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Member Services Representative
3 months ago
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.
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.
Is this role right for you? In this role, you will:
As our Member Experience 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 we will rely on you to attend to our Members with excellence, patience and empathy. While positioning Meridian's products and services to add value to our Members financial wellbeing.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 Member Experience 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.
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, and promotes an entrepreneurial growth mindset.
- Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and crossfunctional departments, to ensure alignment for achievement of Meridian's Retail Experience goals.
- Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including our Digital Ambassador Program
- 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.
- Ensure proper due diligence by posting all tra
