Financial Services Associate – Contact Centre

Responsibilities

Understand the financial needs of Members and provide appropriate advice and recommendations

Offer large or complex credit and investment advice

Identify and promote opportunities for Meridian products and services

Manage Member portfolios to build and develop relationships

Proactively engage in revenue generating and sales-based activities

Foster and deepen Member relationships and refer business to other channels

Serve Members with excellence and understand how Meridian’s products and services can add value

Provide investment advice by identifying solutions that meet Member needs

Open new Member accounts and hold or obtain Mutual fund accreditation

Collaborate with internal teams to ensure value added delivery of Member centric products/solutions

Champion and implement corporate strategies and programs for the Contact Centre

Maintain discretion and confidential...