16 Sep
|
Meridian Credit Union
|
Canada
16 Sep
Meridian Credit Union
Canada
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 collaborative 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 recent Member accounts and promote financial products • Foster relationships and identify wealth referral prospects • 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 career development
Deepen your impact on Member financial journeys at Meridian Credit Union in Grimsby.
📌 Full Time Financial Services Role At Meridian Winnipeg (Canada)
🏢 Meridian Credit Union
📍 Canada