Financial Customer Service Representative

At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. Our Retail Banking Practice

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.

Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.

As a Financial Services Representative

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience!

This will include completing front line transactional services to support their day to day banking, as well as the opportunity to grow by fulfilling advisory sales such as opening new accounts, offering credit, deposit, finding opportunities for wealth referrals.

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

Participate in branch activities in support of expanding the Member relationship and growing our Digital Ambassador Program

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

Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge

Post-secondary education with previous work experience in a customer service sales environment and/or, previous work experience in a financial services sales environment is considered an asset

Flexible to work all scheduled hours which include some evenings and Saturdays

Proven understanding of computer systems and programs including Microsoft Office, and Outlook

Comfort learning and adopting new digital tools, with an openness to using AI‑enabled technology to enhance productivity, accuracy, and the Member experience

Salary Range: CAD 47,775 to 62,200 annually

Compensation for this role is based on a combination of skills, experience, and internal equity. This role is in office at 155 Main St. Build the Future of Banking with Us

We see talent as a catalyst for sustainable growth , community impact , and future-readiness . Experience with low/no code tools like the Microsoft Power Platform and generative AI productivity tools like Microsoft Copilot is considered an asset

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

Paid vacation time, and other time off

Defined contribution pension matching

Financial benefits including free banking, and special rates on mortgages, lines of credits and more

You will also receive the right training, tools and technology needed to delight our Members, with the opportunity to learn from diverse industry leaders, who have hailed from top organizations around the world.

Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 Members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $ 30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members. With over 2000 employees and corporate offices located in Toronto and St. Catharines, Meridian has a track record of creating and delivering innovative new offerings and is committed to investing in the communities that we serve. Our plan is to build on our momentum as we deliver on our purpose - helping our members achieve their best life.

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. Thank you for your interest in Meridian Credit Union.

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