Meridian Credit Union – Contact Centre Representative – Part-Time – 6 Month Contract – Toronto, ON

Company: Meridian Credit Union

Location: Toronto, ON

Expected salary:

Job date: Wed, 21 May 2025 22:53:30 GMT

Job description: Description :About this opportunityAt 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: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.Is this role right for you? In this role, you will:As a member of the Contact Centre, the primary responsibilities for this position will be to understand services, financial and product needs of our Members while providing the appropriate advice and recommendations to fit these needs. This will include proactively identifying and promoting opportunities for Meridian and our Digital Bank’s products and services including the support of our digital and self-serve products. In this role the Contact Centre Representative will be responsible for meeting and exceeding specific individual and team based business goals. While providing the right financial solutions the incumbent will genuinely build and develop relationships with Members which will deepen their overall relationship with Meridian Credit Union and our digital bank. Individuals in this role will be expected to proactively engage in activities such as revenue generating and sales based activities, foster relationships and leverage referrals.

  • Proactively identify and promote opportunities with all Members, identifying Member needs and expectations and align products and services based on the identification of those needs driving referrals and provide seamless service experiences
  • Provide support to the Contact Centre by proactively responding to Member-initiated contacts, delivering fast, friendly efficient service, assisting with financial transactions such as but not limited to transfers, Cheque ordering, bill payments, DEFTs, ABM limit increase
  • Resolve problems at first point of contact where possible and refer more complex Member concerns to appropriate staff
  • Provide first point of support and resolve issues relating to technical issues; issues with OLB, etransfers, ABM/POS and within prescribed timelines

How you will succeed:

  • Strong commitment to service excellence and achievement of results
  • Solid knowledge of Meridian & our Digital Banks products, services and procedures or work experience in the Financial Services Industry
  • Organized with ability to quickly prioritize and effectively handle critical issues as they occur
  • Ability to exercise sound judgement
  • Works well independently or in a team environment
  • Possesses an understanding of all digital and self-serve initiatives
  • Flexible to work all scheduled hours which may include evenings and weekends

Competencies:

  • Member Focus – Personally demonstrating that our Members are our highest priority.
  • Proactive – Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
  • Open Communication – Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
  • Business Savvy – Continuously acquiring the knowledge needed to do one’s 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 – Doing the right thing by always acting with openness, honesty and respect.

Office Location: Our team works in a hybrid environment at our St. Catharines office located at 531 Lake St, St Catharines, ON L2N 4H6, CAN.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.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!

Our Story: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.Our Commitment to You: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. Please contact us to request accommodation.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.

Meridian Credit Union – AML/ATF Specialist – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Thu, 22 May 2025 22:50:55 GMT

Job description: Description :About this opportunityAt 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.The successful candidate will be a seasoned AML/ATF professional and subject-matter expert, who provides enhanced due diligence for new and existing client relationships considered to be higher risk. Previous experience conducting enhanced due diligence investigations on commercial businesses is required for this role.The candidate will thrive in a fast-paced environment, where they will be required to investigate and assess relationships for potential financial, reputational, operational and compliance risks while achieving their own demanding personal targets. The candidate will easily build trust and rapport with business partners to become their trusted advisor and go-to contact within our team.Key Responsibilities:Cases

  • Complete enhanced due diligence on commercial cases.
  • Adjudicate cases from all sources, and prepare and submit Suspicious Transaction Reports as necessary.
  • Complete complex and internal investigations.
  • Develop and execute enhanced due diligence regimes in support of complex Member and business scenarios.
  • Develop and execute risk assessment/scoring methods, processes, and mitigation activities.
  • Complete Know Your Member reviews and updates.

Compliance Regime

  • Support the creation and maintenance of all relevant policies and procedures.
  • Provide subject matter expertise and consulting to stakeholders.
  • Develop and deliver AML/ATF training to a variety of audiences.
  • Develop and prepare departmental and Board-level reporting.
  • Provide support in preparation for internal/external audit and Quality Control activities.
  • Complete project work as assigned.

Leadership

  • Provide guidance and support to team members in the completion of their assigned tasks.
  • Provide first-level review of Suspicious Transaction Reports and Part G submissions and case notes.
  • Provide coaching and mentoring to peers where opportunities exist.

Prescribed Reporting

  • Prepare and submit Suspicious Transaction Reports and Terrorist Property Reports.

Knowledge, Experience and Skills:Experience:

  • 3-5 years of experience working in AML/ATF compliance and/or investigations; or
  • 3-5 years of experience working in the financial services industry and 1-3 years of experience working in AML/ATF compliance and/or investigations.
  • Experience in criminal/regulatory/internal/administrative investigations outside of the AML/ATF industry is an asset.

Education:

  • Obtained or working towards CAMS designation, or, will be eligible and encouraged to obtain CAMS designation within 6 months of start date.
  • CFE, CFCS or other relevant designations are an asset.
  • Relevant Post-Secondary education or equivalent experience is an asset.

The ideal candidate should demonstrate:Knowledge:

  • a strong level of understanding of FINTRAC’s Guidelines, the Proceeds of Crime (Money Laundering) and Terrorist Financing Act and its associated Regulations, and of OSFI’s Guideline B-8;
  • a working-level understanding of the relevant provisions of the Criminal Code of Canada;
  • a working-level understanding of the Personal Information Protection and Electronic Documents Act;
  • an expert-level understanding of ML/TF typologies and risk factors, including a demonstrated ability to keep up-to-date with emerging trends and risks;
  • an expert-level understanding of financial products and services, operational policies, procedures, delivery systems, and risk management methodologies;
  • Proficiency with SQL or other database management and reporting software is an asset;
  • Proficiency with MS Office suite (Word, Excel, PowerPoint); and
  • Experience working with an AML alert/case management system/software is an asset.

