EQ Bank | Equitable Bank

Financial Planning and Analysis

• Support accounting processes for PC Bank and PC Insurance payroll, expense reports, and intercompany transactions
• Prepare bi-weekly payroll journal entries for PC Insurance and PC Bank
• Review payroll register mapping to correct General Ledger accounts
• Prepare bi-weekly expense reporting journal entries
• Perform payroll reconciliations and analyze monthly payroll costs
• Raise payroll issues or concerns to the Director in a timely manner
• Process payroll vendor payments in coordination with payroll, finance, and treasury teams
• Support PC Insurance month-end processes, including journal entries, reconciliations, and actual-to-budget variance analysis
• Book and reconcile intercompany entries for PC Bank and PC Insurance
• Coordinate with finance teams to align intercompany balances
• Support accounting automation initiatives and continuous improvement to reduce manual processes
• Handle ad hoc requests and reporting
• Coordinate actively with Payroll, Treasury, other finance teams, and vendors

Intern, Financial Analyst

Business Analyst

• Support accounting processes for PC Bank and PC Insurance payroll, expense reports, and intercompany transactions
• Support month-end processes for PC Insurance entities
• Book journal entries
• Perform monthly reconciliations
• Process payroll vendor payments accurately and on time
• Coordinate with Payroll, Treasury, other finance teams, and vendors
• Conduct competitive intelligence, including market scans, competitor tracking, and synthesis of insights
• Support Joint Steering Committee and governance action management
• Manage invoices through coordination, tracking, reconciliation support, and escalation
• Support dashboards and recurring performance reporting
• Support strategic projects and research initiatives
• Provide marketing support for enterprise assets, CRM roadmap QA, paid media, retail execution, and CRM campaigns
• Apply Meta tagging practices to support SEO across digital properties

Intern, Business Analyst – PC Insurance

Data Scientist

• Analyze customer, campaign, and business data to generate insights supporting customer onboarding, activation, engagement, and growth strategies
• Assist in developing, monitoring, and evaluating Next Best Action strategies using analytics, modeling, and testing methodologies
• Support analysis of customer journeys and marketing campaigns to identify opportunities to improve customer experience and business performance
• Build and maintain reports, dashboards, and performance tracking tools to monitor key business metrics
• Partner with Marketing, Product, and Analytics teams to support data-driven decision-making and campaign measurement
• Help automate and improve data preparation, reporting, and analytical processes
• Communicate insights and findings clearly to technical and non-technical stakeholders
• Collaborate with the portfolio management team of the customer risk department
• Build process efficiencies and help optimize and implement risk strategies that drive business growth and strategic objectives
• Learn credit card industry fundamentals and the customer risk department’s role within the bank

Intern – Data Scientist

Sales Operations Manager

• Support key initiatives across customer lifecycle management, engagement and retention programs, and strategic partner relationship management
• Support day-to-day operations with analytical, administrative, reporting, and project coordination assistance
• Conduct internal reviews of compliance, risk management, and operational processes to identify control gaps, process improvements, and governance opportunities
• Analyze mystery shop, customer complaint, coaching, and operational performance data to identify trends, risks, root causes, and improvement opportunities
• Assist with development of an asset management model for inventory tracking, operational oversight, controls, and reporting
• Prepare and maintain reports, dashboards, presentations, process documentation, operating procedures, and audit evidence
• Contribute to strategic initiatives, pilot programs, process improvements, go-to-market launches, promotional campaigns, and vendor activities
• Collaborate with Digital, Marketing, Product, Data, Sales, Operations, Compliance, Risk, Technology, Vendor Management, and external partners
• Complete ad hoc analysis and support additional team priorities
• Support initiatives enhancing customer experience and engagement for no-fee and Insiders credit cards

Intern – F2F Sales Enablement

Risk

• Work within the portfolio management team of the customer risk department
• Collaborate with the team to build new process efficiencies
• Aid with optimizing and implementing new risk strategies to drive business growth and achieve strategic objectives
• Learn the fundamentals of the credit card industry and the customer risk department’s role within the bank
• Identify recurring reporting, governance, and coordination tasks suitable for AI or automation
• Help build, test, document, and maintain AI agents, prompt libraries, and workflow automations
• Write prompts and instructions for accurate, reusable AI outputs
• Review AI-generated outputs for quality, privacy, and information-handling concerns
• Support monthly and quarterly enterprise risk reporting through SQL-based data extracts, data transformation, validation, reconciliation, and report preparation
• Collect reporting inputs, track deadlines, follow up on outstanding items, and maintain reporting trackers
• Prepare and review management and governance reporting materials
• Maintain process documents, data definitions, templates, and reporting evidence
• Use Excel, SQL, Power BI, PowerPoint, and other approved tools for data analysis and reporting
• Support ad hoc risk analytics by analyzing portfolio, risk, and business data and summarizing insights
• Prepare analysis, charts, presentations, and summaries for stakeholders
• Support enterprise risk initiatives, risk transformation, regulatory engagement, governance materials, dashboards, reporting frameworks, and audit readiness

