Financial Services Representative Banking

Serve Meridian Members on-site as a Financial Services Representative, using advice-based banking and front-line transaction expertise. This full-time contract supports daily banking and financial goals.

As a Financial Services Representative, you will understand Member needs and recommend suitable financial solutions. You will support transactions, open accounts, offer credit, identify wealth referrals, and position Meridian products. The role also supports relationships with Wealth, Small Business, and Mobile Mortgage Specialists.

• Provide front-line transactional services for day-to-day banking
• Understand Member needs and recommend appropriate financial solutions
• Open accounts and offer credit products
• Identify wealth referral opportunities and refer business
• Post transactions accurately and protect Member confidentiality

• Passion for delivering exceptional Member experiences
• Adaptive, resilient, resourceful, and creative approach
• Receptiveness to feedback and continuous learning
• Respectful communication and collaborative working style
• Accountability for branch support functions and individual goals

Bring Member-focused advice, transaction accuracy, and relationship-building skills to Meridian’s retail banking team and financial solutions.