Full Time Financial Services Representative Winnipeg

Full Time Financial Services Representative Winnipeg

07 Sep
|
Meridian Credit Union
|
Winnipeg

07 Sep

Meridian Credit Union

Winnipeg

Become a key player at Meridian as a Financial Services Representative in Whitby, Ontario, focused on delivering top-notch financial solutions for our Members. This role blends exceptional advisory services with transactional capabilities.

In this full time position, your mission will be to understand and address the needs of Meridian Members. You will engage in providing banking services while exploring prospects to offer personalized financial advice. Collaborate with cross-functional teams to ensure the holistic financial growth of each Member.

Key Responsibilities:



• Address and fulfill Member banking needs with precision • Conduct transactions and open recent accounts • Offer relevant credit options and wealth referrals • Deliver insightful financial advice and service • Engage in sales activities to drive business results

Requirements: • Relevant experience in financial services or sales • A strong desire to enhance Member Experience • Excellent communication and consultative skills • Ability to adapt to varying work schedules • Knowledge of financial products and community engagement

Drive financial wellness and be part of an empowering team at Meridian, dedicated to making a meaningful community impact. #J-18808-Ljbffr

📌 Full Time Financial Services Representative Winnipeg
🏢 Meridian Credit Union
📍 Winnipeg

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