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 recommendationsComplete accurate front-line transactions for daily banking needsOpen accounts and recommend credit and deposit productsRefer Members to wealth and other internal partnersParticipate in community activities and Meridian eventsRequirements:Solid financial industry knowledge and business acumenFriendly service, decision-making, and negotiation skillsStrong interpersonal, written, and oral communication skillsOrganizational, time management, and problem-solving abilitiesFlexibility to work scheduled evenings and weekendsBring Member-focused advice, accurate transactions, and collaborative relationship-building to Meridian's Orillia branch.

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