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Jobs at Meridian Credit Union Limited Talent Network
Member Service Representative - Part Time
Job Description

Purpose of the Job:

As a member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations.  This will include opening new accounts, offering credit, deposit and wealth advice and solutions as well as proactively identifying and promoting opportunities for other Meridian products and services.

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.

Key Responsibilities:

  • Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
  • Provide deposit and wealth advice by identifying and promoting Meridian investment offerings and solutions that fit and meet our Member needs
  • Open new Member accounts using account opening strategies
  • Develop rapport with Members, identifying Member needs and expectations and align products and services based on the identification of those needs
  • Willingness and ability to Mutual fund accreditation
  • Engage in revenue generation and sales based activities in order to achieve performance objectives
  • Proactively identify and promote referral opportunities will all Members to appropriate partners in retail, wealth, mobile,  small business and commercial
  • Resolve problems at first point of contact where possible and refer to more complex Member concerns to appropriate parties
  • Balance and process daily work in accordance to standard compliance, audit, policies and procedures.

Knowledge, Skills and Experience:

  • Post-secondary education or equivalent work experience in a financial services sales environment
  • Able to obtain or current Mutual Fund Licensed
  • Strong business acumen and financial industry knowledge
  • Passion for sales
  • Excellent organizational and Member service skills
  • Strong technical skills
  • Flexible to work all scheduled hours which may include evenings and weekends

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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