Meridian Credit Union
Meridian Financial Services Associate Role
Job Description
Advance your banking career with Meridian as a Financial Services Associate in Owen Sound, ON. Focus on delivering exceptional Member experiences, and providing expert credit and investment advice tailored to individual needs.
As a key team member, you will manage Member portfolios, identify opportunities, and ensure that every interaction adds value. Your role includes embracing innovative technology for effective communication and driving community engagement to strengthen connections. Use your skills to meet and exceed business goals for both yourself and the branch team.
Key Responsibilities:
• Analyze and address Member financial needs
• Deliver investment advice and recommend relevant products
• Create meaningful relationships with Members for service excellence
• Participate in strategic community initiatives for local impact
• Optimize sales and service through Meridian tools
Requirements:
• Bachelor's degree and 3 years of financial sales experience<...
As a key team member, you will manage Member portfolios, identify opportunities, and ensure that every interaction adds value. Your role includes embracing innovative technology for effective communication and driving community engagement to strengthen connections. Use your skills to meet and exceed business goals for both yourself and the branch team.
Key Responsibilities:
• Analyze and address Member financial needs
• Deliver investment advice and recommend relevant products
• Create meaningful relationships with Members for service excellence
• Participate in strategic community initiatives for local impact
• Optimize sales and service through Meridian tools
Requirements:
• Bachelor's degree and 3 years of financial sales experience<...