Job Description
Financial Services Representative - Full Time
Job Category: Retail
Requisition Number: FINAN
- Posted: July 2, 2026
- Full-Time
- On-site
Locations
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Description
At Meridian, we deliver advice‑based banking while providing tools that reduce complexity, offer the right information, and motivate our Members to reach their overall financial goals.
As a Financial Services Representative, you will join a team of highly engaged financial service professionals dedicated to providing an exceptional Member Experience. Your primary responsibilities include understanding the financial needs of our Members and providing appropriate advice and recommendations, completing front‑line transactional services, opening new accounts, offering credit and deposits, identifying wealth referral opportunities, and positioning Meridian’s products and services to add value to Members’ financi...
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