Estate Banker

BMO

Virtual, ON, CA
Base: $38,500.00 - $71,000.00; bonus/equity: may i...
Fully remote
Knowledge of estate and deceased topics
Understanding of risk and regulatory requirements
Fluency in french and english languages
This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience

Job Summary

  • This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience.
  • The position requires in-depth knowledge of estate topics and the ability to integrate marketing promotions into customer conversations as appropriate.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role involves working with executors and liquidators to process estate-related settlements for deceased BMO customers while ensuring a seamless customer experience.

Salary

Base: $38,500.00 - $71,000.00; Bonus/Equity: May include commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Knowledge of Estate and Deceased topics
  • Understanding of risk and regulatory requirements
  • Fluency in French and English languages

Nice-to-have

  • Collaboration with internal stakeholders
  • Training and coaching junior associates
  • Analytical and problem solving skills

Key Requirements

  • 2-3 years of relevant experience
  • Post-secondary degree in related field
  • Must meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter