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

Solid 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.

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