Problem Solving Skills:

  • the ability to operate independently within agreed parameters and to contribute to the development of those parameters;
  • the ability to apply knowledge and experience to find novel solutions to unique challenges;
  • the ability to demonstrate well-reasoned judgment and critical thinking skills in unfamiliar situations;
  • the ability to coach business partners through AML/ATF-related challenges and influence outcomes; and
  • the ability to provide guidance to other teammates with respect to prioritization and problem solving.

Time Management Skills:

  • the ability to adapt to a rapidly changing environment; and
  • the ability to balance workloads and prioritize according to importance.

Communication Skills:

  • complete fluency in spoken and written English;
  • the ability to provide tactical guidance and direction to others on the team;
  • tact and diplomacy to respond to inquiries from our internal partners, external partners (regulators and other government agencies, law enforcement, etc.), internal auditors, and Members;
  • influencing skills to guide business partners through decision-making processes related to AML/ATF challenges;
  • the ability to clearly articulate observations/recommendations in an organized and understandable format, tailored for the target audience;
  • the ability to prepare, write, and submit prescribed reports to FINTRAC;
  • the ability to prepare reports including detailed recommendations, for all audiences within the business including the Board of Directors;
  • the ability to prepare newsletters, bulletins, policy & procedures, for all audiences within the business including the Board of Directors; and
  • the ability to present to large groups through varying channels (phone, webinar, and in-person).

Office Location: 3330 Bloor Street West, Toronto. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

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

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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: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.Follow us on Twitter at#LI-TJ1#LI-HYBRID

Meridian Credit Union – Manager, Operations Support – Saint Catharines, ON

Company: Meridian Credit Union

Location: Saint Catharines, ON

Expected salary:

Job date: Thu, 22 May 2025 23:58:44 GMT

Job description: Description :About this opportunityAt 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.The Manager of Operations Support is accountable for the efficient and successful delivery of Retail support services for Meridian Credit Union and Motusbank Retail Operations. The Manager is responsible for delivering on our Service Level Agreement and service commitments with our Partners/Members. The Manager will have an in-depth knowledge and experience to support the many complex processes and support within Operations. They will engage in regulatory/compliance support, complex account management and general inquiries regarding Retail and Operations. The Manager will model Meridian For Good and provide a reliable and central point of contact to enable internal Delivery and Corporate partners. The Manager will work with Partners, to resolve escalations and Member Concerns in an urgent and efficient manner. The incumbent will provide leadership, direction, and development to employees by empowering performance and giving constructive one on one coaching. Process improvement and the provision of a high level of service to retail partners while retaining a team of highly engaged employees who continually strive to be Member Obsessed.Key Responsibilities:Management & Decision-Makin

  • Accountable for the delivery of exceptional service that builds trust through responsiveness, accuracy, consistency, and expertise at a high level of efficiency.
  • Delivering within defined SLA.
  • Develops a high performing, engaged, and flexible workforce within an exciting and fun environment. Encourages individual contribution at all levels and directs focus on service quality and operational excellence.
  • Builds future capability/scalability, develops and implements policies and processes required to maximize efficiency and consistency across departments, while complying with organization standards, policies and practices.
  • Fosters actions and behaviours that will drive superior business performance, reinforces Member focus, mitigates organizational risk, drives business unit process improvement
  • Leads effective performance management processes, employee professional development plans, succession planning and coaching strategies for direct reports.
  • Ensure that goals and objectives are set appropriately and develop succession planning to ensure continuity of service delivery and team development.
  • Decision-making should show an ability to proactively identify the correct stakeholders, anticipate downstream impact, and work towards an enterprise solution that balances Member Experience, Risk, and Efficiency.
  • Manage day to day incoming escalations Internal/External; Branch liaison/support, escalate to Director any escalations requiring further support. Key escalation point for day-to-day operations
  • Strategic thought leader – challenging direct reports to create opportunities that are rooted in actionable insights.
  • Ensures departments are structured appropriately to meet the evolving needs of the organization and the type of work that is being supported; building future capability within the team to ensure service quality is not compromised.
  • Acts as a project lead involved implementation, execution, control and completion of specific projects.

Communication

  • Actively collaborates with partners, proactively identifies stakeholders, and regularly stays in contact with internal partners.
  • Build and maintain productive working relationships with our vendors/service providers to exchange ideas, discuss industry trends, resolve concerns, drive change, and support strategic initiatives.
  • Executes and translates vision, strategy and business requirements into clear, actionable goals for direct and indirect reports.
  • Self-manages issues within the team but escalates with appropriate detail when warranted.
  • Positive communication style that respects all parties and works towards common sense solutions that net benefit the organization.

Impact

  • Implement and monitor metrics, reporting and goals to ensure quality is maintained and/or enhanced, service quality improves, and productivity increases.
  • Uncover ways to improve service level standards and key performance indicators.
  • Assist with cross-functional projects varying in size and complexity – providing subject matter expertise and consultation.
  • Deliver tangible and measurable operational efficiencies through reduction in errors, decreased cycle time, increased capacity, and/or improved throughput to support future growth.
  • Utilize out of the box thinking to execute effectively and efficiently on new or existing products and services.
  • Maintain standardized and accurate department processes while ensuring the necessary controls/documentation are in place to mitigate risk.
  • Anticipates change and risk – demonstrates the ability to quickly prioritize work, effectively handle critical issues or competing priorities, and moves with agility from one task to another.

