Owner Experience Representative - Waterloo Region

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 high-quality candidates like you who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.
Libro invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused on 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 grow, Libro is on a mission to find a passionately accountable full-time Owner Experience Representative (OER) supporting our Waterloo region locations.
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 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 successful candidate 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 join an exciting team at Libro?

• Do you have a passion that aligns with Libro’s Purpose? We want to strengthen financial well-being for a better tomorrow and we’re looking for people to join us in making a difference to people, businesses, and communities.
• Do you display the Libro values of Accountability, Courage, High Performance and Inclusive Mindset?

Please refer the Job description for details