Help Meridian Members reach financial goals through personalized advice, product recommendations, and responsive retail banking service. This on-site, full time contract emphasizes Member Experience.

This Financial Services Representative serves on the branch sales and service team. You will identify needs, provide advice, complete daily transactions, and promote products that support financial well-being. You will also deepen Member relationships, pursue revenue-generating activities, and contribute to team business results while working with internal partners.

Key Responsibilities:

- Deliver exceptional service and demonstrate patience with Members
- Identify requests and opportunities to grow relationships
- Promote products and services through proactive probing




- Provide qualified referrals based on identified needs
- Contribute to individual and team-based business results

Requirements:

- Understanding of Meridian products and services
- Ability to maintain discretion and confidentiality
- Strong empathy for Members and colleagues
- Highly engaged, cooperative approach within branch teams
- Initiative and accountability for assigned responsibilities

Use financial advice, Member empathy, and proactive relationship development to deliver Meridian’s advice-based retail banking experience.

📌 Retail Banking Member Advisor (Canada)
🏢 Meridian Credit Union
📍 Canada