Audit & Compliance

  • The Manager is accountable for the regulatory processes in the department, ensuring that risks are mitigated, and compliance requirements are met.
  • Apply an audit lens to new processes and policies, and act as a champion for these considerations at the initiative/project level where warranted.
  • Accountable for quality assurance on transactions beyond efficiency metrics to contribute to a satisfactory risk level
  • Exhibit a thorough understanding of the AML/ATF principles and Privacy Act

Knowledge, Skills, and Abilities:

  • Excellent communication/presentation and interpersonal skills.
  • Ability to work independently with confidence.
  • Strong commitment to Member experience.
  • Willingness to work flexible hours, and train both on/off the job to improve general business and lending skills.
  • Demonstrates a high capacity for increasingly complex workloads.
  • Highly motivated self-starter with high energy and a very positive attitude
  • A natural curiosity to investigate complex, ambiguous problems using multiple data sources and tools to come up with answers and recommendations.
  • A strong business acumen and can translate insights into actionable recommendations that align with business objectives.
  • Ability to work independently and in a team-oriented environment.
  • Continuously innovates to achieve great results.
  • Possess a strong attention to detail; be concise without comprising the facts
  • Able to meet established schedules and deadlines on time and on budget.
  • Results-oriented with excellent communication, analytical and strong multi-tasking skills.
  • Demonstrated interest and experience in corporate responsibility, sustainability, environment, governance and social impact

Education, Designations, Training, and Experience:

  • An undergraduate degree with an economics, finance, or business focus is preferred.
  • Five or more years progressive financial services experience required.
  • Three or more years leadership experience required.
  • Solid knowledge of the banking products and services, processes, systems, and applications
  • Experience with Meridian’s retail credit/investment policies and procedures would be an asset.
  • Knowledge of process improvement principles and techniques is an asset.
  • Demonstrated ability and creativity in developing and implementing department specific process improvement initiatives.
  • Problem-solving experience in a fast-paced, deadline environment
  • Experience/training in the development of reporting and analytics considered an asset
  • Experience in conducting analysis and working with diverse data sets, both structured and unstructured.

Competencies:

  • Member Focus – Personally demonstrating that our Members are our highest priority.
  • Proactive – Seize the initiative by anticipating needs and identifying opportunities to provide a higher level of service.
  • Open Communication – Engaging in honest and transparent dialogue to develop mutual understanding, trust and cultivate deeper relationships.
  • Business Savvy – Continuously acquiring the knowledge needed to do one’s 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 – Doing 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: creates and contributes to a positive team environment which encourages innovation, risk taking, and learning; speeds up team learning through sharing best practices; leverages the strengths and opportunities of the broader marketing team

Office Location: 75 Corporate Park Drive, St. Catharines. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

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

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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: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.Follow us on Twitter at

Meridian Credit Union – Senior Credit Recovery Representative – 6 Month Contract – Saint Catharines, ON

Company: Meridian Credit Union

Location: Saint Catharines, ON

Expected salary:

Job date: Sun, 25 May 2025 05:24:38 GMT

Job description: Description :About this opportunityAt 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.To provide moderate and complex collection support to the Credit Recovery Team. Responsible for high quality work, ability to co-ordinate accurate month end impairment reporting as required, process complex and high importance transactional entries with a high degree of accuracy, and to assist the Credit Recovery Team as required.Act as the key liaison and negotiate with utility companies and Cities/Municipalities with respect to utility issues and property taxes both current and in arrears on all Power of Sale (POS) properties. Mitigate losses through negotiation where possible. Responsible to facilitate the re-connection of all utilities on POS properties by coordinating logistics between both utility companies and property management companies on site. Ability to handle multiple priorities and interact and educate Branch Staff, interact with Internal Departments and 3rd parties with tact and diplomacy while maintaining ultimate confidentiality.Key Responsibilities: * Please note – this is a 6-month contract opportunity*1. Credit Recovery Activities

  • Compile Branch files and securities as needed to coordinate the workflow for the Account Officers and Account Managers.
  • Manage official cheque reconciliation & manage process to pay invoices from Lawyers, Bailiffs, Small Claims Court action, property tax and condominium arrears and for all Third Party Requirements to Pay.
  • Responsible for official cheque register, inventory, and audit compliance for the Credit Recovery Department.
  • Calculate outstanding balances for loan, LOC and mortgage write offs, prepare all slips, post entries and keep precise records of the retail credit facilities written off and retail recoveries for the Department for audit and compliance purposes.
  • Maintain all Judgment and Writs on file for the Retail and Commercial Credit Departments by maintaining log and forwarding renewals to Sheriffs in the various regions as required.
  • Post daily entries to Member Expense LOC accounts and complete daily filing to Expense LOC folders.
  • Post daily transactions on Encore/Ovation and update both CHUB Elements and CRM/ACE as required with a high degree of accuracy.
  • Process commercial credit requests for complex write offs and write downs on commercial debt and process commercial recoveries ensuring appropriate GL distribution and tracking for month end reporting.
  • Provide back up for Commercial Credit Representative when required and provide ongoing assistance as needed.
  • Reconcile all Retail & Commercial Credit General Ledger and Sundry accounts on a monthly and quarterly basis as outlined by MCU policies and procedures and forward to Finance as required.
  • Prepare and provide information and documentation requested by both Internal and External Auditors (FSRA, Sagen, etc.) as directed.
  • Complete set up for impaired credit facilities as instructed by Credit Recovery Team.
  • Provide backup for the Credit Recovery Department, answer general enquiries from Members and Branch staff when necessary.
  • Adhere to strict P&P and compliance protocols within the CR guidelines, as well as all provincial FSRA and OSFI regulations.
  • Able to call members for data collection as needed to assist the CR team.
  • Notes and documents account modifications, adjustments, or advisory announcements in all Meridian and Motus banking systems as needed.
  • Other responsibilities on special projects assigned to Credit Recovery.
  • Other duties as assigned.

