11 Nov
|
Meridian Credit Union
|
Barrie
11 Nov
Meridian Credit Union
Barrie
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 bankingUnderstand Member needs and recommend appropriate financial solutionsOpen accounts and offer credit productsIdentify wealth referral opportunities and refer businessPost transactions accurately and protect Member confidentialityRequirements:Passion for delivering exceptional Member experiencesAdaptive, resilient, resourceful, and creative approachReceptiveness to feedback and continuous learningRespectful communication and team-oriented working styleAccountability for branch support functions and individual goalsBring Member-focused advice, transaction accuracy, and relationship-building skills to Meridian's retail banking team and financial solutions.
📌 Financial Services Representative Banking (Barrie)
🏢 Meridian Credit Union
📍 Barrie