Customer Engagement Specialist

March 15

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EQ Bank | Equitable Bank

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EQ Bank | Equitable Bank is a Canadian financial institution that provides a wide range of banking products and services. They offer residential mortgage products, commercial lending, insurance lending, and reverse mortgages. In addition to lending, the bank provides savings and investment solutions such as high-interest savings accounts (HISAs) and Guaranteed Investment Certificates (GICs). Equitable Bank is a member of the Canada Deposit Insurance Corporation (CDIC), ensuring protection for customer deposits. The bank is committed to financial literacy and support for diverse communities in Canada.

Lending • Mortgages • Residential Lending • Commercial Lending • Reverse mortgages

1001 - 5000 employees

Founded 1970

🏦 Banking

💸 Finance

💳 Fintech

📋 Description

• Join a Challenger • Being a traditional bank just isn’t our thing. We are big believers in innovating the banking experience because we believe Canadians deserve better options, and we challenge ourselves and our teams to creatively transform what’s possible in banking. • Our team is made up of inquisitive and agile minds that find smarter ways of doing things. If you’re not afraid of taking on big challenges and redefining the future, you belong with us. • You’ll get to work with people who will encourage you to reach new heights. We like to keep things fun, ask questions and learn together. • We are a big (and growing!) family. Overall 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. • The Customer Engagement Specialist is responsible for supporting Equitable Bank reverse mortgage applicants through the discovery, credit adjudication, legal and funding process.

🎯 Requirements

• Completion of a post-secondary degree. • 5+ years’ experience in the mortgage industry, bonus points for experience working with retirement-oriented lending. • Detailed knowledge of the mortgage environment and entire mortgage funding process. • 5+ years’ experience delivering superb customer service. • A team player with excited to be part of a growing, entrepreneurial team that’s evolving to meet a growing business’ needs. • Strong willingness to learn and develop deep subject matter expertise. • Exceptional communication and interpersonal skills. • Sound thinker with the ability to multi-task; ability to handle multiple competing priorities. • Excellent attention to detail. • Established and meticulous organizational skills. • Excellent time management, analytical and problem-solving skills. • Proven ability to thrive in a constantly changing environment and to perform well in a high volume, high intensity environment. • Highly developed verbal and written communication skills with the ability to respond in a clear, concise and professional manner. • Proficiency in MS Office (mainly MS Word and Excel).

🏖️ Benefits

• 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 • Annual professional development allowance and a comprehensive Career Development program • A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience