Financial Services Representative
1 month ago
Description
">Why Meridian?
At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
Find our story here:Our Retail Banking Practice:
Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.
We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.
Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.
As a Financial Services Representative:
You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience
In this role, your primary responsibilities will be to understand the financial needs of our Members to provide the appropriate solutions. This will include completing front line transactional services to support their day to day banking, as well as the opportunity to grow by fulfilling advisory sales such as opening new accounts, offering credit, deposit, finding opportunities for wealth referrals.
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
- 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
- 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
- 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
Join us This role is in office at 49 Main Street South. Seaforth, ON N0K 1W0 .
What's in it for you?
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.
Our Story:
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 plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.
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.
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.
Follow us on Twitter at
-
Financial Services Representative
3 weeks ago
Huron East, Ontario, Canada Meridian Full timeAbout the RoleWe 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 support to our members.Key ResponsibilitiesMember ExperienceIdentify and fulfill member account requests and identify...
-
Financial Services Representative
2 weeks ago
Huron East, Ontario, Canada Meridian Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Meridian. As a key member of our Member Experience team, you will play a critical role in delivering exceptional service to our Members and helping them achieve their financial goals.Key ResponsibilitiesMember Account Management:...
-
Financial Services Representative
2 weeks ago
Huron East, Ontario, Canada Meridian Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Financial Services Representative to join our team at Meridian. As a key member of our Member Experience team, you will play a critical role in delivering exceptional service to our Members and helping them achieve their financial goals.Key ResponsibilitiesMember Account Management:...
-
Financial Services Professional
1 week ago
Huron East, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Representative at Meridian, you will play a vital 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 ResponsibilitiesIdentify and fulfill Member account...
-
Financial Services Professional
7 days ago
Huron East, Ontario, Canada Meridian Full timeRole OverviewAs a Financial Services Representative at Meridian, you will play a vital 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 ResponsibilitiesIdentify and fulfill Member account...
-
Insurance Customer Service Representative
3 weeks ago
East Angus, Quebec, Canada Aleem Ravji Insurance and Financial Services Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Customer Service Representative to join our team at Aleem Ravji Insurance and Financial Services. As a key member of our team, you will play a crucial role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide prompt,...
-
Insurance Customer Service Representative
3 weeks ago
East Angus, Quebec, Canada Aleem Ravji Insurance and Financial Services Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Insurance Customer Service Representative to join our team at Aleem Ravji Insurance and Financial Services. As a key member of our team, you will play a crucial role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Service: Provide prompt,...
-
Financial Service Representative Ii
3 months ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Financial Services Representative
12 hours ago
Lachine East, Canada Financière Sun Life Full timeUnlock Your Potential with Financière Sun LifeAre you looking for a challenging and rewarding career in the financial services industry? Do you have a passion for helping others achieve their financial goals? As a Sun Life Financial advisor, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on...
-
Financial Services Representative
9 hours ago
Lachine East, Canada Financière Sun Life Full timeUnlock Your Potential with Financière Sun LifeAre you looking for a challenging and rewarding career in the financial services industry? Do you have a passion for helping others achieve their financial goals? As a Sun Life Financial advisor, you will have the opportunity to work with a wide range of clients, providing them with expert advice and guidance on...
-
Customer Experience Specialist
3 weeks ago
Huron East, Ontario, Canada Meridian Full timeAbout the RoleWe 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 support to our members.Key ResponsibilitiesMember ExperienceIdentify and fulfill member account requests and identify...
-
Banking Relationship Manager
3 weeks ago
Huron East, Ontario, Canada Meridian Full timeAbout the RoleWe 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 ResponsibilitiesMember ExperienceIdentify and fulfill member account...
-
Banking Relationship Manager
3 weeks ago
Huron East, Ontario, Canada Meridian Full timeAbout the RoleWe 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 ResponsibilitiesMember ExperienceIdentify and fulfill member account...
-
B2c Sales Agent
3 months ago
Huron East, Canada Centennial Windows & Doors Full time**Are you a top performing salesperson, looking for an amazing opportunity?** **We generate the leads; you close the sales. Work directly with the homeowner, matching their needs with the benefits of our industry leading, award-winning products.** **Top sales agents last year made over $250,000.** Due to continued growth, we are currently looking for B2C...
-
Insurance Advisor
6 days ago
East Angus, Quebec, Canada Aleem Ravji Insurance and Financial Services Full timeInsurance Advisor Job DescriptionWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team at Aleem Ravji Insurance and Financial Services. As an Insurance Advisor, you will play a key role in helping our clients achieve their financial goals and protect their families with tailored insurance solutions.Key...
-
Insurance Advisor
6 days ago
East Angus, Quebec, Canada Aleem Ravji Insurance and Financial Services Full timeInsurance Advisor Job DescriptionWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team at Aleem Ravji Insurance and Financial Services. As an Insurance Advisor, you will play a key role in helping our clients achieve their financial goals and protect their families with tailored insurance solutions.Key...
-
Client Service Representative
3 months ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Client Service Representative
3 months ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
-
Associate Vice-President, Financial Services
2 weeks ago
East Bay, Canada California State University Full timeJob no: 542410 Work type: Management (MPP) Location: East Bay Categories: MPP, Administrative, At-Will, Compliance/Legal, Finance/Accounting, Full Time, On-site (work in-person at business location) Salary and Benefits PLEASE NOTE: The starting salary placement depends on qualifications and experience and is anticipated to be in the range of $170,000 per...
-
Client Service Representative
3 months ago
East Gwillimbury, Canada CIBC Full timeWe’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...
