Financial Services Representative - Full Time

Role overview

Member and banking responsibilities

• Assess members’ financial needs and offer suitable advice, recommendations, and products.
• Complete front-line transactions and open new member accounts.
• Offer credit and deposit services, investment solutions, and qualified wealth referrals.
• Conduct credit interviews and approve or recommend credit products within approval limits.
• Meet individual performance goals and contribute to team business results through sales and revenue generation.
• Record transactions accurately and promptly, maintain complete work, and protect member privacy.
• Resolve member concerns and create action plans to reduce future escalations.

Team and community responsibilities

• Collaborate with Wealth, Small Business, Mobile Mortgage, branch leadership, and other internal partners.
• Support branch strategies, business plans, and member relationship growth, including digital engagement.
• Participate in community engagement plans and local events.
• Contribute to team learning, collaboration, and improvements to the member experience.

Knowledge and skills

• Strong business acumen and financial industry knowledge.
• Strong computer systems knowledge and willingness to use virtual platforms for member and partner meetings.
• Strong negotiation, interpersonal, written, and oral communication skills, including resolving member concerns.
• Effective organization, time management, and problem-solving skills; ability to learn processes quickly and work collaboratively.
• Flexibility to work scheduled hours that include evenings and weekends.

Education and experience

• Post-secondary education or equivalent work experience in financial services sales is an asset.

Additional assets

• Experience with Microsoft Power Platform or generative AI productivity tools such as Microsoft Copilot is considered an asset.

Compensation

• Salary range is CAD $50,000–$53,000 annually.

Workplace

• The role is based in-office at Meridian’s Walker’s Line Branch in Burlington, Ontario.

Benefits

• Benefits include paid vacation and other time off, employer-paid health benefits, defined contribution pension matching, financial benefits, tuition reimbursement, and recognition programs.

About Meridian