Member Services Representative - Part Time

Meridian Credit Union • Toronto, ON

8d • Onsite

About The Position

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. 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 Member 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, we will rely on you to provide compassionate service, while positioning Meridian’s products and services to add value to our Members’ financial wellbeing.

Requirements

• Previous work experience in a customer service role
• High School diploma or relevant working experience
• Flexibility 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

Nice To Haves

• cash handling experience as an asset
• Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

Responsibilities

• Provide a superior Member experience through the identification and promotion of products and services and where appropriate, and provide qualified referrals based on identified needs
• Demonstrate perseverance in difficult situations by showcasing understanding to Members’ perspectives, and creating action plans to resolve their concerns if they arise
• Ensure proper due diligence by posting all transactions accurately and timely
• Maintain discretion and confidentiality to respect Members’ privacy
• 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: Part-time
• Career Level: Entry Level
• Education Level: High school or GED