Estate Banker, Bilingual, RISR Certified

🕒 March 24

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

BMO U.S.

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

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 a positive customer experience during this difficult time • Completes needs assessments to identify and recommend appropriate financial solutions • Handles calls and requests in an informed, professional, and efficient manner • Contacts customers/executors/liquidators to obtain necessary information for estate cases • Stays current on consumer needs, industry trends, and the regulatory environment as it relates to the products and services provided • Collaborates with internal and external stakeholders 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 in accordance with legal and regulatory requirements • Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases • Reviews all legal documents provided by clients

🎯 Requirements

• 2–3 years of relevant experience • Post-secondary degree in a related field is desirable • Must meet the licensing and certification requirements for the team/branch/jurisdiction • In-depth knowledge of estate and deceased matters • Understanding of risk and regulatory requirements • Working knowledge of systems and applications • Good knowledge of workflow priorities and deadlines • Specialized knowledge • Verbal and written communication skills – Good • Organizational skills – Good • Collaboration and team skills – Good • Analytical and problem-solving skills – Good • Fluent in French and English

🏖️ Benefits

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