Personal Banking Specialist

5 months ago

Belle River, Canada Libro Credit Union Full time

Career Opportunity

Libro is growing - and Libro is hiring.

Our expansion plans include a series of new hires across southwestern Ontario. Take a look.

Careers - Job Opportunities With Libro Credit Union | Libro

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking - all centered on growing prosperity. Libro pursues its purpose through four key pillars - employment, financial resilience, local food accessibility, and housing.

Libro is on the hunt for a passionately accountable Lending Specialist (whom we call Personal Banking Specialist ) supporting our Belle River location, who will take a proactive approach to coaching high potential customer/Owners within aligned market segments achieve their financial goals - including understanding each Owner’s financial situation and life goals to build and foster long term, full relationships. This key sales position focuses on activities related to the attraction, maintenance and coaching of Owners in a dedicated portfolio. The Personal Banking Specialist will be responsible for working closely with other members of the sales team to ensure all opportunities are identified, referring them to the appropriate lending, investment or business coaches to build a full financial relationship with Owners - Could this be you?

The Epic Human we are looking for will;
Build strong relationships through providing appropriate personal lending solutions; including lines of credit, loans and mortgages to fulfill Owner needs
Support effective sales management practices as part of local branch, regional, & corporate teams
Provide proactive outreach to Owners and prospects from referrals, using the Mortgage Relationship Program, data insights & market intelligence to actively maintain and grow Owner relationships
Refer opportunities to appropriate specialists to match expertise to the Owner’s identified needs, including complex mortgage lending solutions to the Home Financing Advisor
Conduct holistic conversations using Libro’s Prosperity Planner and budgeting tools to better understand the Owner’s goals, needs & aspirations
Comply with established Libro & regulatory policies & procedures
Make smart risk decisions that protect our Owners & Libro
Have 2 - 3 years’ experience in a financial institution, preferably including sales experience in a customer service environment.

**How we bring Joyful in our work**:
Competitive salaries and employee pension plans
Generous vacation time - minimum of 3 weeks a year
Comprehensive benefit package, including benefits for staff in contracts greater than 1 year
Comprehensive and proactive Employee Wellness Programs
Career development opportunities including paid tuition assistance
Free staff account and staff rates on products and services
Staff appreciation programs and awards
Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team

Ready to Be Libro ?

If you're passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in southwestern Ontario - we want to hear from you

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Libro will provide accommodations to employees with disabilities upon request.

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