Banking Relationship Manager

2 weeks ago

Huron East, Ontario, Canada Meridian Full time
About the Role

We are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. As a key member of our team, you will be responsible for providing exceptional customer service and building strong relationships with our members.

Key Responsibilities
  • 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
Requirements
  • 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
What We Offer
  • 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
About Meridian

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 Commitment to You

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and members in which we live and serve.

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