Serve Meridian Members in-office at Clarkson Branch, Mississauga, using financial advice and transactional banking skills daily. Build relationships through responsive service.
As a Financial Services Representative, you will understand Member needs and recommend suitable financial products and services. The role combines front-line transactions, account opening, credit conversations, wealth referrals, and relationship growth. You will also support branch results and internal partners.
Key Responsibilities:
- Complete front-line transactions for Members' daily banking needs
- Identify needs and recommend appropriate financial solutions
- Open new accounts using account-opening strategies
- Provide credit recommendations within approval limits
- Refer opportunities to Wealth and Small Business partners
Requirements:
- Post-secondary education or equivalent work experience is an asset
- Financial services sales environment experience is an asset
- Strong financial industry knowledge and business acumen
- Strong negotiation, communication, and problem-solving skills
- Flexibility to work evenings and weekends
Bring Member-focused service, consultative communication, and financial solutions expertise to Meridian's Clarkson Branch in Mississauga, Ontario.
Financial Services Representative Mississauga 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.
