Meridian Financial Services Expert (Ontario)

Meridian Financial Services Expert (Ontario)

18 Aug
|
Meridian Credit Union
|
Ontario

18 Aug

Meridian Credit Union

Ontario

Join Meridian's team as a Financial Services Expert and play a vital role in driving Member satisfaction. This full-time contract requires an enthusiastic individual committed to excellent service and financial advice.

Located at Meridian's branch in Toronto, Ontario, the Financial Services Representative position involves engaging with Members to understand their financial requirements. You will be responsible for conducting bank transactions, recommending appropriate products, and fostering deeper relationships. This role supports your professional development in a collaborative team setting.

Key Responsibilities:
• Assess financial needs and provide tailored solutions
• Deliver accurate transaction processing for Members
• Promote and open new accounts effectively




• Identify opportunities for referrals to wealth services
• Participate in team efforts to enhance service quality

Requirements:
• Strong passion for delivering Member-centric service
• Excellent communication and negotiation abilities
• Flexibility to work various shifts, including evenings
• Understanding of financial products and services
• Experience in sales or customer service environments

Bring your commitment to Member experience to Meridian and enjoy a fulfilling career in financial services.
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📌 Meridian Financial Services Expert (Ontario)
🏢 Meridian Credit Union
📍 Ontario

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