Serve Meridian Members in Burlington with financial advice and front-line banking services at the on-site Walker's Line Branch. Support daily banking and relationship growth.

As a full time Financial Services Representative, you will understand Member needs and recommend appropriate products and solutions. You will provide transactional services, open accounts, offer credit, identify wealth referrals, and position Meridian services. The role supports partners in Wealth, Small Business, and Mobile Mortgage Specialists while contributing to individual and team results.

Key Responsibilities:

- Understand Member needs and provide appropriate financial advice
- Complete front-line transactions accurately and promptly
- Open accounts and recommend credit products




- Identify wealth referrals and deepen Member relationships
- Participate in community engagement activities and events

Requirements:

- Strong financial industry knowledge and business acumen
- Strong computer systems knowledge
- Negotiation, interpersonal, written, and oral communication skills
- Organizational, time management, and problem-solving skills
- Post-secondary education or equivalent financial services sales experience considered an asset

Bring Member-focused service, consultative communication, and financial knowledge to Meridian's Burlington branch as a Financial Services Representative.

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