Financial Services Representative

3 weeks ago

Lincoln, Canada Meridian Full time

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
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
How you will succeed:

 

  • 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 4520 Ontario St, Beamsville, ON L3J 0B7.

 

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

    5 days ago

    Lincoln, New Brunswick, Canada Meridian Full time

    About 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:...

  • Regional Sales Representative

    3 weeks ago

    Lincoln, New Brunswick, Canada Republic Services Full time

    Company Overview:Republic Services, Inc. stands as a prominent entity in the environmental services sector, delivering a diverse array of products and services to clients throughout North America. With a strong commitment to sustainability and reducing carbon footprints, the organization is focused on fostering a greener future through its cutting-edge...

  • Sales Representative

    6 days ago

    Lincoln, New Brunswick, Canada Republic Services Full time

    About the Role:The Territory Sales Executive will play a critical role in driving profitable growth and expanding our customer base in the environmental solutions industry. This individual will be responsible for developing and maintaining relationships with key clients, identifying new business opportunities, and delivering exceptional customer service.Key...

  • Sales Representative

    4 days ago

    Lincoln, New Brunswick, Canada Republic Services Full time

    About the Role:The Territory Sales Executive will play a critical role in driving profitable growth and expanding our customer base in the environmental solutions industry. This individual will be responsible for developing and maintaining relationships with key clients, identifying new business opportunities, and delivering exceptional customer service.Key...

  • Customer Service Representative

    3 months ago

    Lincoln, Canada Hendriks Greenhouses Full time

    **Hendriks Greenhouses is looking for a customer focused, self starter to be the newest member of our dynamic Customer Services/Sales team!** **Please note that this position is a maternity leave coverage contract** At Hendriks Greenhouses, we are passionate about agriculture. Each day we focus our efforts on quality, service, and innovation. In doing so,...

  • Customer Experience Representative

    3 months ago

    Lincoln, Canada Enterprise Holdings Full time

    The Customer Experience Representative (CXR) will provide a high level of customer service by assisting both internal and external customers, primarily face-to-face, supporting their branch and rental needs. The CXR will gain knowledge through local training and hands-on experience to provide administrative support, service customers, and act as a rental...

  • Domino's Customer Service Representative

    3 months ago

    Lincoln, Canada Domino's Pizza Full time

    The Customer Service Expert’s role is crucial within the Domino’s system. We pride ourselves on offering fast and friendly service with a smile, and our CSEs lead the way in doing so. Within our fast paced environment, the role is primarily to offer top quality customer service by phone and in person at the counter. Customer Service Experts are expected...

  • Outside Sales Representative

    3 months ago

    Lincoln, Canada Westbrook Trailers Full time

    Family owned and professionally managed, **Westbrook Trailers **is a division of The Westbrook Group of Companies and specializes in the manufacturing of Galvalume steel light duty trailers, and partially assembled kit trailers. The **Sales Representative** will promote Westbrook's brand and product line to powersports and trailer dealers across North...

  • Service Manager

    3 months ago

    Lincoln, Canada J E Culp Transport Ltd Full time

    **Description**: - Responsible for scheduling and managing the inspection and repair of fleet equipment - Lead the maintenance team and schedule daily activities for maintenance personnel - Assist in hiring, motivating, development training and monitoring the performance of all maintenance staff - Coordinate and monitor department repair and employee work...

  • Junior Accountant

    4 weeks ago

    Lincoln, Canada Kelly Services, Inc. Full time

    Job Title: Junior AccountantSalary Range: $55,000 + BonusesPosition Type: Permanent, Full-timeHours: Monday- Friday; Steady days Work Location: Lincoln, ONThe Junior Accountant supports the accounting department by performing various financial tasks, including bookkeeping, reconciliations, and financial reporting. The role involves assisting in maintaining...

  • Team Member

    16 hours ago

    Lincoln, New Brunswick, Canada Tim Hortons Full time

    Job OverviewWe are seeking a highly motivated and friendly Team Member to join our team at Tim Hortons. As a Team Member, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key ResponsibilitiesWelcome guests and treat them warmly, making them feel valued and appreciated.Take orders, offer...

  • Team Member

    56 minutes ago

    Lincoln, New Brunswick, Canada Tim Hortons Full time

    Job OverviewWe are seeking a highly motivated and friendly Team Member to join our team at Tim Hortons. As a Team Member, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key ResponsibilitiesWelcome guests and treat them warmly, making them feel valued and appreciated.Take orders, offer...

  • Team Member

    5 days ago

    Lincoln, New Brunswick, Canada Tim Hortons Full time

    Job OverviewWe are seeking a highly motivated and friendly Team Member to join our team at Tim Hortons. As a Team Member, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key ResponsibilitiesWelcome guests and treat them warmly, making them feel valued and appreciated.Take orders and offer...

  • Team Member

    4 days ago

    Lincoln, New Brunswick, Canada Tim Hortons Full time

    Job OverviewWe are seeking a highly motivated and friendly Team Member to join our team at Tim Hortons. As a Team Member, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key ResponsibilitiesWelcome guests and treat them warmly, making them feel valued and appreciated.Take orders and offer...

  • Morning Team Member

    5 days ago

    Lincoln, New Brunswick, Canada Tim Hortons Full time

    Job OverviewWe are seeking a friendly and kind-hearted individual to join our team as a Morning Team Member. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key ResponsibilitiesWelcome guests and treat them warmlyTake orders, offer suggestionsEffectively prepare...

  • Morning Team Member

    4 days ago

    Lincoln, New Brunswick, Canada Tim Hortons Full time

    Job OverviewWe are seeking a friendly and kind-hearted individual to join our team as a Morning Team Member. As a key member of our team, you will be responsible for providing exceptional customer service and ensuring a positive experience for our guests.Key ResponsibilitiesWelcome guests and treat them warmlyTake orders, offer suggestionsEffectively prepare...

  • Service Manager

    3 months ago

    Lincoln, Canada J E Culp Transport Ltd Full time

    **Description**: - Responsible for scheduling and managing the inspection and repair of fleet equipment - Lead the maintenance team and assist shop supervisors with daily activities for maintenance personnel - Assist in hiring, motivating, development training and monitoring the performance of all maintenance staff - Coordinate and monitor department repair...

  • Bilingual Sales Support/customer Service

    3 months ago

    Lincoln, Canada Northland Floral Full time

    _**About us**_ Established in 1995 in the heart of Niagara Region, **Northland Floral Inc**. is an innovative and growing leader in the floral industry. It is our humble purpose to deliver memories across North America with our vast and unrivalled assortment of fresh cut flowers, bouquets, arrangements, potted plants, greens, and supplies. At Northland...

  • Field Sales Representative

    3 weeks ago

    Lincoln, New Brunswick, Canada CB Canada Full time

    Achieve Work-Life Harmony – Empower Your Community – Secure Financial Stability Position Summary: CB Canada presents an exceptional opportunity for entrepreneurial individuals to foster community connections by launching a local publication. Our sales professionals, referred to as Publishers, are responsible for selling both print and digital...

  • Poultry Handler

    3 weeks ago

    Lincoln, New Brunswick, Canada Moonfleet Poultry Services Full time

    Job OverviewWe are seeking a dedicated Poultry Handler to join our team at Moonfleet Poultry Services. This role involves working in a dynamic environment focused on the health and management of poultry.Employment DetailsJob Type: PermanentWork Language: EnglishWorking Hours: 40 hours per weekEducation RequirementsNo formal education is required for this...