Member Services Representative
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.
Role:
Member Services Representative
As our Member Experiences 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 attend to our Members with excellence, patience and empathy, while positioning Meridian’s products and services to add value to our Members financial wellbeing.
With a growth mindset you are adaptive, resilient, resourceful and creative. You are seeking and receptive to feedback to continuously improve and learning 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. As you take initiative and accountability you are joining a team that provides autonomy to get things done 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 Member Experience Representative 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.
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 your 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 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 a superior Member experience through the identification and promotion of products and services. Where appropriate provide qualified referrals based on the needs…
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