Financial Services Associate - Ontario South West Region

Meridian Credit Union Ltd
CA - Guelph
January 6, 2025

Job Category:
RetailRequisition Number:
FINAN005678Posted:
November 7, 2024Employment Type:
Full-TimeLocation:
Roundhouse Centre, 3065 Howard Ave, Unit 1, Windsor, ON N8X 3Y9, CANAt 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.As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs.
This will include offering large or more complex credit and investment advice.There will be responsibility for meeting and exceeding specific individual and team-based business goals.
While providing the right financial solutions, the individual will manage Member portfolios to genuinely build relationships with Members.What you'll do:
Member ExperienceUnderstand how Meridian's products and services can add value to our MembersProvide investment advice by identifying and promoting solutions that meet our Member needsProvide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skillsEngage in revenue generation and sales based activities in order to achieve performance objectivesUse provided tools to proactively identify and promote opportunities with all Members to deepen relationshipsEmbrace virtual technology platforms and use them to host meetings and engage in impactful communication with MembersMaintain discretion and confidentiality to respect Member's privacyEmployee ExperienceAct as an engaged teammate and trusted partner to build internal relationshipsDemonstrate empathy with colleagues by communicating thoughts and ideas openlyContinue individual learning and development to align with Meridian valuesActively participate and support the leadership team in the planning processStep in as a leader while the Branch Manager is awayCommunity ExperiencePromote Meridian Credit Union in your community by participating in community activitiesSupport local community organizations through Business Development and Good Neighbour ProgramWhat you can bring to Meridian:
Post-secondary education with at least 3 years of equivalent work experience in a financial services environmentStrong business and financial industry knowledgeAt minimum, MFDA licensing is required for most rolesFlexible to work all scheduled hours which include some evenings and SaturdaysProven understanding of computer systems and programs including Microsoft OfficeStrong negotiation, interpersonal, written, and oral communications skillsEffective organizational time management, and problem-solving skillsWhat's in it for you?Paid vacation time, and other time offFinancial benefits including free banking, and special rates on mortgagesUnique rewards and recognition programMeridian is Ontario's largest credit union, helping to grow the lives of our more than 360,000 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.Our Commitment to You:
Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.Thank you for your interest in Meridian Credit Union.
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Read the full job description and apply online on the recuiter's web-site

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