Intern, Risk Analyst – Enterprise Risk Governance & Transformation

General

• Report to the Senior Manager of Credit Risk and work closely with Credit Risk Analysts, Associates, and Managers
• Produce accurate analysis, maintain data integrity, and adhere to internal risk management and governance standards
• Support understanding of transaction-level and portfolio risk and sound credit risk management practices
• Assist in automating IFRS 9 controls/checks through AI for audit purposes
• Assist Credit Risk teams, including Retail Lending Quality Assurance, with enabling AI tools in select functions
• Analyze customer data to identify trends, opportunities, and emerging risks across acquisition, account management, and fraud risk strategies
• Develop, maintain, and enhance recurring score monitoring reports, dashboards, KPI tracking, and analytical tools
• Support development, recalibration, and optimization of credit risk and account management scorecards through quantitative analysis and performance evaluation
• Perform scorecard performance monitoring using statistical measures
• Assist in model validation, challenger model testing, and performance assessments under senior team guidance
• Produce ad hoc analyses, business insights, and management presentations supporting scorecard strategy reviews and model enhancement initiatives
• Apply analytical techniques, statistical methods, machine learning concepts, and data visualization tools to generate actionable business insights
• Collaborate with stakeholders across Credit Risk, Fraud, AML, Product, Marketing, Operations, and Model Risk Management
• Contribute to continuous improvement of analytical methodologies, model monitoring processes, reporting automation, and decision-support tools

Intern, Credit Risk

Solutions Engineer

• Design and document solution architecture artifacts, including component, integration, sequence/data-flow diagrams, and technical design specifications.
• Translate business requirements into technical solution designs through requirements-gathering and joint working sessions.
• Select technology components, integration patterns, and cloud services while evaluating cost, performance, and maintainability trade-offs.
• Present solution designs and technology intake requests to architecture governance forums and incorporate feedback.
• Support concurrent priority programs including PCF integration, eCIF, and AML/Risk/Finance/Treasury initiatives.
• Design end-to-end AI and agentic solutions using Azure AI Foundry, Azure OpenAI, GCP Vertex AI, RAG patterns, AI gateways, managed identity, token governance, and observability.
• Design and implement stateful, multi-step agent workflows using LangGraph/LangChain, including human-in-the-loop and checkpointing patterns.
• Design compliant AI data access patterns across Azure Fabric/Synapse and GCP BigQuery.
• Partner with AI CoE, Cyber Security, and IAM teams on RBAC/persona models, guardrails, and promotion paths.
• Evaluate and prototype emerging AI vendors, models, and tools.
• Identify and implement AI/agentic automation opportunities in solution delivery workflows.
• Provide technical guidance, consultation, and mentorship to developers, business system analysts, and architects.
• Document architecture decisions, processes, standards, solution inventories, and vendor records.
• Collaborate with consulting partners and technology vendors on solution delivery and semantic modelling workshops.
• Contribute to departmental activities, on-call/production support, and other related tasks.

AI Solution Architect

Sales

• Lead and manage a team of front-line sales members across a defined region
• Drive origination growth through broker relationships
• Deliver revenue, volume, and market-share targets across Alternative and Reverse Mortgage portfolios
• Establish brokerage segmentation, coverage, and capacity balancing
• Monitor regional performance, identify variances, and reallocate resources
• Drive consistent sales execution standards, KPI expectations, call/visit cadence, and submission quality
• Lead performance calibration, coaching, mentoring, and joint sales visits/webinars
• Set regional targets and growth strategies with the VP of Sales
• Assign brokerages to sales representatives and oversee annual sales plans
• Monitor sales activities, volume targets, efficiency metrics, and submission KPIs
• Collect broker and internal feedback on sales representative performance
• Identify strategic opportunities and develop business cases or proposals
• Resolve broker-related issues and escalate underwriting decisions as required
• Champion CRM usage and use Power BI reporting to assess performance
• Strengthen relationships with Regional Managers and network partners
• Identify partnership opportunities and act as escalation point for network issues
• Attend industry, sponsorship, broker, and trade events; support product presentations
• Oversee regional marketing campaigns, budgets, events, and broker-facing materials
• Partner with Marketing and Product teams to refine product value propositions
• Compile competitive analysis and recommend strategies
• Consolidate regional performance data and standardize reporting dashboards
• Ensure CRM data integrity and discipline
• Provide executive-level regional summaries to the VP Sales & Distribution
• Manage and approve monthly sales representative expenses
• Review weekly sales activity and Power BI reports
• Serve as permanent regional delegate on the Fraud Committee

Regional Director, Sales

Platform Engineer

• Lead the engineering, configuration, and operation of enterprise AI platforms to ensure availability, performance, resilience, and scalability
• Define and implement platform engineering patterns, standards, reusable components, and operational guardrails
• Lead platform triage, incident resolution, escalation coordination, and post-incident reviews
• Track and report service reliability indicators, incident trends, engineering risks, and operational performance improvements
• Enable approved AI use cases in non-production and production environments through environment readiness, dependency validation, release readiness, operational supportability, and service transition planning
• Partner with architecture, security, cloud, infrastructure, delivery, and application teams on secure, supportable, scalable platform implementations
• Guide release coordination, change readiness, maintenance planning, capacity planning, and technical risk mitigation
• Ensure AI platform changes meet engineering, operational, security, and control readiness criteria
• Design and improve observability capabilities including telemetry, logging, metrics, traces, dashboards, and alerting
• Lead automation initiatives to reduce manual effort, improve reliability, and standardize operational activities
• Analyze operational data for anomalies, recurring issues, root-cause patterns, performance bottlenecks, and service improvement opportunities
• Implement AI Ops use cases including alert correlation, anomaly detection, forecasting, root-cause support, knowledge retrieval, and repetitive-task automation
• Mentor engineers on observability, automation, troubleshooting, and service reliability
• Embed governance, security, privacy, auditability, traceability, and human oversight into AI platform engineering
• Assess implementation risks, close control gaps, maintain audit and governance evidence, and escalate technical and control risks
• Maintain visibility of AI platform assets, validate ownership and configuration integrity, and promote engineering standards and reusable patterns