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Libro Credit Union

Libro Connect Specialist

  • ON, Canada
  • Essex, ON, Canada

Full-time

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Job details

Job type
Full-time
Apply by
Experience
2 to 3 years' experience in a financial institution with experience in sales and cross-selling and in a customer service environment.
Posting language
English
Posted

Original job description

Career Opportunity

Join Libro Credit Union as a Libro Connect Specialist!

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.

Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well-being.

We are currently hiring a full-time Libro Connect Specialist to support our Libro Connect team. This job posting is for an existing vacancy in our call-centre.

The base salary will be determined based on skills, experience, qualifications, education/training and internal equity. Our compensation practices are equitable and transparent, and support progression through the salary range as employees grow in the role.

  • This position requires availability to work shifts as scheduled, including evenings and weekends if applicable and requires flexibility to changes in hours as required. Shifts are scheduled within the hours of 8:00 am - 8:00 pm Monday to Friday and 8:00 am - 4:00 pm Saturdays.

The Libro Connect Specialist will take a proactive approach to coaching high potential Members within aligned market segments achieve their financial goals - including understanding each Member’s financial situation and life goals to build and foster long term, full relationships, within the Contact Center environment. 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 Members. Commitment to the on-going knowledge and expectations.

The Role

  • Provides personal lending solutions including lines of credit, loans and mortgages to appropriately fulfill Member needs.
  • Effectively apply pro-active advice-based selling with all member interactions including inbound Member calls, outbound relationship-building calls, and email/text.
  • Conducts holistic conversations using Prosperity Planner and budgeting tools to better understand Member’s goals, needs and aspirations.
  • Refer opportunities seamlessly to appropriate specialists to match expertise to Member’s identified needs, including complex mortgage lending solutions.
  • Develops collaborative relationships with internal teams and business segments to effectively service Members and grow business.
  • Proactively seeks coaching and feedback to enhance skills and performance and work with coach to set goals focused on growing membership and portfolio.
  • Makes smart risk decisions that protect our Members and Libro and consistently meets compliance of regulatory policies.

What We’re Looking For

  • 2 to 3 years' experience in a financial institution with experience in sales and cross-selling and in a customer service environment. Virtual Call Centre experience strongly preferred.
  • Lending experience and a strong understanding of credit and risk.
  • A passion for helping people grow their financial well-being.
  • Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.

We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:

  • 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.

If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well-being for a better tomorrow - we want to hear from you!

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.

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More about this job

Responsibilities

Provide advice-based personal lending solutions and build long-term relationships with Members through inbound and outbound calls and digital communications. Assess Members’ financial goals, identify and refer opportunities to lending, investment, or business specialists, and make sound risk decisions while meeting regulatory requirements.

Requirements

Candidates should have 2 to 3 years of financial institution experience, including sales, cross-selling, and customer service; virtual call-centre experience is strongly preferred. Lending experience, a strong understanding of credit and risk, and a passion for supporting Members’ financial well-being are also sought.

Skills

  • Personal Lending
  • Sales
  • Cross-Selling
  • Customer Service
  • Credit Assessment
  • Risk Management
  • Financial Advice
  • Relationship Building
  • Member Coaching
  • Financial Needs Analysis
  • Mortgage Lending
  • Referrals
  • Regulatory Compliance
  • Team Collaboration
  • Communication
  • Budgeting

Benefits

  • Competitive Salary
  • Benefits Package
  • Pension Plan
  • Incentive Programs
  • Vacation Time
  • Employee Wellness Program
  • Employee and Family Assistance Program
  • Fitness Club Discounts
  • Technology Offers
  • Travel and Entertainment Deals
  • Staff Banking Specialists
  • Staff Accounts
  • Staff Rates on Products and Services
  • Tuition Assistance
  • Advancement Opportunities

Visa sponsorship

Not detected in the job text

Categories

  • Finance & Accounting
  • Sales
  • Customer Service & Support

Keywords

  • Financial Services
  • Credit Union
  • Personal Lending
  • Lines Of Credit
  • Loans
  • Mortgages
  • Credit Assessment
  • Risk Management
  • Sales
  • Cross-Selling
  • Customer Service
  • Virtual Call Centre
  • Inbound Calls
  • Outbound Calls
  • Relationship Building
  • Financial Well-Being
  • Prosperity Planner
  • Budgeting Tools
  • Member Needs Analysis
  • Mortgage Lending Solutions
  • Investment Referrals
  • Business Referrals
  • Regulatory Compliance
  • Portfolio Growth
  • Financial Coaching

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