Meridian Financial Services Representative Role (Ontario)

Meridian Financial Services Representative Role (Ontario)

11 Aug
|
Meridian Credit Union
|
Ontario

11 Aug

Meridian Credit Union

Ontario

Start your career as a Financial Services Representative at Meridian in Windsor, ON, delivering outstanding Member experiences. This full-time, on-site 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 new 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
• Robust 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 (Ontario)
🏢 Meridian Credit Union
📍 Ontario

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