Wellington Financial Services Representative (Ontario)

Wellington Financial Services Representative (Ontario)

15 Aug
|
Meridian Credit Union
|
Ontario

15 Aug

Meridian Credit Union

Ontario

Join Meridian as a Financial Services Representative based in Wellington West, Toronto. Provide exceptional service, offer financial advice, and support our Members' banking needs every day.

In this full time, on-site role, you'll engage with a diverse Member base at Meridian Credit Union. Your primary focus will be on understanding financial needs, delivering tailored advice, and actively participating in sales-related activities. You’ll also collaborate with teams across Wealth and Small Business to enhance member experiences and drive revenue growth.

Key Responsibilities:
• Understand and assess the financial needs of Members
• Provide insight and advice on relevant financial products
• Support day-to-day banking transactions for Members




• Grow relationships through proactive sales and referrals
• Collaborate with internal teams to enhance Member services

Requirements:
• Post-secondary education or relevant sales experience
• Strong business acumen and customer service orientation
• Excellent communication and interpersonal skills
• Proficiency in computer systems and technology
• Flexibility to work evenings and weekends

Offer personalized financial solutions and contribute to a collaborative team at Meridian.
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📌 Wellington Financial Services Representative (Ontario)
🏢 Meridian Credit Union
📍 Ontario

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