Meridian Financial Services Representative

Position: Meridian Financial Services Representative Role
Join Meridian as a Financial Services Representative in Toronto, contributing to a dynamic Member experience. Focus on financial advice, banking transactions, and personalized service.

This part-time role offers an exciting opportunity to engage with Members and understand their financial goals. Your key responsibilities include providing advice on banking services and completing transactions that help Members navigate their financial journeys. Collaborate with branch teams to maximize value for our Members while also engaging in revenue-generating activities.

Key Responsibilities:

• Assess and respond to Members’ banking needs

• Execute banking transactions and promote available services

• Build loyalty by fostering strong member relationships

• Support branch initiatives and sales productivity

• Collaborate with Wealth and other business units

Requirements:

• Experience in retail banking or financial services

• Strong customer service orientation

• Excellent communication and empathy skills

• Familiarity with banking technology and tools

• Ability to work flexible hours, including weekends

With a focus on growth and member satisfaction, take your financial services expertise to the next level at Meridian.
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