Estate Banker (12 Months Secondment) Remote Role

BMO

Remote, 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 for a 12-month remote role, focused on supporting the estate settlement process for deceased customers. The position requires knowledge of estate topics, communication skills, and relevant certifications, offering a salary range of $38,500 - $71,000 with a comprehensive benefits package. **

Job Summary

  • Works with executors and branch employees to process estate-related settlements for deceased BMO customers, providing support and expertise.
  • Probes to understand banking needs, identifies financial solutions, and handles customer requests efficiently and professionally.
  • Adheres to regulatory and compliance requirements, including AML/ATF reporting, and collaborates with partners for common understanding of customer cases.

Matching Summary

Match Score: 75

** BMO is seeking an Estate Banker for a 12-month remote role, focused on supporting the estate settlement process for deceased customers. The position requires knowledge of estate topics, communication skills, and relevant certifications, offering a salary range of $38,500 - $71,000 with a comprehensive benefits package. **

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
  • Collaboration with internal stakeholders
  • Proactive customer engagement

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter