Meridian-Credit-Union
Senior Financial Services Advisor Hybrid
Job Description
Enhance Member financial experiences as a Senior Financial Services Advisor at Meridian in St Catharines, Ontario. This hybrid full-time role focuses on delivering tailored financial advice and building Member relationships.
Meridian is seeking a Senior Financial Services Advisor to join its Contact Centre team. This role requires understanding Members' financial needs and delivering personalized credit and investment solutions. As an integral player in achieving individual and team business goals, you will proactively communicate Meridian's offerings while fostering long-lasting relationships with Members.
Key Responsibilities:
• Assess and understand Members' financial needs
• Offer tailored credit and investment advice
• Promote Meridian’s products to enhance Member relationships
• Engage in revenue generation and sales activities
• Collaborate with internal teams for optimal service delivery
Requirements:
• Post-secondary education required
• Minimum 3...
Meridian is seeking a Senior Financial Services Advisor to join its Contact Centre team. This role requires understanding Members' financial needs and delivering personalized credit and investment solutions. As an integral player in achieving individual and team business goals, you will proactively communicate Meridian's offerings while fostering long-lasting relationships with Members.
Key Responsibilities:
• Assess and understand Members' financial needs
• Offer tailored credit and investment advice
• Promote Meridian’s products to enhance Member relationships
• Engage in revenue generation and sales activities
• Collaborate with internal teams for optimal service delivery
Requirements:
• Post-secondary education required
• Minimum 3...