2. Property Maintenance / Insurance

  • Accurately manage foreclosure insurance for Power of Sale properties as required. Ensure ongoing balancing of Foreclosure Insurance GL as well as annual submission to Canada Life.
  • Process invoices and prepare official cheques from various utilities, property management firms, lawyers, Bailiffs, Receivers and Appraisers in a timely manner.
  • Set up expense LOCs for Power of Sale Properties, repossessed chattels and ensure precise maintenance of same.
  • Complete and maintain monthly delinquency reporting as required for CMHC, Sagen and Canada Guaranty Mortgage Insurance Companies.
  • Communicate with municipalities in writing of changes in billing for utilities on properties under Power of Sale.
  • Make verbal contact with Municipalities and Utility Companies to affect reconnection of service when required.
  • Co-ordinate logistics with Property Management Companies to ensure availability for reconnection of services.

3. Reporting

  • Complete monthly/quarterly delinquency reporting as required for the Board under tight deadlines with a high degree of accuracy.
  • Refresh and generate Ad-Hoc internal reports as needed by the Credit Recovery Team.Prepare reports for all Credit Management Reporting and Finance
  • Manage and balance all GL’s and Net Suite Reporting
  • Ensure Impairment and Write-off reporting is updated on a monthly basis.

4. Problem Solving

  • Problem solving critical issues affecting daily operations of Credit Recovery department, and time sensitive transactions.
  • Escalates more complex issues with recommendations as appropriate after due diligence and investigation.
  • Assist with researching policy covenants within emerging market trends (eg. Provincial Offences Act).
  • Use independent judgment to continually improve internal processes or procedures.
  • Demonstrate a willingness to assume higher degrees of accountability and responsibility with respect to working with property management companies, municipalities and utility companies.
  • Continuously search for new and better ways to process work that will enhance the Member experience and reduce costs of providing the service or processing transactions.
  • Work collaboratively in a team environment with peers and colleagues throughout the collection process by sharing best practices

5. Communication

  • Requires tact and diplomacy to respond to inquiries from Members under the management of Credit Recovery, while staying within the guidelines of the Privacy Legislation Act
  • Provide guidance to Branch Staff on Credit Recovery P&P guidelines.
  • Manage routine issues & problems with third parties.
  • Provide ongoing procedural and technical support for the Credit Recovery Team and Branch staff, other departments and external partners.
  • Strong verbal and written communication skills; must be confident in dealing with external lawyers, Municipalities, property management companies and external utility vendors.
  • Must be able to handle difficult and challenging conversations with Members

Knowledge, Skills, and Abilities

  • Extensive knowledge of Ovation, Microsoft Word, Excel, Microsoft 365 CRM, and C-HUB.
  • Willing to train and/or upgrade computer skills as required.
  • Willing to upgrade computer skills with respect to EDW
  • Proven ability to work independently and accurately within strict timeframes.
  • Capacity to manage and carry out multiple tasks and priorities in a demanding environment.
  • Demonstrate effective inter-personal skills conducive to a team environment.
  • Excellent organizational skills, problem solving & time management ability and a commitment to a high degree of accuracy.
  • Demonstrates creativity in developing and streamlining internal procedures and processes.
  • Demonstrates Meridian values through leadership and behaviour.
  • Positive team player, flexible in nature.
  • Commitment to values and service excellence.

Education, Designations, Training, and Experience

  • Minimum 5 years’ experience in bookkeeping and administrative functions.
  • Paralegal or Law Clerk experience ideal

Office Location: 3330 Bloor Street West, Toronto OR 75 Corporate Park Drive, St. Catharines. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

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

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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: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.Follow us on Twitter at#LI-TJ1#LI-HYBRID

Meridian Credit Union – Director, Brand & Acquisition Marketing – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Thu, 08 May 2025 23:35:30 GMT

Job description: Description :Why Meridian?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.Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.Find our story here:The role:The Director, Brand & Acquisition Marketing will report to the Vice President of Marketing and will lead a team responsible for shaping the full Marketing funnel from awareness through acquisition of new Members and prospects.The Director is passionate about both brand and performance marketing, leverages data and market research to drive business results, and understands our audiences and the market landscape to competitively position Meridian for growth among new segments of opportunity. They have a test-and-learn mindset and are constantly seeking new ways to entice audiences to bank with Meridian.This role is responsible for developing brand, advertising, and content strategies, supporting line of business growth, collaborating with internal partners, and ensuring alignment with the Meridian for Good strategy, as well as our Purpose, Vision, and Brand Belief. The marketing research function also sits under the Director, responsible for supporting the full Marketing team in answering questions about unknown and known audiences.Key Responsibilities:Brand Strategy and Marketing

