Financial Services Representative
1 day ago
As a Financial Services Representative at Meridian, you will play a key role in delivering exceptional Member experiences and driving business growth. You will be responsible for understanding the financial needs of our Members and providing tailored solutions to meet their goals.
Key Responsibilities- 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, and promote the right solutions that fit their needs
- Maintain discretion and confidentiality to respect Members' privacy
- Resolve Member Concerns and build action plans to avoid issues
- Participate in branch activities to support expanding the Member relationship and growing our Digital Ambassador Program
- 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, and promoting inclusivity and a sense of belonging
- Continue individual learning and development to align with Meridian values, and deliver on action plans aligned with Employee Engagement results
- Promote Meridian in your community by participating in community activities or events, and 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
- 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, 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
- Effective organizational time management, and problem-solving skills
As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, including an impressive benefits package which includes:
- 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
You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will also receive the right training, tools, and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.
About MeridianMeridian 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 2,000 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 YouMeridian 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.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Please note that due to the volume of applications, only those under consideration will be contacted for an interview.
Thank you for your interest in Meridian Credit Union.
-
Customer Service Representative
1 week ago
Aurora, Ontario, Canada Metro Inc. Full timeJob Summary:Metro Inc. is seeking a highly motivated and customer-focused individual to join our Front End team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.Key...
-
Customer Service Representative
1 week ago
Aurora, Ontario, Canada Metro Inc. Full timeJob Summary:Metro Inc. is seeking a highly motivated and customer-focused individual to join our Front End team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.Key...
-
Manager of Financial Services
4 weeks ago
Aurora, Ontario, Canada Spacesaver Solutions Inc. Full timeSpacesaver Solutions Inc. is on the lookout for a proficient and seasoned Accounting Manager to enhance our finance division. This role will report directly to the Chief Financial Officer (CFO) and will entail supervising daily accounting operations, managing financial reporting workflows, overseeing payroll processes, and ensuring adherence to regulatory...
-
Customer Service Representative
4 days ago
Aurora, Ontario, Canada Metro Inc. Full timeJob Summary:Metro Inc. is seeking a highly motivated and customer-focused individual to join our Front End team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.Key...
-
Customer Service Representative
5 days ago
Aurora, Ontario, Canada Metro Inc. Full timeJob Summary:Metro Inc. is seeking a highly motivated and customer-focused individual to join our Front End team as a Customer Service Representative. As a key member of our sales team, you will be responsible for providing exceptional customer service, processing transactions, and maintaining a clean and organized store environment.Key...
-
Storage Customer Service Representative
1 week ago
Aurora, Ontario, Canada U-Haul Full timeJob Summary:U-Haul is seeking a Storage Customer Service Representative to join our team. As a Storage Customer Service Representative, you will be the face of our exceptional service, ensuring that customers receive the help they need on their journeys.Key Responsibilities:Support the site manager with facility operations, including maintaining a clean and...
-
Storage Customer Service Representative
1 week ago
Aurora, Ontario, Canada U-Haul Full timeJob Summary:U-Haul is seeking a Storage Customer Service Representative to join our team. As a Storage Customer Service Representative, you will be the face of our exceptional service, ensuring that customers receive the help they need on their journeys.Key Responsibilities:Support the site manager with facility operations, including maintaining a clean and...
-
Storage Customer Service Representative
4 days ago
Aurora, Ontario, Canada U-Haul Full timeJob Summary:U-Haul is seeking a Storage Customer Service Representative to join our team. As a Storage Customer Service Representative, you will be the face of our exceptional service, ensuring that customers receive the help they need on their journeys.Key Responsibilities:Support the site manager with facility operations, including maintaining a clean and...
-
Storage Customer Service Representative
5 days ago
Aurora, Ontario, Canada U-Haul Full timeJob Summary:U-Haul is seeking a Storage Customer Service Representative to join our team. As a Storage Customer Service Representative, you will be the face of our exceptional service, ensuring that customers receive the help they need on their journeys.Key Responsibilities:Support the site manager with facility operations, including maintaining a clean and...
-
Aurora, Ontario, Canada TorontoJobs Recruitment Division Full timeJob Summary:Our client, a leading construction and real estate company, is seeking an experienced Accounts Payable and Customer Service Representative to join their team.Key Responsibilities:Process and manage accounting emails and recordsScan and maintain hard copy records and filesManage budgets and trackers in Excel, ensuring accuracy and...
