Relationship Support Associate - Waterloo Region
Libro Credit Union
Career Opportunity
Libro Credit Union is growing!
Join Libro Credit Union as a Full-Time Permanent Relationship Support Associate - Waterloo Region
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 permanent Relationship Support Associate to support our Waterloo Region . This job posting is for a vacancy.
The Relationship Support Associate is a critical branch-based role designed to provide high-level administrative, transactional, and process support to both Personal and Business Relationship Managers. With a broad and deep understanding of Libro’s products, systems, and processes, this role enables Relationship Managers to focus on delivering strategic financial guidance by taking ownership of documentation, application support, and day-to-day member needs. As a trusted point of contact, the Relationship Support Specialist enhances the member experience through responsive service, operational excellence, and seamless coordination.
The Role
- Prepare and manage documentation for personal and business banking accounts, unsecured credit and lending products, investment and other Credit Union products and services.
- Support the full application process for lending and deposit products, ensuring timely, accurate, and complete documentation in compliance with policies and regulatory standards.
- Facilitate appointment booking and paperwork processing for Wealth/Investment services in coordination with Libro Specialists where appropriate.
- Track and follow up on member requests, ensuring resolution and continuity across multiple stages of the member journey.
- Act as a regular point of contact for members, addressing day-to-day inquiries and coordinating service needs in the absence of the Relationship Manager.
- Demonstrate deep understanding of Libro’s banking systems, product structures, and process flows to efficiently support complex member needs.
- Work closely with both Personal and Business Relationship Managers to coordinate workload, prioritize urgent needs, and align service delivery.
What We’re Looking For
- Post-secondary diploma or degree in business, finance, or related discipline preferred.
- Experience in financial services, preferably within a support or advisory role with exposure to both personal and business banking.
- Strong working knowledge of banking products, lending processes, and account management procedures.
- 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 is committed to fostering a safe, healthy, and inclusive work environment that inspires respect. As an inclusive employer we are committed to providing a fully accessible recruitment process. Email us at ***email_hidden*** any time during the recruitment process to let us know what supports you may need to be successful
Please note the expected salary range for this role is available on the Libro Careers site, where candidates are required to apply.
#LI-ONSITE
$79.73k per year
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