Meridian Credit Union – Commercial Analyst – Saint Catharines, ON

Company: Meridian Credit Union

Location: Saint Catharines, ON

Expected salary:

Job date: Sun, 12 Jan 2025 08:40:13 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: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.As a Commercial Analyst, you will:Be responsible for assisting our Relationship Managers, Commercial Services through direct member contact. You will be a part of our team to grow the size and profitability of the commercial book while minimizing loan risk and maximizing product penetration. You enjoy a fast-paced exciting environment with a commitment to achieving results.The successful candidate will have experience in analyzing lending proposals for medium to large land development & construction companies. A fast-paced and exciting environment in a high growth segment of our business will challenge successful candidates.What you will do:

  • Supporting our Relationship Managers, Commercial Services through analysis of financial and account operating data and recommending appropriate courses of action for credit related matters.
  • Understanding member needs after discussions with the Relationship Manager and being capable of independently writing a lending proposal detaining both the financial and non-financial parameters important to decision making.
  • Managing many of the routine account operating issues encountered by our commercial members, anticipating/recognizing members’ needs, and proactively making product and service recommendations.
  • Liaising with other Meridian staff and outside product/service suppliers to meet the needs of our members.
  • Establishing personal goals and action plans to support the Business Banking Centre and Retail branch business objectives, with some community involvement required.
  • Demonstrating an ongoing willingness to assume higher degrees of accountability and responsibility, leading to assumption of a position as a Relationship Manager, Commercial Services.
  • Actively monitors and manages the profitability of Meridian’s relationship with a member in order to retain and maintain business.
  • Keeps abreast of changes within diverse industry sectors and proactively identifies opportunities to improve the growth and development of the assigned portfolio by analyzing member needs, trends, and competitor offerings.

How you will succeed:

  • Post-secondary education or related job training, with detailed knowledge of financial accounting and lending principles (Bachelor of Commerce, Business, Finance & Accounting, or other similar degrees would be an asset).
  • Good working knowledge of banking system and business account operating procedures at Meridian.
  • Excellent communication/presentation, interpersonal and teamwork skills.
  • Ability to work independently with confidence and strong commitment to member service.
  • Willingness to work flexible hours, and train both on/off the job to improve general business and lending skills.
  • Strong personal commitment to professional development.
  • Demonstrates a high capacity for increasingly complex workloads.
  • Demonstrates organizational values through leadership and personal behaviors.

Join us! Our team works in a hybrid environment at BBC 100 – St. Catharines, 75 Corporate Park Dr, St. Catharines, Ontario.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 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 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.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#LI-JZ1
#LI-HYBRID

Meridian Credit Union – Quality Assurance Analyst – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Fri, 17 Jan 2025 00:10:21 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 Quality Assurance (QA) Analyst participates in the test execution of software applications. The QA Analyst verifies that applications function according to requirements. In this role, you will review requirements for changes to applications; create test plans and test scripts; execute tests manually and/or using automated testing tool; and log and manage defects in the defect tracking tool.Key Responsibilities:Management and Decision Making

  • Participate in the defined Quality Assurance processes to ensure all standards are met
  • Contribute to decision making based on the defect reporting and overall quality standards
  • Analyze all test results and determine when to escalate issues to a Team lead or QA Manager

Service

  • Participate in the creation of QA test strategies and plans
  • Participate in the creation of test cases and scripts
  • Participate in the setup and maintenance of QA Test Environments
  • Perform post implementation testing as required
  • Participate in walkthrough, project and implementation meetings for all items worked on
  • Analyze functional specs for completeness and testability
  • Analyze test output, identify discrepancies and clearly document defects

Communications

  • Collaborate with other areas within IT to identify and improve testing processes, tools and approaches
  • Effectively communicate test results, defects and progress updates to team members and management
  • Actively engage in team discussions to provide constructive feedback to improve the overall quality of the application/software
  • Resolve issues and escalate to others as appropriate
  • Liaise extensively with internal clients and IT team members (Developers, BA’s and QA’s)
  • Ability to explain testing methodology, processes, tools, templates, environment & concepts to team members

