Customer Care Representative

Posted 14 Days Ago
Be an Early Applicant
2 Locations
Remote
Junior
Fintech • Payments • Financial Services
The Role
The Customer Care Representative will provide customer service via calls and chats, troubleshoot banking inquiries, ensure a smooth onboarding experience, and strive to resolve issues on first contact.
Summary Generated by Built In
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 670,000 people 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 $125 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. 

  •  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 Work!

  • 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  

Shifts

  • Training Period: 5-6 weeks: 9:00 AM to 5:00 PM 
  • After the initial training period your shift will be 4-midnight EST.  You will be given 2 consecutive days off but will be required to work both weekend days at times,but other months will have both or one weekend days off.  
  • Shifts will be assigned as per business needs but will be shared several weeks in advance and set for 1-2 months  

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 fast paced environment
  • Experience working with a high degree of autonomy and self-direction
  • Ability to understand and use different software (CRM, Microsoft Office Suite)

Top Skills

CRM
Microsoft Office Suite
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The Company
Toronto, Ontario
1,529 Employees
Year Founded: 1970

What We Do

MakeBank on everyday banking: Earn high interest on every dollar Say no to fees No minimum balances Powered by Equitable Bank, a Schedule I Canadian Bank EQB Inc. (formerly Equitable Group Inc.) trades on the Toronto Stock Exchange (TSX: EQB and EQB.PR.C), directly serves over 607,000 Canadians through its wholly owned subsidiary Equitable Bank, Canada's Challenger Bank™, and serves over 200 Canadian credit unions that serve over 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 $119 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 1,800 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 Specialties Lending, Mortgages, Residential Lending, Commercial Lending, Reverse mortgages, Insurance lending, Equipment leasing , Credit Union, Trust, and Funds Management

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