank's additional office space located at 351 King Street East, Toronto, ON.
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