Bilingual Funding Officer reviewing loan applications and validating documentation for Financeit, a Canadian point - of - sale financing provider. Serving Partners and Borrowers while maintaining lending compliance and operational integrity.
BU
Estate Banker, Bilingual – French & English, Certificat en Investissements
Posted 2 months ago
About the role
- Estate Banker working remotely to assist BMO customers with estate-related settlements. Collaborating with clients and stakeholders to ensure seamless experience during difficult times.
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
- 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
- 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 status and outcomes
- Stays abreast of consumer needs, industry trends and best practices, and the regulatory environment as it relates to the products and services provided
- Collaborates with internal and external stakeholders in order to deliver on business objectives
- May provide training and coaching to junior associates as needed
- Executes work to deliver timely, accurate, and efficient service
- Completes all tasks related to estate processes as per legal and regulatory requirements and the Bank’s policies and processes
- Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases
Requirements
- 2 - 3 years of relevant experience
- Post-secondary degree in related field of study desirable or an 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
- Specialized knowledge
- 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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