Senior Product Owner, Broker Experience

at  EQ Bank Equitable Bank

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.

PURPOSE OF JOB:

The Senior Product Owner, Broker Experience is responsible for improving the experiences of our brokers, internal teams and other users through developing new products, feature enhancements and experiences on a given number of technology assets.
This role will work closely with the Sales and business teams across Personal Lending to build and continuously improve the capabilities related to the broker experience and management including but not limited to: onboarding, monitoring, and reporting for broker management, payment of broker commissions and management of related risks as they pertain to Product. They must ensure that all internal documents and procedures are well documented and kept up to date to ensure all corporate and regulatory requirements are met by the department.
Working closely with technology partners and multiple business functions and stakeholders, they will drive enhanced broker experience through product discovery, data analysis, feature definition, backlog grooming, and project management.
The incumbent must be highly knowledgeable of CRM systems with a preference for candidates that have experience with Microsoft Dynamics. Additionally, knowledge about the mortgage Broker channel and industry practices, the Bank’s products & internal processes is preferred. The individual must possess the talent to collaborate and work effectively with the Sales, SFR Credit, Operations, Funding, and other relevant internal stakeholder groups.

KEY OUTCOMES FOR THIS ROLES ARE:

• Salesforce effectiveness including growing submitted volumes and total customers for all Lending products
• Effective use of CRM capabilities to improve broker engagement and loyalty and build EQB’s brand within the broker community
• Broker and advisor experience including NPS
• Continuous improvement to the overall Sales functions and related digital assets used within Lending
• Supporting the ongoing Broker Governance and Control projects as required by the business unit.

WHAT WE OFFER [FOR FULL-TIME PERMANENT ROLES]

\uD83D\uDCB0 Competitive discretionary bonus
✨ Market leading RRSP match program
\uD83E\uDE7A Medical, dental, vision, life, and disability benefits
\uD83D\uDCDD Employee Share Purchase Plan
\uD83D\uDC76\uD83C\uDFFD Maternity/Parental top-up while you care for your little one
\uD83C\uDFDD Generous vacation policy, personal days and even a moving day
\uD83D\uDDA5 Virtual events to connect with your fellow colleagues
\uD83C\uDF93 Annual professional development allowance and a comprehensive Career Development program
\uD83D\uDC9B A fulfilling opportunity to join one of the top FinTechs and help create a new kind of banking experience
The incumbent will be working hybrid and in office time will be spent working from Equitable Bank’s additional office space located at 351 King Street East, Toronto, ON.
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.
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.
We can’t wait to get to know you