Financial Services Advisor - Member Experience

Meridian Credit Union; Seaforth; On-site; CAD 47,000 - 63,000; Full time

Job summary

A leading credit union in Ontario is looking for a Financial Services Representative to join their team. In this role, you'll focus on understanding Members' financial needs, providing transactional services, and advising on investment and credit products. Candidates should have post-secondary education, experience in customer service sales, and flexible availability. The position offers a salary range of CAD 47,775 to 62,200 annually and various employee benefits including health care and pension matching.

Benefits

Paid vacation time

Employer-paid health benefits

Defined contribution pension matching

Tuition reimbursement program

Qualifications

• Previous work experience in a customer service sales environment or financial services sales environment is considered an asset.
• Flexibility to work all scheduled hours including some evenings and Saturdays.
• Strong understanding of computer systems and programs.

Responsibilities

• Understand the financial needs of our Members to provide appropriate solutions.
• Complete front line transactional services.
• Provide advice on designated investment and credit products.

Skills

Customer service

Sales

Communication

Problem-solving

Education

Post-secondary education

Tools

Microsoft Office

Outlook

Job description

A leading credit union in Ontario is looking for a Financial Services Representative to join their team. In this role, you'll focus on understanding Members' financial needs, providing transactional services, and advising on investment and credit products. Candidates should have post-secondary education, experience in customer service sales, and flexible availability. The position offers a salary range of CAD 47,775 to 62,200 annually and various employee benefits including health care and pension matching.