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Financial Service Administrator

4 months ago

Burlington, Canada Meridian Credit Union Full time
p>At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities. h3>Our Retail Banking Practice:

Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.

We have a passion for ensuring we maintain our tradition of exceeding Member expectations and helping them achieve their best lives. We deliver advice-based banking while providing tools that reduce complexity, offering the right information, and motivating our Members to reach their overall financial goals.Our Retail teams work alongside our partners in Wealth, Small Business, and Mobile Mortgage Specialists to support our Members' holistic financial growth.As Financial Services Associate:

You will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience

As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or more complex credit and investment advice.Understand how Meridian’s products and services can add value to our Members Provide investment advice by identifying and promoting solutions that meet our Member needs Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting skills Engage in revenue generation and sales based activities in order to achieve performance objectives; build external centres of influence to optimize sales and service results Use provided tools to proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback Community Experience Promote Meridian Credit Union in your community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities through Business Development and Good Neighbour Program. Planning, preparation and delivery of Meridian hosted Community events.Post-secondary education with at least 3 years of equivalent work experience in a financial services environment with a consistent track record in sales Strong business and financial industry knowledge, with a desire for career growth within the financial services industry At minimum, MFDA licensing is required for most roles Flexible to work all scheduled hours which include some evenings and Saturdays Proven understanding of computer systems and programs including Microsoft Office, and Outlook