Financial Services Representative - 3 Month contract - Full time

Financial Services Representative - 3 Month contract - Full time

Job Category: Retail

Requisition Number: FINAN007413

• Posted: July 2, 2026
• Full-Time
• On-site

Location

Courtice
Courtice, ON L1E 2J5, CAN

Description

As our Financial Services Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In this role, your primary responsibilities will be to understand the financial needs of our Members and provide the appropriate advice and recommendations. This will include completing front line transactional services to support our Members day to day banking, as well as an opportunity to grow by fulfilling advisory sales role such as opening new accounts, offering credit, deposit, identifying opportunities for wealth referrals, and positioning Meridian’s products and services to add value to our Members financial well being.

With a growth mindset you are adaptive, resilient, resourceful and creative. Seeking and receptive to feedback to continuously improve and learning from successes and mistakes. As part of our collaborative team, you are highly engaged and communicate thoughts and ideas in a respectful environment.

Must have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and “Bringing the Member Experience to life”.

The Financial Services Representative will work alongside internal business partners – Wealth, Small Business, Mobile Mortgage Specialists – to ensure value‑added delivery of Member‑centric products and solutions.

In addition, this role will be responsible for meeting and exceeding specific individual goals and contributing towards team‑based business results. This role is expected to proactively engage in revenue‑generating and sales‑based activities, foster and deepen Member relationships and refer business to other channels.

Employee Experience

• Highly engaged team aligned to key business drivers and delivering on outcomes
• Demonstrates empathy with colleagues
• Communicates thoughts and ideas openly
• Respects others and their opinions/ideas
• Values diversity of thought and promotes inclusion
• Co‑operatively works with peers within the branch and across Meridian, including corporate office and other Member Experience partners
• Develops goals with Manager that are clearly defined, measurable and achievable, and aligns them to business unit and strategic priorities for Meridian
• Actively participates and supports the team in the planning process, assisting with implementation and providing feedback
• Continued individual learning and development to align with Meridian core competencies and values while delivering on action plans aligned with Employee Engagement results
• Advocates for the branch, advances innovative thinking among team, and promotes an entrepreneurial growth mindset
• Acts as a trusted partner to build, develop and maintain internal relationships within the Member Experience teams and cross‑functional departments, to ensure alignment for achievement of Meridian’s Retail Experience goals
• Participates and leads branch activities in support of expanding the Member relationship and growing share of wallet, including growing our Digital Ambassador Program

Member Experience

• Delivers an exceptional Member experience and offers insights to continually grow Member Experience
• Serves Members with excellence
• Demonstrates patience in difficult situations
• Shows empathy to Members’ perspectives
• Understands how Meridian’s products and services can add value to our Members
• Provides a superior Member experience through the identification and promotion of products and services; where appropriate provide qualified referrals based on the needs identified through proactive probing
• Works with Branch leadership, to champion and implement corporate strategies and programs for the branch
• Ensures proper due diligence by posting all transactions accurately and timely
• Takes responsibility to ensure accuracy and completeness of all work
• Maintains discretion and confidentiality to respect Members privacy
• Identifies and fulfills Member requests and identifies opportunities to grow the relationship
• Demonstrates excellent listening and strong consultative skills
• Embraces virtual technology platforms and leverages them to host meetings and engage in impactful communication with Members
• Removes systemic barriers to exceptional Member Experience
• Identifies and contributes to continuous enhancement of the Member Experience while leveraging Voice of Employee
• Based on approval limits, approves or provides recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills
• Open new Member accounts using account opening strategies
• Engages in revenue generation and sales‑based activities to achieve performance objectives
• Provides investment advice by identifying and promoting solutions that fit and meet Member needs

Community Experience

• Participates and executes with the team our Community engagement plan
• Promotes Meridian Credit Union in community through participation in community activities or events, demonstrating Company Values
• Supports local community organizations and activities through Business Development and Good Neighbor Program; planning, preparation, and delivery of Meridian hosted Community events

How you will succeed:

Strong desire for career growth within the financial services industry.

Strong business acumen and financial industry knowledge.

Flexible to work all scheduled hours, including evenings and weekends.

Strong knowledge of computer systems.

Ability to make decisions, act decisively and provide friendly and personable service.

Strong negotiation, interpersonal, written and oral communication skills. Must be able to mitigate and resolve Member Concerns.

Effective organizational time management, and problem‑solving skills; ability to grasp concepts and processes quickly; demonstrated ability to partner and influence.

Embraces virtual technology platforms for use in both Member and Meridian partner meetings.

Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian’s strategic objectives.

Proven track record of bringing new ideas forward, while staying on top of trends in the marketplace.

Member Experience focused, with enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions.

Proactive – seize initiative by anticipating needs and identifying opportunities to provide a higher level of service.

Open Communication – engage in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.

Business Savvy – continuously acquire knowledge needed to do a job to the fullest, using internal or external resources and applying the knowledge productively.

Partner Orientation – initiates opportunities for collaboration and maintains productive relationships to achieve shared goals.

Integrity – do the right thing by always acting with openness, honesty and respect.

Talent Developer – nurtures and supports direct reports, identifies strong team members, develops digital and analytical skills in direct reports.

Creates a Supportive and Positive Team Environment – encourages innovation, risk‑taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team.

• Post‑secondary education or equivalent work experience in a financial services sales environment an asset.

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

Salary Range: CAD 47,775 to 62,200 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. Your recruiter will share more information about our total rewards package during the hiring process.

What's in it for you?

• Paid vacation time, and other time off
• Financial benefits including free banking, and special rates on mortgages, lines of credit and more
• Unique rewards and recognition program

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.

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