Operations Officer

Equitable Bank

Aussicht: 149

Update Tag: 12-06-2024

Ort: Toronto Ontario

Kategorie: Finanzen / Bank / Aktien Marketing / PR

Industrie: Finance

Jobtyp: Full-time, Permanent

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Jobinhalt

Canada’s Challenger Bank™

Equitable Group Inc. trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C) and serves a growing number of Canadians through Equitable Bank, Canada’s Challenger Bank™. Equitable Bank has grown to become the country’s eighth largest independent Schedule I bank with a clear mandate to drive real change in Canadian banking to enrich people’s lives. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking and through its EQ Bank platform has been named #1 Bank in Canada on the Forbes World’s Best Banks 2021 list. EQ Bank provides state-of-the-art digital banking services, like the Savings Plus Account that reimagines banking by offering an everyday high interest rate, plus the flexibility of a chequing account, as well as a wide range of smart banking solutions for Canadians, like fast international money transfers, US dollar accounts and a suite of registered products.

Purpose of Job:
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.

Main Activities

    • 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)

Knowledge/Skill Requirements

    • 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-Hybrid

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, personal days and even a moving day
Virtual events to connect with your fellow colleagues
Education reimbursement program
A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

Equitable Bank is an equal opportunity employer and encourages applications from all qualified candidates. Accommodations are available on request for candidates taking part in all aspects of the selection process. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position.
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Frist: 27-07-2024

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