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Financial Services Professional

2 months ago

St Catharines, Ontario, Canada Meridian Full time
About the Role

As a Financial Services Associate at Meridian, you will play a key role in providing exceptional member experiences and driving business growth. This is an exciting opportunity to join a dynamic team of financial services professionals who are dedicated to delivering innovative solutions and exceeding member expectations.

Key Responsibilities
  • Member Experience
    • Understand how Meridian's products and services can add value to our members
    • Provide investment advice by identifying and promoting solutions that meet our member needs
    • Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
    • Engage in revenue generation and sales-based activities to achieve performance objectives
    • Use provided tools to proactively identify and promote opportunities with all members to deepen relationships and provide flawless service experiences
    • Maintain discretion and confidentiality to respect member's privacy
  • 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
    • Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback
  • Community Experience
    • Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
    • Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation, and delivery of Meridian-hosted Community events.
Requirements
  • Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales
  • Strong business and financial industry knowledge, with a desire for career growth within the financial services industry
  • MFDA license an asset
  • Flexible to work all scheduled hours, including some evenings and weekends
  • Proven understanding of computer systems and programs, including Microsoft Office, and Outlook
  • Strong negotiation, interpersonal, written, and oral communications skills, including coaching and leadership skills
  • Effective organizational time management and problem-solving skills
What We Offer
  • A competitive compensation package, including a living wage and benefits
  • A comprehensive training program to support your career growth and development
  • A dynamic and inclusive work environment that encourages creativity, curiosity, and celebrates success
  • The opportunity to work with a diverse team of professionals who are passionate about delivering exceptional member experiences
  • A chance to make a meaningful impact in the lives of our members and contribute to the success of Meridian Credit Union