Financial Services Representative

1 week ago

St Catharines, Ontario, Canada Meridian Credit Union Full time

Our Retail Banking Practice:


At Meridian, our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven value proposition to our Members.


We have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and "Bringing the Member Experience to life".

We deliver Advice based banking, providing tools that reduce complexity, offering information, and motivating our Members to reach their overall financial goals.

We thrive through our growth mindset - being adaptive, resilient, resourceful and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.


Our Retail teams work alongside our partners and align financial strategies and activities to support our Members holistic financial growth - Wealth, Small Business, and Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.


We are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.


About this opportunity:

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.


As our 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 and provide the appropriate advice and recommendations.

As a member of the branch sales and service team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations.

This will include completing front line transactional services to support our Members day to day banking, as well as an opportunity to grow by fulfilling advisory sales role such as opening new accounts, offering credit, deposit, identifying opportunities for wealth referrals, as well as positioning Meridian's products and services to add value to our Members financial well being.

With your growth mindset you are adaptive, resilient, resourceful and creative. Seeking and receptive to feedback to continuously improve and learning from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion.

As you take initiative and accountability you are joining a team that provides autonomy to get things done and will be accountable for a variety of support functions within the branch.


Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and "Bringing the Member Experience to life".


The Financial Services Representative will work alongside and align financial strategies and activities to support Meridian's internal business partners - Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.


In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team-based business results.

This role is expected to proactively engage in revenue generating and sales-based activities, foster and deepen Member relationships and refer business to other channels.


This role is ideal for individuals who are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.


What you'll do:

Employee Experience
Part of an engaged team that is aligned to key business drivers and delivering on outcomes.

  • Is Highly Engaged
  • Demonstrates empathy with colleagues
  • Communicates thoughts and ideas openly
  • Respects others and their opinions/ideas
  • Values diversity of thought and promotes inclusion
  • Be a highly engaged team player working cooperatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners.
  • Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
  • Actively participate and support the team in the planning process, assisting with implementation and providing feedback.
  • Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
  • Advocates for the branch, advances innovative thinking amongst team, an

  • Supervisor of Financial Services

    1 week ago

    St. Catharines, Ontario, Canada Family and Children's Services Niagara Full time

    Manager of Financial Services[Regular full-time]Reporting to the Chief Financial Officer, the Supervisor of Financial Services manages the overall accounting and reporting functions of FACS ensuring compliance with sound financial accounting practices. The Supervisor of Financial Services will oversee payroll, general ledger, reconciliations, taxation,...

  • Financial Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada SinlgePoint Group International Full time

    The Financial Customer Service Representatives at SinglePoint are dedicated professionals who exemplify professionalism, responsibility, and goal-orientedness. Our Financial Customer Service Representatives handle inbound and outbound customer interactions while maintaining a strong focus on providing exceptional customer service, sensitivity, and urgency....

  • Financial Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada SinglePoint Group International Full time

    The Financial Customer Service Representative at SinglePoint is a professional, responsible, and goal-orientated individual who handles mainly inbound and occasional outbound customer interactions with a high degree of customer service, sensitivity and urgency. Our commitment to customer care is second to none. There are many opportunities for growth within...

  • Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada BMO Financial Group Full time

    121 Lakeshore Road St Catharines Ontario,L2N 2T7This opportunity is for Lakeshore & Geneva Branch, St. Catherine's ON and is for 18.75 hours per week, permanent part time.PART TIME MINIMUM 18.75 HOURS PER WEEKST CATHARINES ONTARIOLAKESHORE & GENEVA BRANCHDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...

  • Payments & Rewards Representative

    1 week ago

    St. Catharines, Ontario, Canada PC Financial Full time

    All referred applicants must first be submitted through Workday by a current Loblaw Colleague.Location:411 Louth St, St Catharines, Ontario, L2S 4A2When you hire great people, great things can happen.PC Financial offers unprecedented value to Canadians through payment products. We're a different kind of bank with a different type of team—we're...

  • Member Services Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Credit Union Full time

    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...

