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Libro Connect Specialist

@ Libro Credit Union

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Essex, Ontario

Temps plein2+ ans d’expérience
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En bref

Libro Credit Union is hiring a full-time Libro Connect Specialist for its call-centre team to coach members toward their financial goals through advice-based sales. The work covers lending solutions, relationship-building calls and referrals to specialists. Shifts run 8:00 am to 8:00 pm Monday to Friday and 8:00 am to 4:00 pm Saturdays, and pay is set by skills and experience.

Responsabilités :

  • Offer personal lending products to members
  • Hold advice-based sales calls with members
  • Use Prosperity Planner to assess member goals
  • Refer members to lending and investment specialists
  • Meet compliance and regulatory policies

Résumé des exigences :

  • 2 to 3 years in a financial institution
  • Sales and cross-selling experience
  • Customer service experience
  • Lending experience and credit and risk knowledge
  • Virtual call centre experience preferred

Outils et compétences

Prosperity Plannerbudgeting tools
Source et dates

Type de source non vérifié · apify-linkedin

Date publiée par l’employeur
Non fourni
Première détection par notre source
2026-11-15
Mise à jour du dossier source
2026-11-15

Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.

Détails du poste

NiveauDébutant
DomaineService à la clientèle
Expérience2 an(s) et plus
Heures par semaine40 (estimé)
Horairejour, soir, fins de semaine
Déplacementsavion : aucun · route : aucun
Milieu de travailBureau
PositionSurtout assis
Exigences physiquesphysique faible · ordinateur élevé
LanguesEnglish
Avantages mentionnésCongés payés généreux, Régime de retraite, Aide aux études, Prime de rendement, Rabais employé, Mieux-être

Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.

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Libro Credit Union

Toutes ses offres
ChampValeur
Offres sur Jobsy13
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.

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 Credit Union is committed to a safe, healthy, and inclusive workplace that values differences and treats everyone with respect. We are dedicated to a recruitment process that is fully accessible to all candidates. If you require accommodation or support at any stage, contact us to let us know how we can help.

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