Financial Services Representative

2 weeks ago

St Catharines, 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 our Pendale Branch, 210 Glendale Ave, St Catharines, ON L2T 3Y6.**

**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 it

  • Financial Service Representative

    3 weeks ago

    St. Catharines, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • Financial Service Representative

    2 weeks ago

    St. Catharines, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • Financial Service Representative

    2 weeks ago

    St. Catharines, Canada CURO Financial Technologies Corp Full time

    Overview: **If you are looking for more than a job, join Cash Money to start your career!** Come and work for an organization that offers quality consumer financial products, that is focused on Customer Service, and that has a technology lending platform that is integrated across store, online, mobile, and contact center touchpoints for a best-in-class...

  • 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...

  • Customer Service Representative

    3 weeks ago

    St. Catharines, Canada BMO Financial Group Full time

    31 King Street St Catharines Ontario,L2R 6W7 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...

  • Customer Service Representative

    1 week ago

    St. Catharines, Canada BMO Financial Group Full time

    121 Lakeshore Road St Catharines Ontario,L2N 2T7 This position has a guaranteed 12 hours per week. 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...

  • Customer Service Representative

    3 weeks ago

    St. Catharines, Canada BMO Financial Group Full time

    222 - 228 Glendale Avenue St Catharines Ontario,L2T 2K5 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...

  • Supervisor of Financial Services

    3 weeks ago

    St. Catharines, 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,...

  • Financial Customer Service Representative

    3 weeks ago

    St. Catharines, 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....

  • 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 Services Representative

    2 months ago

    St. Catharines, 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...

  • Financial Services Representative Ii

    3 weeks ago

    St. Catharines, 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...

  • Financial Services Representative Ii

    2 weeks ago

    St. Catharines, 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...

  • Financial Services Representative Ii

    7 days ago

    St. Catharines, 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...

  • Financial Customer Service Representative

    3 weeks ago

    St. Catharines, 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...

  • Financial Services Representative

    2 days ago

    St. Catharines, 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...

  • 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...

  • Financial Services Representative

    4 weeks ago

    St. Catharines, 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...

  • Customer Service Representative

    3 weeks ago

    St. Catharines, Canada BMO Financial Group Full time

    121 Lakeshore Road St Catharines Ontario,L2N 2T7 This 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 WEEK** **ST CATHARINES ONTARIO** **LAKESHORE & GENEVA BRANCH** Delivers exceptional service to BMO customers and prospects. Identifies customer...