Bilingual Disability Case Manager supporting Canadian clients through their journey of illness and recovery. Working remotely to assess claims, manage caseloads, and ensure effective communication with stakeholders.
About the role
- Estate Banker providing seamless support for estate-related settlements for deceased BMO customers. Requires bilingual fluency in French and English to assist clients and teammates.
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 difficult times
- Completes needs assessment to identify and recommend financial solutions and preferred banking channels
- Handles calls and requests professionally
- Contacts customers/executors/liquidators to obtain necessary information for the estate case
- Ensures customer stays informed of status and outcomes
- Collaborates with internal and external stakeholders to deliver on business objectives
- May provide training and coaching to junior associates as needed
- 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
- Must meet licensing and certification requirements for the team/branch/jurisdiction
- 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
- Bilingual RISR qualified, fluent in French and English
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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