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 engaging 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 Member Services Representative: As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. With your growth mindset you are adaptive, resilient, resourceful and creative. We value diversity of thoughts and promote inclusion.

As you take initiative and accountability you are joining a team that provides autonomy to get things done and will be accountable for a variety of support functions within the branch.

The Member Experience

Representative will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions. Values diversity of thought and promotes inclusion Be a highly engaged team player working co-operatively 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.

Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including our Digital Ambassador Program Serves Members with excellence Ensure proper due diligence by posting all transactions accurately and timely Embraces virtual technology platforms and leverages them to engage in impactful communication with Member. Works with the Branch leadership, to champion and implement corporate strategies and programs for the branch.



Participating in the development and implementation of branch business plans.

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. 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. Embraces virtual technology platforms for use with both Member and Meridian partners Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives. Proven track record of bringing new ideas forward, while staying on top of trends in the market place.

Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.

Talent Developer: nurtures and supports direct reports, identifies strong 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 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 Sales oriented with previous experience in a front-line sales role or service-related industry. High School diploma or relevant working experience Salary Range: CAD $45,000 – $49,900 annually Compensation for this role is based on a combination of skills, experience, and internal equity. This role is in office at our Orillia branch, located at 44 Mississauga St.





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 You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world. 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.

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📌 Client Financial Rep (Orillia)
🏢 Meridian Credit Union
📍 Orillia