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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 and deposits, 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.
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 and refer business to other channels.
Deliver an exceptional Member experience and offer insights to continually grow our Member Experience.
Serve Members with excellence, demonstrating patience and empathy in difficult situations.
Understand how Meridian’s products and services can add value to our Members.
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.
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 with autonomy, creating action plans to avoid future escalation.
Provide investment advice by identifying and promoting solutions that fit and meet our 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 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 Neighbour 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.
Must be able to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.
Must be able to work with Branch leadership to champion and implement corporate strategies and programs for the branch.
Must be able to work with Branch leadership to execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.
Must be able to participate and execute with the team our Community engagement plan.
Must be able to promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values.
Must be able to support local community organizations and activities through Business Development and Good Neighbour Program.
Must be able to plan, prepare and deliver Meridian hosted Community events.

Skills

Growth mindset
Adaptive
Resilient
Resourceful
Creative
Highly engaged
Respectful communication
Initiative
Accountability
Autonomy
Exceptional listening skills
Strong consultative skills
Virtual technology proficiency
Revenue generation
Sales-based activities
Investment advice
Credit interviewing
Underwriting skills
Account opening strategies
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
Experience with generative AI productivity tools like Microsoft Copilot
Critical Thinking
Data Driven
Curiosity
Flexibility
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 and oral communications skills
Effective organizational time management skills
Problem-solving skills
Ability to grasp concepts and processes quickly
Demonstrated ability to partner and influence
Proven track record of bringing new ideas forward
Ability to stay on top of trends in the marketplace
Member Experience focused
Enthusiasm and tenacity to motivate self to meet and exceed goals
Proactive
Open Communication
Business Savvy
Partner Orientation
Integrity
Talent Developer
Creates a Supportive and Positive Team Environment

Location

Morningside Branch, 797 Milner Ave., Unit #100 (Milner & Morningside), Scarborough, ON, M1B 3C3

Work Type

In-office

Experience Level

Equivalent work experience in a financial services sales environment an asset

Education Level

Post-secondary education

Salary/Compensations

CAD 50,000 to 58,000 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 our purpose into everything we do for people, the planet, and communities.
Meridian believes that our 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 purposeful value proposition to our Members.
Meridian has a passion for ensuring we maintain our 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 our Members to reach their overall financial goals.
Meridian's Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.
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.
Meridian's 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.