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About the Role
Leads Meridian’s enterprise approach to escalated Member concerns, complaint resolution, Net Promoter Score (NPS) and Voice of Member insights. The role brings together fair, timely and well-controlled case management with actionable Member feedback to strengthen trust, improve experience and reduce operational and reputational risk. Fulfills accountabilities for Member Relations Officer and Deputy Privacy Officer roles, including oversight of complex investigations, regulatory complaint requirements, privacy incident response and access-to-information requests. Provides governance and objective review for pricing exceptions.
Responsibilities
- Lead the enterprise Member concerns and complaint escalation program, ensuring concerns receive a fair hearing and are investigated, assessed, documented and resolved objectively and within applicable requirements.
- Oversee complex or sensitive Member matters, coordinating with Legal, Risk, Compliance, AML, Corporate Security and business leaders to develop balanced solutions and mitigate operational and reputational risk.
- Act as Meridian’s Member Relations Officer and key contact with the Financial Services Regulatory Authority of Ontario (FSRA) for credit union complaints filed against Meridian.
- Maintain effective implementation of and adherence to applicable market conduct, fair treatment of customers, complaint-handling and credit union requirements.
- Provide consultation, coaching and decision support to employees and leaders to improve first-point resolution, reduce avoidable escalations and promote Member loyalty.
- Lead the intake, assessment and governance of pricing exceptions escalated through the team, ensuring decisions are consistent, appropriately authorized, documented and supported by clear rationale.
- Maintain and enhance Member concern policies, procedures, learning resources and escalation practices, including Be a LEADER and Managing Challenging Service Interactions.
- Lead the NPS and Voice of Member program, ensuring timely, relevant and reliable feedback is gathered, analyzed and shared with accountable business leaders.
- Establish program targets, benchmarks, measures and reporting that clearly show performance, trends, drivers and priority opportunities.
- Translate NPS, complaint and Member feedback into root-cause insights, business cases and practical recommendations that improve Member and employee experience.
- Partner with lines of business to develop action plans, monitor progress and evaluate whether implemented changes achieve intended outcomes.
- Identify recurring pain points, emerging risks and experience gaps, and escalate material themes to appropriate leaders and governance forums.
- Use dashboards, scorecards and executive reporting to communicate a clear enterprise view of Member sentiment, complaint outcomes and improvement priorities.
- Fulfill Deputy Privacy Officer responsibilities for Meridian and Meridian OneCap, supporting the Chief Privacy Officer and acting as delegated lead when required.
- Oversee privacy incident triage, investigation, documentation, mitigation and closure, including Risk of Serious Harm assessment and reporting where required.
- Provide direction and advice to employees and leaders on privacy matters and prepare response correspondence on behalf of the Privacy Officer when requested.
- Support Privacy Commissioner disputes, breaches or investigations and respond to access-to-information requests in line with applicable privacy requirements.
- Maintain accurate management and regulatory reporting for Member concerns, privacy incidents, pricing exceptions and related risk themes.
- Strengthen process controls, record quality, audit readiness and sustainable remediation, partnering with Compliance, Operational Risk, Legal and Internal Audit.
- Build and lead a high performing, engaged, inclusive and flexible team focused on fair Member outcomes, sound judgement, responsiveness and continuous learning.
- Provide clear direction, coaching, mentorship and performance management, supported by meaningful development and succession plans.
- Plan workload, capacity and priorities to meet service commitments and respond effectively to critical or high-risk matters.
- Standardize and continuously improve workflows, controls, case management, quality assurance and knowledge practices.
- Use data and operational insights to improve cycle time, consistency, quality, productivity and stakeholder experience.
- Foster a culture of curiosity, respectful challenge, accountability and thoughtful decision-making.
- Build trusted relationships with senior leaders, lines of business, control functions, regulators and external partners.
- Present clear, concise and evidence-based reporting, recommendations and decisions to executive, Board and governance audiences as required.
- Keep stakeholders informed of significant concerns, privacy matters, pricing exception themes, emerging risks and required actions.
- Maintain an external peer network to monitor complaint, privacy, NPS and Member experience practices and emerging industry expectations.
- Manage relevant service providers and partnerships, including performance, service levels, risk requirements and issue resolution.
Requirements
- Strong knowledge of complaint management, Member relations, market conduct, fair treatment of customers and privacy practices in a regulated financial services environment.
- Demonstrated ability to lead complex, sensitive and high-risk investigations with objectivity, discretion and sound judgement.
- Strong analytical capability with experience interpreting NPS, survey, case-management and operational data to identify themes, root causes and actions.
- Ability to balance Member, business, regulatory, financial and reputational considerations when assessing concerns and pricing exceptions.
- Highly developed written and verbal communication, facilitation, negotiation and influencing skills across executive, employee, regulator and Member audiences.
- Proven people leadership, coaching, performance management and talent-development capability.
- Experience designing and improving processes, controls, reporting, service models and governance practices.
- Ability to remain calm and decisive in complex, ambiguous, deadline-sensitive and conflict situations.
- High attention to detail, sound prioritization and disciplined documentation practices.
- Proficiency with Microsoft productivity tools, dashboards and case or workflow management platforms; familiarity with Meridian platforms is an asset.
- Undergraduate degree in business, finance, law, public administration or a related discipline, or an equivalent combination of education and experience.
- Eight or more years of progressive financial services experience, including significant experience in complaint resolution, Member or customer relations, privacy, risk, compliance or experience management.
- At least three years of people leadership experience, preferably leading professional or specialized teams.
- Demonstrated experience managing complex investigations, regulatory or executive escalations and sensitive stakeholder matters.
- Experience with NPS, Voice of Customer or Voice of Member programs, including insight generation, reporting and action planning.
- Working knowledge of applicable Ontario credit union, privacy, market conduct and complaint-handling requirements.
- Embedding & leveraging technology – 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
- 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
- Complaint management
- Member relations
- Market conduct
- Fair treatment of customers
- Privacy practices
- Investigation
- NPS analysis
- Data analysis
- Communication
- Facilitation
- Negotiation
- Influencing
- People leadership
- Coaching
- Performance management
- Talent development
- Process improvement
- Control design
- Reporting
- Service model design
- Governance practices
- Microsoft productivity tools
- Dashboard usage
- Case management platforms
- Workflow management platforms
- AI integration
- Low/no code tools
- Microsoft Power Platform
- Generative AI
- Microsoft Copilot
- Critical Thinking
- Data Driven decision making
- Curiosity
- Flexibility
Location
- St. Catharines Corporate Office
- Toronto Corporate Office
- Etobicoke, ON
Work Type
- Hybrid
Experience Level
- Senior Manager
- Eight or more years of progressive financial services experience
- At least three years of people leadership experience
Education Level
- Undergraduate degree in business, finance, law, public administration or a related discipline, or an equivalent combination of education and experience.
Salary/Compensations
- CAD $95,000.00 to $135,000.00 annually
Benefits
- Inclusive and collaborative working environment
- Tools and technology needed to delight candidates and clients
- Opportunity to work with and learn from diverse industry leaders
- Hybrid work arrangements
- In-person office time to collaborate, innovate and build relationships
About the Company
- At Meridian our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.
- Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members.
- Meridian has more than 80 years of banking history and is 100% owned by its members.
- With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members.
- With over 2200 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 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.