Financial Services Representative at Meridian (Ontario)

Financial Services Representative at Meridian (Ontario)

21 Aug
|
Meridian Credit Union
|
Ontario

21 Aug

Meridian Credit Union

Ontario

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.
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📌 Financial Services Representative at Meridian (Ontario)
🏢 Meridian Credit Union
📍 Ontario

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