Meridian-Credit-Union
Hybrid Financial Services Associate Role
Job Description
Join Meridian as a Financial Services Associate in their Contact Centre in St Catharines, Ontario, and drive exceptional Member experiences. This hybrid position focuses on providing comprehensive financial guidance and fostering strong relationships.
In this full-time role, you will be a senior member of Meridian's Contact Centre, focusing on understanding and addressing Members' financial needs. You will provide recommendations, promote financial products, and work towards specific individual and team-oriented business goals, laying the foundation for trust and rapport with each Member.
Key Responsibilities:
• Deliver tailored financial solutions to Members
• Manage and grow Member portfolios
• Identify opportunities to promote services
• Engage in revenue-generating activities
• Collaborate with various internal partners
Requirements:
• At least 3 years in financial services sales
• Post-secondary education required
• MFDA certification is necessary<...
In this full-time role, you will be a senior member of Meridian's Contact Centre, focusing on understanding and addressing Members' financial needs. You will provide recommendations, promote financial products, and work towards specific individual and team-oriented business goals, laying the foundation for trust and rapport with each Member.
Key Responsibilities:
• Deliver tailored financial solutions to Members
• Manage and grow Member portfolios
• Identify opportunities to promote services
• Engage in revenue-generating activities
• Collaborate with various internal partners
Requirements:
• At least 3 years in financial services sales
• Post-secondary education required
• MFDA certification is necessary<...