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

Sophia Lee

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Sophia Lee

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Description

Join a Challenger
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. If you're not afraid of taking on big challenges and redefining the future, you belong with us. You'll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together.

We are a big (and growing) family.

Overall we serve more than 370,000 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 5 million members.

Together we have over $100 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives.

Our EQ Bank platform ) has been named the top Schedule I Bank in Canada on the Forbes World's Best Banks 2023, 2022, and 2021 lists.


Reporting to the Manager, Support 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.


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
  • 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) & Taxfree 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 fastpaced 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-Hybrid

What we offer [For full-time permanent roles]
\uD83D\uDCB0 Competitive discretionary bonus

Market leading RRSP match program

\uD83E\uDE7A Medical, dental, vision, life, and disability benefits

\uD83D\uDCDD Employee Share Purchase Plan

\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one

\uD83C\uDFDD Generous vacation policy, personal days and even a moving day

\uD83D\uDDA5 Virtual events to connect with your fellow colleagues

\uD83C\uDF93 Annual professional development allowance and a comprehensive Career Development program

\uD83D\uDC9B 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. Our organization is stronger and our employees thrive when we honour and celebrate everyone's diverse experiences and perspectives.

In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well.

We can't wait to get to know you

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