Business Banking Sales Support Specialist

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

Our Business Banking Practice:

At Meridian, our vision is to be recognized as the financial institution that has the most local impact, supported by a purpose-driven Value Proposition to our Members.

We take the time to get to know our Members' business, anticipate their needs and provide customized solutions. After all, our obligations are to our Members, not shareholders, and we take to heart the best interests of our Members and communities we serve! We're passionate about what we can do for their business and we’re empowered to leverage our local autonomy to meet their unique needs.

In addition to building customized solutions for business, we offer full service commercial banking solutions, including a wide selection of daily banking products, complementary lending services, cash management solutions, as well as insurance and investments.

As a Business Banking Sales Support Specialist:

You will report to the Senior Manager, Business Banking Sales Support. As a part of the Business Sales Effectiveness team, the Sales Specialist will positively influence Business Banking sales and practice management proficiency in our staff of Business Bankers.

This role will be viewed as a subject matter expert on a variety of sales related topics such as LinkedIn Sales Navigator, Social Media and our soon to come CRM system.

What you will do:

Business Banking University (BBU) – be the primary administrator of the BBU to ensure that it continues to become a positive resource for our staff.

• Responsible for the day to day maintenance and support of the BBU, including managing enrolment, live courses in flight and any after class activity such as surveys and vendor discussions.


• Responsible for reporting and outcomes of the BBU including arming Business Banking leaders with comprehensive reports of learning activities, identify learning gaps in our network and job families and managing successful completion of courses including any certificates and recognition pieces.


• Responsible to develop recommendations around increasing the visibility, and use of the BBU throughout Business Banking.

Sales Effectiveness Portfolio – be the subject matter expert for all sales related job aids and resources.

• Receive requests from our advisors around sales sheet, proposals, pitchbooks, triage and complete, engaging our marketing partners as required.


• Receive requests from our field for advertisements, testimonials, team or deal features, and complete.


• Act as a resource to both our field and the Business Banking Solutions team in the creation of compelling and vibrant RFP proposals. Often, this will include coordinating efforts from partners such as marketing or wealth, to construct a multi channel proposal to win a banking mandate with a large Commercial / MUSH prospect.


• Each of these will require the creation of multi media PDFs and PowerPoints, with strong use of language & copy as well as imagery.


• Receive requests from our field around sales related job aids, ranging from process “cheat sheets” to product summaries to competitive breakdowns, that will assist them in their role.


• Proactively identify opportunities to create efficiencies in our network and address known pain points, through the creation of smart and timely job aids. For example, we addressed challenges relating to OneCap referrals but developing ACE process job aids that allowed for proper input and management of leads, improving that process and ultimately allow more leads flow through the system.

Policy & Procedure Coordinator – lead Business Banking’s efforts to create, gather and manage all of the applicable P&P and Operating Procedures by coordinating with various stakeholders.

• Scoping
  
  
  
  • Inventory all existing materials to identify gaps, and create a matrix that will include owner, stakeholders, effective date and so forth.
  
  
  • Solicit feedback from various parties to identify needs
  
  
  • Lead a prioritization process, along with Business Banking leadership, to create a workplan to address this area.
  
  


• Execution
  
  
  
  • Create and lead a process to create new and edit existing, materials that includes a systematic survey of stakeholders, applying for any necessary approvals, and working with the enterprise technical writers to have this converted into formal policies and procedures.
  
  

CRM & LinkedIn Sales Navigator – be the primary administrator of Business Banking software, managing its use and ultimately its effectiveness.

• Act as the primary administrator of CRM and Sales Navigator, with an aim of maximizing the value of these tools to Business Banking.


• Manage our 200 licenses, both in providing to new staff, along with training, and revoking from former employees.


• Review usage reporting and develop recommendations to improve engagement, target challenge areas and spotlight and celebrate power users.


• Uncover tactics to further leverage these tools to positively impact our Business Banking scorecard.

How you will succeed:

• The successful candidate will have a post secondary degree, ideally in Business, along with a minimum of three years experience in either Business Banking or Retail.


• Strong organizational skills with a methodical, detail‑oriented approach suited to managing a large and dynamic BBU enrolment environment.


• Demonstrated creativity and initiative, with the ability to identify improvement opportunities and propose effective alternatives.


• Proven ability to create compelling visual and written content for social media, including coaching others to do the same.


• Skilled at developing posts that blend business‑specific imagery with clear, persuasive messaging that communicates Business Banking’s value proposition.


• Commitment to exceptional internal service, with a strong Member‑focused mindset when supporting the delivery network.


• Strong strategic communication skills, with the ability to tailor messaging for diverse internal audiences.


• Project management experience, including coordinating multi‑step deliverables and managing timelines in a dynamic environment, would be an asset.


• Experience in adult learning or training design is also considered an asset, particularly in developing and delivering effective staff training.

This role represents an existing vacancy. Internal candidates are being considered as part of our standard process.

Salary Range: CAD $59,800 - $70,000 annually  

Compensation for this role is based on a combination of skills, experience, and internal equity. Candidates with stronger alignment to the role’s requirements may be placed higher within the range. 

Join us! Our team works in a hybrid environment at our Toronto Corporate Office (3280 Bloor St W, Etobicoke), and St. Catharines Corporate Office (75 Corporate Park Dr). 

Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us .

Build the Future of Banking with Us 

At Meridian, we’re not just adapting to the future—we’re shaping it. We see talent as a catalyst for sustainable growth, community impact, and future-readiness. As the financial landscape evolves, we’re looking for team members who bring: 

• Embedding & leveraging technology  – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working. Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset 


• Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions. 


• Data Driven – Leverage data and insights to identify, prioritize and improve member experience and business efficiency. 


• Curiosity & Flexibility  – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow.

Our Commitment to You

Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Please note that due to the volume of applications, only those under consideration will be contacted for an interview.

Thank you for your interest in Meridian Credit Union.

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