As a member of the branch sales team, the primary responsibilities are to understand the financial needs of our Members and provide the appropriate advice and recommendations. Which include opening new accounts, offering credit, deposit, and wealth advice and solutions as well as proactively identifying and promoting opportunities for other Meridian products and services.I am responsible for meeting and exceeding specific individual goals and contributing towards team based business results.Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skillsProvide deposit and wealth advice by identifying and promoting Meridian investment offerings and solutions that fit and meet our Member needsOpen new Member accounts using account opening strategiesDevelop rapport with Members, identifying Member needs and expectations and align products and services based on the identification of those needsEngage in revenue generation and sales based activities in order to achieve performance objectivesProactively identify and promote referral opportunities will all Members to appropriate partners in retail, wealth, mobile, small business and commercial...
Financial Services Advisor
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Financial Services AdvisorHamilton, On, Ca
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Meridian Credit UnionFinancial Services Advisor May 2013 - PresentHalton, Ontario, CanadaThe Meridian Experience!A different employment experienceAre you looking for an employer who shares your passion and enthusiasm? Do you want a job where you know you’re making a difference, every day you come to work? Do you want a challenging career with an organization that gives back to the community and whose employees embrace corporate social responsibility? Consider Meridian as a way you can grow your career with us. Where you’ll be involved in local decision making,… Show more The Meridian Experience!A different employment experienceAre you looking for an employer who shares your passion and enthusiasm? Do you want a job where you know you’re making a difference, every day you come to work? Do you want a challenging career with an organization that gives back to the community and whose employees embrace corporate social responsibility? Consider Meridian as a way you can grow your career with us. Where you’ll be involved in local decision making, work hands-on in finding solutions for our Members, where everyone works together to achieve our personal and financial goals. We’ll provide an inspirational environment that’s open and collaborative that empowers you to reach your professional goals and excel in the work of fulfilling our vision. Show less
Toby Patton Education Details
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Mcmaster UniversityFinance And Financial Management Services
Frequently Asked Questions about Toby Patton
What company does Toby Patton work for?
Toby Patton works for Financial Services Advisor
What is Toby Patton's role at the current company?
Toby Patton's current role is Meridian Credit Union at Financial Services Advisor.
What schools did Toby Patton attend?
Toby Patton attended Mcmaster University.
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Toby Patton
26 Years At Cox Business Okc * Project Support Specialist - Award Winning Account Executive - Project Manager - Dms Switch Tech - Head End Tech - Phone & Data Tech * * 34 Years Of Experience In The Communication IndustryEdmond, Ok -
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Toby Patton
Certified Coach, Speaker, And Leadership Trainer At Maxwell LeadershipWinston-Salem, Nc
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