Estate Banker Bilingual - French and English- RISR certified

Job description

Application Deadline: 06/04/2026 Address: VIRTUAL59 - REMOTE/TELETRAVAIL - ON - 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: Salary : $38 500,00 - $71 000,00 - 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. - Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided. - Collaborates with...