Financial Services Associate - Full Time
M
Meridian-Credit-Union
📍 fort erie, on, Canada
Job Description
Financial Services Associate - Full Time
Job Category: Retail
Requisition Number: FINAN
- Full-Time
Locations
Showing 1 location
Description
As a senior member of the branch sales/leadership team, the primary responsibilities include understanding the financial needs of our Members, providing appropriate advice and recommendations, offering complex credit and investment advice, proactively identifying opportunities for Meridian products/services, and meeting individual and team business goals. The role requires managing Member portfolios, building relationships, and positioning Meridian products to enhance Member financial well‑being.
What you’ll do:
Employee Experience
- Part of an engaged team aligned to key business drivers and delivering outcomes.
- Highly engaged, empathetic, and respectful of colleag...