Financial Services Representative Pembroke (Canada)

Financial Services Representative Pembroke (Canada)

11 Nov
|
Meridian OneCap Credit
|
Canada

11 Nov

Meridian OneCap Credit

Canada

Serve Meridian Members on-site in Pembroke using financial advice, transactional banking, and relationship-building skills. This full time retail role supports day-to-day banking needs.

As a Financial Services Representative, you will understand Member needs and recommend suitable account, credit, deposit, investment, and wealth referral solutions. You will deliver front-line services while developing advisory sales capabilities. The position supports Meridian’s advice-based retail banking practice and its local community focus.

Key Responsibilities:

- Complete front-line transactional services for day-to-day banking
- Identify account requests and relationship referral opportunities
- Promote suitable investment and credit solutions




- Resolve Member concerns and build action plans
- Participate in branch and community activities

Requirements:

- Post-secondary education
- Customer service or financial services sales experience considered an asset
- Availability for evenings and Saturdays
- Microsoft Office and Outlook proficiency
- Strong communication, negotiation, organization, and problem-solving skills

Bring financial services knowledge, Member-focused advice, and digital confidence to Meridian’s Pembroke retail banking team.

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

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