Serve Meridian Members in Orillia through financial advice, transactional services, and relationship-building at an on-site branch. Use consultative skills to identify needs and recommend suitable solutions.

As a full-time Financial Services Representative, you will support day-to-day banking while growing advisory sales capabilities. Your work includes opening accounts, offering credit and deposit products, identifying wealth referrals, and positioning Meridian services. You will collaborate with Wealth, Small Business, and Mobile Mortgage Specialists to support Member financial growth.

Key Responsibilities:

- Understand Member needs and provide appropriate advice and recommendations
- Complete accurate front-line transactions for daily banking needs




- Open accounts and recommend credit and deposit products
- Refer Members to wealth and other internal partners
- Participate in community activities and Meridian events

Requirements:

- Robust financial industry knowledge and business acumen
- Friendly service, decision-making, and negotiation skills
- Strong interpersonal, written, and oral communication skills
- Organizational, time management, and problem-solving abilities
- Flexibility to work scheduled evenings and weekends

Bring Member-focused advice, accurate transactions, and collaborative relationship-building to Meridian's Orillia branch.

📌 Financial Services Representative Orillia (Clinton)
🏢 Meridian Credit Union
📍 Clinton