Meridian Credit Union
Senior Financial Services Associate Fort Erie
Job Description
Elevate your career at Meridian Credit Union as a Senior Financial Services Associate in Fort Erie. Build relationships with Members while providing tailored credit and investment solutions.
This senior role focuses on understanding member financial needs and offering valuable advice. Engage in revenue generation and exceed performance goals through exceptional service. Empower yourself with comprehensive member interaction strategies using both virtual and in-person meetings while maintaining confidentiality and discretion.
Key Responsibilities:
• Understand and communicate the value of Meridian products
• Provide investment recommendations aligned with member needs
• Identify credit solutions through accurate interviewing
• Foster relationships with external influence centers
• Leverage virtual platforms for impactful member engagement
Requirements:
• Recent Business or Economics graduate
• No prior work experience needed
• Minimum MFDA licensing requ...
This senior role focuses on understanding member financial needs and offering valuable advice. Engage in revenue generation and exceed performance goals through exceptional service. Empower yourself with comprehensive member interaction strategies using both virtual and in-person meetings while maintaining confidentiality and discretion.
Key Responsibilities:
• Understand and communicate the value of Meridian products
• Provide investment recommendations aligned with member needs
• Identify credit solutions through accurate interviewing
• Foster relationships with external influence centers
• Leverage virtual platforms for impactful member engagement
Requirements:
• Recent Business or Economics graduate
• No prior work experience needed
• Minimum MFDA licensing requ...