Financial Service Assistant

6 months ago

London, 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 grow progressively, Libro is on a mission to find a passionately accountable full-time Financial Service Assistant (FSA) - Personal.

The FSA - Personal assists the Personal Banking team by providing Owner and administrative support, focusing on the accurate and detailed processing of information, forms, and documents. Strong knowledge of personal lending policy and process as well as personal and small business/organization Ownership requirements. Responsible for working closely with all team members to identify and refer opportunities within all segments.

This position is eligible for hybrid work arrangements.

The Epic Human we are looking for will;
Provide regional teams with administrative sales support including documentation, appointment preparation and reports to allow sales team to focus on proactive activity.
Meet the compliance of established Libro and regulatory policies, procedures and processes to effectively and accurately serve Owners.
Makes smart risk decisions that protect our Owners and Libro.
Review new ownerships to ensure compliance.
Support personal lending and small business administrative requirements for completeness and accuracy.
Provide service follow-up to appropriately fulfill Owner needs and expectations.
Develop collaborative relationships with internal teams and business segments to effectively service Owners and grow business.
Work with their Coach to identify activities and set goals to support business plan success.
Contribute to and provides feedback on team business plan for continual improvement and results.

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?
Do you have a high school diploma with relevant experience?
Do you have 1-3 years work experience in customer service? with customer service experience an asset
Previous experience in a financial institution?
The ability to understand business corporate documents with a strong understanding of FINTRAC and FSRA requirements?

**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.

Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Any time during the recruitment process please let Libro know what supports you may need to be successful.

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