Banking Associate
1 week ago
As a Financial Services Associate at Meridian, you will be part of a team of highly engaged financial service professionals dedicated to providing an exceptional Member Experience.
Key Responsibilities- Understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs.
- Offer large or more complex credit and investment advice.
- Meet and exceed specific individual and team-based business goals.
- Manage Member portfolios to genuinely build relationships with Members.
- 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 in order 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.
- Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments.
- 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.
- 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.
- 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.
- At minimum, MFDA licensing is required for most roles.
- 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, including coaching and leadership skills.
- Effective organizational time management, and problem-solving skills.
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Business Banking Associate
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Business Banking Associate
1 week ago
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Burlington, Ontario, Canada Scotiabank Full timeJob SummaryThis is a challenging and rewarding role that requires a strong understanding of commercial banking principles and practices. As an Associate Group Lead, Commercial Banking, you will be responsible for leading a team of Client Service Associates in Mid-Market, providing guidance and support to ensure the successful delivery of commercial banking...
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Burlington, Ontario, Canada Scotiabank Full timeJob SummaryThis is a challenging and rewarding role that requires a strong understanding of commercial banking principles and practices. As an Associate Group Lead, Commercial Banking, you will be responsible for leading a team of Client Service Associates in Mid-Market, providing guidance and support to ensure the successful delivery of commercial banking...
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