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
- Strong 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.
📌 Financial Services Representative at Meridian (Toronto)
🏢 Meridian Credit Union
📍 Toronto
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