  • Oversee research and analysis to understand the needs, preferences, and behaviors of the target audience, identify segments of opportunity for Meridian
  • Leverage insights to identify attitudinal levers of loyalty, where the brand has gaps and how to action against them to build brand affinity.
  • Understand competitor landscape and market dynamics, including the strengths, weaknesses, opportunities, and threats of Meridian and its competitors.
  • Develop the competitive positioning, differentiation, and value proposition for the Merdian brand
  • Develop and evolve Brand Archetype in collaboration with Director of Creative
  • Drive up unaided awareness and favourability in the Market by leading the rollout of Meridian’s brand across the organization and in the market to audiences that represent key growth opportunities to our Business, Retail and Wealth lines of business.
  • Spearhead go to market with large-scale advertising/ marketing campaigns and media buying, ensuring efficiency and cohesive go-to-market positioning, and measurement of campaign impact on an ongoing basis, developing tactics to improve and optimize the campaigns based on results, testing and learning.
  • Build the brand from the inside out, helping employees adopt Meridian’s Brand Attributes and live them every day.
  • Champion enterprise objectives by looking for and managing opportunities to align the brand within marketing and business initiatives.
  • Manage and mitigate sources of reputational risk to brand across various channels including online reviews, social media management, business pages, etc.

New Member Growth

  • Develop data-driven acquisition strategies for small businesses, retail and wealth Members across specific verticals and segments through the launch of conversion campaigns, promotions, events, sponsorships and product awareness.
  • Lead research and leverage data for opportunity sizing across new and existing markets, ensuring a comprehensive understanding of our audience segments across the business.
  • Lead generation of prospects through digital campaigns (lead generation forms) and events, with a focus on optimizing flows for data capture.
  • Support the lines of business on development of strategies and collateral to drive foot traffic into branches and onboard new Members.
  • Leverage data and work with the Digital team to ensure digital properties are optimized for new Member growth.
  • Report on marketing results for various lines of business, and work with Marketing Operations to evolve our reporting and data-driven planning capabilities (i.e. improved attribution tracking, opportunity sizing).

Omni-Channel Content Marketing Strategy

  • Lead the development of a marketing content strategy across lines of business and channels, particularly focused on our key ESG and DEIBR pillars, and driving Financial Confidence among both prospects and Members.
  • Develop a strategy to capture and disseminate Member stories and testimonials across all Marketing channels at various layers of the funnel.
  • Plan and execute social media strategies to engage the Meridian audience of Retail, Wealth and Business Banking Members and prospects.
  • Lead search engine optimization (SEO) to drive increased traffic to digital properties and collaborate with the Digital team to optimize user flows towards new Member conversion.
  • Work closely with the Communications team to build Meridian’s content strategy.

Market Research

  • Lead the research function for the Marketing team, playing a key role in validating key pillars of the Meridian for Good corporate strategy.
  • Capture Member and prospect insights, benchmark against competitors.
  • Uncover emerging market trends and measure the impact of marketing spend through the funnel.
  • Lead the team who develops continuous Member feedback loops into Marketing strategies.

People Leadership

  • Lead a team of ~11 brand, content and growth experts.
  • Foster a culture of innovation, continuous learning, and collaboration.
  • Work closely with stakeholders across Marketing, Digital and Data teams, always advocating for the advancement of capabilities to drive profitable growth for the business.
  • Collaborate with the 1:1 Marketing team to determine the best Member segments to onboard across retail, wealth and business verticals, while optimizing digital user flows and data capture opportunities in collaboration with the Digital team.

Knowledge, Skills, and Experience:

  • Strong working knowledge and experience with advanced consumer data analytics and application to Marketing strategy development, planning & activation.
  • Proven experience developing and implementing holistic strategies to drive profitable growth.
  • Ability to influence across multiple lines of business and at multiple levels in the organization.
  • Exceptional project management skills and ability to achieve success on time and within budget.
  • Proven ability to innovate and create differentiating, proprietary marketing programs to build brand leadership, proven expertise in flawless program execution.
  • Excels in verbal, written and visual communications, with a particular emphasis on problem framing, visual storytelling and strong information design.
  • Outstanding written and oral communications skills.
  • Entrepreneurial mindset with the ability to execute in a larger organization.
  • Possesses an innate curiosity for understanding people and culture.
  • Demonstrated ability to motivate and lead a team through transformation.

Office Location: Toronto Corporate Office with the ability to travel to our St. Catharines office as needed. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

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

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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: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.Follow us on Twitter at#LI-NM1
#LI-HYBRID

Meridian Credit Union – Senior Manager, Social Impact – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Fri, 09 May 2025 03:24:03 GMT

Job description: Description :About this opportunityAt 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.The Senior Manager, Social Impact, serves a key role in driving the societal change strategy and agenda for Meridian Credit Union. This role activates the company’s purpose through employee experience, community, and customer engagement, in partnership with colleagues across various business lines and operations. You will build and operationalize philanthropic endeavors, lead and support local employee volunteerism, and measure the impact of Meridian’s charitable programs aligned with five pillars: Housing Affordability, Financial Access & Confidence, Climate Resilience, Supporting our Communities, and DEIBR. Additionally, you will manage a small team, leading with influence to mentor and develop them. The Senior Manager will work collaboratively across functional and business unit teams to direct multiple strategic projects and initiatives, implement programs aligned with the Meridian For Good Strategy, and oversee campaign timelines, budget management, and reporting to stakeholders, ensuring project results align with Meridian for Good. Furthermore, you will proactively engage with community organizations at the forefront of solving societal challenges, ensuring alignment with our pillars.Key Responsibilities:Strategy & Partnership Development

