Current jobs related to Banking Associate - Burlington, Ontario - Meridian

  • Business Banking Professional

    4 weeks ago

    Burlington, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryThis is an exciting opportunity to join our Commercial Banking team as a Business Banking Associate. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also developing your skills and knowledge in commercial lending and risk management.Key ResponsibilitiesProvide...

  • Business Banking Professional

    4 weeks ago

    Burlington, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryThis is an exciting opportunity to join our Commercial Banking team as a Business Banking Associate. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients, while also developing your skills and knowledge in commercial lending and risk management.Key ResponsibilitiesProvide...

  • Commercial Banking Associate

    4 weeks ago

    Burlington, Ontario, Canada CIBC Full time

    Commercial Banking Role at CIBCNous sommes à la recherche d'un professionnel passionné pour rejoindre notre équipe de Commercial Banking à CIBC. En tant que membre de notre équipe, vous contribuerez à la croissance de nos clients en fournissant des solutions financières innovantes et personnalisées.ResponsabilitésAssister les gestionnaires de...

  • Commercial Banking Associate

    4 weeks ago

    Burlington, Ontario, Canada CIBC Full time

    Commercial Banking Role at CIBCNous sommes à la recherche d'un professionnel passionné pour rejoindre notre équipe de Commercial Banking à CIBC. En tant que membre de notre équipe, vous contribuerez à la croissance de nos clients en fournissant des solutions financières innovantes et personnalisées.ResponsabilitésAssister les gestionnaires de...

  • Commercial Banking Associate

    4 weeks ago

    Burlington, Ontario, Canada CIBC Full time

    Commercial Banking Role at CIBCNous sommes à la recherche d'un professionnel passionné pour rejoindre notre équipe de Commercial Banking à CIBC. En tant que membre de notre équipe, vous contribuerez à la croissance de nos clients en fournissant des solutions financières innovantes et personnalisées.ResponsabilitésAssister les gestionnaires de...

  • Commercial Banking Associate

    4 weeks ago

    Burlington, Ontario, Canada CIBC Full time

    Commercial Banking Role at CIBCNous sommes à la recherche d'un professionnel passionné pour rejoindre notre équipe de Commercial Banking à CIBC. En tant que membre de notre équipe, vous contribuerez à la croissance de nos clients en fournissant des solutions financières innovantes et personnalisées.ResponsabilitésAssister les gestionnaires de...

  • Customer Banking Specialist II

    4 weeks ago

    Burlington, Ontario, Canada TD Bank Full time

    Overview:As a Customer Banking Specialist II Float, you will play a pivotal role in enhancing the customer experience at TD Bank. This position is designed for individuals who excel in providing personalized financial solutions and are adaptable to various banking environments.Work Location:Multiple locations within the designated region.Hours:40 hours per...

  • Wealth Management Associate Program

    1 month ago

    Burlington, Ontario, Canada Scotiabank Full time

    Unlock Your Potential in Private BankingScotiabank is seeking highly motivated and sales-driven individuals to join our Wealth Management Associate Program. As a Private Banking Associate, you will have the opportunity to develop core credit underwriting and relationship management skills, working closely with high-net worth clients to meet their financial...

  • Wealth Management Associate Program

    1 month ago

    Burlington, Ontario, Canada Scotiabank Full time

    Unlock Your Potential in Private BankingScotiabank is seeking highly motivated and sales-driven individuals to join our Wealth Management Associate Program. As a Private Banking Associate, you will have the opportunity to develop core credit underwriting and relationship management skills, working closely with high-net worth clients to meet their financial...

  • Senior Customer Experience Associate

    2 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    At Scotiabank, we're looking for a Senior Customer Experience Associate to join our team. As a key member of our Canadian Banking Branch network, you'll play a vital role in providing exceptional service to our customers.About the RoleOur Senior Customer Experience Associates are the face of our branches, and we're seeking an enthusiastic and driven...

  • Customer Experience Associate

    1 week ago

    Burlington, Ontario, Canada Scotiabank Full time

    Requisition ID: 209879At Scotiabank, we're committed to delivering exceptional customer experiences. As a Customer Experience Associate, you'll be the face of our branches, connecting with customers in a relatable way.Key responsibilities include:Discovering customer needs and listening to understand their requestsProcessing day-to-day transactionsNurturing...

  • Customer Experience Associate

    4 weeks ago

    Burlington, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for delivering exceptional customer experiences, providing financial services, and supporting the achievement of business objectives.Key...

  • Customer Experience Associate

    4 weeks ago

    Burlington, Ontario, Canada The Toronto-Dominion Bank (Canada) Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Customer Experience Associate to join our team at The Toronto-Dominion Bank (Canada). As a key member of our branch team, you will be responsible for delivering exceptional customer experiences, providing financial services, and supporting the achievement of business objectives.Key...

  • Associate Advisor

    3 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

  • Associate Advisor

    3 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

  • Wealth Management Associate Program

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Unlock Your Potential in Private BankingScotiabank is seeking highly motivated and sales-focused individuals to join our Wealth Management Associate Program. As a Private Banking Associate, you will have the opportunity to develop core credit underwriting and relationship management skills, working closely with high-net worth clients and private bankers.Key...

  • Wealth Management Associate Program

    4 weeks ago

    Burlington, Ontario, Canada Scotiabank Full time

    Unlock Your Potential in Private BankingScotiabank is seeking highly motivated and sales-focused individuals to join our Wealth Management Associate Program. As a Private Banking Associate, you will have the opportunity to develop core credit underwriting and relationship management skills, working closely with high-net worth clients and private bankers.Key...

  • Financial Services Associate

    3 weeks ago

    Burlington, Ontario, Canada Meridian Full time

    Job Title: Financial Services AssociateMeridian is seeking a highly motivated and experienced Financial Services Associate to join our team. As a key member of our retail banking practice, you will be responsible for providing exceptional member experiences and delivering financial solutions that meet their needs.Key Responsibilities:Understand the financial...

  • Associate Advisor

    4 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled and motivated Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor with clients and prospects,...

  • Associate Advisor

    3 weeks ago

    Burlington, Ontario, Canada Royal Bank of Canada> Full time

    Job SummaryRoyal Bank of Canada is seeking a highly skilled Associate Advisor to join our team. As a key member of our Advisory Team, you will play a critical role in deepening client relationships and identifying new business opportunities.Key ResponsibilitiesCoordinate meetings and events for the Investment Advisor, including agenda planning, documentation...

Banking Associate

2 months ago

Burlington, Ontario, Canada Meridian Full time
About the Role

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.
What You'll DoMember 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 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.
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.
  • Support local community organizations and activities through Business Development and Good Neighbour Program.
What You Can Bring to Meridian
  • 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.