Financial Services Representative - Full Time (Vineland Branch)

Role overview

Member service and banking

• Understand members' financial needs and provide appropriate advice and recommendations.
• Complete frontline transactions accurately and support day-to-day banking requests.
• Open accounts, offer credit and deposit products, identify wealth referrals, and position services that support members' financial well-being.
• Resolve member concerns, maintain confidentiality, and identify opportunities to grow member relationships.

Sales and branch collaboration

• Meet individual goals and contribute to team results through revenue-generating and sales activities.
• Provide investment advice and qualified referrals based on members' identified needs.
• Within approval limits, approve or recommend credit products using appropriate credit interviewing and underwriting skills.
• Coordinate with Wealth, Small Business, and Mobile Mortgage Specialists and support branch strategies and business plans.
• Participate in branch relationship-building activities, including the Digital Ambassador Program.

Community and team

• Participate in community engagement activities and support local organizations and Meridian-hosted events.
• Collaborate with branch and cross-functional teams, develop goals with a manager, and contribute to planning and continuous improvement.

Knowledge and qualifications

• Strong financial industry knowledge and business acumen; strong computer systems knowledge.
• Strong decision-making, interpersonal, written and oral communication, negotiation, organization, time management, and problem-solving skills.
• Able to provide personable service, resolve member concerns, learn processes quickly, collaborate, and use virtual meeting platforms.
• Flexible to work scheduled hours, including evenings and weekends.
• Post-secondary education or equivalent experience in a financial services sales environment is an asset.
• Experience with Microsoft Power Platform or Microsoft Copilot is an asset.

Compensation

• The stated salary range is CAD 50,000 to CAD 53,000 annually.
• Benefits include paid time off, employer-paid health benefits, pension matching, financial benefits, tuition reimbursement, and rewards and recognition.