  • Identify and implement joint initiatives to enhance Meridian’s brand and reputation in the community and increase employee engagement.
  • Build and maintain key strategic external partnerships within the Canadian nonprofit community.
  • Participate and act as a strategic partner in multiple cross-functional and Line of Business teams in identifying, developing, and implementing strategic initiatives.
  • Partner in development of Meridian-wide strategy on philanthropy, establishing data-driven goals, milestones, and metrics.
  • Responsible for managing the community response recommendation for all disaster relief initiatives and current events and subsequently socializing the approach Disaster Relief Operating Committee.
  • Liaise with and support Meridian’s DEIBR Employee Resource Groups to support their understanding of our community work and ensure they’re able to effectively leverage community partnerships aligned to Meridian for Good.

Program Management:

  • Direct multiple key strategic projects and initiatives simultaneously, including providing project management and strategic direction.
  • Works with Social Impact, ESG, and DEIBR teams to create and implement community programs aligned to the Social Impact strategy and that resonate across the Lines of Business and local Markets that we serve.
  • Specifically execute social impact and sponsorships aligned with Meridian’s Social Impact Pillars.
  • Oversee a team of individuals, leading training, development, and recruitment within the function.
  • Leads required cross-functional team members and organized cross-functional team activities to ensure key functions fulfill required responsibilities (e.g., plan and lead cross-functional campaign meetings, develop detailed timelines to ensure campaign/tactics are completed on time).
  • Supports campaign/tactic collateral development and production, ensuring flawless execution.

Budget Management:

  • Maintain up-to-date information on budget allocation and investment outcomes for the Social Impact Team.
  • Owns campaign timelines and budget management across multiple project lines including Reframe Skilled Trades Program, Good Neighbour Local Giving Program, Employee Volunteering and Matching Program, Corporate Donations and Sponsorship Program, Disaster Relief Program, Sean Jackson Scholarship Program.

Stakeholder Management & Engagement:

  • Routinely interacts with senior executive leadership.
  • Maintains industry contacts and wide networking among professionals.
  • Helps create innovative programs to drive employee engagement around employee volunteering and giving.
  • Lead communication of Social Impact’s campaigns and programs to cross-functional stakeholders to ensure message alignment and effective leveraging of community proof points to support Meridian’s brand.
  • Liaise with and support Meridian’s DEIBR ERGs to support their understanding of our community work and ensure they’re able to effectively leverage community partnerships and proof point
  • For donation requests over $25,000 assess using the Grant or Sponsorship Assessment matrix for documentation, approval and audit purposes and convene Meridian’s Purpose Committee (which consists of Meridian SLT leaders) for decision making.

Program Measurement, Evaluation, and Reporting

  • Oversees grant-making and social impact sponsorship program/policies and guides the full lifecycle of charitable contribution processing (vetting, documentation, approvals, payments, reporting).
  • Skilled in impact assessment methodologies and latest developments in the impact measurement field as it relates to social investment.
  • Ensures timely reporting on metrics to support assessment and optimization.
  • Supports the development of post-campaign/program/tactic assessment and results reporting.
  • Lead Social Impact reporting across all programs, including development of reporting assets for CEO, VP Legal and Governance, Vice President, ESG + Social Impact, and cross-functional stakeholders as required.
  • Supports the development of post-campaign/program/tactic assessment and results reporting for stakeholders which include ELT, Board of Directors, ESG report and the Public.

Marketing & Communication

  • Owns campaign/tactic implementation, including timeline and budget management and cross-functional employee communication execution.
  • Leads required cross-functional team members and organizes cross-functional team activities to ensure key functions fulfill required responsibilities (i.e. plan and lead cross-functional campaign meetings, develop detailed timelines to ensure campaign/tactics are completed on time)
  • Supports campaign/tactic collateral development and production, and flawless execution
  • Ensures campaign messages and creative ideas are aligned to Meridian’s brand and value proposition
  • Ensures timely reporting on metrics to support assessment and optimization

Knowledge, Skills, and Abilities:

  • Strong track record and ability to direct the prioritization of multiple disciplinary change programs in support of the social impact and corporate responsibility agenda.
  • Skilled in impact assessment methodologies and latest developments in the impact measurement field as it relates to social investment.
  • Highly collaborative, with ability to work in partnership with multiple stakeholders across the business, influencing directly and indirectly.
  • Strong personal credibility with ability to build trusted relationships with senior business leaders.
  • Must have excellent executive level oral and written, presentation/communication skills.
  • Must have data driven skills, ability to interpret data, recognize patterns, and draw conclusions.
  • Ability to work both independently and as part of a team; with excellent influencing and inter-personal skills coupled with curiosity, action bias and strong problem-solving abilities.
  • Thrives in fast paced, high growth, matrixed, dynamic, diverse business and able to navigate complex organizations and deliver results with limited resources.
  • Strong, credible manager and coach, seen as a talent magnet and developer.
  • Highly collaborative, with ability to work in partnership with broader Meridian community.
  • Strong interpersonal and communication skills; ability to communicate technical information clearly and concisely at board, executive and senior management level.
  • Strong business acumen. Understands key financial drivers related to growth and revenue goals of the organization • Confident, resilient and a self-starter.

