Financial Services Advisor - Member Experience & Growth
Meridian Credit Union
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Benefits offered by this job
Job summary
Meridian Credit Union in Cambridge is seeking a Financial Services Representative for a 12-month contract. You will handle front-line transactions, understand member needs, and provide tailored financial advice.
The role includes advisory sales, account openings, credit/deposit services, and promoting Meridian products to enhance members' financial wellbeing. You will join a collaborative team focused on delivering exceptional member experiences, with opportunities for growth and involvement in
Qualifications
- Understanding member needs and providing appropriate advice and recommendations.
- Open new member accounts using account opening strategies.
- Identify opportunities for wealth referrals and cross-sell Meridian products.
- Willingness to work evenings and weekends as scheduled.
Responsibilities
- Perform front-line transactional services and member support.
- Grow advisory sales by identifying needs and offering suitable solutions.
- Open new accounts and process credit/deposit transactions.
- Promote Meridian products and services to add value for members.
Skills
Education
Job description
Meridian Credit Union in Cambridge is seeking a Financial Services Representative for a 12-month contract. You will handle front-line transactions, understand member needs, and provide tailored financial advice.
The role includes advisory sales, account openings, credit/deposit services, and promoting Meridian products to enhance members' financial wellbeing. You will join a collaborative team focused on delivering exceptional member experiences, with opportunities for growth and involvement in
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