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Jobs at Meridian Credit Union Limited Talent Network
Business Transformation Specialist - Full-Time
Job Description

Purpose of the Role

This role will assist the Director, Strategic Initiatives, in developing, assessing and recommending solutions that align with Retail Member Experience and enterprise strategies.  This role will be required to research and present insights, manage activities, and represent the Retail Member Experience team on a variety of cross-functional and departmental projects and initiatives.

Working collaboratively with key internal partners and external stakeholders, this role will be responsible to support the development and implementation of assigned activities and processes that enable and enhance Meridian’s capabilities in an omni-channel environment; and elevate Meridian’s sales management discipline, to accelerate profitable growth. 

Key Responsibilities

Strategic Initiatives

  • Provide input and assist in the development and implementation of Retail Member Experience functional area run-rate projects and activities   
  • Represent Retail Member Experience as a subject-matter-expert and actively participate on enterprise initiatives, committees and approved projects to provide insight, analysis and support implementation activities
  • Continuously seek innovative ideas to streamline business processes or identify efficiencies in delivering Member Experience 2.0 experiences and results
  • Evaluate, enhance and update retail processes, policies and procedures on an annual basis to ensure they remain efficient and effective

Enhancing the Member Experience

  • Support in the design, execution and measurement of enterprise initiatives and programs      
  • Participate in committee and campaign meetings providing analytics, tracking and tactic development that is consistent with Member Experience 2.0 and annual plan objectives
  • Support the development of new sales tools and intuitive solutions that increase fulfillment efficiency for Member-facing employees
  • Provide Member and branch based analytics to support key business decisions and recommendations as requested
  • Contribute to the development and execution of programs designed to achieve Member Experience 2.0 objectives
  • Act as a resource and subject-matter expert to retail channels and corporate partners with a thorough knowledge and understanding all Meridian products and services and their related features and benefits


  • Consults, makes recommendations and provides guidance as appropriate on projects and operational initiatives, facilitates open communication with stakeholders and team, and informs on progress towards strategic deliverables
  • Effective presentation and communication skills are required when interacting with internal/external partners and stakeholders to gain engagement and trust
  • Highly developed listening skills are required during interactions with partners and vendors
  • Monitor, review and report on key operational performance metrics and provide informed insights and recommendations to management that will enhance existing systems, processes and/or products and services thereby increasing KPIs / ROI with all strategic partnerships
  • Ensure employee readiness plans to compliment initiatives including communication, training, resource development (i.e. building playbooks) are completed together with post-implementation monitoring and reporting
  • Act as liaison working collaboratively with Delivery Teams and cross-functional partners to enable increased understanding of activities and results

Knowledge, Skills, and Abilities

  • Demonstrates an innovative thinking mindset with a strong focus on the Member experience
  • A financial services professional with sufficient business savvy and industry experience to be seen as an expert and contribute to Meridian and Partner organization’s success 
  • Exceptional relationship building, interpersonal, collaboration and communication skills (verbal and written)
  • Ability to develop plans and recommendations that support the achievement of Meridian’s business objectives
  • Quick to learn, flexible, creative, and possess the ability to solve problems and manage through ambiguity
  • Strong organizational and time management skills; strong ability to quickly grasp concepts and processes
  • Anticipates change and risks; demonstrates the ability to quickly prioritize work; effectively handle critical / complex issues; and moves with agility through competing priorities
  • Analytical and detail-oriented with the ability to communicate findings and put forth optimal recommendations and or solutions
  • A capacity to work with minimal supervision and the ability to handle multiple priorities
  • Strong inter-personal skills with a high-level of energy along with a results driven attitude
  • Tech savvy with developed computer literacy sufficient to use Meridian applications and desktop tools 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.

Education, Designations & Training

  • Post-Secondary Education with Degree in Business or related field
  • Exhibits an entrepreneurial mindset
  • Retail Sales experience is an asset
  • Proven collaboration with key stakeholders
  • Demonstrated ability to manage multiple projects and competing priorities


Member Focus - Personally demonstrating that our Members are our highest priority.

Proactive - Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.

Open Communication - Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.

Business Savvy - Continuously acquiring the knowledge needed to do one’s job to the fullest, using internal or external resources and applying the knowledge productively.

Partner Orientation - Initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.

Integrity - Doing the right thing by always acting with openness, honesty and respect.

Talent Developer - nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports

Creates a Supportive and Positive Team Environment - creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

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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