Financial Services Representative at Meridian

Join our team at Meridian as a Financial Services Representative in Wellington West, Toronto. Provide exceptional Member experiences and empower financial growth through insightful advice.

This full-time, on-site position requires you to be deeply engaged in understanding and addressing the financial needs of our Members. You will play a key role in executing advisory sales, managing transactions, and fostering collaborations with Wealth and Small Business teams to maximize Member value and satisfaction.

Key Responsibilities:

• Assess Member financial needs and offer relevant solutions

• Handle daily banking transactions and services

• Actively create sales leads and promote additional products

• Engage with various teams to enhance service delivery

• Contribute to a team environment that values collaboration

Requirements:

• Post-secondary education or sales experience preferred

• Knowledge of financial services and sales practices

• Strong interpersonal and communication skills

• Ability to utilize technology for improved services

• Flexibility to accommodate varying work hours

Support our Members' financial well-being with personalized service and advice at Meridian.
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