Financial Services Representative at Meridian

Navigate financial solutions with Meridian as a Financial Services Representative in Ancaster, ON. This full-time role offers a chance to exceed Member expectations and provide exceptional service.

Join the engaged team at Meridian Credit Union, a leader in community-focused banking. You will interact with Members, understand their financial needs, and deliver tailored advice and recommendations. Your responsibilities will include transactional services and promoting financial products to enhance Member relationships and drive growth.

Key Responsibilities:

• Provide advice and recommendations based on Member needs

• Complete front line transactional services efficiently

• Open new accounts and offer credit and deposit options

• Foster and deepen relationships with Members

• Collaborate with wealth and small business teams for holistic strategies

Requirements:

• Previous experience in financial sales roles desired

• Strong interpersonal and communication skills

• Demonstrated understanding of banking products and services

• Ability to work flexible hours, including evenings

• Growth mindset with a focus on Member Experience

Deliver exceptional financial service and become a valued advisor at Meridian.
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