Full Time Financial Services Representative
Meridian Credit Union Ltd • st. catharines, Canada
Role Description
Become a Financial Services Representative at our St Catharines branch, providing exceptional banking services and tailored advice. Drive sales goals while ensuring compliance with every member interaction.
In this full-time role, you will support branch members through front-line transactional services and advice-driven banking. You'll cultivate relationships, open new accounts, and identify opportunities for member financial needs. Your proactive approach will enhance member experiences and strengthen loyalty, while collaborating with branch leadership to align on marketing and outreach.
Key Responsibilities:
• Deliver eyes-on transactional banking services to members
• Provide customized advice for various financial needs
• Open new member accounts and promote relevant products
• Identify and refer opportunities in wealth and small-business
• Maintain accurate transaction records and ensure compliance
Requirements:
• Desire for career growth in financial s...
In this full-time role, you will support branch members through front-line transactional services and advice-driven banking. You'll cultivate relationships, open new accounts, and identify opportunities for member financial needs. Your proactive approach will enhance member experiences and strengthen loyalty, while collaborating with branch leadership to align on marketing and outreach.
Key Responsibilities:
• Deliver eyes-on transactional banking services to members
• Provide customized advice for various financial needs
• Open new member accounts and promote relevant products
• Identify and refer opportunities in wealth and small-business
• Maintain accurate transaction records and ensure compliance
Requirements:
• Desire for career growth in financial s...