Impact

  • Responsible for testing applications thoroughly to ensure that the risk of promoting changes to production are minimized
  • Responsible for running automated regression and data seeding with the QA tools provided
  • Responsible for keeping test data up to date for automated testing of applications in test
  • Accountable for coordinating and testing small to medium sized work items and projects
  • Responsible for ensuring quality code is implemented to our Production system
  • Responsible for ensuring QA systems are available and meet the needs of QA staff
  • Identify and report critical issues that impact user experience or compromise system functionality

Knowledge, Skills and Abilities

  • SDLC & QA methodologies expertise
  • Keen attention to detail
  • Write test strategies and test plans that document testing approach to include: number/type of test cycles required, existing test scripts to use/update, new test scripts to write, environment requirements, and backend system testing
  • Black-box testing
  • Perform scheduled, functional testing, integration & regression testing.
  • Interacting with relational databases to create and validate test data results
  • Skills in designing and executing technical validation scripts to validate data flows across systems
  • Solid understanding of the System Development Life Cycle
  • Clear understanding of testing methodologies

Education, Designations, Training, and Experience

  • 3+ years of experience in a Quality Assurance Analyst or Quality Assurance Development (QDP) role
  • Demonstrated ability to work under minimal supervision
  • ISTQB certified
  • Demonstrated ability using SQL including database restoration, writing and executing scripts

Office Location: hybrid in either Toronto OR St. Catharines Corporate OfficeMeridian 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 world
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun!

Who we are:Meridian is Ontario’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: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 – Financial Planner – Vineland, ON

Company: Meridian Credit Union

Location: Vineland, ON

Expected salary:

Job date: Thu, 16 Jan 2025 06:32:42 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 Wealth practice:At Meridian Wealth, we believe that investing is personal and our mission is to help our Members on their financial journey regardless of where they are on this journey. We are a group of passionate wealth professionals that are approachable, empathetic and don’t take ourselves too seriously.As a Financial Planner:You will be a part of the Wealth team and take a proactive approach to help our Members achieve their personal financial goals. With a deep understanding of each Member’s financial situation, life goals and tolerance for risk, our Financial Planners and Investment Specialists are skilled in recommending customized strategies pertaining to: investments, education, retirement & estate planning, risk management and basic tax issues.In managing a portfolio of Member accounts through the provision of relevant, effective advice, our Financial Planner will earn trust and build relationships with our Members with the goal of becoming a Trusted Advisor. By leveraging relationships with internal partners including Retail Branch employees, Senior Wealth Advisors, Small Business Specialists, Commercial Account Managers, Insurance Representatives and Estate and Trust specialists, the Financial Planner will ensure our Members’ financial peace of mind, through the crafting of holistic strategies that will help them accumulate assets today and preserve wealth for the future.The Financial Planner (FP) will contribute to the Wealth growth objectives established for their partner branches and Meridian as a whole by building new Member relationships within your local market community while also building upon the relationships created with existing Meridian Members.What you will do:Business Impact

  • Through effective discovery meetings supporting well-informed recommendations the FP ensures the financial peace of mind of Members by providing an action plan to achieve their financial goals.
  • Works collaboratively with the Regional Wealth Sales Manager, Senior Wealth Advisor and other licensed professionals as a member of a high performing team to establish a business plan to achieve sales growth and profitability targets, initiating course correction as necessary to increase the probability of achieving success.
  • Responsible to grow wealth penetration rates within partner branches through internal and external new Member business development activities in coordination with Retail, Small Business, Wealth and Commercial partners.