Education, Designations, Training, and Experience

  • Bachelor’s degree, minimum of 8 years’ experience, with proven high-performance in complex planning and impact efforts.
  • Experience in purpose and impact work at the intersection of corporate, non-profit and government agendas.
  • Experience in brand marketing will be considered a strong asset.
  • Certification or education in CSR, Community Investment or Social Impact considered an asset.
  • Strong networks and solid relationships across the charitable, private and public sectors.

Office Location: 3330 Bloor Street West, Toronto OR 75 Corporate Park Drive, St. Catharines. This is a hybrid work opportunity.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires a minimum of semi-monthly regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is important to us.What’s in it for you?

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

Who we are:Meridian is Ontario’s largest credit union, and second largest in Canada, helping to grow the lives of our more than 380,000 Members. Meridian has more than 80 years of banking history and is 100% owned by its members. With 87 retail branches and 15 Business Banking Centers across Ontario and $ 32B in assets under management, Meridian offers a full range of financial products and services to its retail, business banking and wealth members. With over 2200 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: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.Follow us on Twitter at#LI-TJ1#LI-HYBRID

Meridian Credit Union – Operations Processing Representative – Part Time – 6 Month Contract – Saint Catharines, ON

Company: Meridian Credit Union

Location: Saint Catharines, ON

Expected salary:

Job date: Sat, 10 May 2025 23:21:19 GMT

Job description: Description :Why Meridian?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.Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.Find our story here:As an Operation Processing Representative:The Operations Representative is responsible for maintaining high standards of Member service, contributing to quality control and operational efficiency within Operations that contribute to a positive Member experience. The incumbent must be responsive to partner/member needs, have a collaborative attitude and have a proactive nature.

  • Ability to work independently, take initiative, prioritize work and be flexible
  • Excellent organizational skills, problem solving & time management ability, and a commitment to a high degree of accuracy.
  • Strong ability to learn all aspects of Operations for example investments, loans, lines of credit, mortgages, electronic channels, and clearing.

How you will succeed:

  • Create a consistent and positive experience for our partners and ultimately our members through completion of work being sent from the Retail team for Investments, Lending and Mortgages Processing
  • Verify documentation for accuracy and completeness
  • Appropriately escalate issues, situations, or problems as they arise to the Operations Processing Assistant Managers
  • Work to continuously look for ways to do things better, as well as update internal procedures as processes change and/or improve

Join us! Our team works in a hybrid environment at 3330 Bloor Street West, Toronto OR 75 Corporate Park Drive, St. Catharines.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and form purposeful connections with your team, your colleagues and your leader which is very important to us.Note – Contract end date would be 27th September 2024What’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 form relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun.

Our story: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 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. Catharine’s, 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.Our Commitment to You: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. Please contact us to request accommodation.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

Meridian Credit Union – Small Business Advisor – Orillia, ON

Company: Meridian Credit Union

Location: Orillia, ON

Expected salary:

Job date: Sun, 11 May 2025 05:13:08 GMT

Job description: Description :Why Meridian?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.Find our story here:Our Business 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 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.As a Small Business Advisor:You will be accountable for contributing to the overall success by achieving sales through business development, retention of Members and referrals. The Advisor will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while retaining and growing existing Meridian Credit Union Member relationships within the assigned communities. The individual will be required to network to establish quality centres of influence (COIs) with local business leaders that will refer them business.What you will do:Manage a portfolio of Member accounts and provide Small Business owners with exceptional service and sound financial advice to meet their unique business and personal credit, deposit, cash management and payment processing needs.Analyze the Member’s financial condition and within approval limits provide (may or may not have approval limits) or recommend financial solutions to best meet the Member’s business and personal needs.Manage portfolio at an acceptable level of credit risk by completing credit reviews, authorizing, renewing or declining Member requests, preparing documentation and identifying any deteriorating and/or unsatisfactory trends.Probe to identify member needs and opportunities to sell or refer to appropriate team members or delivery channels. Solicit products and services highlighting features and benefits in order to deepen member relationships.A significant portion of time will be dedicated to new acquisition activities and the Senior Small Business Advisor will spend 30%-50% of their time outside the branch.Ensure profitability of all transactions by appropriate application of rates (discretionary pricing, risk based lending), service charges and collection of overdue interest.Cross-sell Meridian’s products and services to solicit new members; foster business development through relationship and product knowledge.Partner and work collaboratively with the Branch sales team and internal wealth and commercial partners to ensure Meridian provides the Member with the most appropriate solution to address their financial needs.Responsible to manage each member transaction from interview through file completion inclusive of documentation and administration.Follow audit, compliance, risk management, fraud policies and procedures.Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the company values.Participate in Company sponsored events in support of your local community.How you will succeed:Post-secondary education in a business or related field or relevant working experience.3+ years of experience in a relevant financial services environment including credit training, financial analysis, personal banking services personal account management and in-depth knowledge of all investment and lending products.Knowledge of the Small Business market, products and services, applicable risk management policies and legal and security documentation for small business products.Entrepreneurial spirit and a passion for salesSolid understanding of financial statements and business analysisComfortable working independently but also collaboratively with othersComfortable with networking and making new contactsOrganizational, influencing and presentation skills.Advanced credit and interviewing techniques, credit investigation and underwriting skills.Experience with Microsoft Office applicationsFlexibility in scheduling with the ability to work evenings and weekends for events when needed.Join us! This role is hybrid. The main office is located at our Orillia branch, 44 Mississaga St. E. Orillia. Travel within the Simcoe County, including to our Collingwood & Penetanguishene branches, will be required.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.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 worldHybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleaguesThis isn’t your typical “corporate” job. We work hard and we have fun!Who we are: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 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:Our Commitment to YouMeridian 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. Please contact us to request accommodation.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#LI-JZ1
#LI-HYBRID

