Estate Specialist providing end-to-end estate settlement support at CIBC. Collaborating with clients and banking partners to manage sensitive estate-related matters.
Responsibilities
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.
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