Financial Services Associate
CurrentProvide 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 skills proactively identify and promote opportunities with all Members to deepen relationships and provide flawless service experiences Embrace virtual technology platforms and use them to host meetings and engage in impactful communication with Members Maintain discretion and confidentiality to respect Member’s privacy Act as an engaged teammate and trusted partner to build and cultivate internal relationships Demonstrate empathy with colleagues by communicating thoughts and ideas openly while promoting inclusivity and a sense of belonging towards others in the workplace Continue individual learning and development to align with Meridian values while delivering on action plans aligned with Employee Engagement results Actively participate and support the leadership team in the planning process, assisting with implementation and providing feedback Step in as a leader, while the Branch Manager is away, and continuously act as a role model on the team Promote Meridian Credit Union in my community by participating in and being involved in community activities or events while demonstrating the Company Values Support local community organizations and activities