Deliver advice-based banking at Meridian through financial services, credit, and relationship-building skills. Support Members through in-branch transactional and advisory services.

As a Financial Services Representative, you will understand Member needs and recommend suitable products, services, and financial solutions. You will support day-to-day banking while opening accounts, offering credit, identifying wealth referrals, and strengthening Member relationships. The role contributes to individual and team business results.

Key Responsibilities:
Provide accurate frontline transactional services for daily banking needs
Open new Member accounts using appropriate account-opening strategies
Recommend credit, deposit, investment, and other Meridian solutions
Refer Members to Wealth, Small Business,



and Mobile Mortgage partners
Participate in community activities and branch relationship-building initiatives

Requirements:
Solid desire for financial services growth opportunities
Financial industry knowledge and robust business acumen
Strong negotiation, interpersonal, written, and oral communication skills
Effective organization, time management, and problem-solving abilities
Post-secondary education or equivalent financial services sales experience asset

Bring Member-focused advice, financial services knowledge, and consultative relationship skills to Meridian’s retail banking team.

📌 Financial Services Advisor Member Experience Barrie
🏢 Meridian Credit Union
📍 Barrie