Join BMO as a remote Estate Banker and guide customers through the estate settlement process efficiently. Focus on customer experience and provide tailored financial solutions.

This position is ideal for individuals with 2-3 years of experience in financial services and a relevant educational background. As a vital member of the Customer Shared Services team, you will engage with executors and manage estate cases to ensure compliance with legal and regulatory standards. Your communication skills and ability to work collaboratively will be key in this role.

Key Responsibilities:
• Manage estate settlement processes for deceased customers
• Assess customer banking needs and offer solutions
• Maintain informed communication with stakeholders
• Review and analyze legal documents thoroughly
• Adhere to compliance and regulatory standards

Requirements:
• 2-3 years of relevant experience in finance
• Mandatory RISR (IFIC) certification
• In-depth understanding of estate topics required
• Knowledge of risk and regulatory issues
• Positive analytical and organizational abilities

Lead the way in helping customers navigate their estate banking needs with BMO.
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📌 BMO Estate Banker - Work Remotely (Ontario)
🏢 Socket.dev
📍 Ontario