Full-Time Financial Services Role at Meridian (Grimsby)

Full-Time Financial Services Role at Meridian (Grimsby)

13 Sep
|
Meridian Credit Union
|
Grimsby

13 Sep

Meridian Credit Union

Grimsby

Elevate your career as a Financial Services Representative with Meridian in Grimsby. In this full-time, 12-month contract, engage deeply with Members to enhance their financial well-being. As a Financial Services Representative, you'll join a highly cooperative team aiming to exceed Member expectations and provide tailored financial advice.

Your role involves conducting front-line transactional services, opening accounts, and identifying opportunities for credit and wealth referrals. Passion for Member Experience is essential as you help Members achieve their financial goals with expert guidance. Key Responsibilities:

- Understand financial needs and provide suitable advice
- Process front-line transactions efficiently




- Open new Member accounts and promote financial products
- Foster relationships and identify wealth referral opportunities
- Collaborate with cross-functional teams for improved service Requirements:
- Post-secondary education or equivalent experience
- Strong financial acumen and sales skills
- Excellent communication and interpersonal skills
- Flexibility to work evenings and weekends
- Commitment to ongoing personal and professional development Deepen your impact on Member financial journeys at Meridian Credit Union in Grimsby.

📌 Full-Time Financial Services Role at Meridian (Grimsby)
🏢 Meridian Credit Union
📍 Grimsby

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