Lending Specialist

3 days ago


Essex, 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.

Careers - Job Opportunities With Libro Credit Union | Libro

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 on the quest for a passionately accountable Lending Specialist, whom we call Personal Banking Specialist (PBS) supporting our Essex Location. Our PBS will take a proactive approach to coaching high potential customer/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. The Personal Banking Specialist will be responsible for working closely with other members of the sales team to ensure all opportunities are identified, referring them to the appropriate lending, investment or business coaches to build a full financial relationship with Owners - Could this be you?
- This role will support the Essex location for the first year. You could be asked to work out of any Branch within the Windsor-Essex Region the following year.*

The Epic Human we are looking for will;
Build strong relationships through providing appropriate personal lending solutions; including lines of credit, loans and mortgages to fulfill Owner needs
Support effective sales management practices as part of local branch, regional, & corporate teams
Provide proactive outreach to Owners and prospects from referrals, using the Mortgage Relationship Program, data insights & market intelligence to actively maintain and grow Owner relationships
Refer opportunities to appropriate specialists to match expertise to the Owner’s identified needs, including complex mortgage lending solutions to the Home Financing Advisor
Conduct holistic conversations using Libro’s Prosperity Planner and budgeting tools to better understand the Owner’s goals, needs & aspirations
Comply with established Libro & regulatory policies & procedures
Make smart risk decisions that protect our Owners & Libro

What we are looking for - Could this be you ?

2 - 3 years’ experience in a financial institution
Sales experience in a customer service environment
Post-secondary education preferred

**How we bring Joyful in our work**:
Competitive salaries and employee pension plans
Comprehensive benefit package including health, dental, and vision
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
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

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

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.



  • Essex, 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. 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...