Build exceptional Member experiences through consultative banking, credit solutions, and account services at Meridian's Walker's Line Branch. This full-time role is on-site.

The Financial Services Representative supports Meridian's Retail team by identifying financial needs and recommending suitable products and services. You will deliver front-line banking, provide investment advice, open new accounts, and make credit recommendations within approval limits. You will also refer business to Wealth, Small Business, and Mobile Mortgage Specialists, helping achieve individual and team-based goals.

Key Responsibilities:

- Deliver excellent Member service with patience and empathy
- Identify needs through proactive conversations and listening




- Provide investment advice and promote suitable solutions
- Resolve Member concerns and prevent future escalation
- Execute branch strategies and business plans

Requirements:

- Passion for Member Experience and exceeding expectations
- Ability to make decisions and act decisively
- Robust negotiation and consultative communication skills
- Flexibility to work scheduled evenings and weekends
- Ability to collaborate with leadership and partners

Use consultative banking, sound judgment, and relationship-building skills to support Meridian Members and Retail results in Burlington.

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