Financial Services Representative

3 months ago

Beamsville, 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 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 **4520 Ontario St, Beamsville, ON L3J 0B7.**

**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 r

  • Member Services Representative

    5 months ago

    Beamsville, 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...

  • Client Service Representative

    5 months ago

    Beamsville, Canada CIBC Full time

    We’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

    Beamsville, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 492050 Work Type: Contract It is a great time to join the CRH Canada team! CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results. We are building a world - class team. Make your mark! You will be a successful addition to our team if you look at change as an opportunity...

  • Customer Service Representative

    5 months ago

    Beamsville, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 496657 Work Type: Contract It is a great time to join the CRH Canada team! CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results. We are building a world - class team. Make your mark! You will be a successful addition to our team if you look at change as an opportunity...

  • Customer Service Representative

    5 months ago

    Beamsville, Canada CRH Canada Full time

    **Job ID**: 496657 **Work Type**: Contract It is a great time to join the CRH Canada team! CRH Canada is going through an exciting business transformation which demands first-class Talent Management support to drive results. We are building a world - class team. Make your mark! You will be a successful addition to our team if you look at change as an...

  • Customer Service Representative

    5 months ago

    Beamsville, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 489095 Work Type: Contract Dufferin Concrete, A CRH Company is currently hiring a **Customer Service Representative** to join their growing team! **Who we are** Recognized as one of Greater Toronto's Top 100 Employers, Dufferin Concrete has been a trusted supplier, providing the materials, expert advice and value-added services to build roads,...

  • Customer Service Representative

    5 months ago

    Beamsville, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 489095 Work Type: Contract **DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA** Who we are Recognized as one of Greater Toronto's Top 100 Employers, Dufferin Concrete has been a trusted supplier, providing the materials, expert advice and value-added services to build roads, highways, schools, homes and buildings in...

  • Customer Service Representative

    5 months ago

    Beamsville, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 486260 Work Type: Contractuel **DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA** **Overview**: Reporting to the CSR Lead, the Customer Service Representative (CSR) is responsible for delivering an exceptional customer experience throughout the dispatching process. As the first point of contact the CSR must be able to...

  • Customer Service/sales Representative

    2 months ago

    Beamsville, Canada Smart Film Full time

    **About us** We are looking for a dynamic and driven Inside Sales Representative to join our team. If you have a passion for technology, a knack for sales, and a desire to grow in a rapidly expanding industry, this is the perfect opportunity for you. *Job Summary* *Duties* - Engage with customers to provide information about products and services - Assist...

  • Sales Representative

    5 months ago

    Beamsville, Canada LandArt Full time

    LandArt is a high-end residential construction business located in the heart of wine country in Beamsville, ON. We service the Golden Horseshoe area, working anywhere from Burlington to Hamilton to Niagara-on-the-Lake. We offer career opportunities that will provide year-round employment, complete with health care benefits and a pension plan, as well as...

  • Business Development Representative

    5 months ago

    Beamsville, Canada Enertec Engineering & Mechanical Full time

    **Business Development Representative** Enertec is a well-established and growing Niagara-based company looking for a Business Development Representative for our Engineering and HVAC Services division. This is an entry level, junior opportunity with the potential for long-term growth. This opportunity features a highly competitive compensation package with...

  • Technical Sales Representative

    5 months ago

    Beamsville, Canada Enertec Engineering & Mechanical Full time

    **Technical Sales Representative** Enertec is a well-established and growing Niagara-based company looking for a Technical Sales Representative for our Engineering and HVAC Services division. This opportunity features a highly competitive compensation package with comprehensive insurance and benefits. **Role Responsibilities**: - Close and grow sales...

  • Customer Service Representative 1 1 1 1

    5 months ago

    Beamsville, Canada Dufferin Concrete - A CRH Company Full time

    Job ID: 480418 Work Type: Contract **DELIVER CONCRETE RESULTS - JOIN THE DUFFERIN CONCRETE TEAM AT CRH CANADA** **WE ARE HIRING READY MIX DRIVERS!!** **JOIN THE GLOBAL LEADER IN CONSTRUCTION FOR A REWARDING CAREER** **Attach Commercial Vehicle Operator Record (CVOR) and Drivers Abstract along with Resume** **Overview**: Reporting to the CSR Lead, the...

  • Temporary Part Time Christmas Kettle Worker

    4 days ago

    Beamsville, Canada The Salvation Army Full time

    The Salvation Army Christmas Kettle Campaign is part of a century old tradition to contribute towards building strong communities by helping TSA to give hope to other **KEY RESPONSIBILITIES**: **Incumbent may perform all, some, or similar range of duties as below.** - Remain at the Kettle for the full shift (until relieved), ensuring security of donations...

  • Chicken Catcher

    5 months ago

    Beamsville, Canada Moonfleet Poultry Services Full time

    Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: No degree, certificate or diploma - Experience: Will train **Work site environment**: - Chicken farming - Other poultry farming - Outdoors - Turkey farming - At heights - Confined spaces - Dangerous - Wet/damp - Noisy - Odours - Dusty - Hot **Work setting**: - Staff...

  • Chicken Catcher

    5 months ago

    Beamsville, Canada Moonfleet Poultry Services Full time

    Durée de l'emploi: Permanent - Langue de travail: Anglais - Heures de travail: 40 hours per week - Education: - Expérience: **Education**: - No degree, certificate or diploma **Work site environment**: - Chicken farming - Other poultry farming - Outdoors - Turkey farming - At heights - Confined spaces - Dangerous - Dusty - Hot - Noisy - Odours -...

  • Chicken Catcher

    4 months ago

    Beamsville, Canada Moonfleet Poultry Services Full time

    Work Term: Permanent - Work Language: English - Hours: 40 hours per week - Education: No degree, certificate or diploma - Experience: Will train **Work site environment**: - Chicken farming - Other poultry farming - Outdoors - Turkey farming - At heights - Confined spaces - Dangerous - Dusty - Hot - Noisy - Odours - Wet/damp **Work setting**: - Rural...

  • Représentant ou Représentante Du Service à La

    5 months ago

    Beamsville, Canada LCBO Full time

    LCBO - Customer Service Representative Starting Pay: $16.75 with the opportunity to grow through an established wage grid Location Address: 4315 Ontario Street, Beamsville Number of Openings: 2 Job Posting Description: Vous laissez une impression durable sur les personnes que vous rencontrez? Vous avez une personnalité charismatique et aimez interagir...

  • Office Administrator

    5 months ago

    Beamsville, Canada Maple Manufacturing - a division of Niagara Piston Inc. Full time

    **Requirements** - College/post secondary education. - 3-5 years purchasing experience. - Payroll experience preferred. - Knowledge of MPS/MRP. - Advanced ability to effectively problem-solve, communicate (orally and in writing), lead business discussions and train others. - Team player within multi-disciplined team. - Strong organizational skill set. -...

  • Client Care Representative

    5 months ago

    Beamsville, Canada LandArt Full time

    LandArt is a high-end residential construction business located in the heart of wine country in Beamsville, ON. We service the Golden Horseshoe area, working anywhere from Burlington to Hamilton to Niagara-on-the-Lake. We offer career opportunities that will provide year-round employment, complete with health care benefits and a pension plan, as well as...