Financial Services Representative - Full Time

Financial Services Representative - Full Time

Job Category: Retail

Requisition Number: FINAN

Location: 531 Lake Street, St Catharines, ON L2N 4H6, Canada

Role Overview

As a Financial Services Representative, you will support branch members by providing front‑line transactional services and advice‑based banking. You will consistently meet and exceed sales and service goals while ensuring accurate and compliant member interactions.

Responsibilities

• Deliver eyes‑on transactional services and day‑to‑day banking to members.
• Provide tailored advice and recommendations for member financial needs.
• Open new member accounts and offer credit and deposit products.
• Identify and refer wealth, small‑business, and mortgage opportunities.
• Maintain accurate and timely transaction records and due diligence.
• Resolve member concerns, providing service excellence and fostering member ...

Ready to Apply?

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