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).
#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 and personal days Virtual events to connect with your fellow colleagues Professional development and comprehensive Career Development program A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience The incumbent will be working hybrid and in office time will be spent working from EQ Bank’s additional office space located at
2200-25 Ontario Street, Toronto, ON.
Equity, Diversity & Inclusion
EQ is committed to building an inclusive, accessible environment where every employee feels valued, respected, and supported. We believe our organization is stronger — and our people thrive — when we honour and celebrate diverse experiences, identities, and perspectives. We’re equally committed to supporting your growth, both professionally and personally.
We provide a barrier‑free recruitment process and work environment. If you require accommodations at any stage, we will work with you to ensure you can bring your best self to the process and beyond.
As part of our recruitment process, EQ uses AI to help screen, assess, and/or select applicants for this position. All AI-enabled outputs are reviewed and validated by our talent team. All candidates considered for hire must successfully complete a criminal background check and credit check. While we appreciate every application, an EQ recruiter will contact only those whose skills and experience most closely match the requirements of the role.
EQB Inc. (TSX: EQB) is the parent company of Equitable Bank, the country's seventh-largest Schedule I bank by assets, which operates EQ Bank, Canada's Challenger Bank. EQB Inc. serves nearly 4 million Canadians and manages approximately $150 billion in combined assets under management and administration.
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