Personal Banking Specialist

1 month ago


Kitchener, 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 the organization. _**_Take a look_**_._**

**Who We Are**
Imagine working for an organization where every employee and customer is an Owner.


**What Opportunity Awaits?**
As we continue to grow, Libro is on a mission to find a passionately accountable **full-time** **Personal Banking Specialist** supporting our **Waterloo region.**
The Personal Banking Specialist will take a proactive approach to coaching high potential 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. Responsible for working closely with other members of the sales team to ensure all opportunities are identified, referring to the appropriate Lending, Investment, or Business Coaches to build a full financial relationship with Owners.
- Provide personal lending solutions including lines of credit, loans and mortgages to appropriately fulfill Owner needs.
- Manage a portfolio of 400-600 households.
- Reach out proactively to Owners and prospects responding to referrals, using data insights and market intelligence to actively maintain and grow the relationships.
- Conduct holistic conversations using Prosperity Planner and budgeting tools to better understand Owner’s goals, needs and aspirations.
- Pursue ongoing professional development (internally and externally) to grow in role.
- Develops collaborative relationships with internal teams and business segments to effectively service Owners and grow business.
- Meet the compliance of established Libro and regulatory policies, procedures and processes to effectively and accurately serve Owners.
- Make smart risk decisions that protect our Owners and Libro.

**Could this be you? Are you ready to join an exciting team at 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, 2 - 3 years’ work experience in a financial institution and total work experience of at least 4 - 6 years?
- Do you have sales experience in a customer service focused environment?

**Some of the ways we show Libro is an outstanding employer**:

- 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 do your part to strengthen financial well-being for a better tomorrow - 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©.
LI-ONSITE



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