Financial Services Representative at Meridian (Ontario)

Financial Services Representative at Meridian (Ontario)

14 Oct
|
Meridian Credit Union
|
Ontario

14 Oct

Meridian Credit Union

Ontario

Elevate Member experiences as a Financial Services Representative with Meridian. Support daily banking needs while offering tailored advice and fostering financial well-being for Members.

In this impactful role, you will integrate with a team passionate about exceeding expectations at Meridian. Your focus will be on understanding Members’ financial needs, performing transactional services, and advising them on products. Collaboration with internal partners is essential to deliver comprehensive financial solutions.

Key Responsibilities:
• Understand and address Members’ financial requirements
• Provide tailored advice and recommendations
• Support branch operations through transactional services
• Identify opportunities for product referrals
• Foster relationships to encourage Member growth

Requirements:
• Experience in financial services sales preferred
• Robust interpersonal and communication skills
• Flexibility to work evenings and weekends
• Ability to engage in advisory sales activities
• Passion for exceeding Member expectations

Bring your expertise and passion for Member service to the forefront, enhancing the financial journeys for Meridian Members.
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📌 Financial Services Representative at Meridian (Ontario)
🏢 Meridian Credit Union
📍 Ontario

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