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Added 1 min ago
CO
Associate City Solicitor
City of Kitchener
Kitchener, ON
- Temporary
…Council and staff. Reporting to and working closely with the Assistant City Solicitor (Development), the primary areas of responsibility will include preparation and review of a wide…
Added 1 min ago
N
Customer Service Representative
Nutrien
Cut Knife, SK
- Full-time
Under the direction of the Branch Manager and/or Assistant Manager, monitors accounts receivable, accounts payable, and credit limits
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CO
Distribution/Collection Relief Operator - Frobisher
City of Greater Sudbury
Sudbury, ON · Greater Sudbury, ON
- Internship
Work as an assistant or helper to various tradespersons, equipment operators, crews or other personnel.
Added 1 min ago
LH
Client Services Coordinator
Lifemark Health Group
Calgary, AB
- Full-time
…and strong administrative support. Medical Office or Legal Assistant training is an…
Added 1 min ago
MW
CAN Sales Assistant Newfoundland
Mountain Warehouse
St. John's, NL
- $16.35 CAD / hour
- Contract
As a Sales Assistant, you’ll play a vital role in ensuring the store operates efficiently and delivers an outstanding shopping experience. From maintaining high presentation standards to…
Added 1 min ago
KM
Medical Office Assistant
Kinesis Medical Centre
Calgary, AB
- Full-time
As a Medical Office Assistant, you will be patients’ first and final point of contact, by phone and in person. Working under an MOA Team Lead, you will help patients navigate their…
Added 1 min ago
MW
CAN Sales Assistant - Ontario
Mountain Warehouse
Ottawa, ON · Kanata, ON
- $17.95 CAD / hour
- Contract
As a Sales Assistant, you’ll play a vital role in ensuring the store operates efficiently and delivers an outstanding shopping experience. From maintaining high presentation standards to…
Added 1 min ago
TU
Assistant Professor – Data Science Computation
The University of Toronto Engineering Society
Toronto, ON
- $140,000 to $190,000 CAD / year
- Full-time
…and adjacent fields. The appointment will be at the rank of Assistant Professor with an anticipated start date of July 1,…
Added 1 min ago
BP
ASSISTANT CAFE II
Brevard Public Schools
Merritt, BC
- Contract
…Merritt Is Job Number: 000539 School Year: 2027 FY Position: ASSISTANT CAFE II Subtitle/Areas: BEGINNING SALARY Based on classification and pay plan for Classified employees: GRADE 13…
Added 1 min ago
MW
CAN Sales Assistant - Ontario
Mountain Warehouse
Ottawa, ON · Kanata, ON
- $17.95 CAD / hour
- Full-time
As a Sales Assistant, you’ll play a vital role in ensuring the store operates efficiently and delivers an outstanding shopping experience. From maintaining high presentation standards to…
Added 1 min ago
MW
CAN Sales Assistant - Ontario
Mountain Warehouse
Kingston, ON
- $17.95 CAD / hour
- Contract
As a Sales Assistant, you’ll play a vital role in ensuring the store operates efficiently and delivers an outstanding shopping experience. From maintaining high presentation standards to…
Added 1 min ago
HH
Medical Office Assistant
Harrison Healthcare
Vancouver, BC
- $25 to $29 CAD / hour
- Full-time
Medical Office Assistant diploma from an accredited institution, or equivalent education and experience.
Added 1 min ago
TD
Utility Driver [Groundperson / Arborist]
The Davey Tree Expert Company
Oakbank, MB
- Full-time
…Once at site you will join the rest of the crew as an Arborist Assistant; providing your in-depth knowledge and skills to ensure the job gets done right and on…
Added 2 mins ago
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Associate Dentist- Midtown Dental
dentalcorp
Kelowna, BC · Midtown Kelowna Dental
- Full-time
Long-standing, supportive team with a dedicated sterilization assistant
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D
Clinical Laboratory Assistant
Dynacare
Brampton, ON
- Full-time
Are YOU our next Clinical Laboratory Assistant?
Added 2 mins ago
Post Office Assistant - Term
Canada Post - Postes Canada
Goodsoil, SK
…Canada Post. We are currently seeking an on-call Post Office Assistant who will use a customer-focused approach when providing counter services to…
Added 2 mins ago
Assistant Vice-President, Corporate Properties & Workplace Services
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
We are looking for an Assistant Vice-President, Corporate Properties & Workplace Services.
Added 17 mins ago
A
Registered Nurse - AgeCare Jasper Place
AgeCare
AB · AgeCare Jasper Place
- Part-time
…difficulties in processing physician orders to the Director of Care/Assistant Director of…
Added 17 mins ago
AC
Member Services Representative (Casual) - Cartwright Branch
Assiniboine Credit Union
Riverside, MB · Cartwright, MB
- Part-time
Reporting to the Manager, Member Service or Assistant Branch Manager, the Member Service Representative plays a key role in delivering a consistent and compelling member experience at ACU.…
Added 17 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Saanich, BC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 17 mins ago
RB
Assistant Branch Manager - Greater Toronto Region
Royal Bank of Canada
Toronto, ON
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team…
Added 17 mins ago
TC
Network and Infrastructure Manager
The Corporation of The City of Victoria
Victoria, BC
- Other
Under the general direction of the Assistant Director, Information Technology, effectively manage the activities of the Network and Infrastructure Division which has responsibility for the…
Added 17 mins ago
Liquor Store - Assistant Manager Liquor Store
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Grande Prairie, AB
…oriented and passionate people leader to join our team as an Assistant Store Manager. As a member of the management team, our Assistant Store Manager is responsible for leading the…
Added 31 mins ago
GD
GARAGE - Assistant Manager - Promenades St-Bruno
Groupe Dynamite
Saint-Bruno, QC
- Full-time
Reporting to the Store Manager, your main focus as the Assistant Manager is to assist the Store Manager in all aspects of the store operations, by providing leadership that optimizes sales…
Added 31 mins ago
O
Office Manager, Executive Leadership Support
Optum
Richmond, BC
- Full-time
Executive Assistant support to onsite C-Suite leadership

