Job Description

About this opportunity 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.
Our Retail 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 have a passion for Member Experience, ensuring that Meridian maintains its tradition of exceeding Member expectations and \xe2\x80\x9cBringing the Member Experience to life\xe2\x80\x9d. We deliver Advice based banking, providing tools that reduce complexity, offering information, and motivating our Members to reach their overall financial goals. We thrive through our growth mindset \xe2\x80\x93 being adaptive, resilient, resourceful and creative. Our teams seek and receive feedback to continuously improve, learning from successes and mistakes. We are collaborative, highly engaged and communicate thoughts and ideas in a respectful environment. We value diversity of thoughts and promote inclusion. Our Retail teams work alongside our partners and align financial strategies and activities to support our Members holistic financial growth \xe2\x80\x93 Wealth, Small Business, and Mobile Mortgage Specialists to ensure value added delivery of Member centric products/solutions. We are driven by delivering an exceptional Member Experience and thrive within the changing landscape of the financial services industry.
Is this role right for you? In this role, you will:
The Branch Manager, Retail Experience is responsible for providing Leadership and guidance to a team of financial services professionals while supporting Meridian\xe2\x80\x99s mission statement. This will include an understanding of branch operations, lending, deposits, investments, wealth, small business and Member Experience while ensuring both security and safety in accordance with Meridian\xe2\x80\x99s strategic objectives. In addition to the above responsibilities, the Branch Manager must have a passion for Member service, ensuring that Meridian maintains its tradition of exceeding Member expectations.
As a member of the Retail Experience Team, the Branch Manager will influence and execute the business plans of Meridian in conjunction with the District Vice President (DVP). This role will oversee the implementation of business goals and objectives for Retail banking operations and be accountable to achieve them through the Leadership of their team. The individual will build, lead and coach a team focused on elevating Meridian\xe2\x80\x99s Member Experience and achieving annual sales and experience objectives.
The Branch Manager will be responsible for the growth of Meridian\xe2\x80\x99s portfolio by promoting Meridian\xe2\x80\x99s profile and expanding our local market share. This role will be accountable to deliver on the Member Experience by \xe2\x80\x9cBringing the Member Experience to life\xe2\x80\x9d. This will include identifying partnership opportunities within their local community and support their team in ensuring they act as brand ambassadors in the Community.
The Branch Manager will work alongside and align financial strategies and activities to support Meridian\xe2\x80\x99s internal business partners \xe2\x80\x93 Wealth, Small Business, Mobile Mortgage Specialists and approved external partners to ensure value added delivery of Member centric products/solutions.
What you\xe2\x80\x99ll do:
Employee Experience
Leads and develops an engaged team aligned to key business drivers and delivering on outcomes.

• Unleashes the ability of each person on the team through coaching to improve performance, solve problems, and grow careers.
• Builds on people\xe2\x80\x99s strengths
• Demonstrates openness to new ideas
• Facilitates open dialogue where all are included
• Demonstrates respect and integrity through all interactions
• Creates and enables trust at all levels
• Fosters effective teamwork across teams
• Promotes diversity of thought ensuring multiple perspectives considered
• Fosters 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 amongst team, and promotes an entrepreneurial growth mindset.
• Informs the DVP, of any performance gaps within the Retail Branch.
• Act 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\xe2\x80\x99s Retail Experience goals.
• Develops a high performing, engaged, and flexible workforce aligned with delivering on Meridian\xe2\x80\x99s retail experience, Member-centricity and service quality objectives.
• Leads branch activities in support of expanding the Member relationship and growing share of wallet.
• Coaches and develops the team on all aspects of a successful Member Experience, business development, relationship management and Member retention strategies.
• Ensures appropriate focus, integration, and relationship building with business partners in Commercial, Wealth and Small Business within the market.
• Builds and maintains strong partner relationships with key corporate support partners.
• Responsible for providing team timely, candid and constructive performance feedback through check-ins, meetings, coaching & observation sessions.
• Responsible for developing their team of financial services professionals to their fullest potential and provide challenging opportunities that enhance employee career growth that aligns with their Individual Development Plan. Develop the appropriate talent pool to ensure adequate bench strength and succession planning; recognizing and rewarding employees for accomplishments.
• Working with the DVP, resolving escalated staffing problems, and working with the assigned HRBP to ensure resolution within established procedures and guidelines.
• Ensures the credit union policies and standard operating procedures are consistently and uniformly applied.
• Support change management to continue to drive business results.
• Delivers branch results against a defined scope of financial metrics.
• Develops and maintains efficient recruiting, training, coaching, recognition, performance standards and resourcing levels in an ever-changing environment.

Member Experience
Leads a team that delivers an exceptional Member experience and offers insights to continually improve the Member Experience.

• Effectively partners with others
• Fosters and promotes Meridian\xe2\x80\x99s Member Experience strategy
• Addresses issues that affect Member service
• Recognizes and rewards great service in action
• Demonstrates excellent listening skills.
• Exhibits strong consultative skills.
• Removes systemic barriers to exceptional Member Experience.
• Contributes to Meridian\xe2\x80\x99s strategic plan for Member Experience.
• Embraces virtual technology and leverages them to host meetings and engage in impactful communication with Members
• Identifies organizational wide opportunities to improve processes.
• Envisions new ways to add value for Members and future Members.
• Provide recommendations to the DVP to support the continuous enhancement of the Member Experience while leveraging employee and Member insights via Getting Closer - Mi3 and Voice of Employee.
• Assists the team in resolving escalated Member Concerns.

