Talent Community! Financial Services Associate Retail Branches

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 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 senior member of the branch sales/leadership team, the primary responsibilities for this role are to understand the financial needs of our Members and provide the appropriate advice and recommendations. This includes offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services.

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 and position Meridian’s products and services to add value to our Members’ financial well‑being.

With a growth mindset, you are adaptive, resilient, resourceful, and creative. You seek and accept 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 will take initiative and accountability, join a team that provides autonomy, and will be accountable for various support functions within the branch.

• Part of an engaged team that is aligned to key business drivers and delivering on outcomes.
  • Highly engaged
  • Demonstrates empathy with colleagues
  • Communicates thoughts and ideas openly
  • Respects others and their opinions
  • Values diversity of thought and promotes inclusion
  • Works cooperatively with peers within the branch and across Meridian
  • Develops goals with Manager that are clearly defined, measurable and achievable, and aligned to business unit and strategic priorities for Meridian
  • Actively participates and supports the team in planning, implementation and feedback
  • Continues 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 among the team, and promotes an entrepreneurial growth mindset
  • Builds, develops and maintains 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 to expand the Member relationship and grow share of wallet, including growth of the Digital Ambassador Program
• 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
  • Provides investment advice by identifying and promoting solutions that fit and meet Member needs
  • Approves or provides recommendations on credit products within approval limits based on thorough, accurate and appropriate credit interviewing and underwriting skills
  • Engages in revenue generation and sales‑based activities to achieve performance objectives
  • Opens new Member accounts using account opening strategies
  • Is willing to obtain Mutual fund accreditation and maintains thorough knowledge of economic and market…