Financial Services Representative - Full Time

Job Category: Retail

Requisition Number: FINAN

- Posted: July 14, 2026
- Full-Time
- On-site

Locations

Showing 1 location

Roundhouse Centre
Windsor, ON N8X 3Y9, CAN

Description

As our 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 and provide the appropriate advice and recommendations. This will include completing front line transactional services to support our Members day to day banking, as well as an opportunity to grow by fulfilling advisory sales roles such as opening new accounts, offering credit, deposit, identifying opportunities for wealth referrals, and positioning Meridian’s products and services to add value to our Members’ financial well‑being.

Employee Experience

- Part of an engaged team that is aligned to key business drivers and delivering on outcomes.
- Is Highly Engaged
- Demonstrates empathy with colleagues
- Communicates thoughts and ideas openly
- Respects others and their opinions/ideas
- Values diversity of thought and promotes inclusion
- Be a highly engaged team player working cooperatively with your peers within the branch and across Meridian including corporate office and other Member Experience partners.
- Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
- Actively participate and support the team in the planning process, assisting with implementation and providing feedback.
- Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
- Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.
- Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross‑functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals.
- Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program.

Member Experience

- Delivers an exceptional Member experience and offers insights to continually grow our Member Experience.
- Serves Members with excellence
- Demonstrates patience in difficult situations
- Shows empathy to Members’ perspectives
- Understands how Meridian’s products and services can add value to our Members
- Provide a superior Member experience through the identification and promotion of products and services. Where appropriate provide qualified referrals based on the needs identified through proactive probing.
- Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.
- Ensure proper due diligence by posting all transactions accurately and timely




- Take responsibility to ensure accuracy and completeness of all work.
- Maintain discretion and confidentiality to respect Members privacy.
- Identify and fulfill Member requests and identify opportunities to grow the relationship.
- Demonstrates excellent listening and strong consultative skills.
- Embraces virtual technology platforms and leverages them to host meetings and engage in impactful communication with Members
- Removes systemic barriers to exceptional Member Experience.
- Identify and contributes to the continuous enhancement of the Member Experience while leveraging Voice of Employee.
- With autonomy to resolve Member Concerns - look to create action plans to avoid escalation in the future.
- Engage in revenue generation and sales‑based activities in order to achieve performance objectives.
- Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.
- Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
- Open new Member accounts using account opening strategies

- Establishing a compelling vision and executes on strategy.

- Takes initiative and accountability – knows what needs to get done
- Communicates effectively
- Knows the business and their function deeply
- Understands their role in the organization
- Develops cross functional relationships
- Working with the Branch leadership, execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration.
- Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.

Community Experience

- Participate and execute with the team our Community engagement plan
- Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
- Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events

How you will succeed:

Knowledge, Skills, and Abilities

- Strong desire for career growth within the financial services industry
- Strong business acumen and financial industry knowledge
- Flexible to work all scheduled hours which include evenings and weekends
- Strong knowledge of computer systems.
- Ability to make decisions, act decisively and provide friendly and personable service.
- Strong negotiation, interpersonal, written and oral communication skills. Must be able to mitigate and resolve Member Concerns
- Effective organizational time management, and problem‑solving skills; ability to grasp concepts and processes quickly; demonstrated ability to partner and influence.




- Embraces virtual technology platforms for use in both Member and Meridian partner meetings
- Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.
- Proven track record of bringing current ideas forward, while staying on top of trends in the marketplace
- Member Experience focused, with the enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions.
- Member Focus – Personally demonstrating that our Members are our highest priority.
- Proactive – Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
- Open Communication – Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
- 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.
- Partner Orientation – Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.
- Integrity – Doing the right thing by always acting with openness, honesty and respect.
- Talent Developer: nurtures and supports direct reports, identifies robust 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; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

Education, Work Experience, and Professional Designations/Certifications

- Post‑secondary education or equivalent work experience in a financial services sales environment an asset

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

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

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.

Join our team! This role is based in‑office at our Roundhouse Centre Branch in Windsor, located at 3065 Howard Ave Unit 1, Windsor, Ontario, N8X 3Y9.

Benefits

- Paid vacation time, and other time off
- Financial benefits including free banking, and special rates on mortgages, lines of credit and more
- Unique rewards and recognition program

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.

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