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Operations Officer, Digital Banking (6 Months Contract)

TorontoHybrid

AI Summary

An Operations Officer in Digital Banking performs client onboarding, resolves customer issues, communicates with clients, processes transactions (deposits, transfers, returns), and inputs data with a focus on accuracy and high-level customer service.

About this role

Join a Challenger

Being a traditional bank just isn’t 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 you’re passionate about redefining the future of banking—while having fun—this could be your next big opportunity.

Our company continues to grow, and today we serve more than 800,000 customers across Canada through Equitable Bank, Canada's Challenger Bank™, and 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 six million members. Together we have over $142 billion in combined assets under management and administration, with a clear mandate to drive change in Canadian banking to enrich people's lives. Our customers have named our EQ Bank digital platform (eqbank.ca) one of the top banks in Canada on the Forbes World's Best Banks list since 2021.

The Work
Reporting to the Manager, Support 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

  • 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).
  • Skills

    Microsoft DynamicsMicrosoft OfficeSage 50SalesforceSQL

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