Coastal Community

Account Representative 3 - RC - Union

BC, Canada
Nanaimo, BC, V9T 3M6, Canada
Courtenay, BC, Canada

Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68 · Full-time

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Job details

Pay: Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68
Job type: Full-time
Experience: A minimum of 3 years' financial services experience or an equivalent combination of post-secondary education and experience;
Posting language: English
Posted: Oct 5, 2026

Original job description

**Posting Deadline: Please submit your application by 11:59 PM PST, October 13, 2026**

Position Type: Temporary

Duration: Approximately eight (8) months

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Representative at our Relationship Centre (aka contact centre) you will help members reach their financial goals through a variety of channels. We are not your average contact centre -- we are passionate about building relationships with our members! It's so important to us -- it's in our name! This position offers great opportunity for relationship building and continued learning as you grow your career with Coastal Community!

Hours

This position will have hours scheduled between 7:30am to 8:30pm Monday to Friday and 7:30am to 4:30pm Saturday. Shifts may vary with a combination of daytime and evening work.

As per Appendix A-2 in the Collective Agreement, “shift work ending after 6:00pm up to and including 8:30pm will be paid a premium of five percent (5%) above the employee’s regular rate for all hours worked beyond 6:00pm”.

What’s the role?

As an Account Representative, under limited supervision you will provide a full range of member service with respect to all credit union services and are a primary developer of enhanced member relationships. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is the responsibility of the Account Representative to carry the vision statement forward in order to build, maintain and expand the member’s relationship with Coastal Community Credit Union and the other Coastal Community business lines while ensuring the interests of the organization are met. You will strive to provide a high quality experience with all member interactions while following Coastal Community's policies and procedures.

Your duties will include:

Accountable for the achievement of goals through effective sales and service initiatives.
Use of Coastal Connections interviewing skills to uncover and match member needs with the appropriate Coastal Community products and/or services.
Proactively identify and complete quality referrals within all Coastal Community business lines.
Performs all MSR 2 duties including but not limited to opening new memberships, selling registered and non-registered products and cross-selling all card products.
Authorize transactions and provide overrides to other employees within limits and assigned authority.
Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
Provides quality service to all members with a variety of transactions inclusive of investments and registered products, personal lending products including creditor insurance.
Performs other related duties as assigned.

What are we looking for?

A minimum of 3 years' financial services experience or an equivalent combination of post-secondary education and experience;
Successful completion of Coastal Community's MSR Level 2 exam;
Completed CUIC 210 (Credit Union Consumer & Residential Mortgage Lending), CUIC 240 (Fundamentals of Personal Financial Planning);
Actively pursuing CUIC Fellowship Designation;
Working knowledge of lending and deposit policies, practices, procedures and branch operations.
Successful completion of Coastal Community's in-house sales program, Coastal Connections (Building Member Connections);
Solid knowledge of Credit Union operations, principles, and values;
Solid understanding of the competitive environment in the financial marketplace, and local communities within their region;
Proven track record of achieving superior sales results.
Previous call centre experience an asset.

Ideally, you are a flexible, collaborative team player with:

Working knowledge of policies and procedures related to the processing of lending applications, a working knowledge of lending products and an advanced knowledge of all credit union products and services, registered and non-registered products, the banking system and loans origination system;
The incumbent must utilize Coastal Connection skills to effectively listen to and engage members in conversation to understand and identify their immediate financial needs, and provide resolution through sourcing information, matching an appropriate product/service and/or referring members to the appropriate individual to complete their request.
Excellent communication skills and the ability to articulate in a clear, concise manner is required to transfer information and understanding to members, as well as to handle complex lending transactions.
Interviewing skills and the ability to ask probing questions are required, as well as having the flexibility to adapt to each request and move between a variety of member concerns/questions/requests without knowing the nature of the request prior to the conversation.
The ability to multitask with above average keyboarding and internet/computer navigation skills for searching on-line client data and product information while simultaneously conversing with the member is essential to ensure that members receive excellent member service.
The incumbent will also have the freedom to act, and although they must refer lending approval/non-routine decisions to others, they work under broad direction rather than direct supervision. This position requires the use of judgment in developing recommendations/decisions that could have an impact on credit union operations.

If you’re an approachable problem solver who embraces self-development and life-long learning, you’ll be a great fit with us.

Who are we?

Since first forming in 1946, Coastal Community has grown to become the largest financial services provider based on Vancouver Island. We’re proud of the legacy we’ve built and the things that make us who we are:

We’re 100% member-owned, with all decisions made locally - right here on Vancouver Island.
We’re a growing organization with over $4 billion in assets under management. Coastal Community helps improve the financial health of over 100,000 members and clients through our 24 branches, 16 insurance offices, 4 business centres, plus our wide range of online and digital services.
We believe in making meaningful contributions to the communities we call home. Each year, we give over half a million to community organizations and programs.

At Coastal Community we are dedicated to serving our local community by prioritizing diversity, equality, inclusion, and supporting a sense of belonging for all. We value every individual’s unique experience and perspective. As a result, we empower individuals to achieve their financial goals, enrich lives, and build healthier communities.

Embarking on a journey with Coastal Community means joining an exceptional team, engaging in meaningful work, and enjoying fulfilling experiences along the way. We take pride in offering a comprehensive total rewards package and a workplace culture that’s second to none. This includes a commitment to work/life balance, a substantial extended benefits package, an impressive 11.75% employer-paid RRSP contribution, investments in your education and training, banking perks, and so much more! Join us and be part of a community that values your growth and success!

Full Time Role Range (Annual Salary) - $49,749.24 to $60,922.68

The wage ranges provided are based on the Union collective agreement.

If this role resonates with your passion and skills, we would love to hear from you.

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More about this job

Responsibilities

The Account Representative provides a full range of member services and acts as a primary developer of enhanced member relationships. They are responsible for achieving sales goals, identifying member needs, and resolving concerns while adhering to credit union policies.

Requirements

Candidates must have at least 3 years of financial services experience or an equivalent combination of education and experience. Successful completion of specific internal exams and certifications, such as CUIC 210 and 240, is required.

Skills

Financial services
Relationship building
Sales
Customer service
Lending
Credit union operations
Interviewing skills
Conflict resolution
Multitasking
Keyboarding
Computer navigation
Product knowledge
Communication skills
Data entry

Benefits

Extended benefits package
Education and training investment
Banking perks
Work/life balance

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Credit Union
Relationship Management
Sales
Customer Service
Lending
Registered Products
Non-registered Products
CUIC 210
CUIC 240
Member Relations
Banking System
Loan Origination
Contact Centre
Financial Health
Account Representative
Member Service Representative

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