Estate Banker Bilingual - French And English- Risr Certified
BMO
Virtual, , Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
Fully remote
Estate and deceased topic knowledge
Process estate-related settlements
Customer experience during difficult time
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and guidance 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 guidance to ensure a seamless customer experience.
Completes needs assessments to identify and recommend financial solutions and preferred banking channels, handling calls and requests in an informed, professional, and efficient manner.
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 guidance to ensure a seamless customer experience.
Salary
Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans