Financial Services Representative - Full Time

Role overview

Member service and banking

• Complete accurate and timely front-line transactions for day-to-day banking.
• Open new member accounts and promote suitable deposit, credit, and investment products.
• Identify wealth and other referral opportunities and connect members with internal partners.
• Provide investment advice and, within approval limits, approve or recommend credit products using appropriate interviewing and underwriting.
• Resolve member concerns, protect privacy, and ensure work is complete and accurate.

Business and community contribution

• Meet individual performance goals and contribute to team results through revenue-generating activities.
• Build member relationships through proactive service, product recommendations, and referrals.
• Collaborate with branch leadership and internal partners to support retail strategies and member outcomes.
• Support branch planning, digital engagement, and community activities.

Knowledge, skills, and availability

• Requires financial-industry knowledge, strong computer skills, and the ability to use virtual technology platforms.
• Requires strong communication, negotiation, interpersonal, organizational, time-management, and problem-solving skills.
• Candidates should be member-focused and able to learn processes, collaborate, and work toward goals.
• Must be flexible to work scheduled hours that include evenings and weekends.
• Post-secondary education or equivalent work experience in financial-services sales is an asset.
• Experience with Microsoft Power Platform or generative AI productivity tools such as Microsoft Copilot is an asset.

Salary and benefits

• The stated salary range is CAD 50,000 to CAD 53,000 annually.
• Benefits include paid time off, employer-paid health coverage, pension matching, financial benefits, tuition reimbursement, and recognition programs.

Work location

• The role is based in-office at Meridian’s Ottawa–Barrhaven Branch in Nepean, Ontario.

About Meridian