Retail Effectiveness Specialist

Job title:

Retail Effectiveness Specialist

Company

Meridian Credit Union

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:As a Retail Effectiveness Specialist:You will be joining a team of highly engaged financial service professionals and will play an important role in their learning and development of all Retail employees.Sales advice and support is a strategic priority for Meridian by supporting our Members financial well-being. The role of Retail Effectiveness is a key specialist role with the opportunity to make a meaningful Member and organizational impact that supports the achievement of set strategic objectives in this area. In this role, the Retail Effectiveness Specialist provides sales effectiveness support to all retail employees from branch leaders to our frontline sales and service teams while improving their capabilities and confidence to drive performance results. Although coaching remains as one of the core responsibilities of Branch leaders, the Retail Effectiveness Specialist collaborates and supplements the capacity and capabilities of Branch leaders to assist in supporting tactics that can provide for an outstanding Member experience.Our Retail Effectiveness Specialist will work closely with the Manager of Sales Effectiveness to execute our organizational marketing and sales initiatives. They will support annual business plans, individual/branch action plans and initiatives to maximize growth.The Sales Effectiveness Specialist role is supportive for all Sales & Service tactics to engage sales channels with best practices and make meaning of changes coming from Retail Product & Transformation. This role will work closely with Branches, MMS, and Retail Support to make meaning of sales goals, sales practices within tools (such as Proactive Sales Contacts within CRM) and overcoming Member objections during the sales process. The subject matter expert will also champion the sale and service tools (employee facing).Key Responsibilities:Impact On Business

• Build out sales and service best practices to be implemented for Retail Banking to support Member conversations, sales goals, and objection handling.
• Champion Products Per Member and Share of Wallet initiatives.
• Champion PSC Leads overall program / results / reporting / scripting.
• Develop framework for job aids / placemats / online tools to assist in best-in-class sales conversations.
• Implement, monitor, and refine current sales tools that support all Retail products (employee facing)
• Support CRM in partnership with Centre of Excellence on future enhancements and capabilities within the platform,
• Support sales campaigns for RSP, Mortgage/HELOC and Everyday banking to engage all sales and service teams.
• Make meaning of the monthly sales scorecard
• Support skill builder sessions with ongoing monthly sessions
• Support with DVP branch structured visits and observational coaching
• BM observational coaching for FSA & MSR / scorecard review / readiness for DVP visits
• Advice driven Member meetings – what a successful Member interaction will include, incorporating Member Discovery in the process.
• Tracking and monthly reporting to then be built to support the above
• Enhancements to the program as it evolves with the Target Operating Model
• ‘Digital first’ business support person to partner with our Digital partners to increase digital (Walk out Working).
• Support our Advisors in improving Member satisfaction, sales quality, deepening and building the Member relationship with Meridian.

Members / Stakeholders

• Effectively use performance KPIs, Member feedback, and knowledge of top performers i.e., peer mentorship to accelerate and drive development of all sales representatives.
• Effectively deploy coaching techniques by using structured, individual development plans to support the growth and development of all sales representatives.
• Facilitate in-person and remote coaching sessions in groups and/or one-on-one for areas of expertise.

Leadership & Teamwork

• Deliver coaching to build sales representatives skills on specific knowledge areas and/or skill-sets.
• Proactively implement advanced coaching techniques to motivate and encourage learning to re-enforce application within the Member discovery/ sales process.
• Work with Branch Leadership to facilitate sharing of best practices, monitoring, supporting the development, optimization of business and financial performance of the sales team.
• Work with all areas of retail to ensure the consistent approach and application of sales standards.

Operational Effectiveness & Control

• Comply with Market Code of Conduct, industry regulators and organizational regulations in all aspects of strategy, sales processes, product suitability, Member correspondence and administration.
• Contribute to Meridian creating and retaining market leading standards.
• Complete other responsibilities as assigned.

How you will succeed:

• Retail banking experience and knowledge required
• Proven Creditor Protection sales skills and results
• Strong coaching and influencing skills
• Passion for Member Well-being, coaching and developing people
• Knowledge of lending, insurance and sales concepts
• Proven ability to multi-task in a fast-paced work environment and prioritize work assignments
• Advanced interpersonal skills to support the building of strong relationships
• Travel will be required for branch visits
• University or College degree or a combination of equivalent education and experience in related industry
• Minimum of (5) five to (7) seven years of direct lending sales experience, preferably in a branch retail environment
• Exceptional sales and service skills; demonstrated ability to build relationships and maintain current business
• Strong communication and presentation skills
• Must be proficient with common computer applications particularly MS Word, Excel, Outlook and PowerPoint
• Exhibits enthusiasm and promotes a team environment
• A self-starter; takes initiative with the ability to work independently, with little supervision
• Confident, mature, and able to thrive in a changing, dynamic work environment.
• Understands and demonstrates positive outlook towards change

Office Location: 75 Corporate Park Drive. St Catharines, ON L2S 3W3. 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 1 day per week 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 atBehaviors : Functional Expert: Considered a thought leader on a subject
Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Expected salary

Location

Saint Catharines, ON

Job date

Wed, 26 Mar 2025 02:42:40 GMT

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