Financial Services Representative - Full Time

Role Overview

As a Financial Services Representative, you will join a highly engaged team dedicated to delivering exceptional Member Experience. In this role you will understand members’ financial needs and provide appropriate advice and recommendations, ranging from front‑line transactional services to advisory sales such as opening new accounts, offering credit, deposits, and identifying opportunities for wealth referrals.

Key Responsibilities

• Understand members’ financial needs and provide targeted advice and product recommendations.
• Execute front‑line transactional services to support members’ day‑to‑day banking.
• Generate revenue by fulfilling advisory sales roles, including opening accounts, offering credit and deposit products, and positioning Meridian’s products to enhance members’ financial well‑being.
• Actively engage in revenue‑generating and sales‑based activities, deepen member relationships, and refer opp...