Job Description

Description :

Who we are:

Meridian's dedication to helping Canadians goes beyond banking, it's about achieving a better life! Thriving communities are essential to the individual well-being of our Members and the overall well-being of Canadians.

At Meridian, we're committed to providing exceptional banking, services, security, and advice so our Members can get everything they want from their money, and their lives!

Find our story here:

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.

About the role:

As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of and small business Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Small Business Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions the incumbent will manage the portfolios of small business Members to genuinely build and develop relationships with them and actively seek to deepen their overall holdings with Meridian. Individuals in this role will be expected to proactively engage in revenue and business generating sales activities, foster relationships with external centres of influence and leverage referrals.

What you will do:

• Within approval limits approve or provide recommendations on large and complex credit products such as small business loans, mortgages, loans, lines of credit, and credit cards based on thorough, accurate and appropriate credit interviewing and underwriting skills
• Provide investment advice by identifying and promoting Meridian investment offerings and wealth solutions that fit and meet our small business Members needs
• Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions
• Actively lead revenue generation and sales based activities in order to achieve performance targets
• Build external centres of influence to optimize sales and service results
• Use Meridian tools to proactively identify and promote opportunities with all Members to deepen relationships and provide seamless service experiences
• Identify and drive referrals to appropriate partners in Retail Wealth, Small Business and Commercial
• Through sales excellence earn the right to ask for business and drive new referrals
• Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
• Balance and process daily work in accordance to standard compliance, audit, policies and procedures

What you will bring:

• Post-secondary education at least 5 years of equivalent work experience in a financial services sales environment with a proven track record in sales and interest in small business
• Strong business acumen and financial industry knowledge
• Passion for sales
• Excellent organizational and Member service skills
• Strong technical skills
• Flexible to work all scheduled hours which may include evenings and weekends

Experience the difference at Meridian: What's in it for you?

• Opportunity to work within, create, and drive a culture of growth and innovation.
• Inspire a positive work environment and help champion quality service, innovation, teamwork to assist our Members.
• Learn voraciously, stretch you and your team's thinking, share your knowledge and educate others!
• Cultivate winning relationships & building trust
• Share our commitment to productivity, effectiveness and operational efficiency.
• Be an agent of change, help others to embrace it and watch amazing things happen!
• Help your community through a variety of outreach programs!

Experience the Difference!

Meridian 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.

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