Financial Services Representative - 6 Month Contract - Full Time

Meridian Credit Union Ltd; Canada; On-site; CAD 47,775 - 62,200; Full time

Benefits offered by this job

Paid vacation

Free banking

Special mortgage and credit rates

Rewards & recognition program

Job summary

Meridian Credit Union Ltd in Vaughan seeks a Financial Services Representative for a 6-month full-time contract. In this role, you will provide essential banking services and advisory sales support to meet member financial needs.

The successful candidate will handle transactions, identify opportunities for new accounts and credit, and maintain compliance with internal controls. The position offers a salary range of CAD 47,775 to 62,200 annually, alongside a full benefits package.

Qualifications

• Excellent interpersonal, written and verbal communication skills.
• Ability to work independently and prioritize workload effectively.
• Strong knowledge of computer systems and willingness to adopt new technologies.

Responsibilities

• Perform daily front-line banking transactions.
• Identify advisory opportunities such as opening accounts and offering credit.
• Provide consultative service to Members.
• Maintain compliance with policies and regulatory requirements.
• Collaborate with branch leadership to grow member relationships.
• Resolve member concerns with proactive action plans.

Skills

Interpersonal communication

Decision-making

Time management

Technical proficiency

Sales ability

Education

Post-secondary education or equivalent experience

Job description

Financial Services Representative – 6 Month Contract – Full Time

Job Category: Retail

Requisition Number: FINAN007225

Location: 1860 Major Mackenzie Drive W, Maple, ON L6A 4R9

Job Summary

As a Financial Services Representative, you will provide front‑line transactional services and advisory sales support to our members. Your responsibilities include understanding member financial needs, offering advice on deposits, credit, wealth referrals, and promoting Meridian’s products to enhance member financial well‑being.

Responsibilities

• Perform daily front‑line banking transactions accurately and timely.
• Identify and pursue advisory opportunities such as opening new accounts, offering credit, and wealth referrals.
• Provide consultative service to Members, using strong listening and communication skills.
• Maintain compliance with all internal controls, policies, and regulatory requirements.
• Collaborate with branch leadership and partner teams to execute retail strategy and grow member relationships.
• Resolve member concerns with discretion and proactive action plans.

Qualifications

• Post‑secondary education or equivalent experience in a financial services sales environment.
• Excellent interpersonal, written and verbal communication skills.
• Ability to work independently, make decisions, and prioritize workload effectively.
• Strong knowledge of computer systems and willingness to adopt new technologies.
• Flexibility to work scheduled hours, including evenings and weekends.
• Demonstrated ability to meet or exceed revenue‑generation and sales targets.

Benefits and Compensation

Salary Range: CAD 47,775 to 62,200 annually.

We offer a comprehensive benefits package including paid vacation, financial benefits (free banking, special mortgage and credit rates), and a unique rewards & recognition program.

EEO Statement

Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability. We will provide reasonable accommodation for applicants with disabilities.