Small Business Advisor

7 days ago

Ottawa, Ontario, Canada Meridian Credit Union Full time

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.

Our Business 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 take the time to get to know our Members' business, anticipate their needs and provide customized solutions.

After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve We're passionate about what we can do for their business and we're empowered to leverage our local autonomy to meet their unique needs.


In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.


Is this role right for you? In this role, you will:

As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of and small business Members and provide the appropriate advice and recommendations to fit their needs.

This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services.

In this role the Small Business Advisor will be responsible for meeting and exceeding specific individual and team-based business goals.

While providing the right financial solutions the incumbent will manage the portfolios of small business Members to genuinely build and develop relationships with them and actively seek to deepen their overall holdings with Meridian.

Individuals in this role will be expected to proactively engage in revenue and business generating sales activities, foster relationships with external centres of influence and leverage referrals.


What you will do:

  • Within approval limits approve or provide recommendations on large and complex credit products such as small business loans, mortgages, loans, lines of credit, and credit cards based on thorough, accurate and appropriate credit interviewing and underwriting skills
  • Provide investment advice by identifying and promoting Meridian investment offerings and wealth solutions that fit and meet our small business Members needs
  • Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
  • Actively lead revenue generation and salesbased activities in order to achieve performance targets
  • Build external centres of influence to optimize sales and service results
  • Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
  • Identify and drive referrals to appropriate partners in Retail Wealth, Small Business and Commercial
  • Through sales excellence earn the right to ask for business and drive new referrals
  • Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
  • Balance and process daily work in accordance to standard compliance, audit, policies and procedures

What can you bring to Meridian?

  • Postsecondary education at least 5 years of equivalent work experience in a financial services sales environment with a proven track record in sales and interest in small business
  • Strong business acumen and financial industry knowledge
  • Passion for sales
  • Excellent organizational and Member service skills
  • Strong technical skills
  • Flexible to work all scheduled hours which may include evenings and weekends

Office Location:

BBC 800 - Ottawa

473 Hazeldean Rd**- Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us._

What's in it for you?

  • We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success
  • You'll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
  • Hybrid work arrangements with inperson office time to collaborate, innovate and build relationships with your colleagues
  • This isn't your typical "corporate" job. We work hard and we have fun

Who we are

  • 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 b

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