Meridian Credit Union
Empowering Financial Services Representative Focused on Member Solutions
Job Description
Deliver exceptional banking experiences as a Financial Services Representative. Understand financial needs and provide tailored solutions, while engaging with community initiatives in this rewarding role.
In this position within retail banking, you will build strong relationships with members. Key responsibilities include fulfilling transactional services and providing advice on credit and investment products. Collaborate with teammates across various departments while promoting a supportive member experience and developing your skills.
Key Responsibilities:
• Identify and fulfill member account requests
• Provide advice on credit and investment products
• Resolve member concerns with actionable plans
• Participate in community events and activities
• Collaborate with internal teams to boost engagement
Requirements:
• Experience in customer service or sales environment
• Strong communication and interpersonal skills
• Knowledge of financial products pre...
In this position within retail banking, you will build strong relationships with members. Key responsibilities include fulfilling transactional services and providing advice on credit and investment products. Collaborate with teammates across various departments while promoting a supportive member experience and developing your skills.
Key Responsibilities:
• Identify and fulfill member account requests
• Provide advice on credit and investment products
• Resolve member concerns with actionable plans
• Participate in community events and activities
• Collaborate with internal teams to boost engagement
Requirements:
• Experience in customer service or sales environment
• Strong communication and interpersonal skills
• Knowledge of financial products pre...