Financial Services Representative Banking (Ontario)

Financial Services Representative Banking (Ontario)

05 Nov
|
Meridian Credit Union
|
Ontario

05 Nov

Meridian Credit Union

Ontario

Serve Meridian Members on-site as a Financial Services Representative, using advice-based banking and front-line transaction expertise. This full-time contract supports daily banking and financial goals.
As a Financial Services Representative, you will understand Member needs and recommend suitable financial solutions. You will support transactions, open accounts, offer credit, identify wealth referrals, and position Meridian products. The role also supports relationships with Wealth, Small Business, and Mobile Mortgage Specialists.
Key Responsibilities: Provide front-line transactional services for day-to-day banking
Understand Member needs and recommend appropriate financial solutions
Open accounts and offer credit products




Identify wealth referral opportunities and refer business
Post transactions accurately and protect Member confidentiality
Requirements: Passion for delivering exceptional Member experiences
Adaptive, resilient, resourceful, and creative approach
Receptiveness to feedback and continuous learning
Respectful communication and cooperative working style
Accountability for branch support functions and individual goals
Bring Member-focused advice, transaction accuracy, and relationship-building skills to Meridian’s retail banking team and financial solutions.

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📌 Financial Services Representative Banking (Ontario)
🏢 Meridian Credit Union
📍 Ontario

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