Virtual Estate Specialist – Bilingual, French/English

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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

• Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers • Provides support, guidance, and expertise to ensure customer experience during this difficult time is seamless and effortless • Probes to understand the banking needs of the estate and integrates marketing promotions and programs into customer conversations as appropriate • Completes needs assessment to identify and recommend financial solutions and preferred banking channels • Handles calls and requests in an informed, professional, and efficient manner • Contacts the customer / executor / liquidator to obtain necessary information for the estate case; ensures customer stays informed of status and outcomes • Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided • Collaborates with internal and external stakeholders in order to deliver on business objectives • May provide training and coaching to junior associates as needed • Executes work to deliver timely, accurate, and efficient service • Completes all tasks related to estate processes as per legal and regulatory requirements and the Bank’s policies and processes • Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases • Reviews all legal documents provided by clients • Answers service requests and calls as needed • May make outbound calls to customers to request information • Maintains the confidentiality of customer and Bank information • Works in collaboration with BMO partners by providing subject matter expert advice on how to handle errors, complex issues, and escalations • Adheres to regulatory and compliance requirements, including various reporting requirements • Follows established processes and procedures to resolve errors and issues as needed • Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees • Analyzes issues and determines next steps

🎯 Requirements

• Typically between 2 - 3 years of relevant experience • Post-secondary degree in related field of study desirable or an equivalent combination of education and experience • Must meet the licensing and certification requirements for the team / branch / jurisdiction where the mandate is being fulfilled • Knowledge of Estate and Deceased topic – In-depth • Understanding of risk and regulatory requirements • Knowledge of systems and applications – Working • Knowledge of workflow priorities and deadlines – Good • Specialized knowledge • Verbal & written communication skills - Good • Organization skills - Good • Collaboration & team skills - Good • Analytical and problem solving skills - Good • Fully available Monday to Saturday for all shifts possible • Fluent in French and English

🏖️ Benefits

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans