Financial Services Representative - Full Time

Delivers an exceptional Member experience and offers insights to continually grow our Member Experience. Serves Members with excellence Demonstrates patience in difficult situations Shows empathy to Members’ perspectives Understands 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. Where appropriate provide qualified referrals based on the needs identified through proactive probing. Works with the Branch leadership, to 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. Demonstrates excellent listening and strong consultative skills. Embraces virtual technology platforms and leverages them to host meetings and engage in impactful communication with Members Removes systemic barriers to exceptional Member Experience. Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee. With autonomy to resolve Member Concerns- look to create action plans to avoid escalation in the future. Engage in revenue generation and sales-based activities in order to achieve performance objectives. Provide investment advice by identifying and promoting solutions that fit and meet our Member needs. Within approval limits 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

Serves Members with excellence

Demonstrates patience in difficult situations

Shows empathy to Members’ perspectives

Understands 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. Where appropriate provide qualified referrals based on the needs identified through proactive probing.

Works with the Branch leadership, to 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.

Demonstrates excellent listening and strong consultative skills.

Embraces virtual technology platforms and leverages them to host meetings and engage in impactful communication with Members

Removes systemic barriers to exceptional Member Experience.

Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee.

With autonomy to resolve Member Concerns- look to create action plans to avoid escalation in the future.

Engage in revenue generation and sales-based activities in order to achieve performance objectives.

Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.

Within approval limits 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

Establishing a compelling vision and executes on strategy. Takes initiative and accountability – knows what needs to get done Communicates effectively Knows the business and their function deeply Understands their role in the organization Develops cross functional relationships Working with the Branch leadership, execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration. Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.

Takes initiative and accountability – knows what needs to get done

Communicates effectively

Knows the business and their function deeply

Understands their role in the organization

Develops cross functional relationships

Working with the Branch leadership, 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 your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events

Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values

Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events

Knowledge, Skills, and Abilities

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.

Embraces 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.

Member Focus - Personally demonstrating that our Members are our highest priority.

Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.

Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.

Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.

Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.

Integrity - Doing the right thing by always acting with openness, honesty and respect.

Talent Developer: nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports

Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

Education, Work Experience, and Professional Designations/Certifications

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

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth , community impact , and future-readiness . As the financial landscape evolves, we’re looking for team members who bring:

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.

As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:

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

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

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.

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.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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