Owner Experience Representative (Finance/Banking)-Stratford
Full Time
Stratford, ON
Posted
Job description
Career OpportunityLibro is growing – 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 Owner Experience Representative (OER) supporting our Stratford location.
What Opportunity Awaits?
Our OER’s 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’s Owners, the successful candidate works closely with all team members to identify and refer opportunities within all segments of the business, proactively matching Libro’s 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’s 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’s 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’s needs
Make smart risk decisions that protect our Owners & Libro
Have 1 - 3 years’ experience in a customer service environment, preferably previous experience in a financial institution with a strong knowledge of digital banking services and solutions
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?
How we bring Joyful in our work:
Competitive salaries and employee pension plans
Comprehensive benefit package including health, dental, and vision
Generous vacation time
Comprehensive and proactive employee wellness programs
Staff accounts and staff rates on products and services
Staff appreciation programs and awards
Career development opportunities, including tuition assistance
A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals…just 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 – all centered on growing prosperity. Libro pursues its purpose through four key pillars – 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.
#banking
#finance
#customerservice
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