Banking Advisor- Exeter (Contract)

Libro Credit Union; Exeter; On-site; CAD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive salary

Generous vacation

Wellness program

Staff banking benefits

Tuition assistance

Job summary

Libro Credit Union in Exeter, Ontario, is seeking a full-time Contract Banking Advisor for up to 14 months. You will provide tailored financial advice for personal and business banking, help with day-to-day banking, and offer lending solutions including up to $250,000 for small businesses.

As a trusted advisor, you will promote Libro’s commitment to local businesses and communities, engage in community events, and coordinate with Relationship Managers for advanced financial solutions.

Qualifications

• Diploma or Bachelor's degree in business, finance, or a related field.
• 1-3 years of experience in a sales or advisory role within the financial services industry.
• Experience working with personal banking products, business banking products, and small business lending and a proven ability to drive sales and business development through proactive engagement.
• A passion for helping people grow their financial well‑being.
• Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.

Responsibilities

• Provide tailored financial advice and solutions to members across both personal and business banking.
• Support members with day‑to‑day business and personal banking needs, including opening accounts, expert digital services support, and managing deposits.
• Offer lending solutions including personal loans, lines of credit, credit cards, and simple mortgage lending.
• Provide business lending advice up to $250,000, primarily for small businesses, ensuring fast and effective turnaround.
• Proactively identify opportunities to generate new business, deepen relationships, and consolidate financial services with Libro.
• Seamlessly transition high-potential or complex financial needs to Personal or Business Relationship Managers for advanced financial solutions.
• Demonstrate advanced knowledge of small business banking products, including business accounts, small business loans, cash management solutions, and payment services.
• Act as a trusted advisor for small business members, providing guidance on day‑to‑day banking, financing, and growth strategies.
• Proactively promote Libro’s commitment to supporting local businesses and their families through tailored banking solutions.
• Identify high‑potential business members and facilitate introductions to Business Relationship Managers for advanced advisory services.
• Assist in expanding Libro’s small business banking presence by participating in community events and networking opportunities.

Skills

Financial advisory

Sales experience

Customer service

Relationship management

Banking products

Education

Business/Finance degree

Job description

Career Opportunity

Libro Credit Union is growing!

Join Libro Credit Union as a full-time Contract Banking Advisor at our Exeter Branch

At Libro Credit Union, every employee and every customer are members. Everything we do is about strengthening financial well‑being for a better tomorrow.

As a Certified B Corporation ©, we use business as a force for good. That means:

• Empowering people to live their most fulfilled lives.
• Supporting businesses and communities to thrive
• Caring for the planet and economic growth through sustainable practices.

Libro invests in our employee’s development and career ambitions. We value candidates who are accountable, courageous, inclusive, driven to perform and have a passion for supporting people, local business and communities in strengthening their financial well‑being.

We are currently hiring a full-time Contract Banking Advisor to support our Exeter branch. This job posting is for an existing vacancy.

The Banking Advisor is a key front-line sales role within Libro Credit Union, responsible for providing high-quality financial advice and day‑to‑day banking solutions to members. As the primary point of contact for many personal and business members, the Banking Advisor plays a critical role in supporting Libro’s vision of strengthening local businesses, families, and communities. This role is designed to deliver exceptional service while driving sales performance across both personal and business banking lines.

The Banking Advisor contributes to the growth and effective management of the branch’s mass‑market portfolio by offering tailored solutions for personal banking, day‑to‑day business banking, and small business lending (up to $250,000). They are also responsible for recognizing opportunities that may require advanced financial advice, facilitating seamless handoffs to Personal or Business Relationship Managers when appropriate.

This is for a contract position up to 14 months.

The Role:

• Provide tailored financial advice and solutions to members across both personal and business banking.
• Support members with day‑to‑day business and personal banking needs, including opening accounts, expert digital services support, and managing deposits.
• Offer lending solutions including personal loans, lines of credit, credit cards, and simple mortgage lending.
• Provide business lending advice up to $250,000, primarily for small businesses, ensuring fast and effective turnaround.
• Proactively identify opportunities to generate new business, deepen relationships, and consolidate financial services with Libro.
• Seamlessly transition high-potential or complex financial needs to Personal or Business Relationship Managers for advanced financial solutions.
• Demonstrate advanced knowledge of small business banking products, including business accounts, small business loans, cash management solutions, and payment services.
• Act as a trusted advisor for small business members, providing guidance on day‑to‑day banking, financing, and growth strategies.
• Proactively promote Libro’s commitment to supporting local businesses and their families through tailored banking solutions.
• Identify high‑potential business members and facilitate introductions to Business Relationship Managers for advanced advisory services.
• Assist in expanding Libro’s small business banking presence by participating in community events and networking opportunities.

What We’re Looking for:

• Diploma or Bachelor's degree in business, finance, or a related field.
• 1-3 years of experience in a sales or advisory role within the financial services industry.
• Experience working with personal banking products, business banking products, and small business lending and a proven ability to drive sales and business development through proactive engagement.
• A passion for helping people grow their financial well‑being.
• Display Libro’s values of Accountability, Courage, High Performance and Inclusive Mindset.

We Offer Total Reward Programs to Set You Up for Success In & Outside of Work:

• Competitive salaries, benefit packages, pension plans, & incentive programs, that value your dedication.
• Generous vacation time.
• Employee wellness program, Employee & Family Assistance Program, fitness club discounts, technology offers, travel and entertainment deals.
• Dedicated staff banking specialists to support strengthening your own financial well‑being! Staff accounts and staff rates on products and services.
• We believe in developing internal talent. Unlock your potential with tuition assistance and opportunities for advancement.

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.