Financial Services Representative At Meridian Toronto

Financial Services Representative At Meridian Toronto

27 Aug
|
Meridian Credit Union
|
Toronto

27 Aug

Meridian Credit Union

Toronto

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, in office 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
Solid 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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