Excel as a Financial Services Representative at Roundhouse Centre, located in Windsor, Ontario. Leverage your skills to enhance member experiences through personalized financial solutions.
In this role, you will address member needs by recommending various financial products while managing transactions accurately. Collaborate with cross-functional teams and utilize virtual platforms to foster engagement and identify prospects for service enhancement and revenue generation.
Key Responsibilities:
• Manage front-line transactions with accuracy
• Tailor product recommendations to member needs
• Engage in proactive sales and revenue generation
• Open and maintain member accounts efficiently
• Resolve member concerns and create action plans
Requirements:
• Preferred post-secondary education or relevant work experience
• Excellent written and verbal communication skills
• Proficient with technology and virtual meeting platforms
• Versatile with working hours, including evenings
• Self-motivated and committed to client-first service
Bring your passion for financial services to improve member interactions in Windsor.
J-18808-Ljbffr

📌 Financial Services Specialist At Roundhouse Centre Windsor
🏢 Meridian Credit Union
📍 Windsor