Financial Services Associate - Full Time - Mutual Fund Licensed

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.

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; build external centres of influence to optimize sales and service results
• 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
• Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team

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.