Libro Credit Union Looking for Financial Service Assistant – Personal at Essex, ON Full Time

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. Serving families, farms, and enterprises in southwestern Ontario, Libro offers an inclusive, forward thinking approach to banking – all centered on growing prosperity. Libro pursues its purpose through four key pillars – employment, financial resilience, local food accessibility, and housing.

Libro is on the quest for a passionately accountable Financial Service Assistant – Personal Banking (FSA) supporting our Windsor-Essex region who will assist the Personal Banking team by providing customer/Owner and administrative support. Their focus will be on the accurate and detailed processing of information, forms, and documents. The successful candidate will have a strong knowledge of personal lending policies and processes, as well as small business/organization ownership requirements. The FSA – Personal Banking will also be responsible for working closely with all team members to identify and refer opportunities within all segments – Could this be you?

This position will start in a hybrid work model, working primarily on-site within Libro’s service area [locations across southwestern Ontario]. The successful individual will have ability to transition to a full- remote work option at a future date.

The Epic Human we are looking for will;

Provide proactive service follow up to appropriately fulfill Owner needs and expectations.

Identify Owner cues and refer opportunities to appropriate specialists in order to match the right expertise to the Owner’s identified need(s).

Develop collaborative relationships with internal teams & business segments to effectively service Libro’s Owners and grow business.

Participate in promotions and location campaigns to build Libro’s brand.

Work with their Libro Coach to identify activities and set goals to support business plan success.

Provide regional teams with administrative sales support including; documentation, appointment preparation, and reports allowing the sales team to focus on proactive activities.

Review new ownerships to ensure compliance.

Support personal lending and small business administrative requirements for completeness and accuracy.

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 understanding of FINTRAC and FSRA requirements.

How we bring Joyful in our work:
Competitive salaries and employee pension plans.

Comprehensive benefit package including health, dental, and vision.

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.

A number of other great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team!

Ready to Be Libro ?

As a multi-year Platinum Level Aon Best Employer in Canada, Libro demonstrates exceptional performance in employee engagement, leadership, performance culture, and employment brand.

If you are passionate about helping your community, interested in being part of a remarkable team, and want to help grow prosperity in southwestern Ontario – we want to hear from you! Only those selected for an interview will be contacted.

Libro is committed to fostering a safe, healthy and inclusive work environment that inspires respect. Libro welcomes applications from persons with disabilities and accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

Following the advice of Canadian health authorities, to mitigate the risk of potential spread of COVID-19 and support social distancing, all recruiting activities including interviews and new hire onboarding will be conducted virtually.