Financial Services Representative - Full Time

Meridian Credit Union • Brantford, ON

2d • CA$50,000 - CA$58,000 • Onsite

About The Position

Meridian is seeking a Financial Services Representative to join their team. This role focuses on understanding Member financial needs to provide appropriate solutions, including front-line transactional services and advisory sales such as opening new accounts, offering credit and deposits, and identifying wealth referral opportunities. The position emphasizes an exceptional Member Experience, acting as an engaged teammate, and promoting Meridian within the community.

Requirements

• Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge
• Post-secondary education
• 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
• Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working.
• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions.
• Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency.
• Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Nice To Haves

• Previous work experience in a customer service sales environment and/or, previous work experience in a financial services sales environment
• Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Responsibilities

• 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
• 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
• 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

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 credits and more
• Tuition reimbursement program
• Unique rewards and recognition program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree