Job opportunity
Financial Services Representative Orillia
Meridian Credit Union Limited
Serve Meridian Members in Orillia through financial advice, transactional services, and relationship-building at an on-site branch. Use consultative skills to identify needs and recommend suitable solutions.
As a full-time Financial Services Representative, you will support day-to-day banking while growing advisory sales capabilities. Your work includes opening accounts, offering credit and deposit products, identifying wealth referrals, and positioning Meridian services. You will collaborate with Wealth, Small Business, and Mobile Mortgage Specialists to support Member financial growth.
Key Responsibilities:
Understand Member needs and provide appropriate advice and recommendations
Complete accurate front-line transactions for daily banking needs
Open accounts and recommend credit and deposit products
Refer Members to wealth and other internal partners
Participate in community activities and Meridian events
Requirements:
Strong financial industry knowledge and business acumen
Friendly service, decision-making, and negotiation skills
Strong interpersonal, written, and oral communication skills
Organizational, time management, and problem-solving abilities
Flexibility to work scheduled evenings and weekends
Bring Member-focused advice, accurate transactions, and collaborative relationship-building to Meridian’s Orillia branch.
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Apply on source site As a full-time Financial Services Representative, you will support day-to-day banking while growing advisory sales capabilities. Your work includes opening accounts, offering credit and deposit products, identifying wealth referrals, and positioning Meridian services. You will collaborate with Wealth, Small Business, and Mobile Mortgage Specialists to support Member financial growth.
Key Responsibilities:
Understand Member needs and provide appropriate advice and recommendations
Complete accurate front-line transactions for daily banking needs
Open accounts and recommend credit and deposit products
Refer Members to wealth and other internal partners
Participate in community activities and Meridian events
Requirements:
Strong financial industry knowledge and business acumen
Friendly service, decision-making, and negotiation skills
Strong interpersonal, written, and oral communication skills
Organizational, time management, and problem-solving abilities
Flexibility to work scheduled evenings and weekends
Bring Member-focused advice, accurate transactions, and collaborative relationship-building to Meridian’s Orillia branch.
#J-18808-Ljbffr