Financial Services Representative - Full Time

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

• Identify and fulfill Member account requests and identify opportunities to grow the relationship through referrals
• Provide Members with advice on designated investment and credit products by identifying and promoting the right solutions that fit their needs
• Maintain discretion and confidentiality to respect Members’ privacy
• With autonomy to resolve Member Concerns, look to build action plans to avoid issues advancing
• Participate in branch activities in support of expanding the Member relationship and growing our Digital Ambassador Program

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

COMMUNITY EXPERIENCE

• Promote Meridian in your community by participating in community activities or events while demonstrating our values
• Support local community organizations and activities through Business Development and Good Neighbour Program including planning, preparation, and delivery of Meridian hosted community events