A hybrid role at EQ Bank | Equitable Bank.
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Original listing text, shown exactly as published by the company.
This is a contract role covering a maternity leave. The Administrator is responsible for a variety of functions within the Deposit Operations group that include Compliance review and assessment, problem resolution, customer, credit union and broker communication, data input and quality assurance.
The work!
20% - Compliance
Ensuring all keying is processed accurately and is free of errors or deficiencies.
Documentation that is not compliant must be followed up with broker, credit union agent or clients in a prompt and timely manner.
Keep detailed records of non-compliant documentation and report if necessary.
Transfers/re-registrations are also reviewed for accuracy and completeness.
On a daily or periodic basis as required, administrators must balance and reconcile proof suspense or cash in CUC, identifying outstanding items that need to be followed up with the reconciliation department.
Any unbalanced items must be thoroughly investigated by referring to documentation or instructions received.
Communicate with the reconciliation department regarding any reconciling items.
Minimum 2 years’ experience in 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 in 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.
Accountability!
Reports to the Manager or Manager of Deposit Operations with the support from the Associate Managers
Escalate issues to Manager when necessary
Ensure time sensitive functions are completed before the deadlines (time management)
Recognize the importance of superior customer service
Interacts with the management and staff of the Deposit Operations department as well as other internal bank departments (Treasury, Accounting & Finance, Reconciliation, IT, Audit and Risk as required. External contacts include service providers, brokers, credit unions and direct clients.
Assist in training and supporting staff on product knowledge, review of documentation and processing transactions to internal banking system in compliance with policies, legislative requirements and internal procedures.
Physical Demands / Working Condition !
Overtime may be required during peak volumes
Volume may be stressful at times
Hybrid work is expected with 1-5 days in person depending on the level and seniority of the role (Saskatoon, Regina, Toronto)
Job Complexities / Thinking Challenges
Addressing and resolving issues that may arise during documentation verification, processing, or customer service, and escalating matters when necessary.…
EQ Bank | Equitable Bank
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Equitable Bank is a Canadian Schedule I bank that operates its digital banking platform, EQ Bank. It offers a range of online banking services including high-interest savings accounts and GICs, alongside personal and commercial banking solutions.
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