Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Why Meridian?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.

Find our story here: About Meridian

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 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 to provide the appropriate solutions. This will include completing front line transactional services to support their day to day banking, as well as the opportunity to grow by fulfilling advisory sales such as opening current accounts, offering credit, deposit, finding opportunities for wealth referrals.





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

How you will succeed:

- 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 communications 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.
- Ability to make decisions, act decisively and provide friendly and personable service.
- Strong negotiation, interpersonal, written and oral communications skills. Must be able to mitigate and resolve Member Concerns
- 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 new 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 antic

📌 Financial Services Representative (Brampton)
🏢 Meridian Credit Union
📍 Brampton