Customer Service Specialist

4 weeks ago


Toronto ON, Canada Equitable Bank Full time

Join a ChallengerBeing 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 607,000 people across Canada through Equitable Bank, Canada's Challenger Bank™ and EQB Inc.’s majority owned subsidiary ACM Advisors. We 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 6 million members. Together we have $119 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 (eqbank.ca) has been named the top Schedule I Bank in Canada on the Forbes World's Best Banks 2023, 2022, and 2021 lists.The Customer Service Specialist is responsible for providing exceptional customer service to Equitable Bank’s existing borrowers via telephone and email. They must possess a broad range of knowledge, including the mortgage life cycle and Equitable Bank’s mortgage products and features.The Work Provide excellent customer service in an inbound customer service environment and through electronic correspondence with borrowers, solicitors, brokers and other stakeholdersSupport the borrower through their mortgage inquiries by identifying customer needs and providing appropriate options and solutionsProvide accurate information regarding our products and servicesFulfill customer expectations in a way that also complies with policies and procedures, for various functional areas of the mortgage life cycleParticipate in activities designed to improve customer satisfaction and business performanceProcess various updates to the mortgage account such as borrower contact information and requested account changesMeet expectations in regard to outlined call quality, compliance, and customer service standards while interacting with customersRecognize appropriate retention triggers for renewal and refinance opportunitiesMaintain accurate system records of inquiries and transactions processedLet's Talk About You Demonstrated front line customer service experience (for a minimum of 12 months) in finance or mortgage industryPost-secondary education (diploma)Knowledge of commercial and residential lending products, related legal terminology and provincial and federal legislationsMust be self-motivated with the ability to work with little or no supervisionAbility to multi-task by navigating various systems while communicating with customersAbility to easily build rapport and foster positive relationships with both customers and team membersExceptional interpersonal and communication skills – written and oralStrong active listening skills with the ability to engage with the customerProfessional and courteous telephone mannerPrevious experience with Home Equity Line of Credit (HELOC) productStrong mathematical and analytical skillsComputer literate (MS Outlook, MS Word, MS Excel)Ability to ensure customer issues are handled appropriately, and escalating issues when necessaryWhat we offer (For full-time permanent roles) Competitive discretionary bonus✨ Market leading RRSP match program



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