Advance your career in financial services with Meridian as a Financial Services Associate. You'll deliver personalized financial advice while building long-lasting Member relationships in a hybrid work setting.
This role offers an opportunity to shape the financial journeys of Members at Meridian Credit Union. As a Financial Services Associate, you will utilize your sales expertise and strong communication skills to advise on credit and investment options. You’ll collaborate with a dedicated team to meet both individual and organizational goals while ensuring exceptional service through virtual platforms.
Key Responsibilities:
• Offer personalized advice for complex financial needs
• Identify and deepen relationships with Members
• Utilize virtual tools for service delivery
• Collaborate with cross-functional teammates
• Meet individual and team-based business objectives
Requirements:
• 3+ years in financial services and proven sales success
• Post-seconda...