Estate Specialist - Bilingual

Canadian Imperial Bank of Commerce; Montreal; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian bank in Montreal is looking for an Estate Specialist to manage estate-related matters and support clients through challenging personal times. This role requires empathy, strong communication skills, and an ability to navigate various banking products. The ideal candidate should be fluent in French and English and adept in ensuring client satisfaction during estate settlement processes. Competitive compensation and a supportive work environment are provided.

Benefits

Competitive salary

Defined benefit pension plan

Employee share purchase plan

Vacation offering

Wellbeing support

Qualifications

• Fluent in French and English.
• Ability to handle sensitive conversations.
• Experience working in client-focused roles.

Responsibilities

• Provide end-to-end support for estate settlement.
• Work with banking center employees to manage client estates.
• Deliver updates to clients regarding estate matters.

Skills

Communication

Empathy

Technical Savvy

Multi-tasking

Detail Orientation

Analytical Thinking

Tools

COINS

ECIF

ICBS

CRS

PESA

Job description

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

The National Estates Department manages estate-related matters, including account settlements, escalations, and compliance, while supporting clients and their representatives through an emotional and challenging time. As an Estate Specialist, you will be providing end-to-end support for Estate settlement and play an integral role in our clients' estate journey. This role requires knowledge of all banking products (i.e., deposit accounts, investments, lending, mortgages, etc.). This role requires speaking with retail partners and will require to speak to clients directly therefore empathy plays a key role in having those sensitive conversations.

At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Collaborative & Strong Communicator - Work collaboratively with Banking Centre employees and support Executors and estate beneficiaries on all aspects of the estate of a deceased client. Comfortable with phone conversations and phone etiquette.
• Client-Focused - Escalate to banking Centre employees all issues that may impact the ongoing client relationship. Ability to empathize and deliver status updates on Estate matters to our Clients.
• System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS, ECIF, ICBS, CRS, PESA
• Knowledge of products - an asset if you are familiar with any Simplii products; bank accounts; credit cards; lending; investments; mortgages, etc.
• Multi-Tasker - experienced with multi-tasking and working in fast-paced, often-changing environment. Experience working in a team where processes and procedures are changing and updating.
• Detail Oriented - Complete all necessary activities related to the processing of all parts of an estate. Act as the Subject Matter Expert on dealing with the estate of a client and the various product requirements to settle the deceased client’s estate

Who You Are

• You engage with your heart and mind. You care about people and understand different perspectives. You listen and learn from the experiences of others.
• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• You're driven by collective success. You know that collaboration can transform a good idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
• You embrace and champion change. You'll continuously evolve your thinking and the way you work in order to deliver your best.
• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.
• You're fluent in French and English to support business operations outside of Quebec, Canada.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

• We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, defined benefit pension plan*, an employee share purchase plan, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

• We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [e-mail]

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

• We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, French proficiency, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

Mont-1155 Rene Levesque O

Employment Type

Regular

Weekly Hours

37.5

Skills

Analytical Thinking, Business Operations, Customer Service, Operations Management, Prioritization, Quality Assurance (QA), Technical Knowledge