The Work !
- Be the first point of contact via phone or written channels for potential new reverse mortgage direct-to-consumer (DTC) customers, delivering a warm, engaging, and informative experience that exceeds expectations.
- Ensure that every customer interaction is handled with professionalism, empathy, and efficiency, creating a seamless and positive first impression of Equitable Bank.
- Identify potential leads by facilitating high level qualification for our product and meeting the unique needs of our senior clients.
- Maintain records of customer interactions and distribute leads to the Sales Team.
- Booking of appointments for potential clients with DTC sales team.
- Maintain a targeted conversion rate of transitioning eligible callers to the Sales Team.
- Responsible for meeting daily activity metrics and entering communication activities into Microsoft Dynamics (CRM) including qualifying, non-qualifying, and disqualifying leads.
- Efficiently and accurately set up loans in our back-end systems within strict deadlines, enabling the credit team to begin underwriting promptly.
Let's Talk About You!
- Must be fluent in English forboth verbal and written communication.
- Demonstrates exceptional customer service skills, both verbal and written.
- Minimum of 2 years' experience in a fast-paced customer service environment, in the finance and/or mortgage industry.
- Sound knowledge and understanding of the Mortgage Industry’s current regulations and trends.
- Excellent time / priority management, analytical and problem-solving skills.
- Ability to work under pressure and meet tight deadlines.
- Working knowledge of MS Office and Office 365.
- Post-secondary education (business or marketing diploma).
- A team player, who supports a collaborative work environment.
- Dedicated to sharing of ideas and working with like-minded individuals.
- Knowledge and experience with Reverse Mortgages are an asset.
- Being bilingual (English and French) for both verbal and written communication is a plus, but not a requirement.
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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
