Financial Services Associate, Contact Centre

Meridian Credit Union

. Understand Members’ financial needs and provide appropriate advice and recommendations .

Posted 10/7/2026full-timeSt Catharines • CanadaJuniorMid-Level💰 CA$60,000 - CA$64,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services sales, providing tailored credit and investment advice while managing Member portfolios. Strong ability to build relationships, engage in revenue-generating activities, and collaborate with partners to align financial strategies.

Highest-signal resume keywords

MFDA LicensingFinancial Services Sales ExperienceCredit Interviewing and Underwriting SkillsMicrosoft Power Platform ExperienceStrong Negotiation Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Credit RecommendationsInvestment AdvicePortfolio ManagementSales StrategyCompliance Knowledge

Soft Skills

Interpersonal SkillsOrganizational SkillsProblem-Solving SkillsTime ManagementCommunication Skills

Tools & Technologies

Meridian ToolsVirtual Technology PlatformsMicrosoft Copilot

Certifications & Qualifications

MFDA Licensing

Industry Keywords

Financial Needs AssessmentMember ServiceRevenue GenerationCommunity EngagementBusiness Acumen

About the role

Key responsibilities & impact

Understand Members’ financial needs and provide appropriate advice and recommendations
Offer complex credit and investment advice
Identify and promote Meridian products and services
Meet and exceed individual and team business goals
Manage Member portfolios and build relationships
Align financial strategies with Wealth, Small Business, and Mobile Mortgage Specialist partners
Engage in revenue-generating and sales activities
Open new Member accounts
Provide credit recommendations or approvals within limits using credit interviewing and underwriting skills
Build external centres of influence
Use Meridian tools to identify opportunities and deepen Member relationships
Host virtual meetings and communicate with Members
Generate referrals to Retail Wealth, Small Business, and Commercial partners
Resolve issues at first point of contact and refer complex concerns
Process daily work in accordance with compliance, audit, policies, and procedures
Maintain Member privacy and confidentiality
Participate in Contact Centre planning, strategy, and business plans
Support the Digital Ambassador Program and Omni Channel integration
Participate in community engagement activities and events
Promote Meridian Credit Union and support local community organizations

Requirements

What you’ll need

Post-secondary education or at least 3 years of equivalent work experience in a financial services sales environment
Proven track record in sales
Minimum MFDA licensing required
Strong business acumen and financial industry knowledge
Excellent organizational and Member service skills
Strong knowledge of computer systems
Availability for scheduled hours including evenings and weekends
Strong negotiation, interpersonal, written and oral communication skills
Ability to mitigate and resolve Member concerns
Effective time management and problem-solving skills
Ability to grasp concepts and processes quickly
Ability to partner and influence
Ability to use virtual technology platforms
Ability to collaborate with leadership on strategic plans and recommendations
Experience with Microsoft Power Platform and Microsoft Copilot considered an asset
Critical thinking, data-driven decision-making, curiosity, and flexibility

Benefits

Comp & perks

Paid vacation time and other time off
Employer-paid health benefits
Defined contribution pension matching
Free banking and special rates on mortgages, lines of credit and more
Tuition reimbursement program
Unique rewards and recognition program
Flexible hours
Home office work within Ontario
Training, tools and technology
Inclusive and collaborative work environment
Opportunities to learn from diverse industry leaders