Become a key player in enhancing Member Experience at Meridian as a Financial Services Representative. This full time, in-office position demands strong financial acumen and a focus on delivering exceptional service. Meridian seeks a Financial Services Representative for an engaging role in Toronto, Ontario. As part of a dedicated retail team, you will assess Member needs and offer tailored banking solutions.
Responsibilities include conducting transactions, opening accounts, and referring to wealth services. Your success will directly impact both individual and team performance goals. Key Responsibilities:
Provide engaging financial advice to Members
Process transactions while maintaining accuracy
Open recent accounts and offer credit options
Identify and refer opportunities for wealth management
Collaborate with team members to enhance service Requirements:
Previous experience in financial services preferred
Robust interpersonal and communication skills
Ability to work flexible hours, including evenings
Solid organizational and time management skills
Commitment to delivering exceptional Member service Leverage your expertise and passion for Member engagement in this rewarding Financial Services Representative role at Meridian.
📌 Financial Services Representative At Meridian Toronto (Canada)
🏢 Meridian Credit Union
📍 Canada
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