Member-Focused Banking Advisor (In-Office)

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

Benefits offered by this job

Paid vacation

Free banking

Rewards program

Job summary

Meridian Credit Union Limited in Hamilton is seeking a Financial Services Representative to support Members with day-to-day banking and advisory services. This full-time 12-month contract role involves opening new accounts, offering credit and deposit products, and identifying opportunities for wealth referrals in collaboration with Wealth and Small Business teams.

A growth mindset and strong communication skills are essential, with flexibility to work evenings and weekends.

Qualifications

• Post-secondary education or equivalent work experience in a financial services sales environment an asset.
• Flexible to work all scheduled hours which include evenings and weekends.
• Strong business acumen and financial industry knowledge.

Responsibilities

• Open new Member accounts using account opening strategies.
• Provide investment advice by identifying and promoting solutions that fit and meet our Member needs.
• Meet and exceed individual goals and contribute to team-based results.

Skills

Customer service

Sales

Communication

Product knowledge

Education

Post-secondary education in finance or related field

Job description

Meridian Credit Union Limited in Hamilton is seeking a Financial Services Representative to support Members with day-to-day banking and advisory services. This full-time 12-month contract role involves opening new accounts, offering credit and deposit products, and identifying opportunities for wealth referrals in collaboration with Wealth and Small Business teams.

A growth mindset and strong communication skills are essential, with flexibility to work evenings and weekends.