Estate Specialist

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

What you'll be doing
- 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 may 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. Develop strong relationships with banking Centre employees to build sustained confidence in order to improve the overall client experience during what could be a very difficult and sensitive time in the client’s life.
- System Savvy - Able to navigate many varied systems and is technically savvy. Examples of systems used in this role: COINS, ECIF, CORFAX, CORE, ADP Broadridge.
- Knowledge of products - an asset if you are familiar with any CIBC 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 serve our clients in the community.

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 work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs 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.
- Subject to program terms and conditions

What you need to knowYou need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Expected End Date

2024-12-03

Job Location

Mont-1155 Rene Levesque O-12e

Employment Type

Regular

Weekly Hours

37.5

Skills

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