NeverHard
Banquier en succession, Bilingue, RISR certifie at Bmo Financial — NeverHard
Banquier en succession, Bilingue, RISR certifie at Bmo Financial in Brossard, Champlain. View salary, required skills, and apply on NeverHard.
- Company
- Bmo Financial
- Location
- Brossard, Champlain
- Type
- part_time
Application Deadline:
06/18/2026
Address:
VIRTUAL(R)61 - REMOTE/TELETRAVAIL - QC - BMO
Job Family Group:
Customer Shared Services
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 is seamless and effortless.
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 (e.g. everyday banking, retail investments, lending solutions, home financing and small business solutions).
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
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