Estate Specialist – Bilingual
CIBC US
full-time
Posted on:
Location Type: Hybrid
Location: Toronto • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Provide end-to-end support for Estate settlement
- Manage estate-related matters, including account settlements and escalations
- Support clients and representatives through emotional and challenging times
- Escalate issues that may impact client relationships
- Act as Subject Matter Expert on estate processing
- Deliver status updates to clients regarding estate matters
- Maintain clients' estate journeys with empathy and understanding.
- Work collaboratively with teams to settle deceased clients’ estates.
Requirements
- Bilingual in French and English
- Knowledge of all banking products (i.e., deposit accounts, investments, lending, mortgages, etc.)
- Empathy in sensitive client conversations
- System savvy, able to navigate varied systems
- Familiarity with Simplii products is an asset
- Detail-oriented with strong multi-tasking skills
- Experience in fast-paced, changing environments
- Collaborate effectively with Banking Centre employees and Executors
Benefits
- Competitive salary
- Incentive pay
- Banking benefits
- Benefits program*
- Defined benefit pension plan*
- Employee share purchase plan
- Vacation offering
- Wellbeing support
- MomentMakers, our social, points-based recognition program
- Purpose Day; a paid day off dedicated for you to invest in your growth and development.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
knowledge of banking productsaccount settlementsestate processing
Soft skills
empathydetail-orientedmulti-taskingcollaborationcommunication