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About the Role

As a Financial Services Representative, you will join a team of highly engaged financial service professionals dedicated to providing an exceptional Member Experience. Your primary responsibilities will be to understand the financial needs of our Members and provide appropriate advice and recommendations. This includes completing front-line transactional services and fulfilling an advisory sales role by opening new accounts, offering credit, identifying wealth referral opportunities, and positioning Meridian’s products and services to add value to our Members' financial well-being.

Responsibilities

Understand the financial needs of our Members and provide the appropriate advice and recommendations.
Complete front line transactional services to support Members' day-to-day banking.
Fulfill advisory sales roles such as opening new accounts and offering credit.
Identify opportunities for wealth referrals.
Position Meridian’s products and services to add value to Members' financial well-being.
Align financial strategies and activities to support Meridian’s internal business partners.
Meet and exceed specific individual goals and contribute towards team-based business results.
Proactively engage in revenue generating and sales-based activities.
Foster and deepen Member relationships.
Refer business to other channels.
Deliver an exceptional Member experience and offer insights to continually grow our Member Experience.
Serve Members with excellence.
Provide a superior Member experience through the identification and promotion of products and services.
Provide qualified referrals based on identified needs.
Champion and implement corporate strategies and programs for the branch.
Ensure proper due diligence by posting all transactions accurately and timely.
Take responsibility to ensure accuracy and completeness of all work.
Maintain discretion and confidentiality to respect Members' privacy.
Identify and fulfill Member requests and identify opportunities to grow the relationship.
Demonstrate excellent listening and strong consultative skills.
Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members.
Remove systemic barriers to exceptional Member Experience.
Identify and contribute to the continuous enhancement of the Member Experience.
Resolve Member Concerns and create action plans to avoid future escalation.
Engage in revenue generation and sales-based activities to achieve performance objectives.
Provide investment advice by identifying and promoting solutions that fit and meet Member needs.
Approve or provide recommendations on credit products based on thorough credit interviewing and underwriting skills.
Open new Member accounts using account opening strategies.
Execute on strategy.
Take initiative and accountability.
Communicate effectively.
Develop cross-functional relationships.
Execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.
Participate in the development and implementation of branch business plans.
Participate and execute with the team our Community engagement plan.
Promote Meridian Credit Union in the community by participating in and being involved in community activities or events.
Support local community organizations and activities through Business Development and Good Neighbor Program.
Plan, prepare, and deliver Meridian hosted Community events.

Requirements

Strong desire for career growth within the financial services industry.
Strong business acumen and financial industry knowledge.
Flexible to work all scheduled hours which include evenings and weekends.
Strong knowledge of computer systems.
Ability to make decisions, act decisively and provide friendly and personable service.
Strong negotiation, interpersonal, written and oral communications skills.
Must be able to mitigate and resolve Member Concerns.
Effective organizational time management, and problem-solving skills.
Ability to grasp concepts and processes quickly.
Demonstrated ability to partner and influence.
Embrace virtual technology platforms for use in both Member and Meridian partner meetings.
Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.
Proven track record of bringing new ideas forward, while staying on top of trends in the marketplace.
Member Experience focused, with the enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions.
Personally demonstrating that our Members are our highest priority.
Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
Engage in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
Continuously acquire the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.
Initiate opportunities for collaboration and maintain productive relationships to achieve shared goals.
Do the right thing by always acting with openness, honesty and respect.
Nurture and support direct reports, identify strong team members, develop digital and analytical skills in direct reports.
Create and contribute to a positive team environment which encourages innovation, risk taking, and learning.
Speed up team learning through sharing best practices.
Leverage the strengths and opportunities of the broader marketing team.
Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Skills

Financial advice and recommendations
Transactional services
Opening new accounts
Credit offering
Wealth referrals
Sales
Member relationship management
Communication
Problem-solving
Negotiation
Interpersonal skills
Written communication
Oral communication
Time management
Organizational skills
Virtual technology platforms
Collaboration
Innovation
Data analysis
AI integration
Low/no code tools (e.g., Microsoft Power Platform)
Generative AI productivity tools (e.g., Microsoft Copilot)

Location

477 Danforth Avenue Toronto, ON M4K 1P1

Work Type

In office
Full-time

Experience Level

Post-secondary education or equivalent work experience in a financial services sales environment an asset

Education Level

Post-secondary education or equivalent work experience

Salary/Compensations

CAD 47,775 to 62,200 annually

Benefits

Paid vacation time, and other time off
Employer-paid health benefits
Defined contribution pension matching
Financial benefits including free banking, and special rates on mortgages, lines of credits and more
Tuition reimbursement program
Unique rewards and recognition program
Inclusive and collaborative work environment
Training, tools and technology needed to delight Members
Opportunity to learn from diverse industry leaders

About the Company

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members.
Meridian has more than 75 years of banking history and is 100% owned by its members.
With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members.
With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve.
Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

Equal Opportunity

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.
We are 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.
We 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.
Please contact us to request accommodation.