Banking Advisor - Stratford
- Stratford, ON, Canada
Full-time
Applications open in a new tab.
Job details
- Job type
- Full-time
- Apply by
- Experience
- 1-3 years of experience in a sales or advisory role within the financial services industry.
- Posting language
- English
- Posted
Original job description
Career Opportunity
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Banking Advisor for our Stratford Branch
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
We are currently hiring a full-time Banking Advisor to support our Stratford branch. This job posting is for an existing vacancy.
The Banking Advisor is a key front-line sales role within Libro Credit Union, responsible for providing high-quality financial advice and day-to-day banking solutions to members. As the primary point of contact for many personal and business members, the Banking Advisor plays a critical role in supporting Libro’s vision of strengthening local businesses, families, and communities. This role is designed to deliver exceptional service while driving sales performance across both personal and business banking lines. The Banking Advisor contributes to the growth and effective management of the branch’s mass-market portfolio by offering tailored solutions for personal banking, day-to-day business banking, and small business lending (up to $250,000). They are also responsible for recognizing opportunities that may require advanced financial advice, facilitating seamless handoffs to Personal or Business Relationship Managers when appropriate.
The Role
Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at careers@libro.ca any time during the recruitment process to let us know what supports you may need to be successful.
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
Libro Credit Union is growing!
Join Libro Credit Union as a full-time Banking Advisor for our Stratford Branch
At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well-being for a better tomorrow.
As a Certified B Corporation©, we use business as a force for good. That means:
- Empowering people to live their most fulfilled lives.
- Supporting businesses and communities to thrive
- Caring for the planet and economic growth through sustainable practices.
We are currently hiring a full-time Banking Advisor to support our Stratford branch. This job posting is for an existing vacancy.
The Banking Advisor is a key front-line sales role within Libro Credit Union, responsible for providing high-quality financial advice and day-to-day banking solutions to members. As the primary point of contact for many personal and business members, the Banking Advisor plays a critical role in supporting Libro’s vision of strengthening local businesses, families, and communities. This role is designed to deliver exceptional service while driving sales performance across both personal and business banking lines. The Banking Advisor contributes to the growth and effective management of the branch’s mass-market portfolio by offering tailored solutions for personal banking, day-to-day business banking, and small business lending (up to $250,000). They are also responsible for recognizing opportunities that may require advanced financial advice, facilitating seamless handoffs to Personal or Business Relationship Managers when appropriate.
The Role
- Provide tailored financial advice and solutions to members across both personal and business banking.
- Support members with day-to-day business and personal banking needs, including opening accounts, expert digital services support, and managing deposits.
- Offer lending solutions including personal loans, lines of credit, credit cards, and simple mortgage lending.
- Provide business lending advice up to $250,000, primarily for small businesses, ensuring fast and effective turnaround.
- Proactively identify opportunities to generate new business, deepen relationships, and consolidate financial services with Libro.
- Seamlessly transition high-potential or complex financial needs to Personal or Business Relationship Managers for advanced financial solutions.
- Demonstrate advanced knowledge of small business banking products, including business accounts, small business loans, cash management solutions, and payment services.
- Act as a trusted advisor for small business members, providing guidance on day-to-day banking, financing, and growth strategies.
- Proactively promote Libro’s commitment to supporting local businesses and their families through tailored banking solutions.
- Identify high-potential business members and facilitate introductions to Business Relationship Managers for advanced advisory services.
- Assist in expanding Libro’s small business banking presence by participating in community events and networking opportunities.
- Diploma or Bachelor's degree in business, finance, or a related field.
- 1-3 years of experience in a sales or advisory role within the financial services industry.
- Experience working with personal banking products, business banking products, and small business lending and a proven ability to drive sales and business development through proactive engagement.
- A passion for helping people grow their financial well-being.
- Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.
- Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
- Generous vacation time.
- Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
- Dedicated staff banking specialists to support strengthening your own financial well-being! Staff accounts and staff rates on products and services.
- We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.
Libro is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at careers@libro.ca any time during the recruitment process to let us know what supports you may need to be successful.
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
More about this job
Responsibilities
Provide tailored personal and business banking advice, day-to-day banking support, and lending solutions, including small business loans up to $250,000. Generate business and deepen member relationships, advise small business members, and refer complex or advanced needs to relationship managers.
Requirements
A diploma or bachelor's degree in business, finance, or a related field is requested, along with 1–3 years of sales or advisory experience in financial services. Candidates should have experience with personal and business banking products and small business lending, a record of proactive sales and business development, and a commitment to helping members and communities.
Skills
- Financial Advice
- Personal Banking
- Business Banking
- Small Business Lending
- Sales
- Business Development
- Member Service
- Relationship Management
- Account Opening
- Digital Banking Support
- Deposit Management
- Credit Solutions
- Cash Management
- Payment Services
- Networking
- Community Engagement
Benefits
- Competitive Salary
- Benefits Package
- Pension Plan
- Incentive Programs
- Generous Vacation Time
- Employee Wellness Program
- Employee And Family Assistance Program
- Fitness Club Discounts
- Technology Offers
- Travel And Entertainment Deals
- Staff Banking Specialists
- Staff Accounts And Rates
- Tuition Assistance
- Career Advancement Opportunities
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Sales
- Customer Service & Support
Keywords
- Financial Services
- Credit Union
- Personal Banking
- Business Banking
- Small Business Lending
- Financial Advice
- Day-To-Day Banking
- Member Service
- Account Opening
- Digital Banking
- Deposits
- Personal Loans
- Lines Of Credit
- Credit Cards
- Mortgage Lending
- Business Accounts
- Cash Management
- Payment Services
- Sales
- Business Development
- Relationship Management
- Community Engagement
- Financial Well-Being
- Sustainable Practices