Make a difference as a Financial Services Representative at Meridian, where you focus on enriching Member experiences with tailored financial solutions. This role blends customer service with proactive sales efforts.In this engaging position, you will assess the financial needs of our Members, provide insightful advice, and execute daily transactional services. Your role includes identifying opportunities for wealth referrals and ensuring that every interaction promotes positive Member outcomes.Key Responsibilities:Assess and understand Member financial goalsProvide sound advice and service offeringsConduct front line transactions accuratelyPromote and refer financial products effectivelyCollaborate with branch teams for enhanced serviceRequirements:Experience in financial services or salesStrong interpersonal communication skillsFlexible availability for various shiftsSolid understanding of financial productsDedication to superior Member serviceChampion exceptional service and foster lasting Member relationships at Meridian.

📌 Become A Financial Services Representative (Burlington)
🏢 Meridian Credit Union
📍 Burlington