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 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 ...