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About the Role

As a Senior Small Business Advisor, you will be accountable for achieving sales through business development, member retention, and referrals. You will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while retaining and growing existing Meridian Credit Union Member relationships within assigned communities. You will network to establish quality centers of influence (COIs) with local business leaders that will refer business.

Responsibilities

Manage a portfolio of Member accounts and provide Small Business owners with exceptional service and sound financial advice to meet their unique business and personal credit, deposit, cash management and payment processing needs.
Analyze the Member’s financial condition and within approval limits provide (may or may not have approval limits) or recommend financial solutions to best meet the Member’s business and personal needs.
Manage portfolio at an acceptable level of credit risk by completing credit reviews, authorizing, renewing or declining Member requests, preparing documentation and identifying any deteriorating and/or unsatisfactory trends.
Probe to identify member needs and opportunities to sell or refer to appropriate team members or delivery channels.
Solicit products and services highlighting features and benefits in order to deepen member relationships.
Dedicate 30%-50% of time to new acquisition activities outside the branch.
Ensure profitability of all transactions by appropriate application of rates, service charges and collection of overdue interest.
Cross-sell Meridian’s products and services to solicit new members.
Foster business development through relationship and product knowledge.
Partner and work collaboratively with the Branch sales team and internal wealth and commercial partners to ensure Meridian provides the Member with the most appropriate solution to address their financial needs.
Manage each member transaction from interview through file completion inclusive of documentation and administration.
Follow audit, compliance, risk management, fraud policies and procedures.
Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the company values.
Participate in Company sponsored events in support of your local community.

Requirements

Post-secondary education in a business or related field or relevant working experience.
3-5 years of experience in a relevant financial services environment including credit training, financial analysis, personal banking services, personal account management and in-depth knowledge of all investment and lending products.
Proficient knowledge of the Small Business market, products and services, applicable risk management policies and legal and security documentation for small business products.
Entrepreneurial spirit and a passion for sales & business development.
Excellent understanding of financial statements and business analysis.
Advanced credit and interviewing techniques, credit investigation and underwriting skills.
Comfortable working independently but also collaboratively with others.
Experience with networking and making new contacts.
Organizational, influencing and presentation skills.
Experience with Microsoft Office applications.
Flexibility in scheduling with the ability to work evenings and weekends for events when needed.
Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience.

Skills

Credit training
Financial analysis
Personal banking services
Personal account management
Investment products
Lending products
Small Business market knowledge
Risk management policies
Legal and security documentation for small business products
Financial statements analysis
Business analysis
Credit techniques
Interviewing techniques
Credit investigation
Underwriting skills
Networking
Organizational skills
Influencing skills
Presentation skills
Microsoft Office applications
AI-enabled technology
Low/no code tools (e.g., Microsoft Power Platform)
Generative AI productivity tools (e.g., Microsoft Copilot)
Critical Thinking
Data Driven
Curiosity
Flexibility

Location

Etobicoke, ON
Greater Toronto Area

Work Type

Hybrid

Experience Level

Senior
3-5 years

Education Level

Post-secondary education in a business or related field

Salary/Compensations

CAD $68,800 to $103,200 annually

Benefits

Inclusive and collaborative working environment
Tools and technology to delight candidates and clients
Opportunity to work with and learn from diverse industry leaders
Hybrid work arrangements
Company sponsored events in support of your local community

About the Company

Meridian's aspiration is to integrate purpose into everything they do for people, the planet, and communities.
Meridian believes their greatest opportunity is to create opportunity and meet people where they are.
Meridian's vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven Value Proposition to their Members.
Meridian takes the time to get to know their Members' business, anticipate their needs and provide customized solutions.
Meridian's obligations are to their Members, not shareholders.
Meridian offers full service commercial banking solutions, including daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.
Meridian is not just adapting to the future—they are shaping it.
Meridian sees talent as a catalyst for sustainable growth, community impact, and future-readiness.

Equal Opportunity

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.
Meridian is dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
Meridian will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment.