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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 such as opening new accounts, offering credit, and identifying opportunities for wealth referrals.

Responsibilities

Understand the financial needs of Members and provide appropriate advice and recommendations.
Complete front-line transactional services to support Members' day-to-day banking.
Open new accounts, offer credit, and 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 Members.
Provide a superior Member experience through the identification and promotion of products and services.
Provide qualified referrals based on identified Member needs.
Champion and implement corporate strategies and programs for the branch.
Ensure proper due diligence by posting all transactions accurately and timely.
Take responsibility for the 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 for meetings and Member engagement.
Remove systemic barriers to exceptional Member Experience.
Contribute to the continuous enhancement of the Member Experience.
Resolve Member Concerns with autonomy 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 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.
Establish a compelling vision and execute on strategy.
Take initiative and accountability, knowing what needs to get done.
Communicate effectively.
Understand the business and function deeply.
Understand one's role in the organization.
Develop cross-functional relationships.
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

Strong desire for career growth within the financial services industry.
Strong business acumen and financial industry knowledge.
Flexible to work all scheduled hours, including 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 communication skills.
Ability 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 demonstrate that Members are the 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, and 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.
Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset.
Ability to analyze, evaluate, and interpret information from various sources and apply logic and problem-solving to make decisions.
Leverage data and insights to identify, prioritize, and improve member experience and business efficiency.
Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options.
Continuously learn and grow.

Skills

Financial services sales
Computer systems knowledge
Decision making
Negotiation
Interpersonal communication
Written communication
Oral communication
Problem-solving
Organizational skills
Time management
Virtual technology platforms
Collaboration
Strategic planning
Innovation
Member Experience focus
Consultative skills
AI and emerging technologies
Microsoft Power Platform
Generative AI productivity tools
Microsoft Copilot
Critical Thinking
Data analysis
Data-driven decision making
Curiosity
Flexibility

Location

Toronto, Ontario

Work Type

In-office
Full-time

Experience Level

Not specified

Education Level

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

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 credit 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 they do for people, the planet, and communities.
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 they maintain their 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 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 that they serve.
Meridian's plan is to build on its momentum as they deliver on their purpose - helping their 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 the communities and Members in which they 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.
Please contact us to request accommodation.