Client Financial Services Advisor - Relationship & Growth (Winnipeg)

Client Financial Services Advisor - Relationship & Growth (Winnipeg)

05 Nov
|
Campus Auto Group
|
Winnipeg

05 Nov

Campus Auto Group

Winnipeg

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 needsOpen new Member accounts using appropriate account-opening strategiesRecommend credit, deposit, investment, and other Meridian solutionsRefer Members to Wealth, Small Business,



and Mobile Mortgage partnersParticipate in community activities and branch relationship-building initiativesRequirements:Strong desire for financial services career growthFinancial industry knowledge and robust business acumenStrong negotiation, interpersonal, written, and oral communication skillsEffective organization, time management, and problem-solving abilitiesPost-secondary education or equivalent financial services sales experience assetBring Member-focused advice, financial services knowledge, and consultative relationship skills to Meridian’s retail banking team.#J-18808-Ljbffr

📌 Client Financial Services Advisor - Relationship & Growth (Winnipeg)
🏢 Campus Auto Group
📍 Winnipeg

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