Small Business Specialist (Banking) - Windsor Essex Region

Full Time
Essex, ON
Posted
Job description
Career Opportunity

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 – all centered on growing prosperity. Libro pursues its purpose through four key pillars – employment, financial resilience, local food accessibility, and housing.

Libro has an opening for a passionately accountable Full-time Small Business Specialist supporting our Windsor Essex Region . This key sales position focuses on activities related to the profitable attraction, maintenance and coaching within in a financial portfolio of commercial & agriculture Owners, primarily with < $250,000 in lending and deposits. This role works with other members of the sales team to ensure all opportunities are identified and referred to the appropriate retail, business, or wealth representatives to build a full financial relationship with Owners. The successful candidate will take a dedicated, comprehensive approach providing financial and industry expertise, creative ideas and solutions to enhance Owner value- Could you be Libro?

The Epic Human we are looking for will:
Grow a portfolio through good risk management techniques and by soliciting and maintaining business relationships. The ability to meet financial objectives related to the profitable growth and retention of assigned portfolio is critical to success.

Support effective sales management practices as part of the local community, region and corporate teams. Those practices include but are not limited to:

Work with other community and regional sales teams to ensure all opportunities are identified to ensure a full financial relationship with Owners.

Develop and execute an individual business plan that provides specific goals and targets with a focus on identifying and initiating contact with Owners, partners, centers of influence (COIs) and prospects to grow and strengthen the business

Maintain an ongoing sales pipeline and effectively follow up on unsuccessful referrals/prospects

Commitment to the highest quality owner and internal service

Provide advice and commercial/agriculture credit expertise to meet the needs of Owners by analysis of financial information and making recommendations based on risk and Libro policy.

Participate in Community (Branch) campaigns and community events to build Libro’s brand within the community, with the goal of business development.

Partner with Credit to proactively manage high-risk loans and identify potential risk issues

Exhibit strong financial industry knowledge and expertise to proactively assess and anticipate Owner needs

Show a positive attitude and demonstrate co-operation among fellow staff members.

Qualifications Required

Requires a post-secondary degree/diploma with related courses in the area of business finance or agriculture, a minimum of 2-3 years’ experience in a financial institution, and work experience of 4 to 6 years

Ability to understand business concepts including the analysis of financial statements

Excellent communication skills, both written and verbal

Strong knowledge and experience of personal computer applications

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

Comprehensive benefit package including health, dental, and vision

Generous vacation time

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

Commitment to Corporate Social Responsibility; Certified B-Corp, Living Wage Employer, and key business pillars aligned to our promise to grow prosperity in southwestern Ontario.

Ready to be Libro?

If you are 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 welcomes applications from persons with disabilities and accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

#banking

#finance

#relationshipmanager

#business banking

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