Serve Meridian Members onsite in Burlington through financial advice, transactional banking, and relationship-focused sales and service. Walker's Line branch location.
As a full-time Financial Services Representative, you will understand Member needs and recommend appropriate products and solutions. The role combines front-line transactions with account opening, credit offerings, wealth referrals, and Meridian product positioning. You will support Member financial well-being while contributing to individual and team business results.
Key Responsibilities:
- Provide accurate day-to-day transactional banking services
- Identify needs and recommend Member-focused financial solutions
- Open accounts and offer appropriate credit products
- Refer wealth opportunities and partner with business channels
- Participate in community activities and Meridian events
Requirements:
- Strong desire for financial services career growth
- Financial industry knowledge and business acumen
- Strong negotiation and communication skills
- Decision-making, organization, and problem-solving abilities
- Post-secondary education or equivalent experience is an asset
Bring Member-focused advice, sales, communication, and banking skills to Meridian's Walker's Line branch in Burlington, Ontario.
Financial Services Representative Burlington employer: Meridian Credit Union Limited
Meridian Credit Union Limited is committed to creating opportunities for its members and communities, focusing on personalized banking solutions that meet unique needs. The company fosters a member-centric culture, empowering employees to leverage local autonomy and build meaningful relationships with clients. With a strong emphasis on professional growth and community engagement, Meridian offers a supportive work environment that values collaboration and innovation.
Contact Details:
Meridian Credit Union Limited Recruitment Team