Sales & Service

  • Through use of a thorough discovery process the FP anticipates Member needs and provides a relevant plan to achieve their personal financial goals. When required, the Investment Specialist will look to refer opportunities to relevant Meridian partners.
  • With the Member’s goals and best interests in mind, regularly reviews Member’s objectives and plans to determine whether life changes, economic changes or relevant planning metrics indicate a need for plan reassessment.
  • Educates Members on relevant investment options and investment costs and provides trusted financial advice and service, clearly articulating the rationale for recommendations complimented by a clear understanding of the risks involved.
  • Through a holistic view of the Members finances, the FP helps Members balance the acquisition of assets against the need for liquidity to meet day to day expenses.
  • With the confidence that Meridian knows our Members best and can therefore best serve our Members, the Investment Specialist strives to bring our Members full financial services portfolio to Meridian thereby increasing Meridian’s share of wallet.
  • Possesses current knowledge of all key wealth and retail banking products and services, understanding the benefits and constraints associated with each and utilizes this knowledge to meet Member’s needs and gain a competitive advantage.
  • Prepares and interprets information for Members such as investment performance reports, financial document summaries and income projections establishing credibility and building trusting relationships through the provision of transparent, reliable and authentic advice that always reflects the best interest of the Member
  • Takes ownership of problems, decisions and actions, arriving at solutions that balance both the best interests of Meridian and our Members.
  • Working with your branch partners, leverage internal resources to proactively identify internal and external business development opportunities in order to garner new prospects.

Leadership

  • Provides consultation and expert advice to Branch Management and employees on technical, process or product related subject matter with the objective of educating others and generating awareness of Meridian’s wealth offering and elevating the profile of wealth with our Membership.
  • Shares expertise through the coaching and mentoring, as appropriate, of other Meridian Advisors building the capability and knowledge of the less experienced team members.
  • Guides discussion and provides assistance in resolving complex problems and finding creative wealth management solutions for Members.
  • Promotes Meridian Credit Union within the community, modeling Meridian values while acting as an ambassador of the organization.
  • Champions the delivery of seminars and workshops focused on retirement planning, estate planning and other timely financial planning topics with the objective of increasing Member awareness and attracting new Members and business to Meridian.
  • Fosters an environment where Member Focus and Wealth is a priority.

How you will succeed:

  • Minimum of 3 years of financial services experience with a focus on broad based advising in the financial industry.
  • MFDA licensing is required for the Financial Planner role.
  • Attainment of or progress towards PFP, CFP, CIM, TEP or other relevant designations would be considered an asset.
  • Fulfillment of regulatory requirements to maintain all necessary securities registrations.
  • Strong business builder with the ability to source new business through internal and external sources.
  • Have current in-depth knowledge of:
  • the investment and wealth management industry
  • related wealth product solutions,
  • risk management strategies,
  • tax effectiveness strategies
  • Estate & Trust Planning considerations
  • Retirement, cash-flow and income planning concepts
  • Excellent ability to confidently articulate your value proposition as a Meridian advisor and hold conversational discoveries with Members in order to build strong Member relationships.
  • Well-developed business development techniques and the ability to identify opportunities, plan and develop business to achieve business plans and goals.
  • Developed networking skills
  • Strong time management skills exemplified through the establishment of solid practice management processes and the ability to manage multiple competing priorities in a fast and dynamic working environment.
  • Demonstrated proficiency in utilizing basic software tools for contact management, investments, education and retirement planning.
  • Ability to travel inter-branch within the designated region and flexibility with schedules.

Join us! This role is hybrid. The successful individual must be willing to travel within the Greater Niagara area and will be primarily based out of our Vineland branch, located at 3370 King St, Vineland, ON.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, your leader, and your Members 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 form relationships with your colleaguesThis 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. 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 YouMeridian 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-JZ1
#LI-HYBRID

Meridian Credit Union – Senior Audit & Controls Specialist – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Sat, 21 Dec 2024 03:40:37 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.Purpose of the Job:The purpose of this job is to: * Be accountable to lead, manage and execute assigned internal audits;

  • Improve the internal control environment by addressing risks associated with business objectives and evaluating the controls in place to mitigate those risks;
  • Support the Director, Internal Audit Services in developing the Credit Union, Motusbank and OneCap audit plans
  • Provide value-added advice and support to business partners on the creation or modification of policies, procedures, processes, products or services to ensure an appropriate level of internal control and compliance is maintained.

