Member-Centric Banking Advisor

Meridian Credit Union; Hamilton; On-site; CAD 50,000 - 53,000; Full time

Job summary

Meridian Credit Union seeks a Financial Services Representative to deliver exceptional member experiences and advise on banking solutions. You will handle front-line transactions while identifying opportunities for advisory referrals and cross-sell within guidelines.

The role emphasizes member-centric service, collaboration with Wealth, Small Business, and Mortgage specialists, and a growth mindset to meet and exceed targets.

Qualifications

• Post-secondary education or equivalent work experience in financial services sales is an asset.
• Strong communication and interpersonal skills are required to engage Members.
• Flexibility to work evenings and weekends as scheduled.

Responsibilities

• Understand Members' financial needs and provide appropriate advice and recommendations.
• Perform front line transactional services to support day-to-day banking.
• Open new Member accounts and promote Meridian products and services.
• Identify opportunities for wealth referrals and advisory sales within limits.

Skills

Negotiation

Interpersonal skills

Written communications

Oral communications

Customer service mindset

Decision making

Problem solving

Adaptability

Education

Post-secondary education

Tools

Computer systems

Job description

Meridian Credit Union seeks a Financial Services Representative to deliver exceptional member experiences and advise on banking solutions. You will handle front-line transactions while identifying opportunities for advisory referrals and cross-sell within guidelines.

The role emphasizes member-centric service, collaboration with Wealth, Small Business, and Mortgage specialists, and a growth mindset to meet and exceed targets.