Serve Meridian Members in Barrhaven through financial advice, transactional banking, and relationship-building in an in office, full-time position. Help clients pursue financial goals through appropriate recommendations and responsive service.

As a Financial Services Representative, you will support Meridian’s branch sales and service team. You will understand Member needs, provide advice, complete daily banking transactions, and identify opportunities for accounts, credit, deposits, wealth referrals, and Meridian products. The role also works with Wealth, Small Business, and Mobile Mortgage Specialists.

Key Responsibilities:

• Complete front-line transactional services accurately and promptly
• Open new Member accounts using account-opening strategies
• Recommend credit, deposit, investment, and other financial solutions
• Refer opportunities to Wealth,
  
  
  
  Small Business, and Mobile Mortgage partners
• Resolve Member concerns and support branch business plans

Requirements:

• Strong financial industry knowledge and business acumen
• Passion for exceptional Member Experience and relationship development
• Strong negotiation, communication, and problem-solving skills
• Strong computer systems knowledge and virtual technology comfort
• Post-secondary education or equivalent financial services sales experience

Bring consultative financial advice, accurate transactions, and Member-focused relationship skills to Meridian’s Barrhaven branch team.