Owner Experience Representative - Waterloo Region

Libro Credit Union; Kitchener; On-site; CAD 40,000 - 70,000; Full time

Job summary

Join a forward-thinking organization that empowers its employees and customers as Owners. As a full-time Owner Experience Representative, you'll create exceptional banking experiences while supporting the growth of our community. This role involves building relationships, understanding customer needs, and providing tailored solutions. You will be part of a collaborative team dedicated to fostering financial confidence and well-being. With a commitment to employee development and a strong benefits package, this is an exciting opportunity to make a meaningful impact in the lives of our Owners and the community at large.

Benefits

Competitive Salaries

Comprehensive Benefit Package

Generous Vacation Time

Employee Wellness Programs

Staff Accounts and Rates

Career Development Opportunities

Fitness Club Discounts

Technology Offers

Travel and Entertainment Deals

Qualifications

• 1-3 years of experience in customer service, preferably in finance.
• Strong knowledge of digital banking services and solutions.

Responsibilities

• Build strong relationships by providing world-class experiences.
• Conduct holistic conversations to understand Owners' goals.
• Identify opportunities and refer to specialists as needed.

Skills

Customer Service

Relationship Building

Digital Banking Knowledge

Proactive Outreach

Education

High School Diploma

Experience in Financial Institution

Tools

Internal Tools

Job description

Career Opportunity

Libro is growing – and Libro is hiring.

Our expansion plans include a series of new hires across the organization. Take a look at www.libro.ca/careers.

Who We Are

Imagine working for an organization where every employee and customer is an Owner. No matter whether a customer Owner or employee Owner, everything we do at Libro is about helping people prosper. We recruit and develop high-quality candidates like you who are ready to offer the best possible advice, coaching, and service, when and how our Owners need it.

Libro invests heavily in the development and career ambitions of our staff. Our hiring philosophy is focused on finding candidates who carry a positive attitude, a desire to learn, and a passion for helping our staff and Owners (customers) grow financial confidence. We commit to teaching and supporting you as you learn the skills you need.

What Opportunity Awaits?

As we continue to grow, Libro is on a mission to find a passionately accountable full-time Owner Experience Representative (OER) supporting our Waterloo Region locations.

Our OER’s create world-class Owner (customer) experiences by being well versed in all daily banking products and services, including our digital solutions. The successful candidate will work closely with a team of financial service professionals, focusing on in-branch activities related to the attraction, maintenance, and coaching of Libro’s Owners. By identifying and referring opportunities within all segments of the business, our team proactively matches Libro’s offerings to Owner needs.

The successful candidate will:

• Build strong relationships through providing a world-class experience for all new customers/Owners, tailoring individualized follow-up plans and banking solutions designed to encourage engagement and growth of their relationship with Libro.
• Conduct holistic conversations using internal tools to better understand the Owner’s goals, needs, and aspirations.
• Provide proactive outreach to Owners using referrals and data insights.
• Provide proactive service follow-up to Owners to actively grow & maintain relationships.
• Identify Owner cues and refer opportunities to appropriate specialists in order to match the right expertise to the Owner’s identified need(s).
• Have a strong understanding & ability for front line Owner transactions and find opportunities during those interactions to engage in curious conversations to identify life events and deepen relationships.
• Comply with established Libro & regulatory policies, procedures & processes to effectively and accurately serve Owner’s needs.
• Make smart risk decisions that protect our Owners & Libro.
• Have 1 - 3 years’ experience in a customer service environment, preferably previous experience in a financial institution with a strong knowledge of digital banking services and solutions.

Could this be you? Are you ready to join an exciting team at Libro?

• Do you have a passion that aligns with Libro’s Purpose? We want to strengthen financial well-being for a better tomorrow and we’re looking for people to join us in making a difference to people, businesses, and communities.
• Do you display the Libro values of Accountability, Courage, High Performance, and Inclusive Mindset?

Some of the ways we show Libro is an outstanding employer:

• Competitive salaries and employee pension plans.
• Comprehensive benefit package, with all premiums paid for by Libro!
• Generous vacation time.
• Employee wellness programs.
• Staff accounts and staff rates on products and services.
• Staff appreciation programs and awards.
• Career development opportunities including tuition assistance.
• Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!

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!

With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good.

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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