Member Services Representative

6 months ago

Ottawa, 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 Member 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, we will rely on you to provide compassionate service, while positioning Meridian’s products and services to add value to our Members’ financial wellbeing.
- Member Experience_
- Provide a superior Member experience through the identification and promotion of products and services and where appropriate, and provide qualified referrals based on identified needs
- Demonstrate perseverance in difficult situations by showcasing understanding to Members’ perspectives, and creating action plans to resolve their concerns if they arise
- Ensure proper due diligence by posting all transactions accurately and timely
- Maintain discretion and confidentiality to respect Members’ privacy
- 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**:

- Previous work experience in a customer service role, with cash handling experience as an asset
- High School diploma or relevant working experience
- Flexibility 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 **Ottawa** Branch, 99 Bank St Suite G001 Ottawa, ON K1P 6B9, CAN**

**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 retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliv

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