Owner Experience Representative - Exeter

at  Libro Credit Union

WHO WE ARE

Imagine working for an organization where every employee and customer is an Owner.
No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people 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.
Libro is a progressive employer who invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our staff and Owners (customers) grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.

WHAT OPPORTUNITY AWAITS?

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 Exeter location.
Our OER’s create world class Owner (customer) experiences by being well versed in all daily banking products and services, including our digital solutions. The successful candidate will work closely with a team of passionately accountable financial service professionals, focusing on in-branch activities related to the attraction, maintenance, and coaching of Libro’s Owners. By identifying and referring opportunities within all segments of the business, our team proactively matches 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 developing others and 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, with all premiums paid for by Libro!
• 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
• Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!

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!
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 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 refer the Job description for details