BMO seeks an Estate Management Banker to provide remote support for estate-related financial services. Engage directly with customers during challenging times to ensure seamless experiences.
This role requires 2-3 years of experience in the financial sector, along with relevant education. As an Estate Banker at BMO, you will facilitate estate settlements and offer financial recommendations that fit customers' needs. Your analytical skills will be vital as you assess cases, collaborate with stakeholders, and uphold compliance.
Key Responsibilities:
• Assist customers with estate banking needs
• Recommend appropriate financial banking channels
• Handle inquiries and service requests efficiently
• Collaborate with internal teams for customer case resolution
• Analyze estate-specific issues and suggest solutions
Requirements:
• 2-3 years relevant finance experience
• Must have RISR (IFIC) qualification
• Strong knowledge of estate and deceased matters
• Mandarin or Cantonese fluency is a robust asset
• Effective communication and teamwork skills
Drive improvements in customers' estate experiences with your expertise at BMO.
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📌 Estate Management Banker BMO Remote Role (Toronto)
🏢 Socket.dev
📍 Toronto