Owner Experience Representative

2 months ago


Exeter, 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 **Exeter **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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