What are the responsibilities and job description for the Universal Representative position at Meridian Trust Federal Credit Union?
Join the Meridian Trust Team!
At Meridian Trust, we believe in helping our members—and our employees—Pursue Their Possible. We’re more than just a financial institution; we’re a team driven by curiosity, optimism, and a commitment to making a difference.
As part of our team, you’ll enjoy:
- A dynamic and supportive work environment
- Competitive pay and comprehensive benefits including medical, dental, vision, 401k with employer match, employer-paid life insurance, paid holidays and paid time off, and flexible spending accounts
- Opportunities for growth and career development
- A culture that values innovation, teamwork, and service
- The chance to make a real impact in the communities we serve
We take pride in being an active part of the community, supporting local events, charities, and initiatives that help people thrive. If you're looking for a career where you can grow, contribute, and be inspired every day, we’d love to meet you!
Are you a detail-oriented and customer-focused professional with a passion for helping individuals achieve their financial goals? Join our team as a Universal Representative and make a positive impact on members' lives while advancing your career in the dynamic financial services industry.
At Meridian Trust, you’re more than just an employee—you’re part of a team dedicated to delivering best-in-class financial experiences that truly make a difference for our members.
As a Universal Representative, you will be at the heart of every member interaction, building meaningful relationships and guiding individuals toward financial success. In this role, you’ll do more than process transactions—you’ll discover needs, offer solutions, and create confidence every step of the way.
What You’ll Do:
- Create strong member relationships by identifying needs and matching them with the right financial solutions
- Assist with day-to-day transactions while delivering fast, friendly, and accurate service
- Open and maintain accounts, ensuring each member’s experience is seamless and personalized
- Educate members on account options, loan alternatives, credit criteria, interest rates, and required documentation—making complex topics easy to understand
- Take a consultative, solutions-focused approach to every interaction
What Sets You Apart:
- You lead with a member-first mindset, always focused on helping others succeed
- You communicate clearly and confidently, building trust with every interaction
- You don’t just say “not today”—you provide a clear path forward, helping members understand how they can achieve their financial goals
Why Meridian Trust?
- You’ll be part of a collaborative, high-performing team
- You’ll have opportunities to grow your knowledge across deposits, lending, and financial services
- You’ll make a real impact in the communities we serve
At Meridian Trust, every conversation matters—and every team member plays a key role in helping our members build a stronger financial future.
Requirements:
Previous lending or financial institution experience is required.
Pay Information:
Starting Range: $19.04 - $23.80
Salary : $19 - $24