Job Category : Contact CentreRequisition Number : FINAN007369Locations531 Lake St, St Catharines, ON L2N 4H6, CANWhat you'll doEmployee ExperiencePart of an engaged team aligned to key business drivers and delivering on outcomes.Is highly engaged, demonstrates empathy with colleagues and communicates ideas openly.Respects others and their opinions, values diversity of thought, and promotes inclusion.Builds and maintains internal relationships within Member Experience teams and cross‐functional departments.Participates and leads Contact Centre activities in support of expanding member relationships and growing share of wallet.Advocates for the Contact Centre, advances innovative thinking, and promotes an entrepreneurial growth mindset.Member ExperienceDelivers an exceptional member experience and offers insights to continually grow it.Serves members with excellence, demonstrating patience and empathy.Provides investment advice by identifying solutions that fit member needs.Approves or recommends credit products within approval limits and performs thorough credit interviewing.Engages in revenue generation and sales activities to achieve performance objectives.Opens new member accounts using account opening strategies.Manages mutual fund accreditation and maintains knowledge of economic and market conditions.Uses Meridian tools to proactively identify and promote opportunities with members.Embraces virtual technology platforms to host meetings and engage in communication.Earns the right to ask for business and drive new referrals to appropriate partners.Resolves problems at first point of contact or refers complex concerns appropriately.Balances daily work with compliance, audit, policies and procedures.Maintains discretion and confidentiality respecting member privacy.Demonstrates strong listening,



consultative skills and removes systemic barriers to exceptional experience.Identifies and contributes to continuous enhancement of the member experience.Community ExperienceParticipates in and executes the community engagement plan, promoting Meridian Credit Union through events.What you can bring to MeridianKnowledge, Skills, and AbilitiesStrong desire for career growth within the financial services industry.Strong business acumen and financial industry knowledge.Excellent organizational and member service skills.Strong knowledge of computer systems.Flexible to work all scheduled hours, including evenings and weekends.Decisive decision‐making and personable service.Robust negotiation, interpersonal, written and oral communication skills.Effective time management, problem‐solving, and ability to partner and influence.Embrace virtual technology platforms for member and partner meetings.Collaborates with leadership to develop plans supporting strategic objectives.Proven track record of introducing new ideas and staying on top of industry trends.Member‐experience focused with enthusiasm to meet and exceed goals.Proactive, open communication, and business savvy.Integrity, talent development, and creating a supportive team environment.Education, Work Experience, and Professional Designations/CertificationsPost‐secondary education and at least 3 years of equivalent work experience in a financial services sales environment with a proven track record.MFDA licensing required.Salary RangeCAD $60,000 – $64,000 annuallyEEO StatementQualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will provide reasonable accommodation for individuals with disabilities. Please contact us to request accommodation.#J-18808-Ljbffr

📌 Financial Services Associate – Contact Centre – Full-Time (Hybrid) - C$60,000 - C$64,000 A Year (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines