Join our team at Meridian as a Financial Services Representative in Wellington West, Toronto. Provide exceptional Member experiences and empower financial growth through insightful advice.
This full-time, on-site position requires you to be deeply engaged in understanding and addressing the financial needs of our Members. You will play a key role in executing advisory sales, managing transactions, and fostering collaborations with Wealth and Small Business teams to maximize Member value and satisfaction.
Key Responsibilities:
• Assess Member financial needs and offer relevant solutions
• Handle daily banking transactions and services
• Actively create sales leads and promote additional products
• Engage with various teams to enhance service delivery
• Contribute to a team environment that values collaboration
Requirements:
• Post-secondary education or sales experience preferred
• Knowledge of financial services and sales practices
• Robust interpersonal and communication skills
• Ability to utilize technology for improved services
• Flexibility to accommodate varying work hours
Support our Members' financial well-being with personalized service and advice at Meridian.
#J-18808-Ljbffr
📌 Financial Services Representative at Meridian (Ontario)
🏢 Meridian Credit Union
📍 Ontario
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.