Financial Services Professional

7 days ago


Owen Sound, Canada Meridian Full time
About the Role

We are seeking a highly skilled and experienced Financial Services Associate to join our team at Meridian Credit Union. As a key member of our retail banking team, you will be responsible for providing exceptional member service and support to our valued customers.

Key Responsibilities
  • Provide financial advice and guidance to members, identifying and promoting solutions that meet their needs
  • Develop and maintain strong relationships with members, understanding their financial goals and objectives
  • Work collaboratively with colleagues to achieve business goals and objectives
  • Stay up-to-date with industry trends and developments, applying this knowledge to improve member service and support
  • Participate in ongoing training and development to enhance skills and knowledge
Requirements
  • Post-secondary education with a minimum of 3 years of experience in a financial services environment
  • 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, including some evenings and Saturdays
  • Proven understanding of computer systems and programs, including Microsoft Office and Outlook
  • Strong negotiation, interpersonal, written, and oral communication skills
What We Offer
  • A competitive salary and benefits package
  • Opportunities for career growth and professional development
  • A dynamic and supportive work environment
  • A commitment to diversity, equity, and inclusion
About Meridian

Meridian is Ontario's largest credit union, with over 360,000 members and $30 billion in assets under management. We are committed to helping our members achieve their best life, and we are seeking like-minded individuals to join our team.

We are an equal opportunities employer, committed to diversity, equity, and inclusion. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional member service and support.



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