Conseiller bilingue - centre de succession

Job description

Application Deadline: 06/01/2026 Address: VIRTUAL(R)61 - REMOTE/TELETRAVAIL - QC - BMO Job Family Group: Customer Shared Services 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. Qualifications: Required enter your comment You’re fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec . Salary: $36 600,00 - $67 500,00 - Probes to understand the banking needs of the estate and integrates marketing promotions and programs into customer conversations as appropriate. - Completes needs assessment to identify and recommend financial solutions and preferred banking channels (e.g. everyday banking, retail investments, lending solutions, home financing and small business solutions). - Handles calls and requests in an informed, professional, and efficient manner. - Contacts the customer / executor / liquidator to obtain necessary information for the estate case; ensures customer stays informed of status and outcomes. - S...