indeed
Financial Services Representative — Full Time - 6 Month Contract
Meridian
Toronto, CAN
Contract
Entry
Onsite
1 weeks ago
Financial ServicesSalesCustomer ServiceCommunicationNegotiationProblem Solving
Free
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Financial ServicesSalesCustomer Service
About the Role
Meridian is hiring a Financial Services Representative for a 6-month contract at its Parliament Street branch. You will provide front-line transactional services, open accounts, offer credit and deposit solutions, and identify wealth referrals.
Key Skills for This Role
Financial ServicesSalesCustomer ServiceCommunicationNegotiationProblem Solving
Responsibilities
- Understand the financial needs of Members and provide appropriate advice and recommendations
- Complete front line transactional services to support Members day to day banking
- Open new accounts, offer credit, deposit, and identify opportunities for wealth referrals
- Position Meridian’s products and services to add value to Members financial well being
- Meet and exceed specific individual goals and contribute towards team based business results
- Proactively engage in revenue generating and sales based activities
- Foster and deepen Member relationships and refer business to other channels
Requirements
- Strong desire for career growth within the financial services industry
- Strong business acumen and financial industry knowledge
- Flexible to work all scheduled hours which include evenings and weekends
- Strong knowledge of computer systems
- Ability to make decisions, act decisively and provide friendly and personable service
- Strong negotiation, interpersonal, written and oral communications skills
- Effective organizational time management, and problem solving skills
- Post secondary education or equivalent work experience in a financial services sales environment an asset
Full Job Posting
Why Meridian?
- At Meridian, our aspiration is to integrate our purpose into everything we do for people, the planet, and communities.
- Our vision is to be recognized as the financial institution that has the most local impact, supported by a purposeful value proposition to our Members.
- Our Retail teams work alongside partners in Wealth, Small Business, and Mobile Mortgage Specialists to support Members' holistic financial growth.
As a Financial Services Representative
- Understand the financial needs of our Members and provide the appropriate advice and recommendations.
- Complete front line transactional services to support Members day to day banking.
- Open new accounts, offer credit, deposit, identify opportunities for wealth referrals, and position Meridian’s products and services.
- Meet and exceed specific individual goals and contribute towards team based business results.
- Proactively engage in revenue generating and sales based activities, foster and deepen Member relationships and refer business to other channels.
How you will succeed
- Strong desire for career growth within the financial services industry.
- Strong business acumen and financial industry knowledge.
- Flexible to work all scheduled hours which include evenings and weekends.
- Strong knowledge of computer systems.
- Ability to make decisions, act decisively and provide friendly and personable service.
- Strong negotiation, interpersonal, written and oral communications skills.
- Effective organizational time management, and problem solving skills.
- Embraces virtual technology platforms for use in both Member and Meridian partner meetings.
- Ability to collaborate with leadership to develop plans and recommendations.
- Proven track record of bringing new ideas forward.
- Member Experience focused, with enthusiasm and tenacity to meet and exceed goals.
- Post secondary education or equivalent work experience in a financial services sales environment an asset.
What's in it for you?
- Paid vacation time, and other time off
- Employer paid health benefits
- Defined contribution pension matching
- Financial benefits including free banking, and special rates on mortgages, lines of credits and more
- Tuition reimbursement program
- Unique rewards and recognition program
Salary Range
- CAD 50,000 to CAD 58,000 annually
Location
- This role is in office at 486 Parliament Street, Toronto, ON M4X 1P2.
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