Meridian Credit Union
Senior Financial Services Associate at Meridian
Job Description
Empower members with advice-based banking solutions as a Senior Financial Services Associate at Meridian in Beamsville, Ontario. Utilize your expertise to promote products and drive revenue growth.
This role entails collaborating with internal teams and understanding member needs to provide tailored financial advice. With a focus on complex credit and investment solutions, you will manage portfolios, resolving concerns while supporting branch initiatives and community engagement. Your contribution is vital to achieving team goals and enhancing member relationships.
Key Responsibilities:
• Offer credit and investment advice within authorized limits
• Proactively promote Meridian products to members
• Manage and deepen member portfolios effectively
• Support branch initiatives and community programs
• Collaborate with leadership to achieve Retail Experience goals
Requirements:
• Minimum 3 years in financial services sales
• MFDA license or willingness to obt...
This role entails collaborating with internal teams and understanding member needs to provide tailored financial advice. With a focus on complex credit and investment solutions, you will manage portfolios, resolving concerns while supporting branch initiatives and community engagement. Your contribution is vital to achieving team goals and enhancing member relationships.
Key Responsibilities:
• Offer credit and investment advice within authorized limits
• Proactively promote Meridian products to members
• Manage and deepen member portfolios effectively
• Support branch initiatives and community programs
• Collaborate with leadership to achieve Retail Experience goals
Requirements:
• Minimum 3 years in financial services sales
• MFDA license or willingness to obt...