Financial Services Representative at Meridian

Become a key player in enhancing Member Experience at Meridian as a Financial Services Representative. This full-time, in-office position demands strong financial acumen and a focus on delivering exceptional service.

Meridian seeks a Financial Services Representative for an engaging role in Toronto, Ontario. As part of a dedicated retail team, you will assess Member needs and offer tailored banking solutions. Responsibilities include conducting transactions, opening accounts, and referring to wealth services. Your success will directly impact both individual and team performance goals.

Key Responsibilities:

• Provide engaging financial advice to Members

• Process transactions while maintaining accuracy

• Open new accounts and offer credit options

• Identify and refer opportunities for wealth management

• Collaborate with team members to enhance service

Requirements:

• Previous experience in financial services preferred

• Strong interpersonal and communication skills

• Ability to work flexible hours, including evenings

• Solid organizational and time management skills

• Commitment to delivering exceptional Member service

Leverage your expertise and passion for Member engagement in this rewarding Financial Services Representative role at Meridian.
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