Member Services Representative

Member Services Representative

As a Member Experience Representative, you will join a team of highly engaged financial service professionals dedicated to delivering an exceptional Member Experience at Meridian.

• Highly engaged team player working cooperatively with peers and cross‑functional departments.
• Demonstrates empathy, communicates openly, respects others, and values diversity of thought.
• Develops measurable goals with Manager aligned to business priorities.
• Participates in team planning, implementation, and feedback.
• Continual learning and development aligned with core competencies.
• Advocates for the branch and promotes innovative thinking.
• Builds and maintains internal relationships across the Member Experience teams.
• Leads branch activities to expand Member relationship and share of wallet, including digital ambassador program.

• Delivers exceptional service, demonstrates patience and empathy.
• Understands how Meridian’s products add value and provides qualified referrals.
• Ensures accurate, timely transactions and due diligence.
• Maintains discretion and confidentiality of member privacy.
• Identifies and fulfills member requests and opportunities to grow relationships.
• Demonstrates excellent listening and strong consultative skills.
• Eliminates systemic barriers to Member Experience.
• Embraces virtual technology platforms for impactful communication.
• Contributes to continuous enhancement using Voice of Employee.
• Actively resolves Member concerns with proactive action plans.

• Establishes a compelling vision and executes strategy.
• Shows initiative, effective communication, and deep business knowledge.
• Develops cross‑functional relationships and drives retail strategy momentum.
• Champions corporate strategies and programs at the branch.
• Participates in business plan development and implementation.

• Executes community engagement plan, promotes Meridian in the community.
• Supports local organizations through business development and community events.

• Flexible to work scheduled hours, evenings, weekends.
• Strong knowledge of computer systems.
• Decisive, friendly, personable service and competent decision making.
• Strong negotiation, interpersonal, written and oral communication skills; mitigates and resolves Member concerns.
• Effective time management, problem solving, quick grasp of concepts, partnership and influence.
• Embraces virtual technology platforms for Member and partner use.
• Collaborates with leadership on strategic plans and recommendations.
• Brings new ideas, stays on top of market trends.
• Member experience focus with enthusiasm and tenacity to exceed goals.
• Member focus – treats members as highest priority.
• Proactive – anticipates needs and identifies service opportunities.
• Open communication – honest and transparent dialogue.
• Business savvy – acquires knowledge, applies productively.
• Partner orientation – fosters collaboration for shared goals.
• Integrity – acts with openness, honesty, respect.
• Talent development – nurtures direct reports, identifies strengths, develops digital & analytical skills.
• Creates a supportive positive team environment, encourages innovation.
• Comfort learning new digital tools and AI‑enabled technology.

CAD $45,000 – $49,900 annually

• 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 credit, and more.
• Tuition reimbursement program.
• Unique rewards and recognition program.

Office at Bayfield Branch, 85 Bayfield Street, Barrie, Ontario, L4M 3A7.

This role represents an existing vacancy. Internal candidates are being considered as part of the standard process.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We provide reasonable accommodation for applicants with disabilities.