Estates Account Manager, Level 1

Requisition ID: 253608

Tangerine is Canada’s leading direct bank. We offer flexible and accessible banking options, innovative products, and award-winning Client service. The reason why Tangerine employees come to work each day is to help Canadians live better lives. We focus on making a difference in our communities, and that includes our own internal community. It’s important to us that our employees feel empowered and enthusiastic about belonging to our Orange culture.

Estates Account Manager

As Canada’s leading digital bank, Tangerine technology is at the heart of everything we do. We have redefined what digital banking is, and we continue to evolve to tackle any opportunity and face every challenge through progressive technology and the power of collaboration.

Do you like new challenges? Are you ready to reach new heights in your career and become part of an established disruptor? If so, come join us and help redefine the Canadian banking landscape!

What you will be doing:

A Level 1 CBS Estates Account Manager (EAM) guides clients through the Estates and Power of Attorney process, managing a portfolio of clients who have submitted legal documentation for estate settlement or Power of Attorney designation. They ensure the process is clear and seamless for Executors while serving as a subject matter expert on Estates, Power of Attorney, Bankruptcy, Consumer Proposals, Requirements to Pay, Court Orders, and other government‑issued requests. Key duties include processing and assessing all client documentation accurately and efficiently. EAMs must have strong communication skills and a thorough understanding of Tangerine’s policies, procedures, and the legal requirements related to Estates, Power of Attorney, and other provincial and federal legislation.

Is this role right for you? In this role, you will:

• Manage assigned Estate and Power of Attorney portfolios, including documentation review, legal validation, probate support, and guidance to executors and beneficiaries.
• Process estates involving lending products, mutual funds, and registered/unregistered deposits, and initiate mortgage or lending recovery actions when required.
• Build and maintain strong relationships with executors, beneficiaries, lawyers, financial institutions, and internal partners.
• Identify financial needs and recommend suitable Tangerine deposit products to executors and beneficiaries, while referring mutual fund opportunities.
• Make estate settlement decisions up to $100,000 and ensure all documentation complies with legal and policy requirements with high accuracy.
• Collaborate with Legal, Risk, Fraud, Contact Center, CSL, CRG, and CBS leadership to resolve escalations and support complex cases.
• Meet service level expectations for calls, emails, and inquiries while maintaining service quality, effective call control, and daily workflow coordination.
• Support training of new associates, contribute to process improvements, update procedures, and participate in ongoing Estates/POA learning and development.

Do you have the skills that will enable you to succeed in this role? - We'd love to work with you if you have:

• 2–3 years of Financial Services experience (loans, mortgages, call centre, and sales), with estate administration experience and related coursework considered assets.
• Strong understanding of tax, trust, family law, and regulatory requirements related to estates, along with knowledge of Tangerine policies and legal guidelines.
• Excellent verbal and written communication skills, including the ability to prepare clear, detailed estate‑related documentation.
• Strong interpersonal skills with the ability to interact professionally and diplomatically with clients, lawyers, beneficiaries, and internal partners.
• Proficiency with PC software, Microsoft Office, multiple system navigation, and strong analytical and problem‑solving abilities.
• Strong organizational and time‑management skills with the ability to prioritize and manage multiple tasks.
• Ability to adapt to changing priorities and exercise sound judgment, discretion, and initiative.
• Bilngualism (ENG/FR) is an asset.

What's in it for you?

• You will be part of a diverse and inclusive team of Client-focused go-getters looking to learn from each other in an environment that celebrates and recognizes success!
• You will have access to thousands of online and in person courses so you can shape your career growth with the support from diverse industry leaders.
• You will get our help to save for your future and to invest in your total wellbeing through our Tangerine benefits*.
• You belong here, we are equal and un-complicated. Bring your true self to work.
• You will enjoy workspace flexibility and all the excitement that comes from working at the official Bank of the Toronto Raptors.

*Tangerine employees participate in Scotiabank’s pension & benefits programs (available to permanent employees)

Location(s): Canada : New Brunswick : Moncton || Canada : Ontario : North York

At Tangerine we value the unique skills and experiences each individual brings to the team, and are committed to creating and maintaining an inclusive and accessible environment. If you require accommodation during the recruitment and selection process, please let our Recruitment team know.