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EQ Bank | Equitable Bank

Customer Care Representative

EQ Bank | Equitable Bank

Customer Care Representative at EQ Bank helping customers with banking inquiries and troubleshooting issues. Delivering exceptional customer service while collaborating with various teams in a remote setting.

Posted 7/3/2026full-timeRemote • California • 🇺🇸 United StatesJuniorWebsite

About the role

Key responsibilities & impact
  • 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

Requirements

What you’ll need
  • 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 face paced environment.
  • Experience working with a high degree of autonomy and self-direction.
  • Ability to understand and use different software (CRM, Microsoft Office Suite)

Benefits

Comp & perks
  • 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
  • Professional development and comprehensive Career Development program
  • A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
Customer OnboardingIssue ResolutionContinuous ImprovementBanking KnowledgeAdaptability
Soft Skills
ProfessionalismProactive CommunicationAutonomyRelationship Building
Certifications
Post-Secondary Degree or Certification in Related Field