Financial Services Representative

Financial Services Representative - Full Time

Job Category: Retail

Requisition Number: FINAN
007383

• Full-Time
• On-site

Showing 1 location

Barrhaven, Nepean, ON K2J 5G4, CAN

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 our Financial Services 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, your primary responsibilities will be to understand the financial needs of our Members and provide the appropriate advice and recommendations. This will include completing front‑line transactional services to support our Members day‑to‑day banking, as well as an opportunity to grow by fulfilling advisory sales roles such as opening new accounts, offering credit and deposit, identifying opportunities for wealth referrals, and 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, always 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 thought and promote inclusion. You will have the 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 Financial Services 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 and 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.

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/ideas
• Values diversity of thought and promotes inclusion
• Acts as a highly engaged team player working cooperatively with peers within the branch and across Meridian, including corporate office and other Member Experience partners.
• Develops goals with Manager that are clearly defined, measurable and achievable, and align them to business unit and strategic priorities for Meridian
• Actively participates and supports the team in the planning process, assists with implementation and provides 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 amongst team, and promotes an entrepreneurial growth mindset
• Builds, develops and maintains internal relationships within the Member Experience teams and cross‑functional departments, ensuring alignment for…