**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.

**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 new accounts, offering credit, deposits, and 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.
- Resolve Member concerns independently by developing action plans to avoid issues.
- Participate in branch activities to expand the Member relationship and grow 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.
- Communicate openly, promoting inclusivity and a sense of belonging 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 the 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 with acquired business and financial knowledge.
- Post-secondary education with previous work experience in a customer service sales environment; previous work experience in financial services sales is an asset.
- Flexibility to work all scheduled hours, including some evenings and Saturdays.
- Proficient in computer systems and programs, including Microsoft Office and Outlook.
- Strong negotiation, interpersonal, written, and oral communication skills.
- Effective organizational time management and problem-solving skills.

**Join us!**
This role is in-office at 9050 Yonge St. Richmond Hill, ON L4C 9S6.

**What's in it for you?**
As a Certified Living Wage Employer, you are guaranteed to earn a living wage with us, along with an impressive benefits package that includes:
- 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 and lines of credit.
- Tuition reimbursement program.
- Unique rewards and recognition program.

You will benefit from an inclusive and collaborative work environment that encourages creativity, curiosity, and celebrates success. You will receive the training, tools, and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders.

**Our Story:**
Meridian is Ontario’s largest credit union and the second-largest in Canada, helping to grow the lives of our more than 360,000 Members. With over 75 years of banking history and $30B in assets under management, Meridian offers a broad range of financial products and services to retail, business banking, and wealth members.

**Our Commitment to You:**
Meridian is committed to promoting an inclusive 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. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process.

Please contact us to request accommodation. 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.