Commercial Analyst

at  Meridian Credit Union

WHY MERIDIAN?

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. We believe that our greatest opportunity is to create opportunity and meet people where they are.
Find our story here: About Meridian

• Supporting our Relationship Managers, Commercial Services through analysis of financial and account operating data and recommending appropriate courses of action for credit related matters.
• Understanding member needs after discussions with the Relationship Manager and being capable of independently writing a lending proposal detaining both the financial and non-financial parameters important to decision making.
• Managing many of the routine account operating issues encountered by our commercial members, anticipating/recognizing members’ needs, and proactively making product and service recommendations.
• Liaising with other Meridian staff and outside product/service suppliers to meet the needs of our members.
• Establishing personal goals and action plans to support the Business Banking Centre and Retail branch business objectives, with some community involvement required.
• Demonstrating an ongoing willingness to assume higher degrees of accountability and responsibility, leading to assumption of a position as a Relationship Manager, Commercial Services.
• Actively monitors and manages the profitability of Meridian’s relationship with a member in order to retain and maintain business.
• Keeps abreast of changes within diverse industry sectors and proactively identifies opportunities to improve the growth and development of the assigned portfolio by analyzing member needs, trends, and competitor offerings.