Strategic Initiatives
Establishing a compelling vision and executes on strategy.

• Supports innovation activity (core, adjacent, transformational)
• Thinks outside of the box
• Fosters and promotes Meridian\xe2\x80\x99s Member Experience strategy
• Creates sound business practices around risks/opportunities
• Defines expectations and results.
• Understands how to move the business forward.
• Remains current with industry knowledge.
• Effectively shapes Meridian\xe2\x80\x99s role, reputation and brand in the industry.
• Operates with an enterprise wide perspective.
• Working with the DVP, support and execute Retail strategies to ensure continued momentum across Meridian including Omni Channel integration including growing our Digital Ambassador Program
• Responsible for cascading communication of the strategic direction & priorities of the organization.
• Works with the DVP, to champion and implement corporate strategies and programs for the branch.
• Accountable for participating in the development and implementation of business plans.
• Partner with internal departments to support other relevant initiatives.

Community Experience
Partnering with the DVP and team to create a robust Community engagement plan for the market.

• Support local community organizations and activities through Business Development and Good Neighbor Program. Planning, preparation and delivery of Meridian hosted Community events.
• Works with DVP, surrounding branches and team to facilitate the execution of the Community plan.

Operations \xe2\x80\x93 Planning, Metrics and Reporting
Manages operational performance and communicates relevant metrics.

• Creates sound business practices around risks/opportunities
• Achieves results with and through others using disciplined processes
• Builds effective plans and puts effective monitoring in place
• Enables proactive and productive teamwork
• Coordinates work and resources effectively
• Is results oriented and gets things done
• Responsible for all risk controls and audit functions to ensure the branch is compliant with policies and procedures.
• Review and completes branch activity reports, including staffing, loan and deposit growth, overdrafts, losses, and audits to meet profit and performance objectives.
• In conjunction with the District Vice President, set long and short-term business development and objectives to ensure achievement of growth in support of Meridian\xe2\x80\x99s strategic objectives.
• Achieves specific business development objectives while controlling risk, expenses and maintaining revenues to plan.
• Connect with internal and external partners to meet and exceed business objectives.
• Accountable to execute current year plan tactics for branch targets.
• Participate in the annual branch planning and target setting process.

Provide feedback to assist with the evaluation of new programs, channels, and technologies.
We\xe2\x80\x99d Love to Work with You If You Have the following skills and abilities:
Knowledge

• Strong awareness of future industry and demographic trends and realizes growth potential of Meridian\xe2\x80\x99s Retail business.
• Maintain an enterprise view of the organization and Meridian group of companies
• Superior knowledge of the financial services industry
• Leadership best practices, including performance management and recognition
• Knowledge of processes and understanding of internal departments to be able to handle most problems/exceptions.
• Strong understanding of profitability of banking products.
• In-depth experience in Real Estate Lending and knowledge of mortgage underwriting.

Skills

• Strong mentoring and relationship building skills with ability to effectively partner cross-functionally.
• Strong negotiation, interpersonal, written and oral communications skills \xe2\x80\x93 including report writing. Must be able to mitigate and resolve Member Concerns.
• Effective presentation skills to lead meetings and to present ideas for socialization with others to achieve buy-in.
• Embraces virtual technology platforms for use in both Member and Meridian partner meetings
• Effective organizational time management, and problem-solving skills; ability to grasp concepts and processes quickly; demonstrated ability to partner and influence.
• Ability to think strategically and develop plans and recommendations that support the achievement of Meridian\xe2\x80\x99s strategic objectives.
• Proven track record of bringing new ideas forward, while staying on top of trends in the marketplace.
• Member Experience focused, with the enthusiasm and tenacity to motivate self to meet and exceed goals and provide the right solutions.
• Strong partner orientation -ability to build collaborative relationships at all levels in the organization and with external \xe2\x80\x93 relationship building skills.
• A professional with sufficient business savvy, to be seen as an expert with appropriate knowledge, information and expertise to contribute to the organization\xe2\x80\x99s success.
• Ability to adapt, prioritize; plan workload and meet deadlines in a dynamic, fast paced environment.
• Effective leadership and analytical skills including working knowledge of financial budget analysis, staffing models and scheduling.
• Exceptional ability to deliver and manage results-oriented recruiting.
• Proven Member experience skills.
• Tech savvy.

Experience

• Post-Secondary Education preferable in Finance or Business Administration. IFIC, CSC, CFP may be a requirement.
• Financial Services Leadership experience.
• Track record in supporting and executing Retail Experience strategies.
• Experience in creating business plans and implementation plans.
• Proven collaboration with key stakeholders.
• Recognized as a proactive problem identifier and problem solver.
• Established network of COI\xe2\x80\x99s is an asset.
• Considerable personnel management experience.
• In depth knowledge of retail banking and/or credit adjudication.

What\'s in it for you?

• We have an inclusive and collaborative working environment that encourages creativity, curiosity, and celebrates success!
• We provide you with the tools and technology needed to delight your candidates and clients!
• You\'ll get to work with and learn from diverse industry leaders, who have hailed from top organizations around the world
• Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
• This isn\'t your typical "corporate" job. We work hard and we have fun!

Who we are: Meridian is Ontario\xe2\x80\x99s 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 full 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.
Find our story here: About Meridian Experience the Difference! 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. 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. Follow us on Twitter at @MeridianCareers Connect with us on LinkedIn