Financial Services Representative
5 months ago
**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 our Collingwood Branch, **_171 St. Marie St. (St Marie & Ontario). Collingwood, ON L9Y 3K3_**.**
**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 bro
-
Customer Service Representative
5 months ago
Collingwood, Canada BMO Financial Group Full time25 Huron St Collingwood Ontario,L9Y 1C3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...
-
Customer Service Representative
2 months ago
Collingwood, Canada BMO Financial Group Full time25 Huron St Collingwood Ontario,L9Y 1C3 Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and with BMO partners to deliver the desired customer experience and achieve overall...
-
Financial Services Representative Ii
5 months ago
Collingwood, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
4 weeks ago
Collingwood, Canada Meridian Full timeDescription "> 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...
-
Financial Services Professional
4 weeks ago
Collingwood, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Representative at Meridian, you will play a vital role in delivering exceptional Member experiences and driving business growth. You will be responsible for understanding the financial needs of our Members and providing tailored solutions to meet their goals.Key ResponsibilitiesIdentify and fulfill Member account...
-
Financial Services Professional
4 weeks ago
Collingwood, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Representative at Meridian, you will play a vital role in delivering exceptional Member experiences and driving business growth. You will be responsible for understanding the financial needs of our Members and providing tailored solutions to meet their goals.Key ResponsibilitiesIdentify and fulfill Member account...
-
Financial Services Manager
4 weeks ago
Collingwood, Canada Blue Mountain Honda Full time**Position: Financial Services Manager** **About Us** Established in 1922, Leggat Auto Group is a family-owned business with 11 dealerships across Southern Ontario. With over a century of experience, we are committed to providing exceptional automotive experiences to our community. Whether you're looking for your perfect vehicle, service, repairs, or...
-
Client Services Representative
5 months ago
Collingwood, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
4 months ago
Collingwood, Canada Shore to Slope Management Services Full time**About us** Shore to Slope Management Services is a fast-growing property management company in Collingwood, Ontario. Our diverse client portfolio includes condo, commercial, residential and estate management. Shore to Slope has been serving the Georgian Triangle region since 1991 delivering a trusted experience to our valued clients. **The Position** We...
-
Member Services Representative
2 months ago
Collingwood, 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...
-
Client Service Representative
5 months ago
Collingwood, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
5 months ago
Collingwood, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Customer Service Representative
5 months ago
Collingwood, Canada Lifemark Health Group Full time**Job Title: Customer Service Representative** - Location: Lifemark Collingwood Sports - 10 Keith Avenue - Collingwood, Ontario - Employment Status: Part-Time - Schedule: Monday - Friday (between 09:00 - 17:00). Flexible hours - Rate Compensation: $17.00 - 18.00 per hour - Do you want to work and enjoy the support of our understanding Clinic Director? If so,...
-
Financial Services Manager
5 months ago
Collingwood, Canada Blue Mountain Honda Full time**Blue Mountain Honda** is seeking a strong leader to join the business office in the position of **Financil Services Manager**! **About Us** Leggat Auto Group represents 12 dealerships across Southern Ontario. We are proud to be celebrating our 100th year of serving our communities. We are a family-owned auto group with almost 600 employees that is...
-
Member Services Representative
2 weeks ago
Collingwood, Canada Meridian Full timeDescription "> 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...
-
Sales Representative
5 months ago
Collingwood, Canada Blue Mountain Honda Full time**Blue Mountain Honda** is seeking a **Sales Representative** to join our team! As a **Sales Representative**, you believe and excel in immediate customer responsiveness and communication following the Leggat Digital Customer-Driven Standards and the Sales Policy Process. **About Us** Established in 1922, Leggat Auto Group is a family-owned business with...
-
Customer Service Sales Representative
3 weeks ago
Collingwood, Ontario, Canada HMG Careers Full timeAbout the RoleWe are seeking a highly motivated and adaptable individual to join our team as a Customer Service Sales Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide excellent customer service and support to clients via phone,...
-
Sales Representative
2 months ago
Collingwood, Canada Blue Mountain Honda Full timeAs a **Sales Representative**, you believe and excel in immediate customer responsiveness and communication following the Leggat Digital Customer-Driven Standards and the Sales Policy Process. **About Us** Established in 1922, Leggat Auto Group is a family-owned business with 12 dealerships across Southern Ontario. With over a century of experience, we are...
-
Sales Representative
5 months ago
Collingwood, Canada Cellcom Communications Full timeFounded in 1985, Cellcom Communications, **Authorized Bell Dealer**, stands out through his leadership and strong growth. Cellcom Communications is not only retail and business sales, but also a great, dedicated and passionate team! We are currently looking for a **Sales Representative** to join our team at **Bell Collingwood** **This is what we offer...
-
Bilingual Customer Service Representative
5 months ago
Collingwood, Canada SCI Supply Inc. Full time**Bilingual Customer Service Representative - Job Description** SCI Supply Inc. is a growing company within the medical supply market. The company retails and distributes medical supplies across Canada and the US. Customers rely on SCI Supply Inc. to provide them with the medical supplies they require for everyday life. And it does not take this...