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Estate Banker Bilingual - French and English- RISR certified

BMO
Full time Brossard, Québec Information and Record Clerks
Posted:
June 12, 2026
Location:
Brossard, Québec, Canada

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.

  • 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 sta...

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    Job Overview

    Job Type: Full time
    Location: Brossard, Canada
    Posted: June 12, 2026
    Deadline: July 22, 2026