Serve Meridian Members in-office at Clarkson Branch, Mississauga, using financial advice and transactional banking skills daily. Build relationships through responsive service. As a Financial Services Representative, you will understand Member needs and recommend suitable financial products and services. The role combines front-line transactions, account opening, credit conversations, wealth referrals, and relationship growth. You will also support branch results and internal partners.

Key Responsibilities




Complete front-line transactions for Members’ daily banking needs Identify needs and recommend appropriate financial solutions Open new accounts using account-opening strategies Provide credit recommendations within approval limits Refer opportunities to Wealth and Small Business partners

Requirements:
Post-secondary education or equivalent work experience is an asset Financial services sales environment experience is an asset Strong financial industry knowledge and business acumen Solid negotiation, communication, and problem-solving skills Flexibility to work evenings and weekends Bring Member-focused service, consultative communication, and financial solutions expertise to Meridian’s Clarkson Branch in Mississauga, Ontario. #J-18808-Ljbffr

📌 Financial Customer Service Representative (Mississauga)
🏢 Meridian Credit Union
📍 Mississauga