Financial Services Associate
4 weeks ago
Meridian Credit Union Ltd is seeking a highly skilled Financial Services Associate to join our team. As a key member of our branch sales team, you will be responsible for understanding the financial needs of our Members and providing expert advice and recommendations to meet their needs.
This role requires a strong understanding of financial services and a passion for delivering exceptional Member experiences. You will be working closely with our Members to identify and promote solutions that meet their financial goals, while also managing Member portfolios and building strong relationships.
Key Responsibilities- Provide investment advice and recommendations to Members
- Offer credit products and services to meet Member needs
- Engage in revenue generation and sales-based activities to achieve performance objectives
- Use technology platforms to host meetings and engage with Members
- Maintain discretion and confidentiality to respect Member privacy
- Post-secondary education with at least 3 years of equivalent work experience in a financial services environment
- Strong business and financial industry knowledge
- At minimum, MFDA licensing is required
- Flexible to work all scheduled hours, including evenings and Saturdays
- Proven understanding of computer systems, including Microsoft Office and Outlook
- Strong negotiation, interpersonal, written, and oral communication skills
- Effective organizational time management and problem-solving skills
Meridian Credit Union Ltd is committed to promoting an inclusive and accessible environment where all employees and customers feel valued and respected. We are dedicated to employing a workforce that reflects the diversity of our communities.
Qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, or disability.
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Financial Services Associate
4 weeks ago
Scarborough, North Yorkshire, United Kingdom Meridian Credit Union Ltd Full timeFinancial Services Career OpportunityMeridian Credit Union Ltd is seeking a highly skilled and experienced Financial Services Associate to join our team.This role is ideal for individuals who are passionate about providing exceptional Member Experience and have a strong understanding of financial services.Key Responsibilities:Provide investment advice and...
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Financial Services Associate
4 weeks ago
Scarborough, North Yorkshire, United Kingdom Meridian Credit Union Ltd Full timeFinancial Services Career OpportunityMeridian Credit Union Ltd is seeking a highly skilled and experienced Financial Services Associate to join our team.This role is ideal for individuals who are passionate about providing exceptional Member Experience and have a strong understanding of financial services.Key Responsibilities:Provide investment advice and...
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Financial Services Associate
3 weeks ago
Scarborough, North Yorkshire, United Kingdom Meridian Credit Union Ltd Full timeFinancial Services Career OpportunityMeridian Credit Union Ltd is seeking a highly skilled and experienced Financial Services Associate to join our team.This role will involve providing expert advice and guidance to our members on financial products and services, including credit and investment options.The ideal candidate will have a strong understanding of...
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Customer Service Associate
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Financial Services Professional
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Environmental Services Associate
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