Customer Service Specialist, Bilingual (English and French) position at Equitable Bank.| Canada

_2026-04-29 bot

Equitable Bank Customer Service Specialist, Bilingual (English and French)

Experience: Highly Experienced

Pattern: Full Time

Country:

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Diploma

Toronto....Canada

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<p><b>Join a Challenger</b></p><p><br></p><p>Being a traditional bank just isn’t our thing, so we challenge ourselves to get creative in providing innovative banking solutions for Canadians. </p><p><br></p><p>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.</p><p><br></p><p>Our company continues to grow, and today we serve more than 800,000 customers 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 $142 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 (<a href="https://www.eqbank.ca/">eqbank.ca</a>) one of the top banks in Canada on the Forbes World's Best Banks list since 2021. </p><p><br></p><p><strong>The Work</strong></p> <p> </p> <p>The Customer Service Specialist is responsible for providing exceptional customer service to Equitable Bank’s existing customers through a variety of communication channels. They must possess a broad range of knowledge, including the mortgage life cycle and Equitable Bank’s mortgage products and features.  </p>\n<p></p><p><br></p><b>The Core Responsibilities!</b><div> <div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Provide excellent customer service in an inbound customer service environment</span><span data-contrast="auto"> and through digitized correspondence with customers, solicitors, brokers, and other stakeholders.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Support the customer through their mortgage inquiries by identifying customer needs and providing appropriate options and solutions.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Provide accurate information regarding our products and services.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Fulfill</span><span data-contrast="none"> </span><span data-contrast="none">customer expectations in a way that also complies with policies and procedures, for various functional areas of the mortgage life cycle.</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":2,"335557856":16777215,"335559740":260}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Participate in activities designed to improve customer satisfaction and business performance.</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":2,"335557856":16777215,"335559740":260}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Process various updates to the mortgage account such as customer contact information and requested account changes.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> </div> <div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Meet expectations according to outlined quality criteria, compliance, and customer service standards while interacting with customers.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Recognize appropriate retention triggers for renewal and refinance opportunities.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="19" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Maintain accurate system records of inquiries and transactions processed</span><span data-contrast="auto">.</span><span data-ccp-props="{}"> </span></p> </li> </ul> </div> </div> </div><p><br></p><b>Let's Talk About You!</b><div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="1" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Demonstrated front line customer service experience (for a minimum of 12 months) in finance or mortgage industry.</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="2" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Post-secondary education (diploma).</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="3" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Knowledge of commercial and residential lending products, related legal terminology, and provincial and federal legislations.</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="4" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Must be self-motivated with the ability to work with little or no supervision.</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="5" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Ability to multi-task by navigating various systems while communicating with customers.</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="6" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Ability to easily build rapport and foster positive relationships with both customers and team members.  </span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="7" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Exceptional interpersonal and communication skills – written and oral.</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="8" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Strong active listening skills with the ability to engage with the customer.</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":2,"335557856":16777215,"335559685":720,"335559740":260}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="9" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Professional and courteous telephone manner.</span><span data-ccp-props="{"134233117":true,"134233118":true,"201341983":2,"335557856":16777215,"335559685":720,"335559740":260}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="10" data-aria-level="1" role="listitem"> <p><span data-contrast="none">Previous experience with Home Equity Line of Credit (HELOC) product.</span><span data-ccp-props="{"134233117":true,"134233118":true,"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="11" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Strong mathematical and analytical skills.</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="12" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Computer literate (MS Outlook, MS Word, MS Excel).</span><span data-ccp-props="{"335559685":720}"> </span></p> </li> </ul> </div> <div> <ul role="list" style="list-style-type: disc;"> <li aria-setsize="-1" data-leveltext="" data-font="Symbol" data-listid="16" data-list-defn-props="{"335552541":1,"335559685":360,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" data-aria-posinset="13" data-aria-level="1" role="listitem"> <p><span data-contrast="auto">Ability to ensure customer issues are handled appropriately, and escalating issues when necessary.</span><span data-ccp-props="{"201341983":0,"335559685":720,"335559740":259}"> </span></p> </li> </ul> </div> </div><p><br></p><p></p>\n<p><b>What we offer [For full-time permanent roles]</b></p><p> </p><p>💰 Competitive discretionary bonus </p><p>✨ Market leading RRSP match program</p><p>🩺  Medical, dental, vision, life, and disability benefits</p><p>📝  Employee Share Purchase Plan</p><p>👶🏽 Maternity/Parental top-up while you care for your little one</p><p>🏝 Generous vacation policy and personal days </p><p>🖥  Virtual events to connect with your fellow colleagues</p><p>🎓  Professional development and comprehensive Career Development program</p><p>💛  A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience</p><p><br></p><p>The incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at <b>2200-25 Ontario Street, Toronto, ON</b>.</p><p><span style="font-size: 10pt">  </span></p><p>Equitable Bank is deeply committed to inclusion. Our organization is stronger and our employees thrive when we honour and celebrate everyone’s diverse experiences and perspectives. In tandem with that commitment, we support and encourage our staff to grow not just in their career path, but personally as well. </p><p><br></p><p>We commit to providing a barrier-free recruitment process and work environment for all applicants. Please let us know of any accommodations needed so that you can bring your best self to the application process and beyond. All candidates considered for hire must successfully pass a criminal background check and credit check to qualify for hire. While we appreciate your interest in applying, an Equitable recruiter will only contact leading candidates whose skills and qualifications closely match the requirements of the position. </p><p><span style="font-size: 10pt"> </span></p><p>We can’t wait to get to know you! </p>

Customer Service Specialist, Bilingual (English and French) job opportunity at Equitable Bank.

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