Financial Service Representative
4 days ago
Career Opportunity
Libro is growing - and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.
Job Opportunities With Libro Credit Union
Who We Are
Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
What Opportunity Awaits?
As we continue to evolve and grow, Libro is on a mission to find a passionately accountable Financial Service Representative whom we call Owner Experience Representative (OER) supporting our Windsor-Essex Region. This full-time role will begin in Kingsville, but work regionally supporting all Windsor-Essex locations.
What you will do - The Epic Human we are looking for will;
Build strong relationships through providing a world class experience for all new customer/Owners, tailoring individualized follow up plans and banking solutions designed to encourage engagement and growth of their relationship with Libro
Conduct holistic conversations using internal tools to better understand the Owner’s goals, needs, and aspirations
Provide proactive outreach to Owners and using referrals and data insights
Provide proactive service follow up to Owners to actively grow & maintain relationships
Identify Owner cues and refer opportunities to appropriate specialists in order to match the right expertise to the Owner’s identified needs
Have a strong understanding & ability for front line Owner transactions and find opportunities during those interactions to engage in curious conversations to identify life events and deepen relationships
Comply with established Libro & regulatory policies, procedures & processes to effectively and accurately serve Owner’s needs
Make smart risk decisions that protect our Owners & Libro
What we are looking for - Could this be you?
High school diploma with relevant experience; Diploma or some business courses or related studies (preferred).
Work experience of 1-3 years with customer service experience an asset.
Previous experience in a financial institution preferred, with:
Strong knowledge of digital banking services and solutions.
Understanding of features and benefits of personal lending and investment products/services.
Able to work a variety of shifts as scheduled, including days, evenings and Saturday mornings.
**What is in it for you - How we bring Joyful in our work**:
Competitive salaries and employee pension plans
Generous vacation time - 3 weeks to begin
Comprehensive Libro paid benefit package including health, dental, and vision
Comprehensive and proactive employee wellness programs
Free staff account and staff rates on products and services
Staff appreciation programs and awards
Career development opportunities, including paid tuition assistance
A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals just for being part of our great team
Are you 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
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. We offer 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 committed to fostering a safe, healthy and inclusive work environment that inspires respect.
Libro will provide accommodations to employees with disabilities upon request.
Following the advice of Canadian health authorities, to mitigate the risk of potential spread of COVID-19 and support social distancing, all recruiting activities including interviews and new hire onboarding will be conducted virtually.
SJ
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