Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

As a Financial Services Representative, you will 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 Members' financial well-being.

Responsibilities

Complete front line transactional services to support Members' day-to-day banking.
Open new accounts.
Offer credit and deposit products.
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 needs identified through proactive probing.
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.
Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members.
Remove systemic barriers to exceptional Member Experience.
Contribute to the continuous enhancement of the Member Experience.
Resolve Member Concerns and create action plans to avoid 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, accurate, and appropriate credit interviewing and underwriting skills.
Open new Member accounts using account opening strategies.
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

Must have a passion for Member Experience.
Must be able to mitigate and resolve Member Concerns.
Internal candidates are being considered as part of our standard process.

Skills

Growth mindset
Adaptive
Resilient
Resourceful
Creative
Highly engaged
Collaborative
Respectful communication
Initiative
Accountability
Autonomy
Empathy with colleagues
Open communication
Respect for others' opinions/ideas
Valuing diversity of thought
Promoting inclusion
Team player
Cooperative work ethic
Goal setting
Active participation in planning
Individual learning and development
Advocating for the branch
Innovative thinking
Entrepreneurial growth mindset
Building and maintaining internal relationships
Patience in difficult situations
Understanding how Meridian’s products and services add value
Listening skills
Consultative skills
Virtual technology platform usage
Taking initiative and accountability
Effective communication
Deep business and functional knowledge
Understanding of role in the organization
Cross-functional relationship development
Strong desire for career growth within the financial services industry.
Strong business acumen and financial industry knowledge.
Strong knowledge of computer systems.
Ability to make decisions and act decisively.
Friendly and personable service.
Strong negotiation skills.
Strong interpersonal skills.
Strong written communication skills.
Strong oral communication skills.
Effective organizational time management skills.
Problem-solving skills.
Ability to grasp concepts and processes quickly.
Ability to partner and influence.
Proven track record of bringing new ideas forward.
Staying on top of trends in the marketplace.
Enthusiasm and tenacity to meet and exceed goals.
Providing the right solutions.
Member Focus - Personally demonstrating that Members are the highest priority.
Proactive - Seizing the initiative by anticipating needs and identifying opportunities.
Open Communication - Engaging in honest and transparent dialogue.
Business Savvy - Continuously acquiring and applying knowledge.
Partner Orientation - Initiating opportunities for collaboration.
Integrity - Acting with openness, honesty, and respect.
Talent Developer - Nurturing and supporting direct reports.
Creates a Supportive and Positive Team Environment.
Embedding & leveraging technology
Confidence and willingness to learn and integrate AI and emerging technologies.
Experience with low/no code tools like the Microsoft Power Platform is an asset.
Experience with generative AI productivity tools like Microsoft Copilot is an asset.
Critical Thinking - Ability to analyze, evaluate and interpret information.
Data Driven - Leveraging data and insights.
Curiosity & Flexibility - Comfortable navigating and embracing change and uncertainty.
Continuous learning and growth.

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 in a financial services sales environment an asset.

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
Opportunity to learn from diverse industry leaders

About the Company

Meridian's aspiration is to integrate purpose into everything done for people, the planet, and communities.
Meridian believes that creating opportunity and meeting people where they are is their greatest opportunity.
Meridian's vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to its Members.
Meridian has a passion for ensuring it maintains its tradition of exceeding Member expectations and helping them achieve their best lives.
Meridian delivers advice-based banking while providing tools that reduce complexity, offering the right information, and motivating Members to reach their overall financial goals.
Meridian's Retail teams work alongside partners in Wealth, Small Business, and Mobile Mortgage Specialists to support Members' holistic financial growth.
Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of its more than 360,000 Members.
Meridian has more than 75 years of banking history and is 100% owned by its members.
Meridian has 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.
Meridian has 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 it serves.
Meridian's plan is to build on its momentum as it delivers on its purpose - helping its 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.
Meridian is dedicated to employing a workforce that reflects the diversity of its communities and Members in which it lives and serves.
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.
Please contact us to request accommodation.