Financial Services Associate - Licensed - Full Time

About the Role

We are looking for a licensed Financial Services Associate to serve as a senior member of our branch sales and leadership team. The role focuses on understanding members’ financial needs, providing appropriate advice and recommendations, and proactively promoting Meridian products and services. The incumbent will manage member portfolios, build and develop relationships, and work with internal partners in Wealth, Small Business, and Mobile Mortgage to deliver value‑added financial solutions.

Responsibilities

• Provide consultation and advice on credit, investments, and other financial products that meet member needs.
• Actively engage in revenue‑generating and sales‑based activities, including opening new member accounts and driving referrals.
• Maintain member portfolios and deliver exceptional member experience, ensuring compliance with credit limits and underwriting standards.
• Communicate clearly and prof...