On-Site Financial Services Representative Role (Winnipeg)

On-Site Financial Services Representative Role (Winnipeg)

01 Sep
|
Meridian Credit Union
|
Winnipeg

01 Sep

Meridian Credit Union

Winnipeg

Join Meridian as a Financial Services Representative in Ancaster, ON. This full-time, in office position emphasizes exceptional service and advice in Member financial journeys.

In this pivotal role, you will be part of a highly engaged branch team, focusing on delivering personalized financial solutions. Your responsibilities will include assisting Members with transactional services, opening accounts, and providing expert product recommendations to enhance their overall banking experience.

Key Responsibilities: • Understand and address Members' financial needs • Offer personalized advice and promote relevant products • Maintain accurate transaction records and documentation • Collaborate with internal teams to enhance service offerings • Engage actively in generating sales leads and referrals

Requirements: • Proven experience in a financial service sales environment • Strong relationship-building and communication skills • Willingness to adapt to a flexible schedule • Proficient with various banking technologies • Committed to excellent Member Experience

Be a trusted financial partner and advocate for Member success at Meridian. #J-18808-Ljbffr

📌 On-Site Financial Services Representative Role (Winnipeg)
🏢 Meridian Credit Union
📍 Winnipeg

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