Operations Officer

1 week ago


Toronto, Ontario, Canada Equitable Bank Full time

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 clientsEnsure customer satisfaction; must be well versed in product knowledge and features as well as policies and proceduresResolving any issues that may arise and escalating as needed30% 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 orderConfirm receipt of initial deposit and resolving discrepancies or recommending exceptions where and when appropriateInput the deposit details accurately into the banking system.50% Processing - On a daily or periodic basis, Officers must review & process:Cheque deposits Incoming EFTsReturned itemsTransfer-In and Transfer-Out requests for Registered Retirement Savings Plan (RRSP) & Tax-free savings account (TFSA)

Let's Talk About You

Minimum of 2 years' proven financial services operations experienceExhibit sufficient judgment to detect, solve, or escalate problems efficiently and effectivelyHigh level of accuracy in daily tasks, the ability to prioritize and multitaskStrong computer skills; ability to work independently on assigned tasksExcellent oral/written communication, relationship management, and time management skills are a mustMust be able to operate effectively within a fast-paced environment with tight time frames which are closely scrutinized by Senior/Executive ManagementStrong Customer Service orientationAble to perform well in a high volume, high intensity environment Product knowledge of Deposit & Registered products would be an assetProficient computer skills including, MS Office May be required to be on call, and to work occasional weekend/holiday/evening hoursSchedules will be in shifts to service clients from 8AM – 8PM EST#LI-HybridWhat 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 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
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