Financial Services Advisor job - ANCASTER - Meridian Credit Union |
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| Financial Services Advisor (Expired) |
| Meridian Credit Union |
| ANCASTER |
| Financial Services Advisor Location: Ancaster Job Code: 371 # of openings: 1 Description Purpose of the Job: As a senior member of the branch sales team, the primary responsibilities for this position will be to understand the financial needs of our Members and provide the appropriate advice and recommendations to fit their needs. This will include offering large or complex credit and investment advice as well as proactively identifying and promoting opportunities for Meridian products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific in idual and team based business goals. While providing the right financial solutions the incumbent will manage Member portfolios to genuinely build and develop relationships with Members and actively seek to deepen their overall holdings with Meridian. In iduals in this role will be expected to proactively engage in revenue and business generating sales activities, foster relationships with external centres of influence and leverage referrals. Key Responsibilities: - within approval limits approve or provide recommendations on large and complex credit products such as mortgages, loans, li.... |
| Found at Meridian Credit Union on 2012-01-11 23:19:47 |
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