Owner Experience Representative

6 months ago

Clinton, 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.

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 full-time Owner Experience Representative (OER) supporting our Clinton location.

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 need(s)
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
Have 1 - 3 years’ experience in a customer service environment, preferably previous experience in a financial institution with a strong knowledge of digital banking services and solutions

Could this be you? Are you ready to Be Libro ?

Do you have a passion for growing prosperity in Southwestern Ontario by transforming banking through developing others and inspiring financial happiness?
Are you an Epic Human; joyful in your work, passionately accountable, a bold explorer and mutually inclusive?

**How we bring Joyful in our work**:
Competitive salaries and employee pension plans
Comprehensive benefit package, with all premiums paid for by Libro
Generous vacation time
Employee wellness programs
Staff accounts and staff rates on products and services
Staff appreciation programs and awards
Career development opportunities including tuition assistance
Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team

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, 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.

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