Banquier En Succession, Bilingue, Risr Certifie

BMO

Quebec, Canada
$36,600.00 - $67,500.00; not specified; health ins...
Fully remote
Estate and deceased topic knowledge
Risk and regulatory requirements understanding
Bilingual french and english fluency
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and expertise to ensure a seamless customer experience

Job Summary

  • Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and expertise to ensure a seamless customer experience.
  • Completes needs assessments to identify and recommend financial solutions and preferred banking channels, while staying abreast of consumer needs, industry trends, and best practices.
  • Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting, and takes measured risks while protecting the bank.

Matching Summary

Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and expertise to ensure a seamless customer experience.

Salary

$36,600.00 - $67,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Estate and Deceased topic knowledge
  • Risk and regulatory requirements understanding
  • Bilingual French and English fluency
  • Customer experience during difficult times
  • Legal document review

Nice-to-have

  • Marketing promotions integration
  • Training and coaching junior associates
  • Proactive outbound customer calls
  • Collaborative stakeholder engagement

Key Requirements

  • 2-3 years relevant experience
  • Post-secondary degree desirable
  • Licensing and certification requirements met
  • Working knowledge of systems and applications
  • Good knowledge of workflow priorities and deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter