Operations Officer (Registered Products) 6 Months Contract
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Join a Challenger
Being a traditional bank just isnt our thing so we challenge ourselves to get creative in providing innovative banking solutions for Canadians.
How do we get there With a talented team of inquisitive and agile challengers that break through the status quo. So if youre passionate about redefining the future of bankingwhile having funthis could be your next big opportunity.
Our company continues to grow and today 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 customers have named our EQ Bank digital platform () one of the top banks in Canada on the Forbes Worlds Best Banks list since 2021.
The Work
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. The Officer is responsible for performing the role with a high degree of accuracy and with a superb level of customer service and professionalism.
20% Customer Service
- 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.
- 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
- 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.
- 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.
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 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
Key Skills
- Six Sigma
- Lean
- Management Experience
- Process Improvement
- Microsoft Outlook
- Analysis Skills
- Warehouse Management System
- Operations Management
- Kaizen
- Leadership Experience
- Supervising Experience
- Retail Management
About Company
At Equitable Bank, we specialize in providing branchless financial services that meet the unique needs of all Canadians. Our range of mortgages, savings accounts and investment options are designed to offer the right solutions to match any unique circumstance.
