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, in office 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
• Solid 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.
J-18808-Ljbffr

📌 Wellington Financial Services Representative Toronto
🏢 Meridian Credit Union
📍 Toronto