Senior Deposit Operations Coordinator
2 weeks ago
**About Us**
We are Equitable Bank, Canada's Challenger BankTM. We're not your traditional bank, and we like it that way.
Our team is made up of inquisitive and agile minds who find smarter ways of doing things. If you're someone who thrives in a constantly changing environment, loves to learn, and enjoys working with people who will encourage you to reach new heights, then we want to hear from you.
**Job Summary**
We're looking for a highly organized and detail-oriented Senior Deposit Operations Coordinator to join our Deposit Operations group. In this role, you'll be responsible for a variety of functions, including Compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.
**Key Responsibilities**
The successful candidate will have the following key responsibilities:
- 35% - Documentation Verification and Processing: Ensure all required documentation received from Concentra Trust, account officers, client, credit union or broker has been received in good order. Input details accurately into the banking system. Ensure verification/peer review is performed accurately and on a timely basis.
- 25% - Customer Service: Promptly respond to client and agent inquiries received via telephone, e-mail, portal or fax. Provide quality Customer Service. Ensure customer satisfaction; must be well-versed in product knowledge and features as well as policies and procedures.
- 20% - Compliance: Responsible to review investment documentation to ensure compliance with our obligations under The Proceeds of Crime (Money Laundering) and Terrorist Financing Act & Regulations, Deposit Type Instruments Regulations (DTIR), Pension and Registered Plan (RESP, RDSP, RRSP, RRIF, TFSA and FHSA) Regulations.
- 10% - Quality Assurance: Ensure all keying is processed accurately and is free of errors or deficiencies. All regulatory requirements are met, and documentation has been correctly scanned and recorded.
- 10% Reporting and Reconciliation: On a daily or periodic basis, balance and reconcile proof suspense or cash in CUC, identifying outstanding items that need to be followed up with the reconciliation department.
**Requirements**
To succeed in this role, you will need:
- A minimum of 2 years' experience in the financial industry.
- Post-secondary education.
- Office Administration experience.
- Strong interpersonal and communication skills – written and oral.
- Superior attention to detail and strong organizational skills.
- Self-motivated with the ability to work with little or no supervision.
- Ability to work independently as well as within a group/team environment.
- Strong Customer Service orientation.
- Ability to easily build rapport and foster positive relationships with both customers and team members.
- Strong active listening skills with the ability to engage with the customer.
- Professional and courteous telephone manner.
- Able to perform well in a high volume, high intensity environment and multi-task.
- Familiarity with MS Office (MS Outlook, MS Word & MS Excel).
- Knowledge of company policies, procedures and regulatory obligations related to depositing products.
- Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment.
**What We Offer**
We offer a competitive salary range of $55,000 - $75,000 per year, depending on experience, plus a market leading RRSP match program and a discretionary bonus opportunity.
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