-
Aurora, Ontario, Canada TorontoJobs Recruitment Division Full timeJob Summary:Our client, a leading construction and real estate company, is seeking an experienced Accounts Payable and Customer Service Representative to join their team.Key Responsibilities:Process and manage accounting emails and recordsScan and maintain hard copy records and filesManage budgets and trackers in Excel, ensuring accuracy and...
-
Business Development Representative
7 days ago
Aurora, Ontario, Canada GoldenHome Cabinetry Eastern Canada Inc. Full timeAbout GoldenHome Cabinetry Eastern Canada Inc.We are a leading global cabinet maker with a strong presence in Eastern Canada. Our mission is to deliver high-quality frameless cabinetry to our customers while providing exceptional customer service.Job SummaryWe are seeking a highly motivated and experienced Sales Representative to join our team. As a Sales...
-
Business Development Representative
7 days ago
Aurora, Ontario, Canada GoldenHome Cabinetry Eastern Canada Inc. Full timeAbout GoldenHome Cabinetry Eastern Canada Inc.We are a leading global cabinet maker with a strong presence in Eastern Canada. Our mission is to deliver high-quality frameless cabinetry to our customers while providing exceptional customer service.Job SummaryWe are seeking a highly motivated and experienced Sales Representative to join our team. As a Sales...
-
Sales Representative
3 days ago
Aurora, Ontario, Canada GoldenHome Cabinetry Eastern Canada Inc. Full timeAbout GoldenHome Cabinetry Eastern Canada Inc.We are a leading manufacturer of high-quality frameless cabinetry, offering a range of finishes to meet the diverse needs of our customers. Our goal is to become a top-tier brand in the U.S. and Canadian markets by delivering superior products and exceptional customer service.Job SummaryWe are seeking an...
-
Sales Representative
3 days ago
Aurora, Ontario, Canada GoldenHome Cabinetry Eastern Canada Inc. Full timeAbout GoldenHome Cabinetry Eastern Canada Inc.We are a leading manufacturer of high-quality frameless cabinetry, offering a range of finishes to meet the diverse needs of our customers. Our goal is to become a top-tier brand in the U.S. and Canadian markets by delivering superior products and exceptional customer service.Job SummaryWe are seeking an...
-
Sales Representative
4 days ago
Aurora, Ontario, Canada GoldenHome Cabinetry Eastern Canada Inc. Full timeAbout the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at GoldenHome Cabinetry Eastern Canada Inc. as an Outside Sales Representative. This is a full-time position that requires a strong sales background and excellent communication skills.Key ResponsibilitiesAttend product training and meetings at our main...
-
Retail Sales Representative
1 week ago
Aurora, Ontario, Canada Acosta Full timeJob SummaryWe are seeking a highly motivated and charismatic Sales and Marketing Representative to join our team at Acosta. As a Sales and Marketing Representative, you will be responsible for promoting our products and services to customers in the field.Key ResponsibilitiesDevelop and execute sales strategies to meet or exceed sales targetsBuild and...
-
Retail Sales Representative
1 week ago
Aurora, Ontario, Canada Acosta Full timeJob SummaryWe are seeking a highly motivated and charismatic Sales and Marketing Representative to join our team at Acosta. As a Sales and Marketing Representative, you will be responsible for promoting our products and services to customers in the field.Key ResponsibilitiesDevelop and execute sales strategies to meet or exceed sales targetsBuild and...
-
Sales Representative
4 days ago
Aurora, Ontario, Canada GoldenHome Cabinetry Eastern Canada Inc. Full timeAbout the RoleWe are seeking a highly motivated and experienced Sales Representative to join our team at GoldenHome Cabinetry Eastern Canada Inc. as an Outside Sales Representative. This is a full-time position that requires a strong sales background and excellent communication skills.Key ResponsibilitiesAttend product training and meetings at our main...
-
Financial Data Coordinator
2 weeks ago
Aurora, Ontario, Canada CB Canada Full timeJob Title: Accounting ClerkCompensation: $21.38 to $24.75 hourlyAn Accounting Clerk position is available through a reputable organization in a dynamic environment, with duties including invoice matching, data entry, and support with financial transactions and record-keeping. This opportunity offers a collaborative and team-oriented setting, along with...