Meridian Credit Union – Operations Processing Representative – Full Time – 6 Month Contract – Saint Catharines, ON

Company: Meridian Credit Union

Location: Saint Catharines, ON

Expected salary:

Job date: Tue, 13 May 2025 23:03:19 GMT

Job description: Description :Why Meridian?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.Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.Find our story here:As an Operation Processing Representative:The Operations Representative is responsible for maintaining high standards of Member service, contributing to quality control and operational efficiency within Operations that contribute to a positive Member experience. The incumbent must be responsive to partner/member needs, have a collaborative attitude and have a proactive nature.

  • Ability to work independently, take initiative, prioritize work and be flexible
  • Excellent organizational skills, problem solving & time management ability, and a commitment to a high degree of accuracy.
  • Strong ability to learn all aspects of Operations for example investments, loans, lines of credit, mortgages, electronic channels, and clearing.

How you will succeed:

  • Create a consistent and positive experience for our partners and ultimately our members through completion of work being sent from the Retail team for Investments, Lending and Mortgages Processing
  • Verify documentation for accuracy and completeness
  • Appropriately escalate issues, situations, or problems as they arise to the Operations Processing Assistant Managers
  • Work to continuously look for ways to do things better, as well as update internal procedures as processes change and/or improve

Join us! Our team works in a hybrid environment at 3330 Bloor Street West, Toronto OR 75 Corporate Park Drive, St. Catharines.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and form purposeful connections with your team, your colleagues and your leader which is very important to us.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 form relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun.

Our story: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 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. Catharine’s, 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.Our Commitment to You: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. Please contact us to request accommodation.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

Meridian Credit Union – Senior Small Business Advisor – Toronto, ON

Company: Meridian Credit Union

Location: Toronto, ON

Expected salary:

Job date: Sat, 03 May 2025 02:09:30 GMT

Job description: Description :Why Meridian?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.Find our story here:Our Business 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 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.As a Senior Small Business Advisor:You will be accountable for contributing to the overall success by achieving sales through business development, retention of Members and referrals. The Advisor will manage an existing portfolio and/or build a Small Business portfolio by developing new relationships, while retaining and growing existing Meridian Credit Union Member relationships within the assigned communities. The individual will be required to network to establish quality centres of influence (COIs) with local business leaders that will refer them business.What you will do:Manage a portfolio of Member accounts and provide Small Business owners with exceptional service and sound financial advice to meet their unique business and personal credit, deposit, cash management and payment processing needs.Analyze the Member’s financial condition and within approval limits provide (may or may not have approval limits) or recommend financial solutions to best meet the Member’s business and personal needs.Manage portfolio at an acceptable level of credit risk by completing credit reviews, authorizing, renewing or declining Member requests, preparing documentation and identifying any deteriorating and/or unsatisfactory trends.Probe to identify member needs and opportunities to sell or refer to appropriate team members or delivery channels. Solicit products and services highlighting features and benefits in order to deepen member relationships.A significant portion of time will be dedicated to new acquisition activities and the Senior Small Business Advisor will spend 30%-50% of their time outside the branch.Ensure profitability of all transactions by appropriate application of rates (discretionary pricing, risk based lending), service charges and collection of overdue interest.Cross-sell Meridian’s products and services to solicit new members; foster business development through relationship and product knowledge.Partner and work collaboratively with the Branch sales team and internal wealth and commercial partners to ensure Meridian provides the Member with the most appropriate solution to address their financial needs.Responsible to manage each member transaction from interview through file completion inclusive of documentation and administration.Follow audit, compliance, risk management, fraud policies and procedures.Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the company values.Participate in Company sponsored events in support of your local community.How you will succeed:Post-secondary education in a business or related field or relevant working experience.3-5 years of experience in a relevant financial services environment including credit training, financial analysis, personal banking services, personal account management and in-depth knowledge of all investment and lending products.Proficient knowledge of the Small Business market, products and services, applicable risk management policies and legal and security documentation for small business products.Entrepreneurial spirit and a passion for sales & business development.Excellent understanding of financial statements and business analysis.Advanced credit and interviewing techniques, credit investigation and underwriting skills.Comfortable working independently but also collaboratively with others.Experience with networking and making new contacts.Organizational, influencing and presentation skills.Experience with Microsoft Office applications.Flexibility in scheduling with the ability to work evenings and weekends for events when needed.Join us! This role is hybrid. The office is located at 50 Ronson Dr, Etobicoke, ON, however, travel will be required around the Greater Toronto area to meet with branch partners, and business owners.Meridian has a remote work policy that allows flexibility for employees to work remotely but also requires regular time in the office for purposeful meetings to collaborate, innovate and build effective relationships with your team, your colleagues and your leader which is very important to us.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 worldHybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleaguesThis isn’t your typical “corporate” job. We work hard and we have fun!Who we are: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 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:Our Commitment to YouMeridian 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. Please contact us to request accommodation.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#LI-JZ1
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