Estate Banker

BMO

VIRTUAL, ON, Canada
Base: $38,500.00 - $71,000.00; bonus/equity: not s...
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Estate and deceased topic knowledge
Risk and regulatory requirements understanding
French and english fluency
** BMO is seeking an Estate Banker to provide support and guidance in processing estate-related settlements for deceased customers. The role requires strong communication skills, a good understanding of estate topics, and the ability to collaborate with various stakeholders while adhering to regulatory standards. **

Job Summary

  • 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.
  • BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

Match Score: 75

** BMO is seeking an Estate Banker to provide support and guidance in processing estate-related settlements for deceased customers. The role requires strong communication skills, a good understanding of estate topics, and the ability to collaborate with various stakeholders while adhering to regulatory standards. **

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: Not specified; Benefits: 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
  • French and English fluency

Nice-to-have

  • Customer experience focus
  • Marketing promotion integration
  • Training and coaching junior associates

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree or equivalent
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter