Experience

• 

  Libro credit union

  Oct 2006 - now

  As an integral part of the Process Excellence team, this position helps support compliance and standard work throughout our branch operations, enabling Libro to create an exceptional Owner experience. The Process Excellence Specialist supports the operation of products and services that impacts all Owner Experience staff. The primary function of this role is to proactively engage with branch staff to develop procedures, workflows and work instructions that streamlines processes and creates a consistent and positive experience for staff and ultimately Owners. Utilizing Front Line Support Models, the Process Excellence Specialist drives best practices, shared learnings and collaboration throughout our branch network. Show less Motivate a team to achieve goals while ensuring exceptional Owner and staff experiences. This role is a key leadership position that sets the tone for Owner conversations and Owner experience aligned to business strategies and expectations. Primary to the role is coaching a team of Owner Experience Representatives to provide an exceptional level of proactive Owner advice and service, supporting Owners to grow their personal prosperity while increasing share of wallet and overall growth for Libro. Creation of a risk management and operations culture that is balanced with superior Owner experience is a key component of the position. Commitment to the on-going knowledge and expectations as outlined on the Owner Experience Supervisor role map. Show less Motivate a team to achieve goals while ensuring exceptional Owner and staff experiences. This role is a key leadership position that sets the tone for Owner conversations and Owner experience aligned to business strategies and expectations. Primary to the role is coaching a team of Owner Experience Representatives to provide an exceptional level of proactive Owner advice and service, supporting Owners to grow their personal prosperity while increasing share of wallet and overall growth for Libro. Creation of a risk management and operations culture that is balanced with superior Owner experience is a key component of the position. Commitment to the on-going knowledge and expectations as outlined on the Owner Experience Supervisor role map. Show less A key front-line role for our Owner experience. This role focuses on activities related to the attraction, maintenance, and coaching of Owners within a shared branch portfolio. By using curious conversations, the OER helps proactively identify our Owner’s financial goals, then works closely with all team members to appropriately refer opportunities within all segments. The OER creates an exceptional new Owner experience by being well versed in all daily banking products and services, with the purpose of building and fostering long-term full relationships with Owners. Show less Answer the telephone and greet owners while identifying product & service opportunities. Make quality referrals to sales staff members. Lead and participate in various campaigns. Perform a variety of reception duties such as handling incoming inquiries, booking appointments, filing, managing incoming & outgoing mail and courier, taking and preparing minutes of meetings, ordering supplies & stationary, and opening and closing the branch. Perform credit union operational tasks such as reviewing new accounts for FINTRAC compliance, manage incoming & outgoing collection items, set up safety deposit box rentals & collect rental fees, set up debit cards, assist owners in applying for credit cards, organize accounts payable, sell travel insurance, set up and troubleshoot online/mobile banking, process retail loan payouts, and review a variety of reports on a monthly basis. Also act as a back up for loan, line of credit and overdraft protection compliance & funding. Show less

  • Process Excellence Specialist

    Jul 2021 - now

  • Owner Experience Supervisor

    Jan 2017 - Jul 2021

  • Owner Experience Supervisor

    Oct 2015 - Jan 2017

  • Owner Experience Representative

    Feb 2015 - Oct 2015

  • Receptionist

    Oct 2006 - Jan 2015