Enhance Member Experience as a Financial Services Representative at Meridian. Engage with Members, offering tailored financial advice and supporting their day-to-day banking needs.
As a key member of Meridian's retail team, you will connect with Members to understand their financial needs and provide expert recommendations. This role involves completing transactional services and growing your advisory skills by opening accounts, offering deposits and credit, and identifying wealth referral opportunities.
Key Responsibilities:
• Deliver exceptional service to Members in every interaction
• Conduct front line transactions for day-to-day banking
• Open new accounts and provide credit offerings




• Identify opportunities for wealth referrals to boost services
• Promote Meridian’s products to enhance member financial health
Requirements:
• Passion for enhancing Member Experience
• Ability to work collaboratively in diverse teams
• Solid communication and empathetic skills
• Goal-driven mindset with a focus on results
• Experience in banking or financial services is a plus
Drive Member satisfaction through financial expertise and dedicated service by becoming a Financial Services Representative at Meridian.
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📌 Meridian Financial Services Representative Role (St. Catharines)
🏢 Meridian Credit Union
📍 St. Catharines