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Financial Services Representative

Job in Hamilton, Ontario, E8H, Canada
Listing for: Meridian Credit Union
Full Time position
Listed on 2026-11-04
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 50000 - 53000 CAD Yearly CAD 50000.00 53000.00 YEAR
Job Description & How to Apply Below

Serve Meridian Members as a Financial Services Representative in Hamilton, using consultative sales and transactional banking skills onsite. Support day-to-day banking while building relationships.

This full-time retail position is based at Meridian’s Centre on Barton branch. You will understand Member needs, recommend suitable products, and contribute to branch sales and service results. The role includes accounts, credit, deposits, wealth referrals, and Meridian services.

Key Responsibilities:
  • Complete accurate front-line transactions for daily banking needs
  • Identify needs and recommend Member-focused financial solutions
  • Open accounts and provide credit product recommendations within limits
  • Refer Members to Wealth, Small Business, and Mobile Mortgage partners
  • Participate in community activities and branch business planning
Requirements:
  • Strong financial services industry knowledge and business acumen
  • Negotiation, interpersonal, written, and oral communication skills
  • Decision-making, organization, time management, and problem-solving abilities
  • Post-secondary education or equivalent financial services sales experience preferred
  • Availability for scheduled evenings and weekends

Bring Member Experience focus, consultative advice, and financial services expertise to Meridian’s Hamilton branch team.

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