Member Services Representative (Part-Time) – Guelph, Stone Square Branch
On-siteGuelph, Ontario, Canada
Job Summary
Serve as a Member Experiences Representative at the Stone Square Branch, delivering exceptional service with patience and empathy while identifying opportunities to grow member relationships. Identify and fulfill member requests, provide qualified referrals based on needs, and ensure proper due diligence by posting transactions accurately. Resolve member concerns autonomously to prevent future escalations and leverage virtual technology platforms for impactful communication. Collaborate with Wealth, Small Business, and Mobile Mortgage Specialists to support holistic financial growth and execute branch business plans. Work flexible hours including evenings and weekends, utilizing strong negotiation and problem-solving skills to mitigate concerns.
Required Qualifications
- Flexible to work all scheduled hours which include evenings and weekends
- Strong knowledge of computer systems
- Ability to make decisions, act decisively and provide friendly and personable service
- Strong negotiation, interpersonal, written and oral communications skills
- Must be able to mitigate and resolve Member Concerns
- Effective organizational time management
- Problem-solving skills
- Ability to grasp concepts and processes quickly
- Demonstrated ability to partner and influence
- Embraces virtual technology platforms for use with both Member and Meridian partners
- Ability to collaborate with leadership to develop plans and recommendations that support the achievement of Meridian's strategic objectives
- Proven track record of bringing new ideas forward
- Staying on top of trends in the market place
- 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
- 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
- Sales oriented with previous experience in a front-line sales role or service-related industry
- High School diploma or relevant working experience
Desired Qualifications
- Embedding & leveraging technology – Confidence and willingness to learn and integrate AI and emerging technologies into new ways of working
- Experience with low/no code tools like the Microsoft Power Platform
- Experience with generative AI productivity tools like Microsoft Copilot
- Critical Thinking – The ability to analyze, evaluate and interpret information from various sources and apply logic and problem solving to make decisions
- Data Driven– Leverage data and insights to identify, prioritize and improve member experience and business efficiency
- Curiosity & Flexibility – Comfortable navigating and embracing change and uncertainty, ask more questions, explore more options. Continuously learn and grow
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.