Personal Banking Specialist Belle River

Belle River, ON, Canada

Job Description


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.

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 \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.

Libro is on the hunt for a passionately accountable Lending Specialist (whom we call Personal Banking Specialist ) supporting our Belle River location , who will take a proactive approach to coaching high potential customer/Owners within aligned market segments achieve their financial goals - including understanding each Owner\xe2\x80\x99s 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?

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
Effectively apply advice-based selling and interest-based conversations with all Owner interactions
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\xe2\x80\x99s identified needs, including complex mortgage lending solutions to the Home Financing Advisor
Conduct holistic conversations using Libro\xe2\x80\x99s Prosperity Planner and budgeting tools to better understand the Owner\xe2\x80\x99s goals, needs & aspirations
Comply with established Libro & regulatory policies & procedures
Make smart risk decisions that protect our Owners & Libro
Have 2 - 3 years\xe2\x80\x99 experience in a financial institution, preferably including sales experience in a customer service environment.

How we bring Joyful in our work :
Competitive salaries and employee pension plans
Generous vacation time - minimum of 3 weeks a year
Comprehensive benefit package, including benefits for staff in contracts greater than 1 year!
Comprehensive and proactive Employee Wellness Programs
Career development opportunities including paid tuition assistance
Free staff account and staff rates on products and services
Staff appreciation programs and awards
Many 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.

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Job Detail

  • Job Id
    JD2260692
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Belle River, ON, Canada
  • Education
    Not mentioned