Full-Time Financial Services Representative
M
Meridian-Credit-Union
📍 fonthill, on, Canada
Job Description
Elevate Member banking experiences with Meridian as a Full-Time Financial Services Representative. Engage with members, provide personalized financial advice, and grow in your career at our Fonthill location.
In this dynamic role, you will collaborate within a dedicated sales and service team, focusing on understanding Members’ financial needs. Your responsibilities will include delivering transactional services, opening new accounts, and promoting Meridian’s financial products. Join a culture that values member experience and offers opportunities for personal and professional growth.
Key Responsibilities:
• Provide front-line transactional banking services
• Offer credit and deposit solutions to Members
• Open new accounts and maintain client relations
• Identify wealth referral opportunities for Members
• Promote Meridian’s products and services effectively
Requirements:
• Post-secondary education or equivalent experience
• Strong desire for growth in fi...
In this dynamic role, you will collaborate within a dedicated sales and service team, focusing on understanding Members’ financial needs. Your responsibilities will include delivering transactional services, opening new accounts, and promoting Meridian’s financial products. Join a culture that values member experience and offers opportunities for personal and professional growth.
Key Responsibilities:
• Provide front-line transactional banking services
• Offer credit and deposit solutions to Members
• Open new accounts and maintain client relations
• Identify wealth referral opportunities for Members
• Promote Meridian’s products and services effectively
Requirements:
• Post-secondary education or equivalent experience
• Strong desire for growth in fi...