Shape the financial future of our members as a proactive Financial Services Associate. Deliver insightful credit and investment advice while achieving exceptional sales performance in a collaborative team environment.
This role focuses on understanding member financial needs, providing tailored advice, and exceeding business targets. Collaboration is key, as you engage with internal teams and utilize creative tools to foster deep member connections. A willingness to embrace change and ongoing learning will enhance both your success and that of your members.
Key Responsibilities:
• Offer personalized financial solutions to members
• Recommend credit products based on thorough analysis
• Drive sales initiatives to meet performance metrics
• Host engaging meetings using virtual platforms
• Manage key member relationships for long-term growth
Requirements:
• University degree in Business or Economics is preferred
• MFDA licensing required for practice
• Strong proficiency in relevant technology and software
• Excellent communication and coaching skills
• Effective time management and problem-solving abilities
Elevate member experiences and contribute to their financial success while expanding your own career within a vibrant financial services landscape.
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Apply on Kit Job: kitjob.ca/job/2fs0cg
📌 Dynamic Financial Services Associate for Growth and Impact (Hamilton)
🏢 Meridian Credit Union
📍 Hamilton
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