This position will primarily perform audits of Corporate Office functions and will perform limited other consultative type and special engagements.Key Responsibilities:Internal Audit Engagements:

  • Plan the scope of the audit, prepare the audit program, and determine the appropriate auditing procedures and examination techniques to be applied (e.g. computer extracts, statistical sampling, etc.).
  • Perform audit assignments which involve research and analysis of the relevant policy and procedures, and an evaluation of audit related documentation as a basis for an objective opinion on the effectiveness and efficiency of operations and the adequacy of internal control.
  • Establish and manage the relationship with Management of the area subject to audit
  • Determine engagements that will use data mining and analysis techniques to examine 100% of the data on file or as determined by the auditor.
  • Perform assigned audits, taking a hands-on and risk-based approach.
  • Provides recommendations relative to the design and effective operation of internal controls.
  • Develop the report based on analytic results and provide feedback to management as appropriate to address opportunities for improvement.
  • Document conclusions; organize and reference workpapers for review.
  • Perform opening meetings to explain the scope and objectives of the engagement and provide an overview of all steps in the audit process;
  • Perform closing meetings at the end of fieldwork, providing clear explanations for the results of analytics as required.
  • Prepare working papers in accordance with established guidelines within the Internal Audit Services manual.
  • Prepare formal written reports covering the results of assigned engagements and participates in report reviews with auditees and management.
  • Compile information for periodic dashboard and/or quarterly board reporting

Other:

  • Responsible for performing the annual risk assessment with Corporate Office Management of activities within the Corporate Audit Universes and updating the Corporate Audit Universes (eg Credit Union, Motusbank, and OneCap) regularly for changes in business operations.
  • Aids the Director, Internal Audit Services and Vice President, Internal Audit Services in developing audit plans and risk management strategies.
  • Supports the Director, Internal Audit Services and Vice President, Internal Audit Services in the development, implementation and execution of elements of the Internal Audit Services Strategic Plan.
  • Contributes to the safeguarding of corporate assets and the interests of Members by ensuring that appropriate internal controls are in place and appropriate.
  • Develops and maintains professional relationships with management of the Credit Union, Motusbank and OneCap. Builds collaborative partnerships with management in order to be an agent for constructive change.
  • Obtains an understanding of the organization’s major systems, including the financial environment, to enhance the development of testing procedures.
  • Assists the Director, Internal Audit Services and Vice President, Internal Audit Services in special investigations, as required.

Knowledge and Experience:

  • Undergraduate degree in Business, Accounting or Finance is required.
  • A recognized professional accounting designation (eg CPA/CA, CIA, CPA/CMA,CPA/CGA) is required.
  • Certified Internal Auditor designation is an asset
  • Minimum 3 years’ experience in internal audit, multi-functional banking operations, AML/ Fraud and/or risk management in the Banking or Credit Union industry preferred.
  • Firm understanding of financial statements and auditing practices, as well as, accounting principles, processes, standards, techniques and procedures.
  • Firm working knowledge of audit procedures, planning, and test / sampling methods.
  • An ability to gather, analyze and evaluate facts and to prepare and present concise findings.
  • An ability to establish an effective working relationship with business partners and colleagues.
  • Exceptional written and oral communication skills are required.
  • Demonstrated analytical and quantitative skills.
  • Highly motivated and self-directed.

