Financial Services Representative - Full Time

Meridian Credit Union; Markham; On-site; CAD 40,000 - 60,000; Full time

Job summary

Meridian Credit Union recherche un représentant des services financiers à temps plein qui se joindra à une équipe de professionnels hautement engagés. Vous aurez pour mission de comprendre et d'identifier les besoins financiers des membres afin de proposer les solutions appropriées, tout en fournissant un excellent service client. Ce rôle offrira également des opportunités de croissance professionnelle dans le secteur financier.

Benefits

Paid vacation time

Employer-paid health benefits

Defined contribution pension matching

Tuition reimbursement program

Unique rewards and recognition program

Qualifications

• Expérience dans un environnement de ventes est un atout.
• Souhait de carrière dans les services financiers.
• Capacité à gérer des problèmes de manière proactive.

Responsibilities

• Comprendre les besoins financiers des membres et proposer des solutions.
• Effectuer des services transactionnels de première ligne.
• Identifier et promouvoir des produits d'investissement et de crédit.

Skills

Strong negotiation

Interpersonal skills

Organizational skills

Communication skills

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Job description

Financial Services Representative - Full Time

Join to apply for the Financial Services Representative - Full Time role at Meridian Credit Union

Financial Services Representative - Full Time

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Join to apply for the Financial Services Representative - Full Time role at Meridian Credit Union

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: About Meridian

Our Retail Banking Practice:

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

As a Financial Services Representative:

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience!

In this role, your primary responsibilities will be to understand the financial needs of our Members to provide the appropriate solutions. This will include completing front line transactional services to support their day to day banking, as well as the opportunity to grow by fulfilling advisory sales such as opening new accounts, offering credit, deposit, finding opportunities for wealth referrals.

Member Experience

• Identify and fulfill Member account requests and identify opportunities to grow the relationship through referrals
• Provide Members with advice on designated investment and credit products by identifying and promoting the right solutions that fit their needs
• Maintain discretion and confidentiality to respect Members’ privacy
• With autonomy to resolve Member Concerns, look to build action plans to avoid issues advancing
• Participate in branch activities in support of expanding the Member relationship and growing our Digital Ambassador Program
  
  

Employee Experience

• Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals
• Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace
• Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results
  
  

Community Experience

• Promote Meridian in your community by participating in community activities or events while demonstrating our values
• Support local community organizations and activities through Business Development and Good Neighbour Program including planning, preparation, and delivery of Meridian hosted community events
  
  

How you will succeed:

• Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge
• Post-secondary education with previous work experience in a customer service sales environment and/or, previous work experience in a financial services sales environment is considered an asset
• Flexible to work all scheduled hours which include some evenings and Saturdays
• Proven understanding of computer systems and programs including Microsoft Office, and Outlook
• Strong negotiation, interpersonal, written, and oral communications skills
• Effective organizational time management, and problem-solving skills
  
  

Join us! This role is in office at 4080 Steeles Avenue E, Units 1&2, Markham, ON L3R 4C3.

What's in it for you?

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.

Our Story:

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.

Our Commitment to You:

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.

Follow us on Twitter at

@MeridianCareers

Connect with us on LinkedIn

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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