Senior Advisor for Small Businesses at Meridian
Meridian Credit Union Ltd • toronto, Canada
Role Description
Become a Senior Small Business Advisor with Meridian, where your expertise directly impacts local enterprises. Focus on building relationships and offering tailored financial services in a hybrid work setting.
In this role, you will handle a portfolio of small business accounts, analyzing their financial needs and providing personalized recommendations. A significant portion of your time will involve networking to cultivate new business relationships while retaining existing Members. Your contributions are vital in ensuring their financial well-being and success.
Key Responsibilities: • Provide exceptional financial advisory services • Conduct reviews and recommend suitable financial products • Assess and manage credit risk effectively • Identify opportunities to deepen Member relationships • Participate in community events and promote Meridian's values
Requirements: • 3-5 years in a financial services role • Strong understanding of Small Business products • ...
In this role, you will handle a portfolio of small business accounts, analyzing their financial needs and providing personalized recommendations. A significant portion of your time will involve networking to cultivate new business relationships while retaining existing Members. Your contributions are vital in ensuring their financial well-being and success.
Key Responsibilities: • Provide exceptional financial advisory services • Conduct reviews and recommend suitable financial products • Assess and manage credit risk effectively • Identify opportunities to deepen Member relationships • Participate in community events and promote Meridian's values
Requirements: • 3-5 years in a financial services role • Strong understanding of Small Business products • ...