Join Equitable Bank as a Deposit Services Administrator, focusing on compliance and customer engagement in a hybrid environment. Leverage your skills in a dynamic financial setting.
In this role, you will support compliance through thorough investment application reviews and assist customers and brokers for optimal service. Collaborate in a fast-paced environment while ensuring all applications meet regulatory standards. Your role is vital in enhancing our digital banking platform, celebrated for its excellence.
Key Responsibilities:
• Conduct compliance reviews for investment applications
• Provide quality customer service to both clients and brokers
• Maintain accurate records and data input for investments
• Handle processing of GIC and transfer requests
• Perform quality assurance on all submitted applications
Requirements:
• 12+ months front-line customer service experience
• Background in finance or mortgage sectors preferred
• Strong interpersona...