  • Guest Services Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Centre Full time

    _Position Summary_As a front-line customer service member of the Box Office & Guest Services Department, the Guest Services Representative is responsible for assisting and directing guests into and around the facility during events. Events can include hockey games, concerts, banquets, basketball games, etc._Essential Duties and Responsibilities_Following...

  • Guest Services Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Centre Full time

    Join our drop in job fair happening at Meridian Centre, 1 David S. Howes Way, St. Catharines, ON L2R 0B3Time slots include:Wednesday August 2- 4:00pm - 7:00pmThursday August :00pm - 3:00pmWednesday August 30 - 4:00pm - 7:00pmThursday August :00pm - 3:00pmPlease bring a copy of your resume & be prepared for on the spot interviews with our Guest Services team-...

  • Financial Services Associate

    1 week ago

    St. Catharines, Ontario, Canada Meridian Full time

    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: Our Retail Banking Practice: Our vision is to be recognized as the financial...

  • Member Experience Representative

    1 week ago

    St. Catharines, Ontario, Canada FirstOntario Credit Union Full time

    Why FirstOntario? Competitive compensation packages Toptier health and wellness benefits, including comprehensive benefits packages and a yearly Personal Spending Account Enhanced mental health benefits through SunLife and TELUS Health Exclusive banking benefits Pension Plan Up to $1000 per year towards professional development Companywide Employee Volunteer...

  • Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada Randstad Canada Full time

    Customer Service Representative - St. CatharinesDo you want to be part of a tight knit team and have the opportunity for advancement? Are you eager to learn and love wearing multiple hats? Then this role might be right for you In this role you will have the opportunity to work independently while growing your career.We are seeking a Customer Service...

  • Field Service Representative

    1 week ago

    St. Catharines, Ontario, Canada Beckman Coulter Diagnostics Full time

    Wondering what's within Beckman Coulter Diagnostics? Take a closer look.At first glance, you'll see that for more than 80 years we've been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be supported, and always be yourself. We're building a culture that celebrates backgrounds,...

  • Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada Dumont Security Full time

    Job SummaryWe are currently looking for Customer Service Representatives in St. Catharines who have a passion for helping others and have a drive to succeed in a fast paced environment. If you have customer service experience and are looking for a job with a successful growing local business. You enjoy what you do and enjoy sharing your experience and growth...

  • Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada City of St. Catharines Full time

    Summary:As a key member of the City of St. Catharines' Citizens First Program, you are responsible for receiving, answering and referring all calls associated with the City's Customer Service Division. Additionally, you provide a variety of City transactional services on behalf of all City Departments at the Customer Service Counter.Duties and...

  • Financial Services Associate- Full Time

    1 week ago

    St. Catharines, Ontario, Canada Meridian Credit Union Full time

    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 MeridianOur Retail Banking Practice:Our vision is to be recognized as the financial institution that has...

  • Operations Support Representative

    7 days ago

    St. Catharines, Ontario, Canada Meridian Credit Union Full time

    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 Wealth practice:At Meridian Wealth we believe that investing is personal and our mission...

  • Payroll Analyst for Financial Services

    1 week ago

    St. Catharines, Ontario, Canada beBee Professionals Full time

    beBee Professionals is seeking a Payroll Analyst for Financial Services to join our team in St. Catharines. The successful candidate will be responsible for the accurate and timely processing of payroll for all employees.The ideal candidate should have a minimum of 3 years of experience in payroll processing, a strong understanding of payroll regulations,...

  • Contact Centre Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Credit Union Full time

    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...

  • Contact Centre Representative

    1 week ago

    St. Catharines, Ontario, Canada Meridian Credit Union Full time

    About this opportunityAt 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.Meridian is looking for talented individuals who are looking to advance their career in the new and exciting digital...

  • Customer Service Representative

    1 week ago

    St. Catharines, Ontario, Canada Anytime Fitness - St. Catharines Full time

    Staffed Hours:Need hours:Monday to Friday11:00am to 8:00pmSaturday10:00am to 2:00pmPosition: Part Time/Full-TimeLooking for someone who is enrolled in the Kinesiology or sports management program at the local universities. Personal training certification is a plus.Share our passion. Help fuel our amazing growthh2i (hired 2 inspire):A perfect applicant will...