Financial Service Representative Essex

Essex, ON, Canada

Job Description

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Career Opportunity

Libro is growing \xe2\x80\x93 and Libro is hiring.
Our expansion plans include a series of new hires across southwestern Ontario. Take a look.
www.libro.ca/careers

Who We Are
Imagine working for an organization where every employee and customer is an Owner. No matter whether an employee Owner or customer Owner, everything we do at Libro is about helping people like you 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.

As we continue to evolve and grow, Libro is on a mission to find a passionately accountable full-time Financial Service Representative, whom we call Owner Experience Representative (OER) supporting our Essex location.

What Opportunity Awaits?
Our OER\xe2\x80\x99s create world class Owner (customer) experiences by being well versed in all daily banking products and services, including our digital solutions. With a focus on in-branch activities related to the attraction, maintenance, and coaching of Libro\xe2\x80\x99s Owners, the successful candidate works closely with all team members to identify and refer opportunities within all segments of the business, proactively matching Libro\xe2\x80\x99s offerings to Owner needs.

The Epic Human we are looking for will;

Build strong relationships through providing a world class experience for all new customer/Owners, tailoring individualized follow up plans and banking solutions designed to encourage engagement and growth of their relationship with Libro

Conduct holistic conversations using internal tools to better understand the Owner\xe2\x80\x99s goals, needs, and aspirations

Provide proactive outreach to Owners and using referrals and data insights

Provide proactive service follow up to Owners to actively grow & maintain relationships

Identify Owner cues and refer opportunities to appropriate specialists in order to match the right expertise to the Owner\xe2\x80\x99s identified need(s)

Have a strong understanding & ability for front line Owner transactions and find opportunities during those interactions to engage in curious conversations to identify life events and deepen relationships

Comply with established Libro & regulatory policies, procedures & processes to effectively and accurately serve Owner\xe2\x80\x99s needs

Make smart risk decisions that protect our Owners & Libro

Could this be you? Are you ready to Be Libro?

High school diploma with relevant experience; Diploma or some business courses or related studies (preferred).

Work experience of 1-3 years with customer service experience an asset.

Previous experience in a financial institution preferred, with:

Strong knowledge of digital banking services and solutions.

Understanding of features and benefits of personal lending and investment products/services.

Able to work a variety of shifts as scheduled, including days, evenings and Saturdays

How we bring Joyful in our work:
Competitive salaries and employee pension plans

Generous vacation time - 3 weeks to begin

Comprehensive Libro paid benefit package including health, dental, and vision

Comprehensive and proactive employee wellness programs

Free staff account and staff rates on products and services

Staff appreciation programs and awards

Career development opportunities, including paid tuition assistance

A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals\xe2\x80\xa6just for being part of our great team!

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, We offer an inclusive, forward thinking approach to banking \xe2\x80\x93 all centered on growing prosperity. Libro pursues its purpose through four key pillars \xe2\x80\x93 employment, financial resilience, local food accessibility, and housing.

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!

L ibro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Libro welcomes applications from persons with disabilities and accomodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

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 will be conducted virtually.

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Job Detail

  • Job Id
    JD2143525
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Essex, ON, Canada
  • Education
    Not mentioned