Financial Services Representative
2 days ago
", "p": "At Meridian, we're committed to helping our members achieve their best life. As a Financial Services Representative, you'll play a vital role in delivering exceptional member experiences and providing personalized financial solutions.
", "ul": [{"li": "Identify and fulfill member account requests, and identify opportunities to grow the relationship through referrals"}, {"li": "Provide members with advice on designated investment and credit products by identifying and promoting the right solutions that fit their needs"}, {"li": "Maintain discretion and confidentiality to respect members' privacy"}, {"li": "With autonomy to resolve member concerns, look to build action plans to avoid issues advancing"}, {"li": "Participate in branch activities in support of expanding the member relationship and growing our Digital Ambassador Program"}], "h2": "What You'll Need to Succeed:
", "ul": [{"li": "Strong desire for career growth within the financial services industry with acquired business and financial industry knowledge"}, {"li": "Post-secondary education with previous work experience in a customer service sales environment and/or, previous work experience in a financial services sales environment is considered an asset"}, {"li": "Flexible to work all scheduled hours which include some evenings and Saturdays"}, {"li": "Proven understanding of computer systems and programs including Microsoft Office, and Outlook"}, {"li": "Strong negotiation, interpersonal, written, and oral communications skills"}, {"li": "Effective organizational time management, and problem-solving skills"}], "h2": "What's in it for You:
", "ul": [{"li": "Paid vacation time, and other time off"}, {"li": "Employer-paid health benefits"}, {"li": "Defined contribution pension matching"}, {"li": "Financial benefits including free banking, and special rates on mortgages, lines of credits and more"}, {"li": "Tuition reimbursement program"}, {"li": "Unique rewards and recognition program"}], "p": "At Meridian, we're committed to creating a workplace that's inclusive, accessible, and supportive of all employees and customers. We're dedicated to employing a workforce that reflects the diversity of our communities and members.
", "h2": "Our Story:
", "p": "Meridian is Ontario's largest credit union, and second largest in Canada, helping to grow the lives of our more than 360,000 members. Meridian has more than 75 years of banking history and is 100% owned by its members. With 89 retail branches and 15 Business Banking Centers across Ontario and $30B in assets under management, Meridian offers a broad range of financial products and services to its retail, business banking and wealth members.
"}
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