Elevate your career at Meridian as a Financial Services Associate, focusing on delivering exceptional financial solutions and advice while engaging deeply with our Members in Owen Sound. This role combines relationship-building with strategic sales activities.
You will play a critical role in understanding the complex financial needs of our Members, providing tailored investment insights, and supporting product offerings aligned with their financial goals. This position requires proactive engagement in identifying revenue opportunities and fostering strong relationships within the branch and across Meridian.
Key Responsibilities:
• Assess and address Member financial needs effectively
• Provide personalized credit and investment recommendations
• Promote Meridian products to generate sales opportunities
• Cultivate member relationships for long-term engagement
• Collaborate with various internal teams for service excellence
Requirements:
• At least 3 years of...