Bilingual Contact Centre Representative supporting TD, a major North American bank, with credit - card and banking inquiries. Resolving issues, recommending products, and delivering compliant customer service in a hybrid role.
BU
Estate Banker, Bilingual – French & English, Certificat en Investissements
Posted last week
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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Report this job
Found something wrong with the page? Please let us know by submitting a report below.
Bilingual BDC Representative converting high - volume automotive dealership leads into Sales and Service appointments for Optimy.ai. Using AI tools, CRM platforms, calls, texts, emails, and chat to drive lead conversion.
Bilingual Claims Service Representative handling first - notice - of - loss calls for Allstate Canada’s auto and property insurance customers. Explaining claim processes, gathering information, and coordinating inspections or emergency services remotely.
Bilingual Reimbursement Specialist supporting coverage requests, case coordination, and reimbursement resolution. Cencora connects pharmaceutical manufacturers, providers, and patients to needed therapies.
Bilingual disability and leave specialist managing disability, accommodation, and statutory leaves for McCarthy Tétrault, a leading Canadian law firm. Coordinating claims, payroll, providers, and employee reintegration.
Bilingual automotive technical specialist resolving vehicle arbitration claims for OPENLANE’s digital used - vehicle marketplace. Assessing vehicle conditions, negotiating repairs or pricing, and supporting fair customer resolutions across Canada.
Bilingual technical consultant supporting Napoleon’s innovative grill customers and dealers remotely. Handling product inquiries, troubleshooting, warranty orders, CRM records, and quality feedback.
Bilingual Mortgage Fulfilment Officer processing residential mortgage applications for Manulife Bank, a financial services provider. Verifying legal documents, administering mortgage transactions, and resolving client and partner inquiries.
Beneva claims agent serving French - and English - speaking clients during auto and property insurance claims. Opening files, validating coverage, confirming liability, and coordinating vehicle services.
Bilingual Nurse Case Manager coordinating Canadian patient support programs for pharmaceutical therapies. Managing clinical follow - up, reimbursement, adherence, and patient - provider services remotely.