Estate Banker – RISR Certification Mandatory

🔥 24 minutes ago

🇨🇦 Canada – Remote

💵 $40.5k - $80k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

BMO U. S. is a diversified financial services company operating in the United States. It offers a broad range of financial products and services including personal and business banking, mortgage services, investments, financial planning, insurance, and wealth management. Additionally, it provides commercial loans, commercial mortgages, and other financial solutions tailored for small businesses and large enterprises. The company places a strong emphasis on customer service and offers digital and cross-border banking solutions to meet the needs of diverse clients. BMO U. S. is also involved in asset management and capital markets operations, making it a full-service financial institution.

📋 Description

• Work with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers • Provide support, guidance, and expertise to ensure a seamless customer experience • Understand estate banking needs and integrate relevant marketing promotions and programs into customer conversations • Complete needs assessments and recommend financial solutions and preferred banking channels • Handle calls and requests professionally and efficiently • Contact customers, executors, and liquidators to obtain information and keep them informed of case status and outcomes • Stay current on consumer needs, industry trends, best practices, and the regulatory environment • Collaborate with internal and external stakeholders to deliver business objectives • Provide training and coaching to junior associates as needed • Execute estate processes accurately and efficiently in accordance with legal, regulatory, and bank requirements • Review legal documents provided by clients • Answer service requests and calls; make outbound calls when information is needed • Maintain confidentiality of customer and Bank information • Provide subject matter expertise on errors, complex issues, and escalations • Adhere to AML/ATF, FCAC consumer provisions, Privacy Act, and other compliance requirements • Resolve errors and issues according to established processes • Handle complex tasks and escalations, analyze issues, and determine next steps • Apply BMO’s Risk Management Framework and make risk-informed decisions

🎯 Requirements

• RISR certification mandatory • Typically 2–3 years of relevant experience • Post-secondary degree in related field of study desirable, or equivalent combination of education and experience • Must meet licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled • In-depth knowledge of Estate and Deceased topics • Understanding of risk and regulatory requirements • Working knowledge of systems and applications • Good knowledge of workflow priorities and deadlines • Specialized knowledge • Good verbal and written communication skills • Good organization skills • Good collaboration and team skills • Good analytical and problem-solving skills

🏖️ Benefits

• Performance-based incentives • Discretionary bonuses • Other perks and rewards • Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans • In-depth training and coaching • Manager support • Network-building opportunities • Accommodations available on request during the selection process

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