Skills:

  • A solid understanding of internal control concepts and experience in applying them to plan, perform, manage and report on the evaluation of various business processes/ areas/ functions.
  • Has (or will acquire) a working knowledge of applications and databases that encompass all business cycles (including key cycles of revenue, expenses, payroll, and financial).
  • Demonstrated knowledge and use of analytical tools such as, but not limited to Crystal Reports, Diligent (formerly ACL), IDEA, and Access. May also use knowledge of databases, programming, operating systems, or computer networks.
  • Demonstrates proficiency in applying audit principles, skills and techniques in reviewing and testing business/operational systems.
  • Good team and interpersonal skills, with a proven ability to communicate effectively (both written and oral) to enable the precise articulation of complex ideas and concepts.
  • Capable of working independently and autonomously on assigned projects with the ability to stand firm on difficult issues when required.
  • Willingness and ability to listen and integrate different perspectives to form conclusions
  • A collaborative consensus-builder, willing to share knowledge and findings with others in order to arrive at a “win-win” solution.
  • Good understanding of IIA and internal auditing standards and practices, COSO and risk assessment practices.
  • Strong analytical ability, including knowledge of cash flow analysis and financial modeling techniques.
  • Brings a logical approach to identifying/evaluating issues and problem-solving.
  • Results oriented with the ability to prioritize and deliver on key initiatives.
  • Unquestioned personal integrity, highly professional and credible, with strong ethics and values consistent with Meridian’s culture.
  • Demonstrated job commitment, personal flexibility and adaptability in order to meet demanding client and stakeholder expectations. Ability to work effectively in a deadline-oriented environment. Displays sensitivity and an awareness of the potential implications of highly sensitive information.
  • Well-developed organizational skills in order to respond to competing priorities, and work on several projects simultaneously
  • Proficient in Microsoft Office (Word, Excel, Outlook)
  • Demonstrated and strong analytical and quantitative skills.
  • Highly motivated and self-directed.

Office Location: 3330 Bloor Street West, Toronto.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 world
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun!

Who we are:Meridian is Ontario’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: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

Meridian Credit Union – Corporate Security Investigator – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Sun, 15 Dec 2024 00:35:23 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.Corporate Security is an integral component of Meridian’s Risk Management function. The department is responsible for overseeing physical safety and security across the entire Meridian portfolio, which includes Meridian Credit Union, motusbank, and Meridian OneCap (collectively referred to as “Meridian”). This involves managing security from all origination channels, collaborating with operational leaders to mitigate risk, and supporting key internal and external stakeholders in activities directly related to Corporate Security.Reporting to the Manager of Corporate Security, this role is designed to collaborate with the Senior Investigator, the Manager of Corporate Security, and the Fraud Management & Corporate Security (“FMCS”) team. The primary responsibilities include:

  • Responding to External Agency Requests (“EAR”s).
  • Assisting with investigations.
  • Conducting proactive intelligence gathering.
  • Completing daily reports.
  • Liaising with law enforcement both proactively and reactively.

Is this role right for you? In this role, you will:

  • Fulfill EARs by gathering information requested by entities such as law enforcement or the Canada Revenue Agency (“CRA”). Log and track these requests while adhering to legislated timelines and maintaining a high degree of confidentiality.
  • Support internal investigations by making recommendations based on key findings and effectively concluding all investigations.
  • Monitor and track Branch/Treasury discrepancies; identify emerging trends and risks.
  • Maintain records of correspondence received and actions taken to enable trend and pattern analysis, proactively identifying solutions to recurring issues.
  • Assist in developing training materials and quick reference guides to support partners in resolving Corporate Security-related issues (e.g., Emergency Situations, Robbery).
  • Run SQL reports and support automatic daily reporting for FMCS and AML teams to help identify areas for further investigation.
  • Provide support and coverage, as required, to the Fraud Management and AML Teams.
  • Monitor media sources (e.g., police reports, news articles, wanted lists) to identify potential risks, recording and reporting findings where appropriate.
  • Maintain the FMCS Watchlist and Blocklist, adding content as appropriate from external and internal sources.
  • Support the de-marketing (withdrawal of financial services) of high-risk members to ensure the safety of staff and members.
  • Complete video footage requests from internal and external sources.
  • Support the team and partners during emergencies.
  • Identify opportunities to eliminate redundant processes and practices that benefit our internal partners.
  • Resolve outstanding issues, incidents, and requests within the scope of the role, minimizing interruptions and impacts on Member Service.
  • Represent the FMCS by providing the highest level of quality service to all users, focusing on ownership and effective follow-up.
  • Participate in and provide input for presentations and team meetings.
  • Manage expectations by providing timely responses to all concerns when applicable; bring matters to resolution as soon as possible, escalating where appropriate.
  • Stay informed about industry trends and best practices to enhance the level of service provided to Meridian employees.
  • Assist in making recommendations to branches and corporate offices based on physical threat assessments.

