Shape financial futures at Meridian as a Financial Services Representative. This role emphasizes creating exceptional Member experiences through tailored financial advice and a proactive sales approach. As a key member of our Retail Banking team, you will focus on understanding and fulfilling the financial needs of our Members.

This position requires proactive engagement in revenue-generating activities, opening new accounts, offering credit solutions, and referring Members to financial products aligned with their goals. Your cooperative spirit will help drive innovative strategies while ensuring Member satisfaction. Key Responsibilities:

- Understand and assess Member financial needs
- Offer tailored advice and recommendations
- Facilitate front line transaction services
- Engage in sales-based activities and referrals
- Support cross-departmental collaboration with Wealth and Small Business teams

Requirements:

- Financial services experience preferred
- Solid interpersonal and communication skills
- Proficient in technology and finance products
- Flexible schedule for week and evening shifts
- Commitment to exceptional Member service

Deliver top-notch service, foster deep Member relationships, and drive growth at Meridian.

📌 Join Meridian as a Financial Services Representative (Burlington)
🏢 Meridian Credit Union
📍 Burlington