Elevate Member experiences as a Financial Services Representative with Meridian. Support daily banking needs while offering tailored advice and fostering financial well-being for Members.
In this impactful role, you will integrate with a team passionate about exceeding expectations at Meridian. Your focus will be on understanding Members' financial needs, performing transactional services, and advising them on products. Collaboration with internal partners is essential to deliver comprehensive financial solutions.
Key Responsibilities:
- Understand and address Members' financial requirements
- Provide tailored advice and recommendations
- Support branch operations through transactional services
- Identify opportunities for product referrals
- Foster relationships to encourage Member growth
Requirements:
- Experience in financial services sales preferred
- Strong interpersonal and communication skills
- Flexibility to work evenings and weekends
- Ability to engage in advisory sales activities
- Passion for exceeding Member expectations
Bring your expertise and passion for Member service to the forefront, enhancing the financial journeys for Meridian Members.
Financial Services Representative at Meridian in Burlington 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.
