Description
Note that the Estate Case Manager may work out of Montreal or Toronto depending on where they reside.
A career as a Estate Case Manager means interacting with the Bank's various business lines and other operational sectors, and working in an environment that allows you to excel. It also means having the opportunity to learn and develop within a team that values customer satisfaction, collaboration and innovation. You'll stand out from the crowd thanks to your autonomy, thoroughness, proactivity and team spirit.
You will act as a recognized succession expert for all National Bank business lines. You will provide specialized support to the sales force in the analysis, processing and compliance of an estate file.
Join the Centre d'expertise en succession!
Your job
- To listen to the customer's needs as communicated by the partner, in order to facilitate the processing of the file.
- Provide customer service on the phone on a rotating basis according to the service offer
- Be the main point of contact for partners
- Provide expert advice to meet customer and partner needs
- Carry out the necessary follow-ups and checks to ensure quality of service
- Manage reputational and operational risks in the event of problems
- Ensure legal, technical, procedural and tax compliance of customer files
- Be decisive and propose solutions to simplify processing for the customer
- Carry out transactions, as instructed by the liquidator, in compliance with our service agreements
- Propose and recommend new ideas and creative, innovative approaches
- Properly document the file to facilitate future research
- Take charge of and be accountable for all stages of estate settlement
- Create a relationship of trust with our partners by providing them with ongoing visibility
Your team
Working in the Estate Expertise Center sector, you are part of a team of about 15 colleagues and report to the Section Manager. Our team stands out for its expertise, quality of delivery, customer/employee experience and fun, collaborative atmosphere.
We favour a variety of forms of continuous learning to enrich your development, including learning in action, training content made available to you and working in collaboration with colleagues with diverse expertise and profiles. In our team, curiosity and autonomy are very important.
Prerequisites
- Bachelor's degree related to the sector of activity and three years' relevant experience, or any other combination of training and experience deemed equivalent
- Customer service experience
- Good knowledge of investment and financing products
- Good knowledge of the Office suite
- Analytical and organizational skills
- Ability to work in a team, under pressure and with tight deadlines
- Excellent interpersonal and communication skills
- Ability to adapt to change
