Owner Experience Representative

Libro Credit Union
Financial Services
Arkona, ON
Job Type
Full Time
Application deadline

Company: Libro Credit Union


Location: Arkona, ON

Job Type: Full Time

Resume: Required

Application deadline: 11/09/2023

Job Description

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 experts like you; Epic Humans who are ready to offer the best possible advice, coaching and service, when and how our Owners need it.

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

What Opportunity Awaits? 

As we continue to evolve and grow, Libro is on a mission to find a passionately accountable Financial Service Representative whom we call Owner Experience Representative (OER) supporting our Lambton-Kent-Middlesex Region

This full-time role will be based out of our Arkona Branch and will work regionally supporting all Lambton-Kent-Middlesex branch locations (Sarnia, Watford, Arkona, Blenheim & Strathroy).  

Our OERs 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 passionately accountable 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.

What you will do – The Epic Human we are looking for will; 

  • Build strong relationships through providing a world class experience for all new customer/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 and 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 needs 
  • 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 

What we are looking for – Could this be you?

  • High school diploma with relevant experience; Diploma or some business courses or related studies (preferred).
  • Work experience of 1-3 years with customer service experience an asset.
  • Previous experience in a financial institution preferred, with:
    • Strong knowledge of digital banking services and solutions.
    • Understanding of features and benefits of personal lending and investment products/services.
  • Able to work a variety of shifts as scheduled, including days, evenings and Saturday mornings.

What is in it for you – How we bring Joyful in our work

  • Competitive salaries and employee pension plans
  • Generous vacation time – minimum of 3 weeks a year
  • Comprehensive benefit package, including benefits for staff in contracts greater than 1 year!
  • Comprehensive and proactive Employee Wellness Programs
  • Career development opportunities including paid tuition assistance
  • Free staff account and staff rates on products and services
  • Staff appreciation programs and awards
  • Many great perks and rewards; fitness club discounts, technology offers, travel and entertainment deals, just for being part of our great team! 

Are you Ready to Be Libro?  Apply today!

If you’re 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! 

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.  We offer 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 committed to fostering a safe, healthy and inclusive work environment that inspires respect.  

Libro will provide accommodations to employees with disabilities upon request.