Field Operations Associate II managing inventory and customer service. Supporting Grainger's strategic vision by providing the best service to customers on - site.
About the role
- Estate Banker processing estate-related settlements for deceased customers at BMO. Providing support and recommendations for financial solutions during a difficult time.
Responsibilities
- 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
- Completes needs assessment to identify and recommend financial solutions
- Contacts the customer / executor / liquidator to obtain necessary information for the estate case
- Stays abreast of consumer needs, industry trends and best practices
- Collaborates with internal and external stakeholders to deliver on business objectives
- Executes work to deliver timely, accurate, and efficient service
- Completes all tasks related to estate processes as per legal and regulatory requirements
Requirements
- Typically between 2 - 3 years of relevant experience
- Post-secondary degree in related field of study desirable or equivalent combination of education and experience
- Knowledge of Estate and Deceased topic – In-depth
- Understanding of risk and regulatory requirements
- Knowledge of systems and applications – Working
- Knowledge of workflow priorities and deadlines – Good
- Verbal & written communication skills - Good
- Organization skills - Good
- Collaboration & team skills - Good
- Analytical and problem-solving skills - Good
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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