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: Strong desire for financial services career growth Financial industry knowledge and strong business acumen Solid 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.

📌 Consultant(e) - Banking & Financial Services (Barrie)
🏢 Meridian Credit Union
📍 Barrie