Member Experience Financial Advisor

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

Benefits offered by this job

Health benefits

Paid vacation & time off

Defined contribution pension

Free banking & mortgage rates

Job summary

Meridian Credit Union in Toronto is seeking a Financial Services Representative to deliver exceptional Member experiences by understanding financial needs and offering suited advice. You will perform frontline transactions, open new accounts, and identify opportunities for credit, deposits and referrals within a supportive branch team.

With growth mindset and collaboration, you will align with Wealth, Small Business and Mobile Mortgage Specialists to broaden our Members' financial well-being

Qualifications

• Strong desire for career growth in financial services.
• Excellent communication and interpersonal skills.
• Ability to work evenings and weekends as scheduled.
• Proficient with computer systems and branch software.

Responsibilities

• Understand Members' financial needs and provide appropriate advice.
• Perform front-line transactions and support day-to-day banking.
• Open new accounts and assess credit and deposit opportunities.
• Identify opportunities for wealth referrals and cross-sell Meridian products.
• Engage in revenue-generating activities to achieve personal and branch goals.
• Build and deepen Member relationships through proactive service.

Skills

Sales & advisory

Customer service

Communication

Relationship building

Financial services knowledge

Education

Post-secondary education or equivalent in financial services

Job description

Meridian Credit Union in Toronto is seeking a Financial Services Representative to deliver exceptional Member experiences by understanding financial needs and offering suited advice. You will perform frontline transactions, open new accounts, and identify opportunities for credit, deposits and referrals within a supportive branch team.

With growth mindset and collaboration, you will align with Wealth, Small Business and Mobile Mortgage Specialists to broaden our Members' financial well-being