Empower financial well-being at Libro Credit Union as a full-time Banking Advisor in Essex. Provide insightful advice and customized solutions to both personal and business clients.
As an essential member of the team for 18 months, you'll serve as the primary contact for clients' banking needs, including fintech support and lending solutions. Your role is key to fostering strong relationships and supporting local businesses with tailored financial services, embodying the core values of Libro.
Key Responsibilities:
• Tailor financial advice for personal and business banking
• Guide clients through daily banking activities
• Offer expert lending advice and account management
• Generate new business opportunities and advisor referrals
• Engage with the community to enhance service visibility
Requirements:
• Bachelor’s degree or diploma in finance/business
• 1-3 years' experience in financial advisory sales
• Familiarity with banking products and small busi...