Member-Focused Financial Advisor - Retail Banking

Meridian OneCap Credit Corp.; Vaughan; On-site; CAD 50,000 - 53,000; Full time

Benefits offered by this job

Paid vacation time

Free banking

Mortgage rate discounts

Job summary

Meridian Credit Union in Maple, Ontario is hiring a Financial Services Representative to deliver exceptional member service. You will understand Members' financial needs, provide advice, and recommend Meridian products and services during front-line transactions and advisory sales, including opening new accounts and arranging credit or deposits.

You will grow through revenue generation, referrals, and building lasting Member relationships while aligning with Meridian’s retail strategies and

Qualifications

• Flexible to work evenings and weekends.
• Strong business acumen and financial industry knowledge.
• Ability to build customer relationships and referrals.
• Proactive revenue generation and sales focus.

Responsibilities

• Understand Members' financial needs and provide appropriate advice and recommendations.
• Complete front line transactional services to support Members' day-to-day banking.
• Open new Member accounts and offer credit/deposits and referrals.
• Meet and contribute to branch sales and service goals and revenue targets.

Skills

Sales & Service

Customer Focus

Communication Skills

Financial Knowledge

Education

Post-secondary education in financial services sales

Job description

Meridian Credit Union in Maple, Ontario is hiring a Financial Services Representative to deliver exceptional member service. You will understand Members' financial needs, provide advice, and recommend Meridian products and services during front-line transactions and advisory sales, including opening new accounts and arranging credit or deposits.

You will grow through revenue generation, referrals, and building lasting Member relationships while aligning with Meridian’s retail strategies and