We’d love to work with you if you have the following skills and abilities:

  • Thorough understanding of financial products, services, operational policies, and delivery systems, including organizational structure and risk management methodologies.
  • Proficiency in Microsoft Excel, Word, and PowerPoint.
  • Strong analytical skills; experience with data manipulation tools such as SQL is an asset but not mandatory.
  • Experience with PowerBI is an asset.
  • Understanding of the Privacy Act and Criminal Law.
  • Familiarity with various types of information requests from external agencies is desired.
  • Proven ability to manage multiple assignments and competing priorities.
  • Commitment to the organization by actively supporting its values and demonstrating alignment with its goals.
  • Strong analytical and problem-solving skills to identify deficiencies in reporting and compliance procedures/policies and make recommendations for solutions.
  • Ability to perform investigations and draw conclusions in complex situations.
  • Excellent written and oral communication skills, with a proven ability to:
  • Clearly articulate observations and recommendations in an organized and understandable format for the target audience.
  • Prepare and write reports, including detailed recommendations and summaries.
  • Strong communication skills when interacting with internal partners and other stakeholders.
  • Requires tact and diplomacy to:
  • Respond to inquiries from internal partners (Branch, Business Banking, or Operations), external partners (government agencies, law enforcement, etc.), internal auditors/regulators, and members.
  • Discuss compliance issues or matters with internal partners and regulators.
  • Assist the Manager of Corporate Security in disseminating changes to policies and procedures throughout the organization or clarifying existing ones when necessary.
  • Maintain continuous communication with other team members to ensure the successful operation of their functions.

Office Location: 3280 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

Senior Manager, Acquisition Marketing – Meridian Credit Union – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Thu, 19 Dec 2024 07:08:13 GMT

Job description: that activate a variety of marketing channels including paid, earned and owned. Working collaboratively with the Sr. Manager… and continual optimization will be critical to sustained success. The Sr. Manager of Acquisition will make data driven decisions…

Meridian Credit Union – Senior Manager, Business Banking Sales Support – Saint Catharines, ON

Company: Meridian Credit Union

Location: Saint Catharines, ON

Expected salary:

Job date: Wed, 18 Dec 2024 02:45:03 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 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.As a Senior Manager, Business Banking Sales Support:You will report to the Director, Business Banking Sales Support, and lead a team of two to create and maintain a portfolio of tools and programs that enable Sales activities in Business Banking delivery. This will range from tactical reporting, pipeline management, analytics to the development of fulsome sales strategies and campaigns for Business Banking.In addition, this team will support the Program Lending, Transformation and Small Business Teams with bringing to life their projects and initiatives.What you will do:

  • Create and maintain (with the appropriate support of partners) a full suite of financial reporting, dashboards and Scorecards that satisfies multiple audiences – SVP, VP, RVP and Advisor levels.
  • Develop analytic tools and support for Business Banking (with the appropriate support from partners) that allow for descriptive, predictive and prescriptive programs that can be leveraged.

Create initiatives and foster partner support by determining new sales opportunities through increased referrals to partners and better partnering with our branch network. * Leverage analytics for sales campaign development, next best product initiatives, retention and share of wallet expansion.

