Financial Service Administrator Lead

2 weeks ago

Burlington, Ontario, Canada Meridian Credit Union Ltd Full time

Discover a fulfilling career at Meridian Credit Union Ltd, where you can grow professionally and make a meaningful impact on our members' lives.

Job Overview

We are seeking an experienced Financial Service Administrator Lead to join our team. As a key member of our branch sales team, you will play a crucial role in providing exceptional member experiences and driving business growth.

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 members' 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 members' 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
    • 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
What You Need to Succeed
  • Post-secondary education with at least 3 years of equivalent work experience in a financial services environment
  • 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, including 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
Benefits and Perks
  • Paid vacation time and other time off
  • Financial benefits, including free banking and special rates on mortgages, lines of credit, and more
  • Unique rewards and recognition program

Our Estimated Salary Range: $60,000 - $80,000 per year, depending on experience.

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