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Financial Services Specialist

2 months ago

Port Colborne, Ontario, Canada Meridian Full time
About the Role

We are seeking a Financial Services Associate to join our team at Meridian Credit Union. This role is based in our office located in Port Colborne, Ontario.

Key Responsibilities

The primary responsibilities of this position will include understanding the financial needs of our Members and providing appropriate advice and recommendations to fit their needs. This will involve offering large or complex credit and investment advice.

As a senior member of the branch sales team, you will be responsible for meeting and exceeding specific individual and team-based business goals. You will manage Member portfolios to build genuine relationships with Members.

What You'll Do:
  • 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.
  • Recommend 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 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.
  • Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace.
  • Continuously learn and develop to align with Meridian values while delivering on action plans aligned with Employee Engagement results.
  • Participate in planning processes, assist with implementation, and provide feedback.
Community Experience
  • Promote Meridian Credit Union in your community through participation in community activities or events.
  • Support local community organizations and activities through Business Development and Good Neighbour Program initiatives.
Requirements

This role requires a post-secondary education with at least 3 years of equivalent work experience in a financial services environment. A consistent track record in sales is essential. The ideal candidate will have 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. The ability to work flexible hours, including evenings and Saturdays, is also necessary.

Strong negotiation, interpersonal, written, and oral communication skills, including coaching and leadership skills, are required. Effective organizational time management and problem-solving skills are also essential.

What We Offer

We offer a competitive salary of $65,000 - $80,000 per year, depending on experience. In addition to a living wage, you will receive a benefits package that includes paid vacation time, employer-paid health benefits, defined contribution pension matching, and more.

You will also benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. We offer the right training, tools, and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders.