Quality Coordinator responsible for supporting Dexterra's Quality Program in Canada. Overseeing compliance and continuous improvement initiatives while being bilingual in English and French.
About the role
- Estate Banker processing estate settlements for deceased BMO customers, ensuring seamless service and compliance with regulations. Collaborating internally for effective financial solutions.
Responsibilities
- Works with executors, liquidators, and branch employees to process estate-related settlements for deceased BMO customers
- Provides support, guidance, and expertise to ensure a positive customer experience during this difficult time
- Completes needs assessments to identify and recommend appropriate financial solutions
- Handles calls and requests in an informed, professional, and efficient manner
- Contacts customers/executors/liquidators to obtain necessary information for estate cases
- Stays current on consumer needs, industry trends, and the regulatory environment as it relates to the products and services provided
- Collaborates with internal and external stakeholders 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 in accordance with legal and regulatory requirements
- Works collaboratively with BMO partners and specialists to ensure a common understanding of customer cases
- Reviews all legal documents provided by clients
Requirements
- 2–3 years of relevant experience
- Post-secondary degree in a related field is desirable
- Must meet the licensing and certification requirements for the team/branch/jurisdiction
- In-depth knowledge of estate and deceased matters
- Understanding of risk and regulatory requirements
- Working knowledge of systems and applications
- Good knowledge of workflow priorities and deadlines
- Specialized knowledge
- Verbal and written communication skills – Good
- Organizational skills – Good
- Collaboration and team skills – Good
- Analytical and problem-solving skills – Good
- Fluent in French and English
Benefits
- Health insurance
- Tuition reimbursement
- Accident and life insurance
- Retirement savings plans
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