Operations Officer - 9 months contract
Operations Officer - 9 months contract
Posted on :
14-07-2025
Employer Active
1 Vacancy
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Job Description
Join a Challenger
Being a traditional bank just isnt 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 whats possible in banking. Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If youre not afraid of taking on big challenges and redefining the future you belong with us. Youll 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 670000 people acrossCanadathrough Equitable BankCanadasChallenger Bank and have been around for more than 50 years. Equitable Banks wholly-owned subsidiary Concentra Bank supports credit unions acrossCanadathat serve more than six million members. Together we have over$125 billionin combined assets under management and administration with a clear mandate to drive change in Canadian banking to enrich peoples lives. Our customers have named our EQ Bank digital platform () one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.
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
- 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)
Lets 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-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 and personal days
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 experience
Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones 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 commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and 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.
We cant wait to get to know you!
Required Experience:
Unclear Seniority
Employment Type
Contract
Key Skills
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