Estate Settlement Specialist

Position: BMO Estate Settlement Specialist
Location: Quebec

Drive successful estate settlements at BMO as an Estate Banker. Provide compassionate support and expert financial guidance to executors and families navigating estate challenges.

As a critical member of BMO, you will engage with executors to facilitate the settlement process for deceased customers. This role requires strong analytical skills to assess banking needs and recommend applicable financial solutions. Your expertise will play a vital role in ensuring compliance with legal requirements while delivering outstanding customer service.

Key Responsibilities:

• Manage communication with customers regarding estate statuses

• Identify financial solutions to meet estate banking needs

• Maintain confidentiality of sensitive customer information

• Collaborate with stakeholders to achieve business objectives

• Handle escalations and complex issues effectively

Requirements:

• 2-3 years of banking experience preferred

• Specialized knowledge of estate processes

• Excellent organizational and collaboration skills

• Understanding of risk and regulatory compliance

• Ability to analyze issues and determine next steps

Leverage your financial expertise to enhance the estate settlement experience for BMO customers.
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