$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 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, integrating marketing promotions and programs into customer conversations as appropriate.
Adheres to regulatory and compliance requirements, including Anti-Money Laundering and Terrorist Financing reporting, FCAC consumer provision, and Privacy Act provisions.
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
$36,600.00 - $67,500.00; Not specified; Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans