Logo for EQ Bank | Equitable Bank

Customer Care Representative

Role overview

Qualifications

  • 1-3 years of call center and/or customer service experience
  • Post-secondary degree or certification in related field of study
  • Strong ability to adapt to change
  • Excellent problem-solving skills

Responsibilities

  • Deliver exceptional customer service to prospective customers
  • Field large volumes of inbound calls and chats
  • Own the digital-onboarding experience and help customers onboard successfully
  • Communicate effectively with customers and propagate EQ Bank’s core values

Key facts

Other skills

  • Customer Service
  • Problem Solving
  • Communication
  • Microsoft Office
  • Adaptability
  • Hospitality
  • Professionalism
  • Social Skills

About the company

EQ Bank | Equitable Bank logo

EQ Bank | Equitable Bank

Financial Services

EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 515,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve nearly 6 million of their members with products and services. Equitable Bank has grown to become Canada's 7th largest independent Schedule I bank with over a $105 billion in assets under management and assets under administration, and a clear mandate to drive real change in Canadian banking to enrich people's lives. At Equitable Bank, we are as invested in our employees as we are in our business. That’s why we are consistently recognized as one of Canada's Top Employers – a rating that comes from our 1,700 employees. Equitable Bank’s inclusive, welcoming, and pride-inducing workplace earned it the honour of being recognized as one of the top 50 organizations on the 2023 list of Canada’s Best Workplaces™. Founded over 50 years ago, Equitable Bank provides diversified personal and commercial banking, and through its EQ Bank platform (eqbank.ca), which has been named #1 Bank in Canada for three consecutive years on the Forbes World's Best Banks list for 2021, 2022, and 2023. Equitable Bank website: www.equitablebank.ca EQ Bank website: www.eqbank.ca

Company details

Company typeLarge
IndustryFinancial Services
Company size1001 - 5000

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Job description

Join a Challenger

At EQB, we're remaking banking so every Canadian gets ahead, every day. Serving nearly 4 million Canadians from coast to coast, we offer a wide variety of financial services from banking and lending, to trust and credit union solutions. And as the exclusive financial partner of Loblaw Companies Limited's PC Optimum™ loyalty program, we're woven into the daily lives of more than 18 million members across Canada.

We've been at this since 1970, challenging the conventions of traditional banking with smarter, faster, and more connected financial experiences.

What's kept us moving?  The people behind it all: challengers who ask better questions, push back on old assumptions, and look for a better way forward.

If you're driven to help reshape how banking works for Canadians and the businesses that power our economy, this could be your next big opportunity. We can’t wait to get to know you! 

We can’t wait to get to know you! 

The Work
 
Reporting to the Manager, Customer Contact Centre, the Customer Care Representative will interact directly with customers, understand their needs, troubleshoot issues, answer product and banking inquiries, resolve issues, perform proactive account maintenance all while delivering a seamless customer experience across all channels of communication. An integral member of the Digital Banking team, this individual will collaborate daily with Digital Operations, IT Operations, Global Security & Marketing teams.

The Core Responsibilities!
  • Deliver exceptional customer service to EQ Bank’s prospective customers by identifying their banking needs and providing accurate information and guidance on EQ Bank’s suite of products and offerings
  • Field large volumes of inbound calls and chats and ensure best-in-class service standards, while meeting EQ Bank’s response and resolution SLAs
  • Own the digital-onboarding experience and help customers onboard successfully, resolve issues if any and communicate status to all stakeholders involved in a timely manner
  • Strive to resolve customer issues and queries at first contact and escalate issues in accordance to EQ Bank’s complaints handling process
  • Communicate effectively with customers and propagate EQ Bank’s core values of Respect, Agility, Integrity, Service and Empowerment to build lasting customer relationships
  • Execute established controls to ensure adherence to regulatory requirements, Equitable and EQ Bank policies and Code of Conduct and Ethics
  • Identify, recommend and participate in implementation of opportunities for continuous improvement relative to customer experience and product delivery

  • The Shifts!
  • Training Period: 6 weeks: 9:00 AM to 5:00 PM
  • After the initial training period, the 4 main shifts are: 8 AM to 4 PM, 12 PM to 8 PM, 2PM-10 PM and 4- 12 AM all EST
  • Shifts will be assigned as per business needs but will be shared several weeks in advance and set for 1-2 months
  • The incumbent should be prepared to work evening shift and also on weekends

  • Let's Talk About You!
  • 1-3 years of call center and/or customer service experience is required for the role (on phone preferred).
  • Post-secondary degree or certification in related field of study is desirable such as hospitality or finance.
  • Previous banking experience is considered an asset.
  • Strong ability to adapt to change.
  • Demonstrated ability to own an issue and drive to resolution.
  • Demonstrated ability to have difficult conversations with customers while maintaining a professional and proactive manner – both written and oral.
  • Excellent verbal and written communication skills.
  • Excellent problem-solving skills and ability to work in a face paced environment.
  • Experience working with a high degree of autonomy and self-direction.
  • Ability to understand and use different software (CRM, Microsoft Office Suite) 
  • What 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
     
    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. 

    To learn more, visit eqb.investorroom.com and eqbank.ca

     

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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