06 Sep
|
Meridian Credit Union
|
Winnipeg
06 Sep
Meridian Credit Union
Winnipeg
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 collaborative spirit will help drive cutting-edge 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 • Strong 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. #J-18808-Ljbffr
📌 Join Meridian as a Financial Services Representative (Winnipeg)
🏢 Meridian Credit Union
📍 Winnipeg