Meridian Credit Union

Financial Planning and Analysis

• Understand the financial needs of our Members and provide appropriate advice and recommendations
• Complete front line transactional services to support our Members day-to-day banking
• Grow by fulfilling advisory sales role such as opening new accounts, offering credit, deposit, and identifying opportunities for wealth referrals
• Positioning Meridian’s products and services to add value to our Members' financial well-being
• Collaborate with internal business partners across various teams to ensure value-added delivery of member-centric products/solutions

Financial Services Representative – Contact Centre, Full-Time

• Understand the financial needs of Members and provide appropriate advice and recommendations
• Offer large or complex credit and investment advice
• Identify and promote opportunities for Meridian products and services
• Manage Member portfolios to build and develop relationships
• Proactively engage in revenue generating and sales-based activities
• Foster and deepen Member relationships and refer business to other channels
• Serve Members with excellence and understand how Meridian’s products and services can add value
• Provide investment advice by identifying solutions that meet Member needs
• Open new Member accounts and hold or obtain Mutual fund accreditation
• Collaborate with internal teams to ensure value added delivery of Member centric products/solutions
• Champion and implement corporate strategies and programs for the Contact Centre
• Maintain discretion and confidentiality to respect Members privacy.

Financial Services Representative – Contact Centre, Full-Time

Financial Services Associate – Contact Centre