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 requirementsProvide tailored advice and recommendationsSupport branch operations through transactional servicesIdentify opportunities for product referralsFoster relationships to encourage Member growthRequirements:Experience in financial services sales preferredStrong interpersonal and communication skillsFlexibility to work evenings and weekendsAbility to engage in advisory sales activitiesPassion for exceeding Member expectationsBring your expertise and passion for Member service to the forefront, enhancing the financial journeys for Meridian Members.
📌 Financial Services Representative At Meridian (Burlington)
🏢 Meridian Credit Union
📍 Burlington
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