Description
Job Category
:
Retail
Requisition Number
:
JOINO007258
Locations: Showing 1 location
Toronto Corporate Office
Etobicoke, ON M8X 2X3, CAN
What you’ll do
As a senior member of the branch sales/leadership 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 complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the incumbent will manage Member portfolios to genuinely build and develop relationships with Members. While actively positioning Meridian’s products and services to add value to our Members/financial well-being.
With your growth mindset you are adaptive, resilient, resourceful and creative. You seek and are receptive to feedback to continuously improve and learn from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion. You take initiative and accountability and will be accountable for a variety of support functions within the branch.
Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.
The Financial Services Advisor will work alongside and align financial strategies and activities to support Meridian’s internal business partners – Wealth, Small Business, Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions.
In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team-based business results. This role is expected to proactively engage in revenue generating and sales-based activities, foster and deepen Member relationships and refer business to other channels.
What you’ll do:
Employee Experience
Part of an engaged team that is aligned to key business drivers and delivering on outcomes.
Is Highly Engaged
Demonstrates empathy with colleagues
Communicates thoughts and ideas openly
Respects others and their opinions/ideas
Values diversity of thought and promotes inclusion
Be a highly engaged team player working co-operatively with peers within the branch and across Meridian including corporate office and other Member Experience partners.
Develop goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
Actively participate and support the team in the planning process, assisting with implementation and providing feedback.
Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results.
Advocates for the branch, advances innovative thinking amongst team, and promotes an entrepreneurial growth mindset.
Act as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross-functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals.
Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet including growing our Digital Ambassador Program
Member Experience
Delivers an exceptional Member experience and offers insights to continually grow our Member Experience.
Serves Members with excellence
Demonstrates patience in difficult situations
Shows empathy to Members’ perspectives
Understands how Meridian’s products and services can add value to our Members
Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.
Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
Engage in revenue generation and sales based activities in order to achieve performance objectives.
Open new Member accounts using account opening strategies
Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
Build external centres of influence to optimize sales and service results
Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
Embrace virtual technology platforms and leverage them to host meetings and engage in impactful communication with Members
Through sales excellence earn the right to ask for business and drive new referrals
To appropriate partners in Retail Wealth, Small Business and Commercial
Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
Balance and process daily work in accordance to standard compliance, audit, policies and procedures
Works with the Branch leadership team, to champion and implement corporate strategies and programs for the branch.
Maintain discretion and confidentiality to respect Members privacy.
Demonstrates excellent listening and strong consultative skills.
Removes systemic barriers to exceptional Member Experience.
Identify and contribute to the continuous enhancement of the Member Experience while leveraging Voice of Employee.
Community Experience
Participate and execute with the team our Community engagement plan
Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.
Salary Range : CAD $52,000 – $78,000 annually
Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. Your recruiter will share more information about our total rewards package during the hiring process.
EEO and Accommodation
Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve. 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, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
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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