Libro Connect Specialist

Libro Credit Union; Southwestern Ontario; On-site; CAD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive salary & benefits

Generous vacation

Wellness program

Staff banking services

Tuition assistance

Job summary

Libro Credit Union is hiring a full-time Libro Connect Specialist to support our Libro Connect team in the call-centre. The role focuses on delivering personal lending solutions and proactive, advice-based selling to Members, while building long-term financial relationships.

You will work with Lending, Investment and Business Coaches to tailor solutions, use budgeting tools to understand goals, and ensure compliant, high-quality service that strengthens Members' financial well-being.

Qualifications

• 2–3 years in a financial institution with sales and customer service experience.
• Experience in cross-selling and inbound/outbound calls preferred.
• Strong credit and risk understanding.
• Passion for helping members grow financial well-being.

Responsibilities

• Provide personal lending solutions including lines of credit, loans and mortgages.
• Proactive advice-based selling with member interactions.
• Conduct holistic conversations using Prosperity Planner and budgeting tools.
• Refer opportunities to Lending, Investment or Business Coaches to match member needs.
• Develop collaborative relationships with internal teams to service Members and grow business.
• Proactively seek coaching and set goals to grow membership and portfolio.
• Make smart risk decisions and ensure regulatory compliance.

Skills

Sales experience

Cross-selling

Customer service

Virtual Call Centre

Credit/risk understanding

Job description

Career Opportunity

Join Libro Credit Union as a Libro Connect Specialist!

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 Libro Connect Specialist to support our Libro Connect team. This job posting is for an existing vacancy in our call-centre.

The base salary will be determined based on skills, experience, qualifications, education/training and internal equity. Our compensation practices are equitable and transparent, and support progression through the salary range as employees grow in the role.

• This position requires availability to work shifts as scheduled, including evenings and weekends if applicable and requires flexibility to changes in hours as required. Shifts are scheduled within the hours of 8:00 am - 8:00 pm Monday to Friday and 8:00 am - 4:00 pm Saturdays.

The Libro Connect Specialist will take a proactive approach to coaching high potential Members within aligned market segments achieve their financial goals - including understanding each Member's financial situation and life goals to build and foster long term, full relationships, within the Contact Center environment. Responsible for working closely with other members of the sales team to ensure all opportunities are identified, referring to the appropriate Lending, Investment, or Business Coaches to build a full financial relationship with Members. Commitment to the on-going knowledge and expectations.

The Role

• Provides personal lending solutions including lines of credit, loans and mortgages to appropriately fulfill Member needs.
• Effectively apply pro-active advice-based selling with all member interactions including inbound Member calls, outbound relationship-building calls, and email/text.
• Conducts holistic conversations using Prosperity Planner and budgeting tools to better understand Member's goals, needs and aspirations.
• Refer opportunities seamlessly to appropriate specialists to match expertise to Member's identified needs, including complex mortgage lending solutions.
• Develops collaborative relationships with internal teams and business segments to effectively service Members and grow business.
• Proactively seeks coaching and feedback to enhance skills and performance and work with coach to set goals focused on growing membership and portfolio.
• Makes smart risk decisions that protect our Members and Libro and consistently meets compliance of regulatory policies.

What We're Looking For

• 2 to 3 years' experience in a financial institution with experience in sales and cross-selling and in a customer service environment. Virtual Call Centre experience strongly preferred.
• Lending experience and a strong understanding of credit and risk.
• 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.