Join Meridian as a Financial Services Representative in Whitby, Ontario, and deliver outstanding service that enhances our Members' financial journeys. Your role will involve both transactional and advisory services.

As a Financial Services Representative, you will be part of an engaged team dedicated to improving Member experiences. Your responsibilities will include offering advice and completing banking transactions while identifying opportunities for deeper financial engagement. Collaborate with colleagues to support Members in achieving their financial goals.

Key Responsibilities:
• Provide exemplary service and support to Members
• Facilitate current account openings and credit evaluations
• Assist with day-to-day banking transactions




• Identify and promote relevant products and services
• Collaborate with referral partners for financial solutions

Requirements:
• Experience in a retail banking or financial role
• Solid communication and problem-solving abilities
• Adaptable schedule, including evening and weekend shifts
• Commitment to fostering inclusive and respectful interactions
• Passion for achieving sales targets and enhancing Member relationships

Elevate the Member Experience as part of Meridian’s mission to be recognized for local impact in the financial community.
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📌 Member Focused Financial Services Role Ontario
🏢 Meridian Credit Union
📍 Ontario