Senior Financial Services Associate Role

Elevate member relations as a Senior Financial Services Associate with Meridian Credit Union. Utilize your expertise to provide investment advice and optimize member portfolios while achieving sales goals.
This key position involves understanding member needs and delivering tailored financial solutions in a supportive environment. The Senior Financial Services Associate will engage in community activities, actively participate in team goals, and embrace technology for improved member interactions. Strong interpersonal skills will be vital as you build lasting relationships.
Key Responsibilities:
• Understand and promote Meridian’s products to members
• Provide targeted investment and credit recommendations
• Engage in revenue generation and maintain performance objectives
• Utilize technology for effective member communication
• Foster internal relationships within cross-functional teams
Requirements:
• Minimum 3 years of financial services experience
• MF...