Relationship Support Associate at Libro

Support financial well-being at Libro Credit Union as a Full-Time Permanent Relationship Support Associate in Woodstock. Become integral in enhancing member experiences by managing key banking processes.
This critical role involves providing high-level support to Relationship Managers, focusing on documentation, transactional needs, and operational workflows. You'll interact closely with members to ensure seamless service delivery. Ideal candidates will bring experience in financial services and a strong understanding of personal and business banking solutions.
Key Responsibilities:
• Manage documentation for banking accounts and products
• Ensure compliance in lending and deposit applications
• Coordinate Wealth service appointments with specialists
• Follow up on member requests for continuity
• Address inquiries in the absence of Relationship Managers
Requirements:
• Diploma or degree in business or finance preferred
• Experience in financial advisory o...