Financial Services Associate – Senior (Branch Sales/Leadership) This role is located at 4520 Ontario Street, Beamsville, ON L3J 0B7. The Financial Services Associate will partner with members and internal teams (Wealth, Small Business, Mobile Mortgage Specialists) to deliver advice‑based banking solutions, promote Meridian products, and drive revenue and member relationship growth.
Responsibilities
Understand member financial needs and provide appropriate advice and investment recommendations.
Offer large or complex credit and investment advice, including approvals or recommendations within authorized limits.
Proactively identify and promote Meridian products and services to expand member portfolios.
Achieve and exceed individual and team business goals, including revenue generation and sales targets.
Manage member portfolios to build and deepen relationships, ensuring exceptional service and seamless experience.