Financial Services Representative Maple (Ottawa)

Financial Services Representative Maple (Ottawa)

11 Nov
|
Meridian Credit Union
|
Ottawa

11 Nov

Meridian Credit Union

Ottawa

Serve Meridian Members on-site in Maple through financial advice, transactional banking, and relationship-building expertise. Support day-to-day needs while identifying solutions.As a Financial Services Representative, you will understand Member needs and provide appropriate advice and recommendations. You will complete front-line transactions, open accounts, offer credit and deposit products, and identify wealth referrals. This full-time position supports Meridian's branch sales and service team at Major Mac & McNaughton.Key Responsibilities:Provide advice and recommendations based on Member financial needsComplete accurate,



timely front-line banking transactionsOpen accounts and promote relevant Meridian productsOffer credit and deposit solutions within approval limitsRefer opportunities to Wealth, Small Business, and Mobile Mortgage partnersRequirements:Solid financial industry knowledge and business acumenStrong negotiation, communication, and interpersonal skillsAbility to resolve Member concerns with discretionStrong computer systems knowledge and virtual technology comfortPost-secondary education or equivalent financial services experienceApply financial advice, sales, and Member Experience skills as Meridian's Maple Financial Services Representative.

📌 Financial Services Representative Maple (Ottawa)
🏢 Meridian Credit Union
📍 Ottawa

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