Estate Banker

BMO

📍 Brossard, Québec, Canada 💼 Full-time 🕒 Posted June 19, 2026

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Job Description

Application Deadline:
06/11/2026Address:
VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMOJob Family Group:
Customer Shared ServicesWorks 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 sta...
            

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Job Details

Location Brossard, Québec
Job Type Full-time
Category Other Sales and Related Workers
Posted Date June 19, 2026
Application Deadline July 29, 2026