Drive Member satisfaction as a Financial Services Representative with Meridian. Leverage financial expertise to deliver tailored advice and services that enhance overall financial wellness.

As a key player in the retail banking team, your mission will be to understand Members’ unique financial situations and provide knowledgeable recommendations. You will manage daily banking transactions, uncover opportunities for wealth referrals, and promote Meridian's diverse product offerings while fostering deep Member relationships.

Key Responsibilities:
• Offer excellent service and financial insights to all Members
• Assist with front line financial transactions
• Open recent accounts and provide credit solutions




• Identify and promote wealth referral opportunities
• Support Meridian’s financial strategies in branch

Requirements:
• Dedication to improving Member Experience
• Solid communication with a focus on empathy
• Proven ability to work collaboratively in a diverse setting
• Results-oriented and proactive in driving success
• Background in financial services is an advantage

Make a real difference in Members' lives through guidance and support in your role at Meridian.
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📌 Financial Services Representative At Meridian Ontario (Canada)
🏢 Meridian Credit Union
📍 Canada