Financial Services Representative - Part Time

Meridian Credit Union; Ottawa; On-site; CAD 50,000 - 53,000; Full time

Benefits offered by this job

Paid vacation time

Employer-paid health benefits

Pension matching

Free banking and special mortgage rate

Tuition reimbursement

Rewards and recognition program

Job summary

Meridian Credit Union in Ottawa is seeking a Financial Services Representative to deliver a high-quality member experience through front-line banking, advisory sales, and referrals. You will handle day-to-day transactions and identify opportunities to grow relationships by offering credit, deposit, and wealth referrals.

Join a team focused on local impact, community engagement, and a comprehensive benefits package.

Qualifications

• Post-secondary education with prior customer service sales experience.
• Experience in financial services sales is an asset.
• Willing to work evenings and Saturdays.
• Strong computer literacy including Microsoft Office and Outlook.

Responsibilities

• Identify and fulfill Member account requests and grow relationships.
• Provide advice on designated investment and credit products.
• Promote solutions that fit members' needs.
• Maintain confidentiality and resolve member concerns.
• Support branch activities and community engagement.

Skills

Customer service

Sales

Communication

Negotiation

Time management

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Job description

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
• Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD 50,000 to 53,000 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join us! This role is in office at 473 Hazeldean Road, Ottawa, ON K2L 1V1.

Build the Future of Banking with Us

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.

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 Belonging

At Meridian, belonging starts with people. We are committed to creating an inclusive and accessible workplace where everyone feels valued, respected, supported, and empowered to bring their authentic selves to work. We believe that diverse backgrounds, identities, abilities, sexual orientation, experiences, and perspectives make us stronger and help us better serve our Members, communities, and one another.

We are committed to an accessible recruitment experience and will provide accommodation information to candidates selected for an interview.

To learn more about DEIBR at Meridian, visit meridiancu.ca.

Thank you for your interest in Meridian Credit Union. We look forward to learning more about you and the unique experiences and perspectives you could bring to our team.

Follow us on Twitter at @MeridianCareers

Connect with us on LinkedIn

Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed. If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page. Meridian never asks candidates to apply through third‑party links that do not redirect to our Careers portal (UltiPro). For more tips on how to protect yourself from job scams visit Protect yourself from job scams | Meridian.

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