Financial Services Representative

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience!

Responsibilities

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

Success Criteria

- Robust 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
- Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Salary Range: CAD 50,000 to 58,000 annually.

Location: 300 King George Rd, Unit J3 Brantford, ON N3R 5L8.

Benefits

- 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 credit and more
- Tuition reimbursement program
- Unique rewards and recognition program

As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us.

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.

#J-18808-Ljbffr

📌 Financial Services Representative - Full Time (Brantford)
🏢 Meridian Credit Union
📍 Brantford