Meridian Financial Services Representative Role Windsor

Meridian Financial Services Representative Role Windsor

03 Aug
|
Meridian Credit Union
|
Windsor

03 Aug

Meridian Credit Union

Windsor

Start your career as a Financial Services Representative at Meridian in Windsor, ON, delivering outstanding Member experiences. This full-time, in office position involves crucial advisory roles.
You will serve as a vital member of a financial service team, comprehensively understanding and addressing Members' financial needs. Duties include providing front-line transactional services, opening current accounts, and facilitating referrals for wealth management. Your role is key in maintaining superior service levels while promoting Meridian’s financial products.
Key Responsibilities:
• Understand Member needs and deliver personalized service
• Process financial transactions with accuracy




• Assist in opening accounts and approving credit products
• Identify opportunities for wealth referrals and product positioning
• Support community events and Member engagement initiatives
Requirements:
• Experience in financial services or customer-facing roles
• Solid understanding of financial products
• Ability to resolve customer concerns effectively
• Flexibility in working hours
• Passion for driving Member satisfaction
Enhance your career at Meridian by focusing on Member success in Windsor.
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📌 Meridian Financial Services Representative Role Windsor
🏢 Meridian Credit Union
📍 Windsor

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