Member Experience Financial Advisor

Meridian Credit Union; Hamilton; On-site; CAD 50,000 - 58,000; Full time

Benefits offered by this job

Paid vacation time

Employer‑paid health benefits

Defined contribution pension matching

Tuition reimbursement program

Unique rewards and recognition program

Job summary

Meridian Credit Union in Hamilton, ON is seeking a Financial Services Representative to deliver exceptional member experiences, provide financial guidance and promote Meridian products and services. The role combines frontline banking with advisory sales, cross‑selling to Wealth, Small Business, and Mobile Mortgage partners, and meeting revenue targets.

The position requires strong communication, negotiation, and problem‑solving skills, with a focus on building lasting member relationships and

Qualifications

• Strong desire for career growth within the financial services industry.
• Excellent communication, negotiation and consultative skills.
• Ability to manage multiple priorities, meet goals and deliver exceptional member experience.

Responsibilities

• Understand Members' financial needs and provide appropriate advice and recommendations.
• Perform front line transactional services and advisory sales activities.
• Open new Member accounts and promote Meridian products and services.
• Identify opportunities for wealth referrals and cross‑selling with internal partners.

Skills

Member focus

Sales oriented

Communication skills

Negotiation

Financial industry knowledge

Decision making

Customer service

Problem solving

Education

Post‑secondary education in financial services sales environment

Job description

Meridian Credit Union in Hamilton, ON is seeking a Financial Services Representative to deliver exceptional member experiences, provide financial guidance and promote Meridian products and services. The role combines frontline banking with advisory sales, cross‑selling to Wealth, Small Business, and Mobile Mortgage partners, and meeting revenue targets.

The position requires strong communication, negotiation, and problem‑solving skills, with a focus on building lasting member relationships and