Talent Community! Financial Services Associate Retail Branches

Description

Job Category: Retail

Requisition Number: JOINO
007258

Locations:
Showing 1 location

Toronto Corporate Office
Etobicoke, ON M8X 2X3, CAN

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…