Sales and Advice Effectiveness Specialist, Retail
Etobicoke, ONTemps plein
Meridian Credit Union Limited: As a company that puts people first.
Candidates need a strong understanding of retail banking products and advice practices, analytical and reporting skills, and working knowledge of CRM and lead-management tools. Strong communication, facilitation and project coordination skills are also needed, along with openness to adopting AI and digital tools.
CRM platforms, Lead-management tools, Microsoft Power Platform, Microsoft Copilot