Financial Services Representative
Job in
Burlington, Ontario, Canada
Listed on 2026-09-23
Listing for:
Meridian Credit Union
Full Time
position Listed on 2026-09-23
Job specializations:
-
Finance & Banking
Financial Sales, Bank Customer Service, Banking & Finance, Retail Banking
Job Description & How to Apply Below
Make a difference as a Financial Services Representative at Meridian, where you focus on enriching Member experiences with tailored financial solutions. This role blends customer service with proactive sales efforts.
In this engaging position, you will assess the financial needs of our Members, provide insightful advice, and execute daily transactional services.
Your role includes identifying opportunities for wealth referrals and ensuring that every interaction promotes positive Member outcomes.
Key Responsibilities:
• Assess and understand Member financial goals
• Provide sound advice and service offerings
• Conduct front line transactions accurately
• Promote and refer financial products effectively
• Collaborate with branch teams for enhanced service
Requirements:
• Experience in financial services or sales
• Strong interpersonal communication skills
• Flexible availability for various shifts
• Solid understanding of financial products
• Dedication to superior Member service
Champion exceptional service and foster lasting Member relationships at Meridian.
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