Personal Banking Specialist
4 months ago
**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 contract **Personal Banking Specialist** supporting our **Listowel** location. This contract will go to October 17, 2025.
- 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._
The **_Epic Human_** we are looking for will;
- 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 **_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, 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?
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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