Senior Financial Services Associate at Meridian

Elevate Member experiences and financial solutions as a Senior Financial Services Associate at Meridian. This role emphasizes relationship-building and offers complex credit and investment advice based on Members' needs.
In this senior position, you'll work closely with the branch sales and leadership teams. Your responsibilities include developing strong Member relationships and exceeding business goals through effective financial advice and proactive engagement. You'll collaborate with partners across Wealth, Small Business, and Mortgage divisions to enhance our Members' financial growth.
Key Responsibilities:
• Provide strategic investment advice tailored to Member needs
• Promote Meridian products to enhance financial well-being
• Manage Member portfolios and foster relationship-building
• Engage in revenue-generating activities to meet goals
• Support branch activities and enhance the Member experience
Requirements:
• Minimum 3 years of experience in fin...