Financial Services Representative Pembroke (Canada)

Financial Services Representative Pembroke (Canada)

11 Nov
|
Meridian Credit Union
|
Canada

11 Nov

Meridian Credit Union

Canada

Serve Meridian Members in Pembroke through advice-based banking, transactional services, and relationship-building referrals. This in-office role supports daily banking needs.

As a Financial Services Representative, you will understand Member needs and provide suitable account, credit, deposit, and investment solutions. You will complete front-line transactions, offer advisory sales, and identify wealth referral opportunities. The role also supports Member concerns, branch activities, and digital adoption.

Key Responsibilities:

- Fulfill Member account requests and identify referral opportunities
- Advise on designated investment and credit products
- Resolve Member concerns and create action plans
- Support branch activities and Digital Ambassador growth




- Participate in Meridian community events and activities

Requirements:

- Post-secondary education and customer service sales experience
- Financial services sales experience considered an asset
- Solid negotiation, interpersonal, written, and oral communication skills
- Microsoft Office and Outlook experience
- Flexibility for evenings and Saturdays

Bring financial services knowledge, problem-solving ability, and Member-focused advisory skills to Meridian’s Pembroke retail banking team.

📌 Financial Services Representative Pembroke (Canada)
🏢 Meridian Credit Union
📍 Canada

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