  • Maintain a series of sales calls and webinars with the field, to support campaigns and new initiatives and maintain the required reporting and analytics for each.
  • Execute and sustain Business Banking Sales Strategies, ranging from channel wide, to district specific, down to the advisor level. Work closely with the VPs of Business Banking, Program Lending and other partners to develop these programs.
  • Monitor the diversification of sectors and industries through effective analysis of business banking portfolios in accordance with established risk management practices and policies.
  • Support Business Banking leadership including: preparation and maintenance of the annual financial plan and forecast, assist with line of business and leadership reports, Business Banking Centres’ quarterly forecasts and with new projects and new initiatives as they arise.
  • Act as a subject matter expert around our Commercial Banking segment with regards to the Business Banking University (BBU) Training Program.
  • Work with the team developing the BBU program to ensure that Commercial content is appropriate and meets the needs of our Frontline staff. This will also include assisting with ongoing BBU activities, such as designing and leading courses or webinars around Commercial Banking topics and subjects.
  • Develop and maintain a portfolio of Business Development tools and resources for the network, including advisor and unit collateral, pitch-books, construction signs as well as industry specific resources such as COI network development, trade associations and system wide partnerships (i.e. OCC Affinity, ESG related organizations and others.)

How you will succeed:5+ years of business banking experience in a sales capacity, along with a post-secondary degree in Business, Commerce, Finance or equivalent. * Post-secondary degree in Business, Commerce, or Finance related.Strong partnership & collaboration skillsEffective research & presentation skillsAbility to analyze & forecast data to maintain & produce valuable reporting, dashboards & financial plansStrategic mindset & a can-do attitudeThis role will have two required areas:Leadership – Effectively manage a two person team to generate the required output while creating a positive atmosphere and enhancing employee engagement. Motivate and inspire the team to delivery excellent service and support to Business Banking. Previous leadership experience is an asset.Business Banking Sales SME – The Senior Manager will have experience in Business Banking, and understand the role of the front line advisor, their challenges and how they have success. Further, they will understand the mindset and motivation of our Business Members. Current/previous experience as Relationship Manager is an asset.Join Us! This role is hybrid. Office Location is 75 Corporate Park Dr, St. Catharines. This role will also involve occasional travel to our Business Banking Centres across Ontario.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:Experience the Difference!Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.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: Fri, 20 Dec 2024 01:25:39 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 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.Your role as an Operation Processing Representative you will:

  • 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, in office) environment at 75 Corporate Park Drive. St Catharines, ON L2S 3W3.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 – Aurora, ON

Company: Meridian Credit Union

Location: Aurora, ON

Expected salary:

Job date: Fri, 06 Dec 2024 23:41:51 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 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.Is this role right for you? In this role, you will:

  • 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 SBA will spend 30%-50% of their time outside the branch.
  • Proactive telephone solicitation to new potential Small Business Members.
  • 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.
  • Maintain a thorough knowledge and understanding of all Meridians products and services and their related features and benefits.
  • Follow audit, compliance, risk management, fraud policies and procedures.
  • Adhere to limits in regards to transactions.
  • 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.
  • 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
  • Previous sales, lending and banking experience
  • Solid understanding of financial statements and business analysis
  • Comfortable working independently
  • Comfortable with networking and making new contacts
  • Strong relationship builder and communicator and are proficient at collaborating with others.
  • Organizational, influencing and presentation skills.
  • Advanced credit and interviewing techniques, credit investigation and underwriting skills.
  • Computer literate in a windows environment
  • Flexibility in scheduling with the ability to work evenings and weekends.

Join us! This role is hybrid. The office is located at 297 Wellington St E., Aurora (Greater Toronto area).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 world
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun!

