Financial Services Representative Burlington (Algonquin Highlands)

Financial Services Representative Burlington (Algonquin Highlands)

04 Nov
|
Meridian Credit Union
|
Algonquin Highlands

04 Nov

Meridian Credit Union

Algonquin Highlands

Serve Meridian Members onsite in Burlington through financial advice, transactional banking, and relationship-focused sales and service. Walker's Line branch location.

As a full-time Financial Services Representative, you will understand Member needs and recommend appropriate products and solutions. The role combines front-line transactions with account opening, credit offerings, wealth referrals, and Meridian product positioning. You will support Member financial well-being while contributing to individual and team business results.

Key Responsibilities:

- Provide accurate day-to-day transactional banking services
- Identify needs and recommend Member-focused financial solutions
- Open accounts and offer appropriate credit products




- Refer wealth opportunities and partner with business channels
- Participate in community activities and Meridian events

Requirements:

- Solid desire for financial services career growth
- Financial industry knowledge and business acumen
- Strong negotiation and communication skills
- Decision-making, organization, and problem-solving abilities
- Post-secondary education or equivalent experience is an asset

Bring Member-focused advice, sales, communication, and banking skills to Meridian's Walker's Line branch in Burlington, Ontario.

📌 Financial Services Representative Burlington (Algonquin Highlands)
🏢 Meridian Credit Union
📍 Algonquin Highlands

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