Financial Services Associate at Meridian

Join Meridian as a Financial Services Associate focused on building Member relationships and providing expert financial guidance. Help Members navigate complex credit and investment decisions.
In this senior role, you will be instrumental in meeting the financial needs of Meridian’s diverse Member base. The position calls for expertise in credit products, investment advice, and a commitment to exceptional service. You will actively foster positive relationships and identify new opportunities to enhance member engagement and satisfaction.
Key Responsibilities:
• Offer expert advice on credit and investment options
• Develop and manage Member portfolios
• Participate in community engagement initiatives
• Work collaboratively towards sales objectives
• Utilize tools to enhance Member service experiences
Requirements:
• Bachelor’s degree in Business or Economics
• MFDA licensing required for most roles
• Strong negotiation and communication skills
• Effe...

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Submit your application today and join our talented team at Meridian Credit Union.

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