Enhance financial lives as a Financial Services Representative with Meridian in Whitby, Ontario. Your focus will be on providing exceptional service and expert advice to our Members.
Join Meridian’s team as a Financial Services Representative, where you'll play a crucial role in understanding Members' financial needs. In this full-time in office position, you will complete transactional banking services and drive advisory sales. Collaboration with teams in Wealth and Small Business will allow you to position valuable financial solutions for our Members.
Key Responsibilities:
• Understand and address Members' financial needs effectively
• Complete front-line transactional services daily
• Open new accounts and offer credit products




• Provide tailored referrals to wealth management specialists
• Proactively engage in revenue-generating sales activities
Requirements:
• Passion for enhancing the Member experience
• Experience in financial services or sales environment
• Strong interpersonal and consultative skills
• Commitment to ethical and responsible service
• Availability for flexible hours, including evenings
Deliver exceptional banking experiences while contributing to Meridian’s mission of community impact and financial well-being.
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📌 Financial Services Expert at Meridian (Whitby)
🏢 Meridian Credit Union
📍 Whitby