Banking Advisor - Stratford

Libro Credit Union; Stratford; Vor Ort; CAD 52.000 - 78.000; Vollzeit

Benefits dieser Stelle

Competitive salaries & benefits

Generous vacation time

Wellness program & staff benefits

Tuition assistance & advancement

Zusammenfassung

Libro Credit Union in Stratford is hiring a full-time Banking Advisor to support our Stratford branch. You will provide tailored financial advice and day-to-day banking solutions to members, helping them strengthen their financial well-being and confidence in managing money.

Join a community-focused team that values accountability, courage, and inclusivity. This front-line role offers opportunities to deepen relationships with personal and small business clients, including lending up to $250,000

Qualifikationen

• Diploma or Bachelor's degree in business, finance, or 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.

Aufgaben

• 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.

Kenntnisse

Sales experience

Customer advisory

Financial services knowledge

Ausbildung

Diploma or Bachelor's degree in business/finance

Jobbeschreibung

Libro Credit Union is growing!

Join Libro Credit Union as a full-time Banking Advisor for our Stratford 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.

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

Career Opportunity

Libro Credit Union is growing!

Join Libro Credit Union as a full-time Banking Advisor for our Stratford 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 Banking Advisor to support our Stratford 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.

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.

If you're passionate about helping your community, interested in being part of a remarkable team, and want to do your part to strengthen financial well‑being for a better tomorrow - we want to hear from you!

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 [e-mail] any time during the recruitment process to let us know what supports you may need to be successful.

Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.