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Jobs at Meridian Credit Union Limited Talent Network
Assistant Branch Manager - Full-Time
Job Description

Purpose of the Job:

Meridian is launching a new design concept with four unique zones of engagement where Members or Guests are introduced, educated, acquired and/or referred to another location or individual with a specialized expertise. The Meridian Bramalea City Centre location is an innovative branch where banking feels good by leveraging high touch interactions in concert with technology. This requires careful balance to create a warm and inviting space where Guests can take a break from shopping, bank, learn, engage with the community and grab a cup of coffee.

As part of the Bramalea City Centre Leadership Team, the Assistant Branch Manager (in conjunction with the Branch Manager) is accountable for the day-to-day operation and direction to a Team of high energy financial services and sales professionals while contributing to positive Member and future Member experiences while supporting Meridian’s mission statement.  The incumbent will be responsible for the Branch in the regular absence of the Branch Manager. 

The primary accountability for this role is to provide leadership, direction and development to all employees modelling Meridian corporate values. Provide effective leadership by empowering performance, giving constructive one on one coaching, and building a Team atmosphere through positive interactions.

Leads the Branch Team, to act as brand Ambassadors, by welcoming, engaging, interacting and emotionally connecting with Members/Guests visiting the Branch. The incumbent contributes and leads the Team to educate, provide insight and information on Meridian including the full array of differentiated products and services offering, and elicit interest by effectively leveraging technology to support acquisition and/or quality referrals. This role is expected to lead the Team to proactively follow-up with Members/Guests referred to colleagues/partners and those attending Activation Events, Financial Literacy and Community Sessions.

The incumbent must have a passion for creating exemplary experiences and always acting within the best interests of the Member/Guest.  It is essential that Meridian maintains its tradition of delivering Best in Class (Member 2.0 Experience) experiences and results. This position is ideal for individuals who understand and thrive within the changing landscape of the financial industry.

Key Responsibilities:

  • In conjunction with Branch Manager, responsible for hiring, training, developmental plans, performance management, coaching, feedback and performance improvement plans.
  • Acts in the capacity of a Concierge welcoming and engaging Members and Guests visiting the Branch.  Assists, supports flow of experience throughout the unique Zones and contributes to acquisitions and referrals.
  • Participate as a Member of the Branch Leadership Team, supporting and promoting Branch initiatives.
  • Develop strategies and employee ability to read, interpret and understand Voice of Member - NET Promoter in order to enhance the overall Member experience.
  • Lead all team Members with respect to Member satisfaction, ensuring a positive and consistent Member 2.0 Experiences.
  • Effectively engage employees in the sales management process using training and tools to improve the quality of advice offered to Members.
  • Accountable to ensure completeness and accuracy for all files including credit, investments and estate portfolios.
  • Accountable to ensure the daily management of all cash within the Branch, ATM’s balancing, and all other controls are in place and properly adhered to.
  • Maintain a thorough knowledge and understanding of all Meridian products and services and their related features and benefits.
  • Follow audit, compliance, risk management, delinquency, fraud, robbery policies and procedures.
  • Attend and actively participate in District Leadership Team Meetings, sharing best practices and ideas.
  • In conjunction with the Branch Manager, develop and implement Branch strategies, goals, objectives, budgets, expense controls and overall Branch efficiencies.
  • Effectively promotes and leverages OMNI Channel to facilitate experiences and fulfillment of business experiences and activities.
  • Acts as Digital Ambassador to educate and promote Meridian’s Digital Banking.
  • Contributes, executes and maintains Branch Community Plan.
  • Provides integrated delivery of financial services and products, including customized lending, cash management, and investment management with a thorough knowledge and understanding of all Meridian products and services and their related features and benefits.
  • Contribute to the Branch and delivery growth and profitability targets by ensuring employees are focusing their time and attention on the right activities.
  • Promote Meridian Credit Union in your community by participating and being involved in community activities or events while demonstrating the Company values.
  • Contributes to planning, organization and promotion of Community Informational Sessions drawing from a robust pipeline of Session Topics i.e. New to Canada, other financial literacy, and Community Informational Sessions. Strategically promotes Calendar of Events to achieve desired objectives and follows-up on all opportunities.
  • Supports BETA Testing Sessions in conjunction with partners to gain insights to inform development or enhancements.
  • Consistently and effectively leverages Social Media to grow awareness of brand and value proposition.   

Knowledge, Skills and Experience:

  • A strong Team leader and Team player. 
  • Demonstrated Strategic and Innovative Thinking mindset.
  • Acts as a Change Catalyst; takes the initiative to drive change and effectively leads Team by leveraging strong change management skills.
  • Demonstrated previous experience in a relevant financial services environment including personal account management and in-depth knowledge of all investment and lending products; advanced credit and interviewing techniques; and underwriting skills
  • Post-Secondary education in a business or related field.  IFIC or CSC license required.
  • Multilingualism an asset; specifically, Hindi, Punjabi and Filipino
  • Confident, self-starter, proactive – skilled in taking initiative, assessing requirements, coming up with plans and taking the lead in making plans a reality.
  • Strong inter-personal skills with a high level of energy along with a results driven attitude in a growth cycle business environment.
  • Organizational, influencing and presentation skills.
  • Tech Savvy. Developed computer literacy sufficient to use Meridian applications and desktop tools (i.e. ACE, Mnet, ENCORE, and Lending) along with other external applications.
  • Well-developed problem solving skills sufficient to identify problems, generate solutions and decide on a course of action. Ability to evaluate solutions in terms of business, financial and Member impacts.
  • Flexibility to work irregular hours including some Statutory Holidays will be required to Support Branch Hours of Service along with networking and community involvement.

Experience the Difference!

Thank you for your interest in Meridian Credit Union. Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Meridian is committed to providing accommodations for people with disabilities. Should you require an accommodation, we will partner with you to meet your needs.

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Job Requirements


Company Overview

Meridian is Ontario’s largest credit union, helping more than a quarter of a million Members grow their lives and businesses.

As a credit union, we are 100 percent owned by our Members. We work only for them, with profits returned to our Members in the form of the best products and services we can offer.

We get to know our Members so that we can proactively advise them on ways to save money, how to invest for the future and what financial solutions are in their best interest.

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