Contract Banking Advisor - Personal & Small Business

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

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.