Deliver advice-based banking at Meridian through financial services, credit, and relationship-building skills. Support Members through in-branch transactional and advisory services.
As a Financial Services Representative, you will understand Member needs and recommend suitable products, services, and financial solutions. You will support day-to-day banking while opening accounts, offering credit, identifying wealth referrals, and strengthening Member relationships. The role contributes to individual and team business results.
Key Responsibilities:
- Provide accurate frontline transactional services for daily banking needs
- Open new Member accounts using appropriate account-opening strategies
- Recommend credit, deposit, investment, and other Meridian solutions
- Refer Members to Wealth, Small Business, and Mobile Mortgage partners
- Participate in community activities and branch relationship-building initiatives
Requirements:
- Strong desire for financial services career growth
- Financial industry knowledge and strong business acumen
- Strong negotiation, interpersonal, written, and oral communication skills
- Effective organization, time management, and problem-solving abilities
- Post-secondary education or equivalent financial services sales experience asset
Bring Member-focused advice, financial services knowledge, and consultative relationship skills to Meridian's retail banking team.
Financial Services Advisor Member Experience in Barrie employer: Meridian Credit Union
At Meridian, we pride ourselves on being an exceptional employer that prioritizes our Members and communities. Our inclusive and collaborative work culture fosters creativity and innovation, while our commitment to employee growth ensures that you will have the tools and support needed to thrive in your role as Director of Commercial Services. With hybrid work arrangements and a focus on meaningful relationships, you'll find a rewarding environment where your contributions truly make a difference.
