Full-Time Financial Services Advisor (Oshawa)

Full-Time Financial Services Advisor (Oshawa)

30 Jul
|
Meridian Credit Union
|
Oshawa

30 Jul

Meridian Credit Union

Oshawa

Step into a rewarding role as a Financial Services Representative at Meridian Credit Union in Courtice, Ontario. Engage directly with Members to provide financial advice and support in a full-time, on-site capacity.
This role involves understanding and addressing the financial needs of our Members through personalized recommendations and effective transactions. You will take part in developing advisory sales strategies while collaborating with cross-functional teams to ensure comprehensive value delivery. A passion for exceptional service is essential to thrive in this environment.
Key Responsibilities:
• Provide tailored banking solutions for Members
• Handle front-line transactions efficiently
• Engage in sales initiatives for accounts and credit offerings




• Collaborate across teams to enhance Member services
• Promote ongoing community involvement and support
Requirements:
• Experience in a client-facing financial role
• Strong organizational skills and attention to detail
• Effective communicator with robust negotiation skills
• Flexibility in work hours, including evenings
• Relevant educational background in financial services
Maximize Member satisfaction by leveraging your financial expertise and commitment to exceptional service at Meridian.
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📌 Full-Time Financial Services Advisor (Oshawa)
🏢 Meridian Credit Union
📍 Oshawa

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