Banquier en succession, Bilingue, RISR certifie

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Job Family Group:

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.

• 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 ...