Libro Connect Specialist

Libro Credit Union; Town of Essex; Sur place; CAD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Vacation time

Wellness program

Staff banking

Tuition assistance

Résumé du poste

Libro Credit Union is seeking a full-time Libro Connect Specialist to support our Libro Connect team in a call-centre environment. You will engage Members with personalized lending solutions, advise on credit products, and build long-term relationships through proactive, advisory conversations.

The role emphasizes cross-selling within a collaborative team while upholding our values of accountability, courage, performance and inclusivity.

Qualifications

• 2 to 3 years' experience in a financial institution with sales and cross-selling.
• Customer service experience required; virtual call centre preferred.

Responsabilités

• Provides personal lending solutions including lines of credit, loans and mortgages.
• Effectively apply pro-active advice-based selling with all member interactions.
• Conducts holistic conversations using Prosperity Planner and budgeting tools.
• Refer opportunities to appropriate specialists to match needs.
• Develops collaborative relationships with internal teams and business segments.
• Proactively seek coaching and feedback to enhance skills and performance and set growth goals.
• Make smart risk decisions that protect Members and Libro, ensuring regulatory compliance.

Connaissances

Financial services experience

Sales & cross-sell

Customer service

Virtual call center

Outils

Prosperity Planner

Description du poste

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.

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.

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