Member-First Financial Services Advisor

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

Benefits offered by this job

Paid vacation time

Health benefits

Defined contribution pension matching

Free banking

Job summary

Meridian Credit Union in Whitby, ON is seeking a Financial Services Representative to understand Members' financial needs and provide appropriate advice. You will handle front-line banking transactions and identify opportunities to growth through advisory sales, including opening new accounts and guiding credit decisions.

With a growth mindset, you will collaborate with branch peers and cross-functional partners to deliver value-added solutions and a memorable Member experience, while meeting

Qualifications

• Provide front-line transactional services to Members.
• Identify wealth referral opportunities and cross-sell products.
• Open new Member accounts and advise on credit options.

Responsibilities

• Deliver an exceptional Member Experience.
• Grow Member relationships and wallet share.
• Provide investment advice by identifying and promoting solutions.
• Open new accounts and support branch goals.

Skills

Member focus

Sales skills

Communication skills

Financial services

Education

Post-secondary education or equivalent

Tools

CRM software

Digital platforms

Job description

Meridian Credit Union in Whitby, ON is seeking a Financial Services Representative to understand Members' financial needs and provide appropriate advice. You will handle front-line banking transactions and identify opportunities to growth through advisory sales, including opening new accounts and guiding credit decisions.

With a growth mindset, you will collaborate with branch peers and cross-functional partners to deliver value-added solutions and a memorable Member experience, while meeting