Who we are:Meridian is Ontario’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:Experience the Difference!Meridian is committed to promoting an inclusive, accessible environment, where all employees and customers feel valued, respected, and supported. We are dedicated to employing a workforce that reflects the diversity of our communities and Members in which we live and serve.Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.Please note that due to the volume of applications, only those under consideration will be contacted for an interview.Thank you for your interest in Meridian Credit Union.Follow us on Twitter at

Meridian Credit Union – Manager, Small Business – Etobicoke, ON

Company: Meridian Credit Union

Location: Etobicoke, ON

Expected salary:

Job date: Sat, 07 Dec 2024 02:56:46 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 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 this Role:The Manager, Small Business is primarily responsible for the overall management and growth of a Small Business portfolio by developing new relationships, while retaining and expanding existing MCU Member relationships within the assigned communities. The Manager will be required to network in order to establish quality COI’s with local business leaders that will refer them business.In addition, this role will have team management responsibilities in designated market areas including but not limited to:

  • The first point of contact for small business concerns and/or deal escalations
  • Sales coaching and mentoring to ensure portfolio growth and risk management of the assigned portfolio
  • Provide Performance feedback to Advisors in regular 1:1 meetings and check ins

Is this role right for you? In this role, you will:People Management

  • In conjunction with the Regional Vice President, help motivate and provide guidance to employees within your team to ensure high quality service is provided to members and partners.
  • Oversee the management of the teams lending and deposit activities including team sales planning and pipeline management.
  • In conjunction with the Regional Vice President, assist in the creation of performance plans (i.e. establishing goals and targets) with employees within your assigned team.
  • Implement effective sales approach to maximize business loan and deposit growth within the assigned team segments.
  • Monitors team progress and provides observational coaching and makes joint calls
  • Ensures employees receive regular coaching to review and follow-up on Member activity and information on a regular basis ensuring completion of activities e.g. financial targets, business development activities, expiries, VoM, evaluating credit.

Portfolio & Risk Management

  • Assist the Team as required to analyze the Member’s financial condition and recommend financial solutions to best meet the Member’s business needs.
  • Oversee that the team’s portfolio is at an acceptable level of credit risk by reviewing credit reviews, Member requests and help identifying any deteriorating and/or unsatisfactory trends.
  • Assist the business banking team in probing to identify member needs and opportunities to book or refer appropriate deals.
  • Ensure profitability of all transactions by approving appropriate application of rates (discretionary pricing).
  • Ensure audit, compliance, risk management, fraud policies and procedures are adhered

Business Development

  • Assist the team with developing and maintaining revenue-generating Member relationships by calling on existing and prospective Members, including: identification of prospects; suitable methods of contact; and determination of their needs and appropriate products and/or services.
  • Provides regular reports and updates on competitive market intelligence, market situations,
  • Partners with DVP, Regional Wealth Sales Manager, Business Banking Team Leads to share best practices. Makes referrals to other departments as appropriate.
  • Actively promotes the development of Centres of Influence (COI) as sources of referral business. Pursues and generates new business opportunities through contact with local businesses and active participation with local community organizations to maximize networking and relationship building opportunities.
  • Successfully implements a market plan in support of business development objectives and achieving business plan projections resulting in a balanced growth of the book of business.

We’d Love to Work with You If You Have the following skills and abilities:

  • 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, business banking services, account management and in-depth knowledge of all deposit and lending products.
  • Knowledge of the business market, products and services, applicable risk management policies and legal and security documentation for business products.
  • Entrepreneurial spirit, a passion for sales and comfortable working independently
  • Solid understanding of financial statements and business analysis
  • Enjoy networking and making new contacts
  • Strong relationship builder and communicator and are proficient at collaborating with others.
  • Organizational, influencing and presentation skills.
  • Advanced credit and interviewing techniques, credit investigation and underwriting skills.
  • Flexibility in scheduling with the ability to work evenings and weekends.

Office Location: 3280 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 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 world
  • Hybrid work arrangements with in-person office time to collaborate, innovate and build relationships with your colleagues
  • This isn’t your typical “corporate” job. We work hard and we have fun!

Who we are: Meridian is Ontario’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: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