Estate Banker Bilingual- RISR certified

BMO

Full time Financial Clerks
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Location
Brossard, Québec, Canada
Posted
July 07, 2026

Job Description

Application Deadline:

06/04/2026

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 ...

    • Job Details

    • Job Type
      Full time
    • Category
      Financial Clerks
    • Date Posted
      July 07, 2026
    • Application Deadline
      August 16, 2026