Financial Service Representative L1 - Kingsville

Libro Credit Union - Kingsville, ON (30+ days ago)

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Career Opportunity

Building a career at Libro puts you at the centre of a movement to grow prosperity in southwestern Ontario. You become part of a team that is creating change and making a positive impact – socially, economically and environmentally.

Libro has an opening for a passionately accountable Full-time Financial Service Representative within our Kingsville Location , focusing on key activities related to the attraction, maintenance and coaching of Owners within a shared branch portfolio. Responsible for working closely with all sales staff to identify and refer opportunities within all segments. To build and foster long-term full relationships with Owners. Support and service responsibilities consist of full knowledge of day-to-day front line service combined with segment specific support to sales staff – Could you be Libro?

The Epic Human we are looking for will:
Role is universal in nature. Responsible for a mix of duties including transactional, administrative and support, as well as proactive and Owner facing conversations and service

Fully capable and proficient in day-to-day front line service activities including front line transactions, service by phone, opening of new accounts and ongoing account maintenance

As part of a team, coach, service, and foster long-term relationships and refer business to segment specialists where appropriate

Responsible for segment specific support to retail & wealth sales staff

Owner needs are given priority

Process transactions in an efficient and accurate manner

Participate in identifying possible services to Owners at every opportunity

As part of team, participate in community events, business development, and branch campaigns in order to build the Libro brand within the community

Meet the goals and targets set out for this position

Monitor risk areas including both deposit and loan risk areas

Operate a cash recycler as required

Maintain accurate files and accurate documents and manage monthly reports

Meet the compliance of established policy, procedures and processes

Be fully conversant on all products and services. Good knowledge in the area of retail lending or investments with the ability to provide reliable information and advice to Owners

Qualifications Required

Hold a diploma or some business courses or related studies with experience in a financial institution

Work experience of 1-3 years with customer service experience would be an asset

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!

Ready to be Libro?

As a multi-year Platinum Level Aon Best Employer in Canada, Libro demonstrates exceptional performance in employee engagement, leadership, performance culture, and employment brand.

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.