Financial Services Representative

Position: Meridian Financial Services Representative
Embark on a rewarding career as a Financial Services Representative with Meridian in Barrhaven, Ontario. This full-time, on-site role focuses on enriching Member relationships through exceptional service and financial guidance.

As part of Meridian’s Retail team, you'll play a vital role in providing holistic financial support. This includes assisting Members with transactions, offering financial product recommendations, and maximizing wealth opportunities. Your proactive engagement will boost individual and team performance, ensuring a meaningful impact within the community.

Key Responsibilities:

• Serve Members with unmatched service excellence

• Execute front-line banking transactions accurately

• Advise Members on financial products and services

• Identify opportunities for wealth referrals and new accounts

• Work collaboratively to achieve shared business objectives

Requirements:

• Strong desire for growth in the financial industry

• Excellent listening and consultative skills

• Experience in banking or financial services preferred

• Proficient in computer systems and platforms

• Ability to maintain Member confidentiality

Take the next step in your career while prioritizing Member experience at Meridian.
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