Job Title

Join a Challenger Being a traditional bank just isnt 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 youre passionate about redefining the future of bankingwhile having funthis 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 whollyowned 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 peoples 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. Work The Administrator is responsible for a variety of functions within the Deposit Operations group that include Compliance review and assessment, problem resolution, customer and credit union communication, data input and quality assurance. The Core Parts Of Your Role Would Be To 35% - Documentation Verification and Processing: Ensure all required documentation received from Concentra Trust, account officers, client or credit union 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. Processing may include: Applications/new deposits or subsequent contributions. Search the banking system for existing CIF record or create a new CIF record. For new applications/deposits, or subsequent contributions, confirm receipt of the funds and the accuracy of the investment terms such as interest rate, term, issue and maturity dates, resolving discrepancies or recommending exceptions where appropriate. Redemption requests. Maturity/renewal instructions. Transfer requests. PreAuthorized Deposits (PADs). Foreign exchange transactions. Interest rate changes. Cash management services to fullservice commercial clients. Regular scheduled reporting tasks. CIF maintenance. 25% - Customer Service: Promptly respond to client inquiries received via telephone, email, portal or fax. Provide quality Customer Service. Ensure customer satisfaction; be wellversed in product knowledge and features as well as policies and procedures. Be an educational resource for clients and credit unions on EQB''s regulatory, policy and product requirements. Resolve any issues that may arise and escalate as needed. 20% - Compliance: 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). Identify deficiencies and resolve them prior to accepting any new deposit, escalating matters when required. These include individual applicationspecific criteria. Ensure deposit accounts are administered in accordance with legislation and internal policies and procedures while adhering to service standards for accuracy and timeliness. 10% - Quality Assurance: Ensure all keying is processed accurately and is free of errors or deficiencies. Meet all regulatory requirements and that documentation has been correctly scanned and recorded. Follow up with clients promptly on noncompliant documentation. Keep detailed records of noncompliant documentation and report if necessary. 10% Reporting and Reconciliation: On a daily or periodic basis as required, balance and reconcile Cash in CUC, identifying outstanding items to follow up with the reconciliation department. Investigate any unbalanced items by referring to documentation or instructions received. Communicate with the reconciliation department regarding any reconciling items. Let''s Talk About You! Minimum 2 years experience in the financial industry. Postsecondary education. Office Administration experience. Strong interpersonal and communication skillswritten and oral. Superior attention to detail and strong organizational skills. Selfmotivated 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. Perform well in a high volume, high intensity environment and multitask. Familiarity with MS Office (MS Outlook, MS Word & MS Excel). Knowledge of company policies, procedures and regulatory obligations related to deposit products. Proven ability to thrive in a constantly changing environment and perform well in a high volume, high intensity environment. Job Complexities / Thinking Challenges Addressing and resolving issues that may arise during documentation verification, processing or customer service, and escalating matters when necessary. Managing multiple responsibilitiesincluding documentation verification, customer service, compliance review, quality assurance and reportingrequires effective multitasking and timemanagement skills. Effectively communicate with clients, credit unions and internal departments, both in writing and orally, to ensure clarity and understanding. What we offer [For fulltime permanent roles] Competitive discretionary bonus. Marketleading RRSP match program. Medical, dental, vision, life and disability benefits. Employee Share Purchase Plan. Maternity/Parental topup 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. Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyones diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well. We commit to providing a barrierfree recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position. We cant wait to get to know you! #J-18808-Ljbffr