Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and guidance during a difficult time
Job Summary
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and guidance during a difficult time.
Completes needs assessments to identify and recommend financial solutions and preferred banking channels, handling calls and requests in an informed, professional, and efficient manner.
Stays abreast of consumer needs, industry trends, and best practices, collaborating with internal and external stakeholders to deliver on business objectives while adhering to regulatory and compliance requirements.
Matching Summary
Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers, providing support and guidance during a difficult time.