Financial Services Associate - Contact Centre - Full Time

at  Meridian Credit Union

MEMBER EXPERIENCE

• Understand how Meridian’s products and services can add value to our Members
• Provide investment advice by identifying and promoting solutions that meet our Member needs
• Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills
• Engage in revenue generation and sales based activities in order to achieve performance objectives.
• Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences
• Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members
• Maintain discretion and confidentiality to respect Member’s privacy

EMPLOYEE EXPERIENCE

• Act as an engaged teammate and trusted partner to build and cultivate internal relationships within the Member Experience teams and cross-functional departments, while ensuring achievement of Retail Experience goals
• Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace
• Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results
• Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback

COMMUNITY EXPERIENCE

• Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values
• Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.