Join Our Talent Community! Financial Services Associate - Retail Branches!

Financial Services Associate

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 more complex credit and investment advice. There will be responsibility for meeting and exceeding specific individual and team-based business goals. While providing the right financial solutions, the individual will manage Member portfolios to genuinely build relationships with Members.

Responsibilities

Member Experience

• Understand how Meridian’s products and services can add value to our Members
• Provide investment advice by identifying and promoting solutions that meet our Member needs
• Provide recommendations on credit products based on accurate and appropriate credit interviewing and underwriting s...