Personal Banking Specialist

4 days ago

Stratford, 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?
Libro is on a mission to find a passionately accountable full-time Personal Banking Specialist supporting our Stratford location. The individual in this role 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 teams to ensure all opportunities are identified, referring them to the appropriate lending, investment or business coaches to build a full financial relationship with Owners.

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 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

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 inspiring financial happiness?

Are you an Epic Human; joyful in your work, passionately accountable, a bold explorer and mutually inclusive?

Do you have two (2) to three (3) years’ experience in a financial institution, preferably including sales experience in a customer service environment.

Do you have a high school diploma, or 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

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.

banking
lending
finance
lender

  • Personal Banking Specialist

    2 weeks ago

    Stratford, Ontario, Canada Libro Credit Union Full time

    Career OpportunityLibro is growing - and Libro is hiring.Our expansion plans include a series of new hires across southwestern Ontario. Take a look.Who We AreImagine 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...

  • Personal Banking Associate

    2 weeks ago

    Stratford, Canada BMO Financial Group Full time

    73 Downie Street Stratford Ontario,N5A 1W8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Agriculture Specialist, Canadian Business Banking

    3 weeks ago

    Stratford, Canada Scotiabank Full time

    Requisition ID: 181127 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **Agriculture Specialist, Canadian Business Banking** This role contributes to the overall success of the Agricultural segment of the Business Banking department(s) in Canada ensuring specific individual goals, plans and...

  • Banking Advisor

    3 days ago

    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    3 weeks ago

    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor Intern

    2 weeks ago

    Stratford, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** This unique position calls on your client-focused advice expertise and natural problem-solving skills to maximize each client interaction by helping clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Banking Advisor

    4 weeks ago

    Stratford, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Banking Advisor

    4 weeks ago

    Stratford, Canada RBC - Royal Bank Full time

    Job SummaryJob DescriptionWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Student Representative

    2 weeks ago

    Stratford, 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 Who We Are Imagine working for an organization where every employee and customer is an Owner. No matter which type, everything we do at Libro is...

  • Owner Experience Representative

    4 weeks ago

    Stratford, 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 like...

  • Personal Banker

    3 weeks ago

    Stratford, Canada BMO Financial Group Full time

    73 Downie Street Stratford Ontario,N5A 1W8 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve...

  • Associate Financial Services Specialist

    3 days ago

    Stratford, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Personal Banker

    4 weeks ago

    Stratford, Canada TD Bank Full time

    401734BR Retail Banking - Financial Services Stratford, ON March 15, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our customers...

  • Personal Trainer

    4 weeks ago

    Stratford, Canada Crunch Fitness (CFC003) Full time

    **Job Summary**: As a brand ambassador, a Personal Trainer represents Crunch Franchise to members and clients by delivering a positive fitness experience and quality personal training sessions leading to member retention and client acquisition and retention. **Responsible for**: - Upholding the Crunch Franchise core values of T.R.A.I.N.: Timely, Ready,...

  • Personal Trainer

    4 weeks ago

    Stratford, Canada Crunch Fitness (CFC003) Full time

    Job Summary: As a brand ambassador, a Personal Trainer represents Crunch Franchise to members and clients by delivering a positive fitness experience and quality personal training sessions leading to member retention and client acquisition and retention.  Responsible for: Upholding the Crunch Franchise core values of T.R.A.I.N.: Timely, Ready, Attentive,...

  • Personal Banker Trainee

    4 weeks ago

    Stratford, Canada TD Bank Full time

    **TD Description** Stay current and competitive. Carve out a career for yourself. Grow with us. **Department Overview** At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Personal Banker Trainee

    4 weeks ago

    Stratford, Canada TD Bank Full time

    399860BR Retail Banking - Financial Services Stratford, ON February 15, 2023 Company Overview Department Overview At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long - lasting relationships with our customers. By understanding their needs and providing personalized financial solutions, our purpose is to help our...

  • Banking Advisor Trainee

    1 week ago

    Stratford, Canada Scotiabank Full time

    Requisition ID: 192955 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Mortgage Specialist

    4 weeks ago

    Stratford, Canada BMO Full time

    Application Deadline: 05/30/2024Address:73 Downie StreetCultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO's share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes...

  • Mortgage Specialist

    2 weeks ago

    Stratford, Canada BMO Financial Group Full time

    73 Downie Street Stratford Ontario,N5A 1W8 Cultivates, builds, and manages relationships with a third-party network of referral sources to build a pipeline of new mortgage business and increase BMO’s share of the home financing market. Actively identifies sales opportunities and refers to BMO colleagues as appropriate. Develops and executes effective...