At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.

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 Branch Manager:

The Branch Manager II is accountable for providing leadership and direction to a team of financial services and sales professionals while supporting Meridian’s mission statement. The incumbent will be responsible for the overall growth of Meridian’s portfolio by pro-actively promoting Meridian’s profile and expanding our local market share. In addition to the above responsibilities, the incumbent must have a passion for customer service, ensuring that Meridian maintains its tradition of exceeding customer expectations.

Business Development In conjunction with the District Vice President, set long and short-term business development and sales objectives to ensure achievement of targets in support of Meridian’s overall business objectives. Achieves specific business development objectives while controlling risk, expenses and maintaining revenues to plan. Provides regular reports and updates on competitive market intelligence, market situations, Member needs and interests and the potential for new products and services.

Partners with Commercial Account Managers, Cash Management Specialists, Senior Small Business Advisors and Senior Wealth Advisors to generate deposits and relationship growth, and share best practices. Provides integrated delivery of financial services and products, including customized lending, cash management, and investment management with a thorough knowledge and understanding of all Meridian products and services and their related features and benefits. Actively promotes the development of Centres of Influence (COI) as sources of referral business.

Pursues and generates new business opportunities through contact with local businesses and active participation with local community organizations to maximize networking and relationship building opportunities. Successfully implements Corporate marketing programs in support of business development objectives and achieving business plan projections resulting in a balanced growth of the book of business.

Branch Management

Demonstrates effective leadership by empowering performance, giving constructive one on one coaching, and building a team atmosphere through positive interactions.

Models

Meridian’s corporate values consistently demonstrating Meridian’s values in action A credible leader fostering greater pride in the organization, a strong spirit of cooperation and teamwork,



and feelings of ownership and personal responsibility. Well-developed coaching skills using a variety of coaching techniques to support achievement of desired goals. Shares knowledge/experience with others and supports them in their development goals Develops and implements branch strategies, goals, objectives, and related activities to achieve a high standard of Member service, optimal business retention, profitable growth and productivity.

Leads branch activities aimed at portfolio, Member and new business development. Achieves results by capitalizing on opportunities and leveraging experiences and knowledge of the team and internal business partners.

Community Engagement

Acts as an ambassador within the local community, promoting the Meridian Credit Union brand. Develops, executes and participates in activities within the local community that enhance a strong business partnership. Maintains a highly visible presence in the local community through civic volunteer and community work and involvement in the community’s business affairs.

A team building leadership style that will be effective in coaching, developing, retaining, and motivating a team. Must have experience managing a team. Developed sales management skills to set sales goals from overall plan and targets.

Ability to measure and monitor sales plans, targets, pipeline and activities. Ability to coach others on sales techniques to increase effectiveness A high level of energy with a results driven attitude in a growth cycle business environment. Adept at problem analysis and problem resolution, at both a strategic and functional level.

Demonstrates a high degree of adaptability, able to organize effectively and manage multiple priorities. Demonstrated ability to build networks and identify key contacts; Actively participates in business/professional associations to build networks and interact with organizations within the community Developed computer literacy sufficient to use Meridian applications and desktop tools (i.e. Ability to evaluate solutions in terms of business, financial and Member impacts.

Regular travel throughout the Niagara region, and within the province for business development, Member meetings, business meetings. Flexibility to work irregular hours will be required to accommodate Member meetings and networking and community involvement Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.

Talent Developer: nurtures and supports direct reports, identifies solid team members, develops digital and analytical skills in direct reports Creates a Supportive and Positive Team Environment: creates and contributes to a positive team environment which encourages innovation, risk taking,



and learning; leverages the strengths and opportunities of the broader marketing team Education, Work Experience, and Professional Designations/Certifications Demonstrated previous experience in a relevant financial services environment including personal account management and in-depth knowledge of all investment and lending products; advanced credit and interviewing techniques; Post-Secondary education in a business or related field.

Salary Range: CAD $90,000 – $99,000 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. This role is based out of our Barrhaven Branch, located at 51 Marketplace Ave, Building B, Unit 2, Nepean, ON. The successful candidate will support the Ottawa market and surrounding communities through branch leadership, business development, and community engagement activities. Build the Future of Banking with Us

We see talent as a catalyst for sustainable growth, community impact, and future-readiness.

Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency. Paid vacation time, and other time off Defined contribution pension matching Financial benefits including free banking, and special rates on mortgages, lines of credits and more 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. 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. Follow us on Twitter at @Meridian only posts jobs on our official Careers Site, LinkedIn, and Indeed.

If you find a Meridian job posting on any other site, please verify it by ensuring it directs back to our official career page.

📌 Temporary Area Manager (Canada)
🏢 Meridian Credit Union
📍 Canada